Capitaleyes Latest Financial Planning News

Check out the 20 years of Silicon Valley Trends
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What five years’ worth of SMSF asset allocation data reveals.
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Around 3 million Australians are unpaid caregivers. Most face a super risk. 
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The different operations of pensions passed onto a beneficiary can be confusing and SMSF members must understand how the will impact their transfer balance account.
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It is more tax effective to leave superannuation to an estate rather than a binding death benefit nomination to children, says an accounting expert.
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The latest forecasts for investment returns and region-by-region economic outlook.
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Failure to create, execute, perform and retain documents for an SMSF can leave a fund and its trustees unable to provide compliance evidence, warns a specialist legal expert.
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The ATO said it is reviewing and assessing all new SMSFs before they can receive a registered or complying status on Super Fund Lookup (SFLU) as part of a program to stop illegal early access schemes.
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Check out the The Leaders Who Refused to Step Down 1939 - 2024
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ASIC has extended the reportable situations relief and personal advice record-keeping requirements on the same terms until October 2029.
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New research has found most Australians believe the age pension is insufficient to fund their retirements, with larger superannuation balances and access to professional financial advice linked to higher levels of financial well-being instead.
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What the Federal Reserve's policy shift means for rates.  
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