Willam Fettes, director at DBA Lawyers, said it is important that advisers understand the interaction between the segregated and proportionate methods, the restrictions imposed by the DSFA rule and ...
Lyn Formica, head of SMSF technical and education for Heffron Consulting, said during a technical webinar on the new law, the government has included a special CGT adjustment. “This adjustment works ...
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Superannuation changes explained: Why 80,000 retired and super-rich Aussies will pay more tax
The federal government will introduce new tax measures targeted at high-value accounts or the richest retirement savers and increase the mandatory employer contribution rate. There are growing worries ...
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10 best superannuation funds of FY25
The median Australian superannuation fund delivered a 10.5% total return in FY25, beating the returns of FY24 (9.1%) and FY23 (9.2%). New data from Chant West shows that despite the US tariff-induced ...
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