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There will be additional reporting requirements for SMSFs when the new $3 million super tax legislation comes into...
Boosting superannuation contributions with extra funds from the newly introduced stage 3 cuts needs to be considered...
Leaving superannuation to charity has been problematic but there is a renewed push from various lobby groups to amend...
The SMSF Association said it “firmly opposes” the new Tax Agent Services (Code of Professional Conduct)...
SMFS auditors and trustees who received a letter from the ATO earlier in the year regarding its focus on asset...
After more than 10 years, the ATO has finalised the updated tax ruling on pensions commencing and...
Whilst the focus was on end-of-financial-year matters, the ATO released the final updated version of its pension ruling...
Related party transactions continue to be regularly caught up in ATO decision impact statements despite a longtime lack...
ASIC has told the profession to stay on top of updating systems and processes as required after the Treasury Laws...
AFCA has released the final number of complaints made against Dixon Advisory, with the amount reaching 2,773 at the...
The case of Merchant v Commissioner of Taxation [2024] AATA 1102 and the eventual overturning of the Commissioner’s...
An industry stalwart has questioned how significant the application of the NALI changes will be now they have finally...
Submissions and nominations have opened for the inaugural Momentum Media Australian AI Awards 2024, which champions the...
In this special budget episode, hosts Keith Ford and Aaron Dunn discuss the flurry of activity happening on the...
Grandparent carers are becoming an increasingly more common scenario and there is the possibility that this situation...
The SMSF Association has urged the federal government to implement a key recommendation in the Senate Economics...
Given the role a binding death benefit nomination plays in estate planning, it could be argued that the capacity to...
How SMSF trust deeds are drafted can reduce or increase the risk of disputes over a member’s benefits when they die,...
A fund’s status has changed to “regulation details removed” on Super Fund Lookup. Why has this occurred and what...
Rushing to lodge a tax return could have implications for claiming personal deductible superannuation contributions,...
The question of how non-arm’s length income can apply to an SMSF in receipt of fully franked dividends has been...
The ATO has issued guidelines about how the new non-arm's length income (NALI) legislation may impact...
Speculation is growing that the government may be rethinking its approach to the controversial $3 million super tax...
The committee has recommended separating ASIC into two bodies and lightening the load on small businesses by...
After passing the Senate on Thursday afternoon, the first Delivering Better Financial Outcomes bill has passed the...
With the House of Representatives due to debate the $3 million super tax tomorrow, SMSF Association CEO Peter Burgess...
SMSF trustees have to use SuperStream in rolling over funds or they will be breaching regulation 6.17, says a leading...
The Association of Superannuation Funds of Australia said the latest ‘Pulse check on retirement income...
The timing and definition of what constitutes the official ending of a relationship can be problematic and can impact...
To classify as having an interdependency relationship, there has to be more than a close relationship and rather...
If a member of an SMSF has received a Division 293 assessment, several steps have to be taken before any payments can...
After last week's further postponement of the third reading of the proposed $3 million super tax in the House of...
How the industry manages risk around SMSFs is important but equally so is the role professional advisers play going...
A recent Federal Court decision demonstrates the circumstances where contributions into a super fund will not protect...
Before making a tax claim or entering into a more novel transaction, SMSF trustees should be prudent and prepare a...
A tax ruling on superannuation contributions is still to be finalised and is causing concern for SMSF trustees, a...
SMSFs would likely benefit if there were an increase in the diversity and quality of investment opportunities on the...
The contribution caps change from 1 July 2024. In particular, the annual non-concessional cap goes from $110,000 to...
The impending Division 296 tax is leading SMSF trustees and advisers to think about whether investing all their savings...
The safe harbour interest rate for related party limited recourse borrowing has changed for...
The decreasing number of qualified financial advisers could be forcing people wishing to establish an SMSF to seek help...
Fraudulent illegal early access schemes can leave SMSF trustees open to not only ramifications from the ATO but also...
