SMSF adviser logo
subscribe to our newsletter

All Authors


AUTHOR|No. of Articles: 1830

Send me a message


Wealth management platform partners with Xpress Super

Selfwealth has partnered with SMSF administration provider Xpress Super to expand its SMSF offering. Read More

ASIC bans two advisers

The corporate regulator has announced two adviser bans including a permanent ban for an adviser who dishonestly obtained... Read More

Superannuation tax changes ‘almost guaranteed’ to be in budget

With Minister Stephen Jones making moves to bed down the objective for super, changes to superannuation tax concessions ... Read More

Final QAR report fails to address limited AFSL issue

Accountants and the IPA have voiced concerns that the problems with the limited financial advice model have not been ade... Read More

CA ANZ calls for ABN changes to be delayed till 2026

Proposed changes to the ABN system should be delayed till 2026 to allow SMSFs sufficient time to get their tax returns u... Read More

Indexation of the transfer balance cap

As the law stands, we will see an increase in the general transfer balance cap. Any strategies linked to this should con... Read More

Common audit issue flagged with pre-1999 unit trusts

A specialist SMSF auditor has stressed the importance of SMSF trustees providing an updated unit register where they hav... Read More

Late reporting may cause ‘significant consequences’ after TBC upli...

The ATO has warned trustees that late or retrospective reporting of events could have significant implications for a mem... Read More

‘No reason’ for accountants’ exemption: final QAR report

The final QAR report acknowledged there is ‘little merit’ in holding a limited AFSL but has opted against recommendi... Read More

Government to release objective of super consultation ‘very soon’

Minister Jones has suggested that balances above $5 million are not consistent with the purpose of super as the governme... Read More

TBC indexation to spur wide range of complex scenarios

A technical expert has stressed the importance of reporting TBAR events on time from July, with indexation set to make t... Read More

BDO calls for review of contribution caps

The mid-tier accounting firm has called on the government to review the current contribution caps and their impact on re... Read More

RBA reveals first interest rate decision for the year

The RBA has announced its decision on the cash rate following a significant annual increase in inflation. ... Read More

Consistent issues surfacing with LRBAs, auditor warns

Despite the limited recourse borrowing rules being around for some time, an SMSF auditor says he is still seeing a stead... Read More

Heffron highlights benefits of segregating accumulation assets

Segregating assets to support accumulation accounts can be a valuable strategy for some SMSF clients, a technical expert... Read More


Author form


Get the latest news and opinions delivered to your inbox each morning