by Financially Sorted | Aug 29, 2025 | Property Investment, SMSF
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,...
by Financially Sorted | Aug 29, 2025 | Superannuation
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...
by Financially Sorted | Aug 29, 2025 | ATO, Tax Returns
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...
by Financially Sorted | Aug 11, 2025 | SMSF, Superannuation
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...
by Financially Sorted | Jul 28, 2025 | ATO, Small Business, Tax & Accounting, Tax Returns
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...