There are a number of hurdles and potential tax penalties that may apply if an SMSF elects to have their family...
In this episode of the SMSF Adviser Show, Adrian Fisher, head of distribution and product at RedZed, joins host Maja...
There will now be certainty around the NALI/E provisions with the passing yesterday of the Treasury Laws Amendment...
Now that the 2023–24 financial year is coming to a close, it will be necessary for individuals receiving pensions...
The termination of a relationship requires more than a text message, as has been highlighted in the Federal Court case...
Any income derived by an SMSF as a beneficiary of a trust can be subject to penalty tax, warns a legal...
The ATO has updated its SMSF independent auditor’s report.
The SMSF Association is continuing to push its case against the new $3 million super legislation due to be debated in...
Starting a pension on or after 1 June can be strategic from a tax perspective leading up to the end of the financial...
A tax agent who appealed deregistration by the Tax Practitioners Board to the Federal Court for incorrectly lodging the...
Trustees are reminded that as the new financial year approaches it is time to make sure investment valuations are done,...
SMSF Association CEO Peter Burgess has reiterated his call for a more united front in the financial services sector in...
People nearing retirement often want to know how much they can earn before it affects their pension, and now there is a...
The economics legislation committee has released its findings on the DBFO bill and its controversial section...
If you use trusts as part of your business or personal investment structure, there are some important considerations...
The introduction of the Division 296 tax may see a change in investment appetites for more exotic property purchases,...
A recent ruling in the NSW Supreme Court has highlighted the importance of timing in nominating beneficiaries as well...
Accountants, auditors, bookkeepers, and rising stars were among those declared winners at this year’s...
The impact of identity theft and its threat to superannuation savings was highlighted in a case that went before the...
A recent private binding ruling has highlighted how stringent the ATO is on the definition of interdependency in...
One-third of Australians expect they will still be paying off their mortgage in retirement, according to new...
Draft legislation that includes the non-arm’s length expense changes is stuck in Parliament after almost five years...
The ATO is “cracking down” on family trust elections, warns a leading legal...
Many grey areas need to be addressed in the wholesale versus retail investor classifications, says the head of policy...
The central bank has announced its latest rate decision amid sticky inflation and ongoing geopolitical tension,...
As the value of superannuation increases it is important to understand how to make complying death benefit nominations,...
The CEO of the Super Members Council says her remarks were “not intended to be generalised to all financial...
Liberal senator Andrew Bragg raised concerns over whether ASIC's involvement in the legislative process has impacted...
There are a number of critical issues surrounding deathbed benefit withdrawals, including whether the member has a...
Almost 300 finalists are set to battle it out for the trophies at this year’s prestigious...
The proposed new breach reporting provisions will present several challenges for registered tax agents (RTA) when...
As the end of the financial year draws to a close, we must ensure that trustees draw their minimum pension. Failure to...
There are two conditions for a company to qualify as a special purpose superannuation trustee company, says a legal...
The ATO has issued a warning on cryptocurrency scams for SMSFs and reminded trustees that it will use a data-matching...
While separation of assets remains one of the most reported contraventions by SMSF auditors, the question is: does a...
An SMSF doesn’t need to have an empty balance sheet during the winding-up process, says a technical...
There are three key areas within limited recourse borrowing arrangements that the ATO has indicated it will focus on...
New research has recommended that superannuation tax concessions should be ended or at least...
In this episode of the SMSF Adviser Show, host Keith Ford is joined by Tracey Scotchbrook, head of policy and advocacy...
Grandchildren challenging estates is becoming a growth area that shows no signs of slowing down, says a legal...
The SMSF Association is calling on the government to amend the legislation governing the GST treatment of adviser fees...
Growth in house prices in Australian capital cities could accelerate in the second half of 2024 and in 2025, with the...
The controversial CSLR has made its first payments to four claimants who suffered from financial services misconduct,...
With the $3 million super tax entering its final stages in Parliament, new research has shown that “tax bunching”...
