First published in the Financial Review on 1 December 2022. The income threshold for eligibility for a Senior’s Health Card has just been significantly increased in gift to many self-funded

First published in the Financial Review on 4 November 2022. An ATO ruling that excludes family members on the death or divorce of their natural parent seems arbitrary in a

Content provided by Hostplus Non-traditional assets are regularly overlooked by advisers and SMSF trustees due to illiquidity and accessibility concerns. There’s a good reason to take a second look. Diversity

First published in the Financial Review on 5 October 2022. The High Court decision in Hill v Zuda has given trustees greater certainty around binding death benefit nominations. The High

First published in the Financial Review on 7 September 2022. Accountants are crucial to DIY super funds yet their role has been overlooked in the Quality of Advice Review. When

First published in the Financial Review on 10 August 2022. Recontribution tactics made possible by rule changes are a game changer for older Australians and their families. The 2021 federal

First published in the Financial Review on 14 July 2022. The Future of Financial Advice Review offers an opportunity to get the balance right on compliance versus cost. For self-managed

First published in the Financial Review on 16 June 2022. The sector is anxiously waiting to see if the Labor government will proceed with some crucial changes that were in

First published in the Financial Review on 18 May 2022. From July 1, they will be able to contribute without having to meet the work test, but they need to

First published in the Financial Review on 27 April 2022. A well-considered estate plan will make life easier for any beneficiaries – the invaluable parting gift. For self-managed super funds,