Capitaleyes Latest Financial Planning News

With COVID continuing to place financial stress on businesses and individuals, there has been an uptick in SMSF members illegally accessing money from their funds, an SMSF auditor warns.
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The use of various entities to jointly qualify for the “sophisticated investor” status will need to navigate various legal hurdles, especially around control for structures such as SMSFs and trusts, according to a law firm.
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The following links are to the latest state and federal government plans, schemes, programs, and initiatives to help businesses and individuals manage the impact of yet more COVID-19 restrictions.
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  The ATO will only recognise limited reasons offered by trustees as an acceptable excuse for not paying a death benefit within the standard timeframe.  
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10 little-known pension traps proving the value of advice.
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  The ATO will not take compliance action against funds that have not reported a TBA event after the commencement of a new pension in the interim.  
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An explanation of the difference between a Bull and Bear run.
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The uptake of six-member SMSFs is primarily being driven by trustees over the age of 80 who want their adult children to take over the management of the fund.
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The start of the new year is a perfect time to give a health check to your financial position and ascertain areas we should look at improving. In this Prepare for Life –Summer 2022 newsletter on our website, we focus on the following important points that could well affect you or your family: Protecting Families […]
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As we approach the end of the calendar year and embrace the summer weather, it’s fair to say that we all endured a tough year for many reasons. Let’s hope 2022 is lockdown free and we can get on with living with whatever challenges may emerge. In this newsletter, we talk about the following important […]
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Average life expectancies in Australia are now at a record high, and while that's a positive, longevity can also come with potential financial risks such as outliving your retirement savings. So what can you do to ensure you have the best chance of experiencing a financially secure retirement?
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  Australians are anticipating higher inflation in the coming years, particularly those in regional areas.  
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