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Category Archives: Financial Planning News
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.
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.
The ATO is concerned about SMSFs entering into certain asset protection arrangements that involve a ‘Vestey Trust’.
How did share markets around the world performed last year? And what investment lessons can we learn from 2022? Read on to find out.
The government has released draft legislation on its measure to alter the tax treatment of off-market share buybacks.