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Latest Financial Planning News

ATO issues guidance on SMSF trustee appointment and compliance

ATO issues guidance on SMSF trustee appointment and compliance

The ATO has issued guidance on what SMSF members need to understand about compliance regarding responsibilities when appointing trustees or directors of a corporate trustee.

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ASIC to increase audit surveillance in 2025–26

ASIC to increase audit surveillance in 2025–26

The corporate regulator has said it will review an increased number of audit files in the upcoming financial year.

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Investment and economic outlook, May 2025

Investment and economic outlook, May 2025

Tariff reprieves, trade deals brighten the economic horizon

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Legal case has succession planning lessons for SMSF members, advisers: legal expert

Legal case has succession planning lessons for SMSF members, advisers: legal expert

The recent Federal Court case, Lynn v Australian Financial Complaints Authority [2025] FCA 175, has highlighted the importance of clear succession and estate planning to ensure a deceased member’s super death benefits are paid as intended, a legal specialist has said.

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We'll ask you multiple questions about your current situation. With the information you provide, we aim to tailor effective advice, plans and strategies for you.

Whether you're building your business, budgeting for your lifestyle or want to create a secure future for your family, our advisors have the expertise and experience to help you.

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