The Hidden Costs of Financial Disengagement: A Cautionary Tale

Imagine this: John, a successful businessman in his early 50s, was the epitome of financial organisation. He meticulously managed the family’s finances—running the SMSF (Self-Managed Super Fund), overseeing multiple bank ...

Tax rate increased for Australians with super balances above $3 million

The Albanese government has announced superannuation balances above $3 million will have their concessional rate doubled from 2025. Currently, earnings from superannuation in the accumulation phase are taxed at a concessional rate ...

Oliver’s insights – Australian v global shares

Article written by: Dr Shane Oliver,Head of Investment Strategy & Chief Economist AMP Key points – The underperformance of Australian versus global shares since 2009 reflects a combination of tighter ...

Do you have a Self-Managed Super Fund?

Are your lodgements up-to-date? Your fund status will change if SMSF annual returns are late From 1 October 2019, if your SMSF is more than two weeks overdue on any ...