SMSF adviser logo
subscribe to our newsletter

All Authors


AUTHOR|No. of Articles: 1830

Send me a message

Lawyer flags serious risks with use of undated benefit requests

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

FPA outlines reservations with CSLR, FAR legislation

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

Threshold poses ‘brutal’ consequences for LRBAs, illiquid assets

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

Strategy tips flagged with indexation and death benefit pensions

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

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

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

CSLR and FAR legislation introduced to parliament

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

$3m threshold may raise taxes upon death

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

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

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

BT flags top adviser queries for female clients

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

RBA announces 10th consecutive rate hike

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

Super tax changes could drive greater interest in SMSFs

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

Court case sheds light on section 17B

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

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

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

FPA and AFA members vote to merge

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

Lost and unclaimed super climbs to $16 billion

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


Author form


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