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(03) 9431 3255
info@seftonfinancial.com.au

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Latest Articles

ATO encourages trustees to use voluntary disclosure service
The ATO is encouraging SMSF trustees to use its voluntary disclosure service to inform it early if a contravention has occurred.
Beware of terminal illness payout time frame
If an SMSF member is diagnosed with a terminal illness, it is best not to close out the fund before the insurance has been paid, says a specialist.
Capital losses can help reduce NALI
Capital losses can be used to reduce or eliminate NALI tax exposures in relation to a tainted capital gain, says a legal expert.
Investment and economic outlook, August 2024
Region-by-region economic outlook and latest forecasts for investment returns.
What the Reserve Bank’s rates stance means for property borrowers
The funding gap between variable and fixed rate loans is continuing to widen.
How investing regularly can propel your returns
Even investing small amounts on a regular basis will compound returns over time.
Super sector in ASIC’s sights
The superannuation sector’s handling of retirement outcomes will be an area of focus for ASIC which has also committed to review SMSF establishment advice.
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Check out the most Popular Operating Systems 1999 - 2022
Our investment and economic outlook, July 2024
Our region-by-region economic outlook and latest forecasts for investment returns.
Striking a balance in the new financial year
By doing a few calculations you can easily see if your portfolio is still on track.
The five reasons why the $A is likely to rise further - if recession is avoided
After a soft patch since 2021, there is good reason to expect the $A to rise into next year
What super fund members should know when comparing returns
Why you need to compare apples with apples on super fund performances and fees.
Insurance inside super has tax advantages
One of the most significant advantages of holding insurance policies inside superannuation is the tax deduction for life and disability premiums that go towards paying out a disability superannuation benefit, according to a leading technical specialist.
It’s never too early to start talking about aged care with clients
Financial planning professionals should be having conversations with their clients as soon as possible about their aged care needs, says a specialist adviser.
Capacity doubts now more common
The partner of a legal firm specialising in superannuation has revealed the concept of SMSF member mental capacity is becoming more prevalent in estate planning challenges, prompting the need for practitioners to amend their procedures regarding all fund actions.

Article archive

April - June 2024
January - March 2024
October - December 2023
July - September 2023
April - June 2023
January - March 2023
October - December 2022
July - September 2022
April - June 2022

April - June 2024 Archive

Middle-to-higher incomes boosting SMSF growth
Investment and economic outlook, May 2024
Transitioning into retirement: What you should know
Plan now to take advantage of stage 3 tax cuts
Deeming freeze a win for Age Pensioners
Downsizer contributions can be time critical
The superannuation changes from 1 July
The Deadliest pandemics in History
Budget breakdown – Federal Government Analysis
Winners & Losers
Federal Budget 2024
Getting to a higher level of financial literacy in Australia
What is the future of advice and how far off is superannuation 2.0?
Investment and economic outlook, April 2024
Australia’s debt service ratio ‘extraordinary’: CBA
Connecting an adviser with your children
ACCC scam report
The Shortest-reigning Monarchs in History
ATO warns trustees about increasing crypto scams
Aged care report goes to the heart of Australia’s tax debate
Removed super no longer protected from creditors: court
ATO investigating 16.5k SMSFs over valuation compliance
The 2025 Financial Year Tax & Super Changes You Need to Know!
Investment and economic outlook, March 2024
The compounding benefits from reinvesting dividends
Three things to consider when switching your super
Oldest Buildings in the World.

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Suite 4, 741 Main Road, Eltham Vic 3095
(03) 9431 3255
info@seftonfinancial.com.au

General Advice Disclaimer: This website contains information that is general in nature. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.

James Sefton & Associates Pty Ltd as Trustee of the James & Sandra Sefton Family Trust (ABN: 59 721 955 202), trading as Sefton Financial is a Corporate Authorised Representative No. 415868 of Alliance Wealth Pty Ltd (ABN 93 161 647 007) AFSL 449221 www.centrepointalliance.com.au/AW

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