Capitaleyes Latest Financial Planning News

SMSF trustees using limited recourse borrowing arrangements (LRBA) should avoid trying to cut corners in setting up a trust for the loan, with an SMSF structure expert stating they should set up a dedicated bare trust for each gearing measure.
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The increase in the transfer balance cap from $1.9 million to $2 million is not as simple as it seems, particularly for members already in pension phase, a leading adviser has said.
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A retirement savings specialist has confirmed the payment of an SMSF death benefit is not dependent upon any of the procedures associated with the deceased member’s estate.
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The Tax Office has reminded trustees that SMSFs need to start preparing for their SMSF annual return lodgment, which is due by 31 October 2025.
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Latest forecasts for investment returns and region-by-region economic outlook  
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Tailoring your retirement strategy based on your personal data could be invaluable
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Research explores the benefits investors can derive from financial advice
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The power of regular voluntary super contributions
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If you plan to get more into your super this financial year, act very quickly.
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The rules for a super fund investing in property are complex because of the restrictions placed on some types of property that may be acquired (purchased or transferred in specie) from related parties.
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Failing to meet the minimum pension requirements impacts a number of tax components, an industry consultant has warned.
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The ATO has issued a warning to SMSF trustees to be aware of scammers leading up to EOFY.
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