The SMSF Association said it is concerned by the number of measures being introduced as a “response to PwC” and...
There are some important things to consider when choosing a name for your SMSF, says the...
A unit trust is often an attractive investment vehicle for SMSFs as it can offer many similar benefits to a corporate...
Advisers are coming together to protest the government’s handling of key legislative and regulatory matters...
The ATO has released instructions on what SMSF trustees should do and mistakes to avoid when preparing their annual...
SMSF trustees need to be aware that there are situations where a notice of intent may not be valid, which could impact...
Before 30 June, SMSF trustees need to check the level of any in-house assets to ensure they haven't exceeded the 5 per...
The introduction of the $3 million super tax has sparked a fresh debate about limited recourse borrowing arrangements,...
This checklist includes some items that aren’t exclusively end of financial year or SMSF-related but might be...
There is increasing uncertainty and fear among SMSFs with the further postponement of the passing of the NALI/E...
The introduction of the Division 296 tax should be used as an opportunity to open conversations with clients around...
The Super Members Council is urging the government to slash red tape on super accounts in retirement to save tens of...
SMSF trustees that invest in qualifying use property in Victoria from 1 July 2024 will need to be aware of how the new...
SMSFs have a little more flexibility when it comes to making contributions and deductions in time for the end of the...
The SMSF Association has called for the government to take the burden off financial advisers and cover the cost of all...
This is part 8 of our series of ‘employee versus contractor’ articles. Part 8 focuses the ATO’s decision impact...
It has already been revealed that there will be some superannuation members who will be excluded from Division 296, but...
When making direct death benefit payments, whether as a lump sum or as a pension, there are specific legal limitations...
The Global Multi-Strategy Fund (GMF) from Victor Smorgon Partners has been added to the HUB24 investment platform,...
Discover the potential of cryptocurrency to diversify and enhance your SMSF by joining us for this free, live...
Although the proposed Division 296 tax legislation is the headline issue in the new superannuation legislation, there...
The repayment of a limited recourse borrowing arrangement presents an opportunity to consider changes to the...
An improved professional registers search from ASIC will help SMSF trustees search for approved SMSF...
A recent Victorian court decision has provided a stark reminder of the interplay of superannuation entitlements and...
A recent private binding ruling has once more consolidated that payments from a foreign pension scheme will be taxed as...
Increasing medical costs and insurance premiums are driving up the cost of a comfortable retirement, according to the...
As the end of the financial year (EOFY) approaches, it is crucial to ensure your SMSF is in order....
Many Australians close to retiring won’t have nearly enough super to live on during their golden years and may need...
When contemplating an SMSF being an investor in a related unit trust structure, many advisers and SMSF trustees focus...
There are three big ethical issues the SMSF sector will face in the coming years, says an industry...
The total assets in SMSFs grew nearly 9 per cent in the March 2024 quarter, according to the latest statistics from the...
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Miller, SMSF technical and...
Three Queensland women who illegally attempted to access superannuation payments under a federal government COVID-19...
The court has upheld a decision by the AAT and Tax Practitioners Board to terminate an agent’s registration after she...
If a deemed contribution is sourced from an entity or individual other than a member or spouse, it will count towards...
The corporate regulator has permanently banned a former Queensland-based financial adviser after he was convicted of...
A super rollover can affect a range of financial planning strategies, says a superannuation technical...
Advisers need to ensure that clients currently in pension phase have met their minimum pension requirements in the...
Chris Holloway, senior tax manager for Equity Trustees, an independent specialist trustee company, said while...
With the expansion of the downsizer contribution, the timing of when it is used can affect how to use non-concessional...
The SMSF Association has called on the government to exclude an individual’s principal place of residence from the...
More SMSFs are investing in ETFs as a younger demographic continues to enter the sector, according to the latest...
A resounding yes. Let's explore why.
Unless carefully managed, unpaid present entitlements (UPEs) and beneficiary accounts in family/discretionary trusts...
