Capitaleyes Latest Financial Planning News

There is now more flexibility for SMSF members with market-linked pensions whose balances exceed the transfer balance cap with better tax outcomes and estate-planning options said the managing director of a leading SMSF educational organisation.
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Recent Issues and changes that could effect you
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The priorities of Australians have changed, with financial independence now the nation’s most common aspiration, according to a new report.
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‘Seeing our people through the hard times – and setting our country up for a better future’ “While Australia may have a lot coming at us – we have a lot going for us too” – Dr Jim Chalmers, 2023-2024 Federal Budget Speech.
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  The following are all the links to the federal government's description of its 2023 Budget.  At the bottom are the Budget Documents for those that love to get into the fine detail of a Budget.  
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Our latest forecast changes include expectations for:
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Preparing for loss of capacity or death is vital for SMSF members. It's important to ensure your trust deed is watertight.
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The ATO has warned SMSF members to be aware of identity fraud and investment scams.
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The new campaign highlights the importance of customer alertness against criminal activity by scammers.
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New draft legislation to the work test mean impacted individuals will retain their ability to claim deductions for personal contributions post 30 June 2022, says a leading adviser.
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Every end of financial year (EOFY) season involves a rush by Australians wanting to get their tax returns completed.  Increasingly, though, this period is seen as an opportunity for bad people to take advantage of us. 
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Amid sudden bank closures, we explain our risk management approach and remind investors to focus on what they can control.
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