Capitaleyes Latest Financial Planning News

Investment and economic outlook, September 2024

The latest forecasts for investment returns and region-by-region economic outlook.
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SMSF succession planning part 1 – getting started

  Part 1 examines the key characteristics of a sound SMSF succession plan including planning for control of the fund to pass into trusted hands in the event of a member’s death or loss of capacity.  
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Most Popular Operating Systems 1999 – 2022

Check out the most Popular Operating Systems 1999 - 2022
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Super sector in ASIC’s sights

The superannuation sector’s handling of retirement outcomes will be an area of focus for ASIC which has also committed to review SMSF establishment advice.
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How investing regularly can propel your returns

Even investing small amounts on a regular basis will compound returns over time. 
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What the Reserve Bank’s rates stance means for property borrowers

The funding gap between variable and fixed rate loans is continuing to widen.
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Investment and economic outlook, August 2024

Region-by-region economic outlook and latest forecasts for investment returns.
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Capital losses can help reduce NALI

Capital losses can be used to reduce or eliminate NALI tax exposures in relation to a tainted capital gain, says a legal expert.
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Beware of terminal illness payout time frame

If an SMSF member is diagnosed with a terminal illness, it is best not to close out the fund before the insurance has been paid, says a specialist.
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ATO encourages trustees to use voluntary disclosure service

The ATO is encouraging SMSF trustees to use its voluntary disclosure service to inform it early if a contravention has occurred.
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Most Gold Medals in Summer Olympic Games (1896-2024)

Check out which country has won the most Gold Medals in Summer Olympic Games (1896-2024)
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Capacity doubts now more common

The partner of a legal firm specialising in superannuation has revealed the concept of SMSF member mental capacity is becoming more prevalent in estate planning challenges, prompting the need for practitioners to amend their procedures regarding all fund actions.
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Capitaleyes
Phone: 02 9568 5555
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