26/11/2014 | 7:40 AM New research reveals a growing interest in annuity products, but do investors need to consider significantly changing their portfolio as they move into retirement?
25/11/2014 | 7:37 AM There are some simple steps that can be followed to ensure superannuants are making the right level of concessional and non-concessional contributions.
18/11/2014 | 7:32 AM Making a will is not enough to deal with the entirety of your wealth. It will be necessary to specifically address how to pass on the benefit or control of your SMSF.
14/11/2014 | 7:44 AM SMSF trustees are perceived as being better educated, wealthier and healthier than the rest of the populace, which has certain implications for retirement spending.
22/10/2014 | 7:35 AM The ATO has stepped up calls for trustees to consider a legal structure that will benefit them in the long term.
19/10/2014 | 7:39 AM The ATO has identified a number of cases where SMSFs are incorrectly claiming a tax-loss deduction. Bendzulla's Melanie Dunn explains what you need to know.
13/10/2014 | 7:36 AM Trustees in pension mode should be cautious about investing in residential property, HLB Mann Judd's Michael Hutton says.
17/09/2014 | 8:06 AM Trustees can take some simple measures to protect their savings, following warnings from the Australian Federal Police that the sector is a vulnerable target for sophisticated criminals.
29/08/2014 | 7:35 AM Superannuation funds in pension phase are set to gain the most from Telstra's $1-billion buyback, according to Westpac financial planner Glenn Calder.
12/08/2014 | 7:34 AM A growing number of SMSFs have plans to invest in managed funds as they seek greater diversification, but choosing the right investment manager can be tricky.
7/08/2014 | 8:04 AM Concerns around borrowing in super have intensified following another government inquiry, but trustees can follow a simple checklist to ensure they have the right strategy in place.
25/07/2014 | 7:21 AM Trustees will have to consider a raft of recent tax determinations issued by the Australian Taxation Office over the past six months.
22/07/2014 | 9:24 AM The key advantages in running a self-managed superannuation fund have also translated into strong performance.
18/07/2014 | 8:38 AM The interim report from the Financial System Inquiry has once again raised the possibility of unnecessary barriers to the SMSF sector, Xpress Super's Olivia Long says.
17/07/2014 | 7:50 AM The recent changes to the taxing of excess super contributions are welcome but people should remain vigilant in their super planning.
9/07/2014 | 11:20 AM SPAA's Graeme Colley outlines what SMSF trustees need to do to ensure the advice they are getting complies with the government's proposed reforms.
8/07/2014 | 7:19 AM Investors can learn from the late health mogul Paul Ramsay as acts of private and corporate generosity take Australia to a new level of philanthropic engagement.
25/06/2014 | 7:24 AM From next month, the ATO has the power to issue "speeding fines" to those SMSF trustees who breach the new rules.
17/06/2014 | 7:25 AM FIIG Securities' Elizabeth Moran looks at how a portfolio of bond securities can generate income over and above that provided by term deposits.
12/06/2014 | 7:28 AM A trio of financial planners give their top tips on how to defer tax and generate benefits in your investment portfolio.
6/06/2014 | 6:42 AM HLB Mann Judd's Peter Bembrick shares three easy tips to help you alleviate your tax burden, while BT Financial Group's Bryan Ashenden outlines how taxpayers can be better prepared for next year.
5/06/2014 | 7:39 AM An investment strategy can affect tax outcomes so it is important for investors to look at tax as part of any investment decision, as Morningstar's Alex Prineas demonstrates.
4/06/2014 | 7:26 AM Strategy Steps' Louise Biti outlines some practical strategies for minimising the tax liability of those taxpayers affected by the budget levy.
3/06/2014 | 2:02 PM SPAA's Graeme Colley outlines a number of important dates for taxpayers as the 30 June deadline looms.
3/06/2014 | 9:28 AM Understanding what you could do before and after 30 June 2014 can provide the icing on the cake for employees, investors and those in small business.
2/06/2014 | 7:37 AM Just like Christmas we all know when the end of the financial year is due to come around but that doesn't stop most of us from leaving our tax planning to the last minute, BT Financial Group's Rob Hay says.