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Latest Financial Planning News
- AI exuberance: Economic upside, stock market downside
The key findings of Vanguard’s economic and market outlook to be released in December
- Becoming a member of an SMSF is easy, but there are other things that need to be considered
There are very few restrictions on who can become a member of an SMSF, but there are conditions with which members must comply when they are in a fund, a specialist adviser said.
- Investment and economic outlook, November 2025
The latest forecasts for investment returns and region-by-region economic outlook
- Move assets before death to avoid tax implications
Mitigating the impact of death benefit tax can be supported by ensuring the SMSF deed allows for the transfer of assets out of the fund in a timely manner, a legal specialist said.
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