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In this week's Super Alert, Sanela Osmanovic and Natalie Cambrell report on the release by APRA of the final version of the guidance to accompany CPS 230 and several updates to their Your Future, Your Super FAQ’s. Also, the Treasury commenced public consultation in relation to the first set of financial advice regulations. Click on the link for more details: https://lnkd.in/dBSfBC4S #khqlawyers #auslaw #superannuation #financialservices

EOFY SUPER TIP - To ensure your super contributions count towards this tax year, complete your contribution transactions early. Financial institutions may not process transactions in time if you leave it to the last minute, so plan to complete your contribution transfers by June 17. If you need advice about superannuation, your executive share scheme and financial planning, please contact James Marshall at Resources Unearthed on +61 (0) 7 3007 2080 or email contact@executivestrategies.com.au. #superannuation #financialgoals #financialplanning #MiningIndustry #miningequipment #miningaustralia

The use of ETFs to access overseas investments will continue to climb, with larger numbers of SMSFs claiming they would occupy a larger place in their portfolio in the next year. https://ow.ly/sYTj50TNibT VanEck Arian Neiron #SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine

𝗛𝗼𝘄 𝗗𝗼 𝘁𝗵𝗲 𝗥𝗶𝗰𝗵 𝗜𝗻𝘃𝗲𝘀𝘁? 𝗨𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱𝗶𝗻𝗴 𝗪𝗲𝗮𝗹𝘁𝗵 𝗔𝗰𝗰𝘂𝗺𝘂𝗹𝗮𝘁𝗶𝗼𝗻 𝗩𝗲𝗵𝗶𝗰𝗹𝗲𝘀 🏦 In the world of high-net-worth investing, the structure of ownership is crucial. We're often asked, "Which entity is best for building wealth?" The most common vehicles include superannuation, discretionary or family trusts, insurance bonds and investment companies. Each option provides a unique framework for tax considerations, shaping how tax is paid and wealth is accumulated. #WealthManagement #InvestmentStrategies #TaxPlanning #HighNetWorth #Superannuation #Trusts #InvestmentCompanies

Navigating SMSF Contribution Caps: Avoiding Pitfalls. Making the most of your SMSF? Ensure you're up-to-speed on the latest contribution caps to maximise benefits without overstepping. Whether it's concessional (before-tax) or non-concessional (after-tax) contributions, knowing the limits is key. Exceeding these can lead to unexpected tax implications, but with careful planning, you can avoid these pitfalls. Always consider consulting a professional for personalized advice. Dive into the details and secure your financial future wisely. Read the full article here: Article: https://lnkd.in/gBJhygS5 #SMSF #Superannuation #FinancialPlanning #TaxPlanning #RetirementSavings #InvestmentStrategy #SuperCaps #WealthManagement #ContributionCaps #FinancialFuture

Explore the realm of Self-Managed Super Funds (SMSFs). Uncover the potential of borrowing to boost investment strategies amidst regulatory challenges and risks. Read more here: https://bit.ly/3IO8EgV #smsf #investmentstrategies #financialplanning #superannuation #retirementsavings #assetmanagement #wealthbuilding #riskmanagement #borrowing #investmentopportunities #retirementgoals #financetips #austalia #superhelp Sandra Lee

𝗘𝗽𝗶𝘀𝗼𝗱𝗲 47 The ability to prepay next year's concessional contribution in June is arguably one of the best tax planning strategies for business owners with a Self-Managed Superannuation Fund. However, the devil is in the detail and this episode discusses what you have to do to get this absolutely correct within the 28-day timeframe to qualify. Don't miss out on this information - tune in now here: https://rb.gy/l7fa6u #TaxPlanning #SuperannuationStrategies #FinancialFreedom #BusinessOwners #WealthManagement

Are you a financial adviser looking to unlock opportunities in Inheritance Tax (IHT) planning for your clients? Join Wayne Readshaw on the 27th June over lunch for an overview of the growing opportunity for IHT planning, plus discussions around the scenarios where Business Relief solutions may be a useful tool for both retail and corporate clients. Wayne will summarise the key features, benefits and risks of some of the investment solutions offered by Blackfinch. This will include both the Blackfinch Adapt IHT Service & Blackfinch Adapt AIM ISA Portfolios. Head of AIM Investments, Chris Swanepoel, CFA, will also be on hand to share his insights. They'll also outline how our Thrive Corporate Management Service can provide a solution for those who have excess cash in a business that could be working harder for them. Find out more and register your place: https://lnkd.in/eepgHtaq #InheritanceTax #IHT #EstatePlanning #FinancialPlanning #WealthPreservation #LegacyPlanning #FinancialAdvisers #IFAs #WealthAdvisers #BusinessRelief #CapitalPreservation #TaxMitigation Don’t invest unless you’re prepared to lose all the money you invest. This is a high risk investment and you are unlikely to be protected if something goes wrong. Take 2 mins to learn more: https://lnkd.in/eJTSKd9a

Our latest issue of Personal Wealth Adviser has been launched. This includes articles on: - This is how your heirs will pay less tax when they inherit your super - End of financial year superannuation planning - Unlock your financial potential – Making the most of concessional contributions - Part #2: $1.9M is the new $1.7M - Year end tax considerations - Be careful buying into overvalued indexes - Everything you need to know about the housing crisis If you have any questions or would like assistance in reviewing your superannuation, tax, personal wealth or estate planning please reach out to our team. #superannuation #wealthmanagement #taxplanning #eofy https://lnkd.in/gSkH3fCQ

On 16 April 2024, Deputy Prime Minister and Federal Finance Minister, Chrystia Freeland, tabled the federal budget for 2024–25. The budget features tax adjustments impacting individuals, trusts and corporations, including an increase in the capital gains inclusion rate. We are mindful of the potential impact on approaches to investing within registered plans, pension plans and other arrangements. Read our blog here: https://lnkd.in/ghd-xt26 #budget #financialinsights #trusts #registeredplans #pensionplans