It is important for advisers to be aware of the key issues the ATO will consider when assessing the tax treatment of...
A government pension or allowance was still the main source of personal income at retirement, according to the latest...
With the stage three tax cuts set to be implemented in around six weeks, opportunities for tax-saving strategies should...
SMSF trustees are less concerned than the general population about outliving their retirement savings, especially if...
To access the experienced pathway, financial advisers need to make a written declaration and give a copy to their...
The latest ATO quarterly SMSF statistics show the sector continues to grow, led by younger members and women.
A recent court decision has highlighted that there are nuances in any case that can determine whether breaches of an...
The absence of any mention of the Objective of Superannuation legislation in last week’s budget could be an...
As the transfer of inherited assets continues to grow, advisers will need to leverage digital channels to help...
The ATO’s additional guidance on trust distributions shows this is an area it is likely to check closely, says a...
Providing life interest or life estate is becoming an increasingly common way to protect the inheritance of children in...
The complex nature of limited recourse borrowing arrangements means it is necessary for SMFS to carefully consider...
Exemptions under the in-house asset rules can help SMSFs regarding investments in unit trusts, says a superannuation...
If an SMSF has lost documentation regarding limited recourse borrowing arrangements, paying out the loan can be one way...
Failing to follow the specific requirements of a trust instrument when appointing a beneficiary can potentially leave a...
The SMSF Association CEO said it was encouraging to see a number of independent and Coalition politicians voice their...
When buying a business real property, such as a commercial property, an important first step is confirming what assets...
The National Farmers’ Federation has reiterated significant concerns over the federal government’s proposed tax...
More than 12 independent and Coalition senators spoke out against the new $3 million super tax legislation in the Lower...
Although there was a notable absence of any major superannuation announcements in Tuesday’s federal budget, there...
All transactions regarding SMSFs need to be completed by 28 June to avoid compliance issues and...
With recent increases in property values and ongoing changes to the land tax rules, more property owners may wish to...
The government found room for a sweet potato levy reduction in the federal budget, yet financial advice didn’t rate a...
In this special budget episode, hosts Keith Ford, Maja Garaca Djurdjevic, and Aaron Dunn discuss the outlook for...
Superannuation was a no show in the federal budget last night but whether that means good news or bad news is...
Superannuation may still be viable beyond a $3 million balance but doing some financial analysis and seeking...
The corporate regulator has permanently banned a financial adviser who “dishonestly attempted to induce clients to...
Treasurer Jim Chalmers delivered the Albanese government’s third federal budget on Tuesday evening, 14 May, touting a...
While an amnesty on legacy pensions is top of the budget wishlist of the SMSF Association, there is also concern about...
The SMSF Association said it is bitterly disappointed the Senate Economics Legislation Committee recommended that the...
The FAAA's budget wish list includes a fairer ASIC funding levy, improved tax deductibility for financial advice, and...
SMSF trustees are required to have lodged their SAR by tomorrow (15 May) or risk losing their compliance...
Superannuation will no doubt become a political football ahead of the next federal election with the Senate...
The final draft of the $3 million super tax legislation remains unchanged and will include the taxing of unrealised...
The FAAA says new AFCA figures will cost every adviser an additional $4,165 on top of what has already been...
The fight isn’t over for amendments to the $3 million super legislation, SMSF Association CEO Peter Burgess has...
Primary producers and small businesses with SMSFs are beginning to sell their assets in anticipation of the $3 million...
Shadow finance minister Jane Hume launched a scathing attack on the Labor government’s economic policies on...
The corporate regulator has commenced “urgent” Federal Court proceedings against a Brisbane-based financial...
The transfer balance cap looks set to increase to $2 million in 2025 as inflation continues to remain high, says an...
A new SMSF specialist adviser course has been added to the stable of...
There were 25 winners at the first-ever Australian Wealth Management Awards, held in Sydney...
Managing SMSF expenses with diligence and care is the first step to avoiding general expense...
