Capitaleyes Latest Financial Planning News

Professionals have been warned there is a “fine line” between member benefits and death benefits where a member plans to withdraw shortly before death.
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The move to the new quarterly based TBAR regime may see a clampdown on the backdating of pension documents, CFS has cautioned.
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The ATO has clarified that SMSFs will need to report all unreported events from the 2022–23 year by 28 October 2023 once the new framework starts.
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The first step to building a sound investment portfolio is to know why you’re investing
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While adopting a tactical asset allocation might seem tempting during bouts of heightened volatility, the timing and skill required to perfectly execute a portfolio shift is near impossible. Sticking to a strategic asset allocation however is likely to yield better returns.
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See which country lead the worlds natural gas production at certain times in the last 50 years.
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Teaching kids to establish sound money management skills and strong financial acumen is important, regardless of wealth level.
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SMSF trustees have been urged to start reviewing any potential non-arm’s length expense issues with the outcome of any future government consultation still unclear at this stage.
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  Wayward habits accentuated by the pandemic will be a compliance focus.  
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With property deductions a big focus for the ATO this tax time, SMSFs have been warned on some of the pitfalls in this area that can land them in trouble.
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  Thorough documentation can help mitigate the risk of crypto assets going missing in situations like divorce, says a specialist lawyer.  
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From navigating market volatility to superannuation legislation changes to determining the right asset allocation, here's how financial advice can help investors optimise their portfolios.
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