Running your own self-managed super fund (SMSF) comes with many responsibilities and lodging an annual return is one of the most important. While paperwork may not be anyone’s favourite task, the Australian Taxation Office (ATO) takes the SMSF Annual Return (SAR) very seriously. As of February 2025, around 85,000 SMSFs had not lodged their SAR … Read more
How investors are being duped by unscrupulous operators In late December the Australian Securities & Investments Commission issued a warning to investors on so-called ‘pump and dump’ operators – unscrupulous actors who start rumours about small cap securities to inflate the share price in the hope of making a quick profit. ASIC noted there had … Read more
Stopping work is a big shift – especially when you haven’t planned for it. Why you might face a sudden retirement Only one-third of Australians retire because they’ve reached retirement age. For many, retirement happens earlier than they expect due to events outside their control. These can include: Job loss or redundancy: some people are … Read more
