The government’s new tax on super balances over $3 million, effective from 1 July 2025, raises concerns for SMSF members. With no indexation and assessments starting from March 2027, strategies must be reviewed now. Consolidating funds, managing balances, and understanding transfer risks—like the “widow’s tax”—are key. SMSFs remain attractive, but members must act early to reduce the impact and maintain tax efficiency.

Question from Lisa in South Australia: "Should my financial adviser have been cashing out shares in my super portfolio this year, prior...

Infographic showing five low-cost marketing strategies for financial advisers, including newsletters, events, referrals, testimonials, and joint ventures.

What the Latest Financial Advice Reforms Mean for Advisers

Starting Feb 2025, Facebook requires financial advertisers in Australia to verify AFSL status. Stay compliant—get verified now!

Financial advisers must prioritise cybersecurity. At Lifestyle Asset Management, we enforce strict policies for data sharing, client portals

As the financial sector continues to evolve, ASIC is stepping up to meet the challenges posed by new technologies. In its recently...

As a group, we are dedicated to providing top-tier financial advice that improves the lives of our clients. We are thrilled to announce a...

1. THE NATIONAL MINIMUM WAGE INCREASE Starting 1 July 2024, the National Minimum Wage is set to rise by 5.75%. This directly impacts how...

Do you have the ability to rapidly respond to your clients needs? We are now well and truly into 2022 and anyone who has already been...

FASEA has been the culmination of a torrid journey for many advisers who have not been given the respect that a lifetime in the business...