The SMSF Association has made a last-minute submission to the Senate economics committee voicing its concern over three...
SMSF Association CEO Peter Burgess “encouraged” the government to cease the progress of the Better Targeted...
The central bank has announced its latest rate decision amid stubborn inflation and increasing geopolitical...
Despite the proposed legislation to introduce an additional impost on high-balance super accounts being referred to the...
ASIC has warned consumers to be wary of cold-calling operators offering inappropriate super-switching...
A recent AAT case has offered some valuable insights into how tax residency can be determined if clients move overseas,...
ASF Audits has joined forces with Acumentis, a provider of residential and commercial property valuations....
The ATO has issued a reminder to financial advisers and accounting professionals to ensure their readiness for year-end...
A legal expert has warned that using a standard bank account for an SMSF can carry a risk, especially if it becomes...
The ATO has issued a draft decision impact statement on the recent Administrative Appeals Tribunal decision of BPFN and...
The corporate regulator has shared some “disappointing” findings upon reviewing the public communications of more...
The SMSF Association has asked for clarification on two points in the amendments to the draft legislation on successor...
The increasing engagement of women investing and SMSFs suggests things are moving in the right direction regarding...
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tony Negline, superannuation...
Before making a distribution from a discretionary trust it’s important to check that the person, company, trust or...
Certain legislative amendments from 2022 allow for some legacy pensions to be commuted and converted into new...
The Association of Superannuation Funds of Australia (ASFA) said it is “disappointed” to see Australia’s...
This is part 7 of our series of ‘employee versus contractor’ articles. Part 7 focuses on recent changes by the...
In this episode of the SMSF Show, host Maja Garaca Djurdjevic is joined by shadow treasurer Angus Taylor to discuss the...
It doesn’t matter how late a non-concessional contribution is made before starting the pension phase as long as there...
SMSF expenses have to pass the “smell test” if trustees don’t want auditors to start digging for evidence, says a...
The Financial Services Minister defended the CSLR funding model, adding that to “sustainably” solve the problem,...
With the concessional contributions threshold about to increase, it’s a good time to revisit strategies to avoid...
Appropriately structured and administered trusts can provide significant protection in the event of a spousal...
The Actuaries Institute is calling for the annual Superannuation Performance Test to transition to a two-metric test,...
A specialist adviser recommends considering whether to hold or sell assets held in an SMSF before winding up the...
It’s not ideal to personally pay a deposit for property bought in the name of an SMSF, warns an...
Even if a home is owned by only one spouse, the other may make a downsizer contribution if they meet all other...
The release of regulations around the proposed Division 296 tax was “deliberate” after backlash from the Australian...
The Joint Associations Working Group (JAWG) has put forward “core principles” to improve the pathways for new...
SMSF trustees are being warned to be on the lookout for crypto investment...
The SMSF Association is urging Treasury to prioritise an amnesty for legacy pensions in the upcoming Federal Budget on...
For more than a decade, our mission has been empowering investors with unexplored and intelligent solutions. Our ETFs...
In an appearance before the Senate Economics Legislative Committee last week, the Tax Institute recommended the...
A recent private binding ruling has further highlighted the conditions that need to be met to claim interdependency in...
The ATO is advising SMSF trustees about a change to its SMS alerts that aims to prevent scam and phishing...
It may only be April, but while we are distracted with the upcoming federal budget and the May lodgment date, the end...
It can be difficult but not impossible to prove dealings are consistent with arm’s length terms, as a recent court...
A recent AAT decision confirmed the ATO’s ruling on the timing of concessional contributions for tax purposes, says a...
The SMSF Association said it does not support the introduction of a performance test for...
Buying a property in an SMSF can be a great investment strategy to generate long-term retirement wealth, but it is...
The interaction between the IHA rules and Part 8 of SIS underscores the legislation’s holistic approach to SMSF...
The Financial Advice Association Australia has argued strongly against the implementation of the CSLR, calling the...
