Asset valuation guidelines for SMSFs
There’s no getting around regular asset valuations for your SMSF, and it needs to be done by the book.
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Barbara is a financial journalist and author with over 30 years’ experience in Australia and the UK. She is a contributor to The Sydney Morning Herald and The Age Money section, and has worked for the Australian Financial Review and The Australian.
Barbara is the author of Alan Kohler’s Eureka Report Guide to Personal Investing, Sorting Out Your Finances for Dummies and Personal Finance for Dummies and co-author of Investing for Dummies with James Kirby.
There’s no getting around regular asset valuations for your SMSF, and it needs to be done by the book.
While interest rates have lifted off their historic lows, franked dividends from shares are still a happy hunting ground for income-seeking investors.
Our Age Pension calculator gives you an estimate of your potential Age Pension entitlements for the period 20 September 2023 to 19 March 2024.
A common question for Australians planning their retirement is if, and when, they will be eligible for the Age Pension.
This article details the rules and limits of the Age Pension assets test (how much your savings and other assets are worth), which is one half of the means test (along with the income test) that determines how much Age Pension you could be eligible for.
Age Pension rates increase on 20 March 2024. This article also explains how the Age Pension works, and includes the latest Age Pension rates for residents, non-residents, and the transitional Age Pension.
A common question for those nearing or in retirement is “How much can a pensioner earn before it affects the pension?”.
If your super balance is underwhelming, even small personal contributions can supercharge your retirement savings once compound interest and tax do the heavy lifting.
Super funds continued their winning streak in January, with the median Growth fund up 1% over the month.
In our reckoner below you can view the median monthly investment returns for 5 superannuation investment options going back to January 2016.
The number of SMSF trustees who have unmet advice needs is growing, but upcoming reforms and new technology offer the prospect of improved affordability and access.
If retirement beckons, it’s time to work out how much income you think you will need to fund your desired retirement lifestyle. Here’s what you need to consider.
The majority of Australians are already enjoying tax cuts and increased financial support in the form of tax offsets, with more to come.
A strong finish for shares and bonds provided stellar returns for pension fund members in 2023, more than wiping out the previous year’s losses.
The amount of tax you pay will depend on your assessable income less a host of tax deductions and offsets. Here are the latest rates and thresholds.
Older Australians are wealthier than ever before, so careful estate planning is crucial if you want your super and other assets to be distributed in line with your wishes.
It can be easy to put off retirement planning when you are caught up in the demands of running your own business, but it pays to plan ahead if you want to make the most of all your hard work.
There’s a lot to think about in the run-up to retirement, from where your income will come from to where you’ll live, but answering these questions should help you prepare.
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