New rules impacting Victorian LRBA holders
Victorian SMSF trustees must lodge declarations of trust relating to LRBAs with the State Revenue Office (SRO) for duty assessment under new
FASEA releases September exam results
The Financial Standards and Ethics Authority has announced the results of its second exam held in September.
Risks abound in small business CGT exemption
Trustees looking to contribute proceeds of the sale of their business into their SMSF should be aware of the risks, given the ATO’s strong
AAT denies 30-year-old death benefit appeal
A widow’s attempt to appeal non-payment of super benefits following the death of her ex-husband 30 years ago has been struck down by the A
Advisers should be on guard for section 55 breaches
The rising incidence of legal challenges around SMSF death benefits is increasing the likelihood by which financial planners or accountants
Adviser cops 4-year ban over SMSF advice
A former Sydney adviser has been banned from providing financial services for four years after ASIC found he had failed in his duties to act
ATO provides clarity over portal closure
Delaying the closure of the ATO’s old tax and BAS agent portals would put a “significant risk” on the agency’s move towards a single
Splitting cash assets for stronger returns
With very little returns on cash investments, it makes sense to consider other alternatives for your “cash bucket”, and investors would
Daniel Butler and Bryce Figot
NALI warning –– draft LCR 2019/D3
Shelley Banton
How to pass the sole purpose test
Allison Murphy and William Fettes
LRBAs — current tips and traps
Daniel Butler and Kimberley Noah
SMSFs and GST withholding on residential premises
Bryce Figot
Reversionary pensions v BDBNs: Advisers’ risks
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