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AUTHOR | No. of articles: 1834

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Heffron highlights benefits of segregating accumulation assets

06 February 2023 • Hits: 1249
Segregating assets to support accumulation accounts can be a valuable strategy for some SMSF clients, a technical expert ... READ MORE

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Auditor flags knowledge gaps with loans and financial assistance

06 February 2023 • Hits: 1362
A lack of understanding around the definition of a loan to a member and financial assistance is causing some breaches to ... READ MORE

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Former Perth adviser jailed

03 February 2023 • Hits: 1499
A former Perth adviser has been sentenced for making unauthorised client transactions. READ MORE

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Class makes key appointment as part of growth plans

03 February 2023 • Hits: 1120
Software firm Class has appointed David Goldsmith as business development manager as the company continues its focus on ... READ MORE

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Upcoming budget reignites debate on $5m super balance cap

02 February 2023 • Hits: 1694
Individuals with total super balances of more than $5 million should be required to withdraw the excess amount by 1 July ... READ MORE

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TBC indexation raises important questions for contribution planning

01 February 2023 • Hits: 1224
The recent increase in the general transfer balance cap raises some important strategy considerations for clients planni ... READ MORE

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Over 350 SMSF auditor registrations cancelled

01 February 2023 • Hits: 1414
ASIC has cancelled the registration of 374 SMSF auditors with outstanding annual statements. READ MORE

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Government urged to ‘protect super system fundamentals’

01 February 2023 • Hits: 971
Any legislated objective for super must focus on preservation in order to minimise leakage from the system, says Industr ... READ MORE

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Finfluencers less popular among investors

31 January 2023 • Hits: 969
A new survey from VanEck has revealed that 7 in 10 investors avoid turning to social media to perform investment researc ... READ MORE

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