Capitaleyes Latest Financial Planning News

  More demanding record-keeping requirements in the November draft have been in place since 1 January.  
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How to work it out: employee or contractor To check if your worker is an employee or contractor, you need to review the whole working arrangement.  Read on ....  
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  Loans to members and financial assistance continues to be the most commonly reported type of contravention based on ATO statistics.  
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check out 240 years of countries with the highest GDPs per capita
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Where SMSFs are planning to lend money there are some important conditions to be aware of including who the money is lent to and the reason for the loan.
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With the eligibility age for downsizer contributions now age 55, the SMSF Association has highlighted some important considerations for younger clients looking to use the measure.
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The ATO is concerned about SMSFs entering into certain asset protection arrangements that involve a ‘Vestey Trust’.
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How did share markets around the world performed last year? And what investment lessons can we learn from 2022? Read on to find out.
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The government has released draft legislation on its measure to alter the tax treatment of off-market share buybacks.
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Planning ahead is critical for clients wanting to make super contributions under the lifetime CGT cap given some of the tight timeframes, CFS has cautioned.
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A recent study shows that Australians who have an active relationship with a financial planner are not only better off financially than unadvised Australians – they also have a better quality of life.
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With the recent ATO statistics indicating a significant proportion of SMSF members in retirement phase may be eligible for the Age Pension, Accurium has highlighted this as an important planning consideration.
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