While contribution reserving can be used to maximise a tax deduction, it can also be useful for handling work test...
The fund manager has announced a new range of funds that financial advisers can take advantage of gearing for their...
The key super thresholds that will apply for the 2024–25 financial year include a number of changes, as well as some...
Responding to the Senate inquiry on the measures to reduce the tax concessions for super balances above $3 million, CA...
The software firm has announced an integration with Sydney-based wealthtech firm HeirWealth.
Following a two-week delay, the Federal Court has approved the $16 million class action settlement.
The Tax Office says tax and super professionals play a key role in helping address illegal early access to...
An incorrect valuation of fund assets could lead to an incorrect value for pensions, warns a senior adviser.
SMSFs may no longer be prepared to invest in illiquid assets such as start-ups if the super tax legislation is passed...
The importance of supplying a Notice of Intention in relation to cashing out superannuation was highlighted in a recent...
Personal deductible contributions must be made before the age of 67 to avoid the work test, says a technical...
The number of Class accounts has grown 3 per cent, with HUB24 also reporting a boost in adviser numbers.
A recent tribunal decision regarding non-arm’s length income is unlikely to apply to private lending arrangements...
Advisers are bracing for the Compensation Scheme of Last Resort levy while Jones has hit the campaign trail and...
The corporate regulator has announced it will have an interim chief executive amid an executive leadership...
SMSF trustees who want to undertake property development need to be aware of the compliance and tax issues on which the...
ASIC has filed civil proceedings against three blockchain mining companies and their sole...
The asset protection strategy, often referred to as a 'gift and loan back' arrangement (and various iterations of it),...
It’s important advisers consider who qualifies as a spouse early in their client interactions, especially when...
A trust instrument with a variation power that is considered too narrow to achieve wider objectives can be difficult to...
With the NALI/E bill now passed through both houses of Parliament, SMSFs need to take some crucial steps in accounting...
Advisers should be mindful of the non-concessional caps and total super balance threshold changes when recommending...
Loans to unrelated or related parties must satisfy the prudent person test, says an SMSF legal...
Correct pension documentation is equally important as death benefit nomination in an SMSF, says a financial...
Solving the in-house asset (IHA) compliance maze is complex due to the legislation that applies to IHA...
Contribution reserving provides an opportunity for SMSF trustees to optimise their contributions and tax positions,...
In the event of a dispute over the contents of a will, Family Provision Applications involve many ancillary issues and...
A large concessional contribution this year could be useful in dealing with a one-off capital gain or significant...
Calculating the tax payable on a defined benefit fund under the new proposed $3 million super tax will require more...
A senior ombudsman from AFCA has cautioned advisers to “tread with caution” when applying the wholesale test to...
The JAWG has said there is still time to fix the first QAR bill – but the government needs to move...
The recent ATO communication about SMSF valuation compliance should be viewed as a warning that the regulator will be...
Another private binding ruling has been issued, clarifying the distinction between a member benefit and a death...
If an SMSF is notified of penalties for contraventions, it’s best practice to go straight to the ATO’s law...
Australia’s superannuation system has seen a number of significant changes in recent years....
Without a clear change of trustee provisions in a deed, section 6 of the Trustee Act 1925 (NSW) must be relied upon and...
A recent private binding ruling highlighted that if an SMSF member resides overseas for some time, their fund must...
The ATO has reminded SMSF trustees that funds that do not meet their release authority obligations may incur...
The $3 million super tax legislation intends to change the calculation of the total super balance for a defined benefit...
Leaving superannuation in the superannuation environment for as long as possible is likely to produce a more tax...
The Senate Economics Legislation Committee said it is “encouraged” by the overwhelming amount of support garnered...
The recent decision in Kirk as trustee of the Property of Smith (a Bankrupt) v Smith [2024] FCA 240 provides a timely...
There is growing support from the Senate crossbench for the government to rethink its plans to tax unrealised gains in...
