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Julie Steed

2025-26 super thresholds – key changes and implications

The ABS recently released figures which are used to determine key superannuation rates and thresholds that will apply from 1 July 2025. This outlines the rates and thresholds that are changing and those that aren’t.  

How super members can avoid missing out on tax deductions

Claiming a tax deduction for personal super contributions can end in disappointment if it isn't done correctly. Julie Steed looks at common pitfalls and what is required for a successful claim.

The ATO has SMSF asset valuations in its crosshairs

SMSF trustees need to ensure they value their assets at least annually and that those valuations are fair and reasonable, based on objective and supportable data. The ATO is particularly concerned with unlisted assets such as real estate.

2024/25 super thresholds – key changes and implications

The ATO has released all the superannuation rates and thresholds that will apply from 1 July 2024. Here's what’s changing and what’s not, and some key considerations and opportunities in the lead up to 30 June and beyond.

A guide to excess non-concessional super contributions

Rules for eligibility to contribute to super are simple but there are conditions regarding accessing the bring forward rule that may result in unintended tax consequences. Here's an overview of everything you need to know.

Director identification numbers – time is ticking!

Do you know that if you're a company director you have to register for a director identification number (director ID) by 30 November 2022? Here's an overview of what you need to know and what you need to do.

Latest Updates

Howard Marks: the investing game has changed

The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.

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Buy the dips?

The Australian stock market has had almost 40 dips of 10% or more since 1920, with many of these triggered by weakness in the US. What would have happened in each case had you 'bought the dip'?

Shaky markets, steady mind

The uncertainty sowed by falling share markets can make investors panic and commit costly errors. Following the advice of an ex Navy SEAL commander can help you stay composed and focus on what matters.

Is it time to pull the plug on EVs?

Electric vehicles have long been championed as the future of transportation. With production slowdowns, cautious consumers, and infrastructure challenges, EVs appear to be hitting a speed bump.

The future of travel

Travel is about to be transformed by a new technological force: AI-powered travel agents. They will independently navigate websites, make decisions, and adjust your travel itinerary – just like a personal assistant.

SMSF strategies

Navigating SMSF property compliance

Property investment in SMSFs is a popular strategy for retirement wealth. Compliance is essential to avoid risks like the sole purpose test, non-arm’s length income, and property development issues.

History tells us that markets are at a high-risk juncture

Every bubble is unique in its form and duration, yet they all share common qualities and stages. As for the current bubble in AI and quality stocks, we’ve had the displacement and the euphoria. Now for the distress.

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