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Lawyer flags serious risks with use of undated benefit requests

09 March 2023 • Hits: 413

SMSF professionals have been warned that encouraging clients to use undated benefit request documents could put them at ... Read More

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FPA outlines reservations with CSLR, FAR legislation

09 March 2023 • Hits: 433

While the legislation for the Compensation Scheme of Last Resort will help promote trust in financial advice, the scheme... Read More

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Threshold poses ‘brutal’ consequences for LRBAs, illiquid assets

08 March 2023 • Hits: 893

The proposed $3 million threshold could see some SMSFs forced to liquidate large lumpy assets such as real estate for pr... Read More

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Strategy tips flagged with indexation and death benefit pensions

08 March 2023 • Hits: 503

A technical expert has explained how the type of pension and the timing of when it’s commenced can impact whether a cl... Read More

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Geoff Wilson calls for ‘thorough analysis’ of franking system chan...

08 March 2023 • Hits: 387

The chair of Wilson Asset Management has called for a Senate Inquiry into plans to change the way companies pay fully fr... Read More

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CSLR and FAR legislation introduced to parliament

08 March 2023 • Hits: 348

Key pieces of legislation have been introduced into parliament on Wednesday. Read More

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$3m threshold may raise taxes upon death

07 March 2023 • Hits: 693

SMSF clients currently below the $3 million threshold could be left paying higher taxes after a spouse dies, warns a spe... Read More

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‘The house always wins’: Threshold imposes unfair tax outcomes on ...

07 March 2023 • Hits: 954

The proposed calculation for the $3 million threshold could result in high unusual outcomes where assets have reversed i... Read More

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BT flags top adviser queries for female clients

07 March 2023 • Hits: 242

Double indexation of the transfer balance cap, increases to the age pension and the impact of relationship breakdowns on... Read More

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RBA announces 10th consecutive rate hike

07 March 2023 • Hits: 562

The Reserve Bank has announced its cash rate decision for March. Read More

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Super tax changes could drive greater interest in SMSFs

01 March 2023 • Hits: 407

An additional tax rate for balances over $3 million could actually help drive growth in SMSFs, according to a technical ... Read More

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Court case sheds light on section 17B

01 March 2023 • Hits: 591

A recent decision by the Supreme Court of Victoria has provided clarity around what services trustees can charge for und... Read More

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‘Retrospective’ tax issues flagged with $3m threshold for super

01 March 2023 • Hits: 637

The government should provide CGT relief for those impacted by the $3 million threshold to prevent capital gains being t... Read More

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FPA and AFA members vote to merge

28 February 2023 • Hits: 264

FPA and AFA are officially progressing with their planned merger. Read More

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Lost and unclaimed super climbs to $16 billion

27 February 2023 • Hits: 291

The ATO is urging super members to check for lost or unclaimed super, with one in four currently holding multiple super ... Read More

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