There is no relief for SMSFs for specific expenses which will be subject to the usual NALI rules in section 295-550...
A new SMSF investment solution is now available for the growing Islamic community in...
Changes to the Small Business Super Clearing House data integrity standards may impact the ability of some people to...
Regulation 7.04 in the SIS Act is important in determining which members of an SMSF can receive contributions and what...
Nearly 34 per cent of all reported SMSF contraventions indicate trustees may have inappropriately accessed their...
The SMSF Association said the government needs to carefully consider funding arrangements before implementing reforms...
A recent Federal Court ruling has found that the transfer of super from a husband to his wife’s superannuation...
The audit profession is facing major challenges in attracting and retaining qualified staff, according to a new...
The government has introduced a bill to Parliament to legislate the first stream of the QAR reforms.
To access financial hardship provisions, a member must be on financial benefits for at least 26 weeks of the year if...
We are introducing a new feature on our website to ensure we meet the needs of our audience and offer the most...
More than 16,500 SMSFs are being scrutinised by the ATO as they allegedly reported certain classes of assets at the...
A leading auditor suggests that instead of introducing the $3 million super tax, the government has two alternative...
The SMSF Association was working until the final bell gathering support to overhaul the government’s proposed $3...
Although the Centrelink age for a pension is 67, SMSF members can access their super from age 65, says an...
A comprehensive power of variation is one of the most important aspects of any trust deed, says a leading legal...
There are three tests to determine whether non-arm’s length income has been incurred in an SMSF, says a specialist...
Parents of a deceased person may not qualify for interdependency relationship regarding superannuation death benefits...
The SMSF Association said it was disappointing to see the introduction of some statements that perpetuate myths and...
A recent decision of the NSW Civil and Administrative Tribunal (NCAT) shows a “deed of rectification” to vary a...
Younger SMSF members should not “squander” any chances of boosting their superannuation balances before the $3...
It’s that time of the year. Self-managed superannuation fund trustees that are using an accountant, and are not...
The SMSF Association said it is “extremely concerning” that financial advisers are being asked to fund compensation...
The CSLR will hit advisers for almost $1,200 to cover 1 July 2024 to 30 June 2025, but this figure could...
SMSF Adviser is now accepting nominations and submissions from SMSF professionals for this year’s awards, now in its...
ASIC has permanently banned a Queensland-based financial adviser who recommended six SMSF clients invest their super...
More SMSF trustees are seeking financial advice due to the uncertain market conditions of 2023, according to a leading...
As the saying goes: nothing is certain except death and taxes. When it comes to death and the main...
The question is whether to restructure in an attempt to reduce your tax bills or those of your future...
We are thrilled to invite you to a momentous event that promises to set new standards in celebrating excellence in the...
Changes to the Transfer Balance Account Reporting (TBAR) regime are set to take effect on 1 July this year. These...
SuperConcepts releases quarterly SMSF Investment Patterns Survey analysing the investments of over 4,400 funds,...
Documentation and education provider LightYear Group has appointed a chief executive officer and announced changes to...
The demand for quality accounting staff is significantly outstripping supply but, what can we do to facilitate...
Self-managed super funds exist to provide their members with a high degree of control over their retirement savings....
Promoted SuperConcepts
Promoted by SuperConcepts Tight new Director ID changes are now in place and failure to comply could soon result in...
Promoted by SuperConcepts The ATO's ruling on non-arm’s length expenditure has been an area of great debate...
Promoted by SuperConcepts
Promoted by SuperConcepts What happens to your SMSF once you are gone? Death benefit nominations ensure that...
Promoted by SuperConcepts The flexibility of self-managing your superannuation comes with a myriad of key...
Promoted by SuperConcepts Last month, Prime Minister Scott Morrison announced a reshuffle of the cabinet which...
The Administrative Appeals Tribunal has refused an application by the director of an SMSF administration firm to halt...
A recently established fintech company plans to launch a digital advice platform for SMSF advice that is targeted at...