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Investing in a Self Managed Super Fund Property

Investing in a Self Managed Super Fund Property

Investing in a self-managed super fund (SMSF) property has become an increasingly popular strategy in Australia, offering SMSF members greater control and flexibility over their retirement savings. With the ability to invest retirement funds directly into real estate,...

Average Australian super balance at 50

Average Australian super balance at 50

For many Australians, turning 50 is a milestone that brings retirement planning into sharper focus. With just over 15 years until the age pension age of 67, your superannuation balance starts to play a bigger role in shaping your financial future. Many people start to...

Record Keeping: ATO on the war path

Record Keeping: ATO on the war path

Careful record keeping is a must in order to prepare an accurate tax return and support the claims you make. Generally speaking, if you claim a deduction, you must have records to show how you calculated your claims. Records are usually a receipt from the supplier of...

Superannuation Update – Winter edition

Superannuation Update – Winter edition

In this quarter's superannuation update... Reminder: employers note that the super guarantee rate increased to 12% as of 1 July 2025.  Insight: We take a look at some suggested figures for a 'modest' and a 'comfortable' retirement lifestyle, the difference between...

Tax audit insurance for small business owners

Tax audit insurance for small business owners

For individuals such as property investors and small business owners the possibility of undergoing a tax audit from the Australian Taxation Office (ATO) is a legitimate concern. Audits require substantial time and effort and may also incur considerable expenses as the...

Four tips to avoid the ATO audit radar

Four tips to avoid the ATO audit radar

No-one wants to risk an audit by the Australian Tax Office (ATO). Avoid these four common mistakes to stay off the ATO radar this tax season. 1. Work-related expenses The most common mistake individuals make in preparing their tax, is incorrectly claiming work related...

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