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Latest Articles

Investment and economic outlook, March 2025
latest forecasts for investment returns and region-by-region economic outlook
Advisers should be aware of signs of elder abuse in SMSF structures
SMSFs are a structure that can heighten and exacerbate issues around elder abuse, a leader in the aged care sector has said.
SMSFs hold record levels of cash and property
SMSFs are holding record levels of cash despite an interest level drop in February, according to ATO data.
Trustees warned on early access
The ATO has warned trustees they will be held accountable for members who access super without meeting a legitimate condition of release.
The Largest Empires in the World's History
Check out the Largest Empires in the World's History
All the documents, fact sheets and downloads to do with this year’s 2025-26 Federal Budget
Federal Budget 2025-26 – Papers and Fact Sheets
Winners and Losers - Federal Budget 2025-26
Treasurer Jim Chalmers has handed down his fourth federal budget, laying the groundwork for a federal election campaign that could be called within days.
Building Australia's future and Budget Priorities
Building Australia's future and Budget Priorities
Four SMSF breaches high on the ATO’s radar
The Tax Office is actively targeting SMSF trustees over a range of super breaches. Home ownership is still the great Australian dream for many people.
Home is where the super is for many Australians
More Australians are upsizing their super by downsizing their home.
Investment and economic outlook, February 2025
The latest forecasts for investment returns and region-by-region economic outlook.
TBC increase not just about pensions
An industry consultant has reminded practitioners the indexation measure to be applied to the general transfer balance cap will have implications for other elements of the superannuation system as well that are unrelated to income streams.
SAR non-lodgment continues to be a concern: ATO
The non-lodgment of superannuation annual returns continues to be one of the ATO’s major concerns, the deputy commissioner for superannuation has said.
Increase in prohibited loans a concern: ATO
While the amount of illegally accessed funds from SMSFs has reduced, the amount of prohibited loans has gone up, the Commissioner of Taxation has said.
Retiree confidence undermined
Cost-of-living pressures have eroded retiree confidence and prompted many to recalibrate their expectations, according to a new financial services sector report.

Article archive

January - March 2025
October - December 2024
July - September 2024
April - June 2024
January - March 2024
October - December 2023
July - September 2023
April - June 2023
January - March 2023
October - December 2022

January - March 2025 Archive

Building Australia's future and Budget Priorities
Winners and Losers - Federal Budget 2025-26
All the documents, fact sheets and downloads to do with this year’s 2025-26 Federal Budget
Four SMSF breaches high on the ATO’s radar
Home is where the super is for many Australians
Investment and economic outlook, February 2025
TBC increase not just about pensions
SAR non-lodgment continues to be a concern: ATO
Increase in prohibited loans a concern: ATO
Retiree confidence undermined
The Most Held Currencies in the World | 1850-2024
Up to 700k retirees could be paying more tax than they should: SMC
Calls for clarification on NALI/E rulings
Australia’s economic growth set to recover in 2025
Carer rights - interdependency relationships
Division 296 deliberately deceptive
Five financial steps for the new year
How to shift into pension mode
Best Selling BOOKS of all Time
Preparing your kids for financial success
Investment and economic outlook
It’s super hump month. Make the most of it
Know the difference between general and specific NALE
Super funds finish 2024 with double-digit returns
9 Ways You Can Invest Using SMSF
End-of-year break time for super check-up
Most Powerful Economies in Europe | 1960-2024

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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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