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Latest Financial Planning News

Super versus trusts: What is the best option with Div 296?

Super versus trusts: What is the best option with Div 296?

Super used to be clearly the “best” option due to low tax rates but the increasing complexity of things like Division 296 tax, compliance risk, and death benefits tax is narrowing that advantage, a top specialist said.

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Thinking of establishing an SMSF? Don’t skip reading the rules

Thinking of establishing an SMSF? Don’t skip reading the rules

As the establishment of new SMSFs continues to rise, the ATO is reminding potential trustees to ensure they are aware of the different requirements depending on whether their fund has individual trustees or a corporate trustee.

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Investment and economic outlook, February 2026

Investment and economic outlook, February 2026

latest forecasts for investment returns and region-by-region economic outlook

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Coercive control in SMSF becoming a hot issue

Coercive control in SMSF becoming a hot issue

AFCA is anticipating there will be more focus on coercive control and elder abuse going forward.

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