Latest News

Complex rules of small business CGT concessions can present challenges

The complex rules around small business capital gains tax concessions can eliminate tax on a business sale and unlock significant contributions to super when used correctly, said Jemma Sanderson, Head of SMSF and Succession for Cooper Partners.

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IGR predicts drawdowns will be major source of retirement income

Drawdowns from superannuation are projected to increase to almost six per cent of gross domestic product (GDP) by 2065–66, according to the latest Intergeneration Report released on Monday.

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Retirees hardest hit by inflation

Retirees are being hit harder by rising prices than the general population, with the costs that dominate their budgets rising quicker than inflation, according to the updated Association of Super Funds Australia Retirement Standard.

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The retirement gap we don’t talk about

Retirement confidence isn’t just about your nest egg, it’s about your plan.

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The three phases of retirement: Key decisions at every stage

Retirement starts long before your last day at work.

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Children as SMSF dependents very complex

The definition of children as dependants under superannuation law is not straightforward when dealing with blended families.

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Two Cautionary Tales About Resources Important to Anyone Using a Domain Name or Website

This warning is new, but the reason for forgetting to renew a domain name isn’t.

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Check out the smartest species on earth: Data from 200M BC to 2026

Check out the evolution of animal intelligence from the Jurassic Period (~200 million years ago) to 2026, ranking the most cognitively capable organisms across deep evolutionary time,

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Tokenisation to change SMSF landscape

The tokenisation with regard to the ownership structure of conventional assets will have a profound impact on SMSF holdings and compliance.

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Super viewed as mortgage solution

A high number of people plan to use super to extinguish their mortgage as more people expect to retire still holding that debt.

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How to turn your annual SMSF investment strategy review into a genuine analytical exercise

Many SMSF trustees see the annual investment strategy review as a compliance obligation.

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SMSF pension shortfall – when can trustees self-assess?

Few SMSF compliance issues create as much anxiety as discovering a minimum pension hasn’t been met.

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Heathmont Financial Services Pty Ltd (ABN 68 106 250 104) trading as Heathmont Financial Services is a Corporate Authorised Representative (No. 262098) of Knox Wealth Management Pty Ltd (ABN 74 630 256 227), Australian Financial Services Licence Number (AFSL) 513763.

Julian McGoldrick is an Authorised Representative (No. 262098) of Knox Wealth Management Pty Ltd AFSL 513763.

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