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Miranda Brownlee

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Miranda Brownlee

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Title Created Date Hits
Tax Office outlines process for ineligible downsizer contributions 19 July 2019 30
Accountants urged to do FASEA exam to ‘keep the door open’ 19 July 2019 47
ATO set to release guidance on SMSF property development 19 July 2019 47
Behaviour coaching, tax advice critical to boosting client returns 18 July 2019 28
ATO flags tax return inclusions for legacy pensions 18 July 2019 67
FASEA approves RPL credits for CPA, CA ANZ designations 18 July 2019 96
Non-bank lender launches 90-day notice account 17 July 2019 46
Contravention report changes to impact SMSF auditors 17 July 2019 97
ATO releases ‘welcome guidance’ on death benefit income streams 17 July 2019 117
ASIC cancels AFSL over failures with licensee obligations 17 July 2019 97
RBA tipped to make deeper cuts to interest rates 16 July 2019 25
Death benefit dispute highlights role of fund guardians 16 July 2019 74
ATO contacts 50,000 SMSFs in late-lodgement swoop 16 July 2019 122
Hundreds of SMSFs cancelled over illegal early release 16 July 2019 156
ATO reveals findings on misuse of auditor numbers 15 July 2019 144
Trade war placing global equities under pressure 15 July 2019 46
Dealer group appoints regional business manager 15 July 2019 99
Government to lower deeming rates for pension 15 July 2019 69
Meaningful recovery in property prices ‘still a way off’ 15 July 2019 37
ASIC takes action against licensees over AFCA membership 12 July 2019 168
ATO updates guidance on conversion of TRISs 12 July 2019 211
1 in 5 SMSFs consider winding up fund 12 July 2019 206
SMSF investors taking defensive stance in uncertain climate 11 July 2019 56
‘Complex and unforgiving’: SG regime in need of overhaul 11 July 2019 185
Bank-owned super fund facing class action over advice fees 11 July 2019 152
Accountants gaining SMSF market share from planners 11 July 2019 203
Deeming rates cutting pensioner incomes by a third 10 July 2019 190
Adviser receives 10-year prison sentence for stealing SMSF client money 10 July 2019 219
Tribunal upholds ATO decision on excess transfer balance 10 July 2019 188
Property valuations still stretched despite signs of improvement 09 July 2019 54
Tax agents warned against ‘inappropriate use’ of myGov 09 July 2019 201
Risky behaviours with cryptocurrency and SMSFs on ATO’s radar 09 July 2019 206
SMSFs cautioned on administrative traps with foreign property 09 July 2019 203
Advisers, trustees warned on ‘hidden’ platform fees 08 July 2019 191
Pension documentation, valuations marked as compliance hotspots 08 July 2019 249
Class announces raft of appointments to leadership team 08 July 2019 172
Reliance on age pension steadily dropping, report shows 05 July 2019 80
Big four firm urges government to take decisive stance on LRBAs 05 July 2019 249
SMSF court case sheds light on trustee appointments 05 July 2019 315
SMSF Summit and Awards launched for 3rd year 05 July 2019 217
Downsizer contributions see strong take-up 05 July 2019 203
Winners announced for SMSF service provider awards 04 July 2019 260
SMSF investors told to hold on to Woolworths stocks 04 July 2019 88
ASIC expected to toughen licensing application process 04 July 2019 213
Document provider outlines traps with auto-reversionary pensions 04 July 2019 228
Delayed start to SuperStream rollovers for SMSFs confirmed 04 July 2019 217
RBA cut to see deposit rates drop to lowest since mid-1950s 03 July 2019 98
Property development attracting regulator attention, SMSFs warned 03 July 2019 243
Federal Court rules against SMSF admin firm in recent dispute 03 July 2019 319
Younger SMSF clients seeking transparency, ethical investment focus 28 June 2019 193
ATO taking tougher action on late lodgements 28 June 2019 222
Big four firm outlines new financial year checklist for SMSFs 28 June 2019 305
SMSFs told to review loans after safe harbour rate rise 27 June 2019 78
SMSF investors initiate legal action against audit firm 27 June 2019 328
Prominent SMSF lawyer joins SMSF Association board 27 June 2019 229
Another adviser banned over super and insurance advice 27 June 2019 261
SMSFA receives RPL credit for specialist designation 27 June 2019 224
Global equities facing mounting trade risks 26 June 2019 131
Changes to SuperStream deadline creating confusion for SMSF sector 26 June 2019 215
High-risk SMSFs under increased pressure with new return labels 26 June 2019 313
Second class action filed against AMP over super fees 26 June 2019 162
Adviser receives permanent ban over super switching advice 26 June 2019 275
Government still mulling over 3-yearly audit cycle 25 June 2019 283
ATO issues correction about late lodgement emails to tax agents 25 June 2019 222
Control considerations flagged with death benefit pensions for children 25 June 2019 276
A hard Brexit to cause ‘significant implications’ for global equities 24 June 2019 123
Processing time frames with clearing houses ‘catching out’ clients 24 June 2019 240
SMSFs cautioned on breaches with unpaid trust distributions 24 June 2019 326
ATO updates online services for SMSF members 24 June 2019 263
Australian stock market tipped to hit all-time high 21 June 2019 147
Clarity provided on contentious issue with contribution reserving 21 June 2019 346
Fees and maintenance costs detracting from property returns 20 June 2019 149
ATO confirms next TBAR deadline for quarterly reporters 20 June 2019 262
Interest rate for SMSF loans set to rise under safe harbour terms 20 June 2019 360
SMSFs to be spared from new STP reporting obligations 20 June 2019 359
Digital signatures still posing risks despite legislative changes 19 June 2019 331
ATO to use new tax return label for SMSF risk profiling 19 June 2019 381
Lower interest rates forcing retirees into riskier markets 19 June 2019 199
Industry fund targets SMSFs with new investment offering 19 June 2019 316
Recession in Australia ‘unlikely’ following promising signs 18 June 2019 253
Government looks to ease burden of ABN system changes 18 June 2019 285
Software firm alerts SMSFs to changes in 2019 SMSF return 18 June 2019 288
Vital compliance steps flagged for contribution deductions 18 June 2019 267
SMSFs reminded on upcoming PAYG withholding obligations 17 June 2019 342
Failure to pay minimum pension ‘diabolical’ for reversionary pensions 17 June 2019 342
Court awards damages in SMSF property development case 17 June 2019 408
Bank stocks looking strong on the back of APRA guidelines 14 June 2019 187
Critical documentation steps flagged with switching SMSF loans 14 June 2019 357
SMSFs warned on trap with TBAR cancellations 14 June 2019 392
FASEA approves first round of graduate diplomas, bridging courses 14 June 2019 264
APRA imposes licence conditions on bank-owned super fund 14 June 2019 318
Extra requirement for tax agents with 2019 SMSF returns 13 June 2019 485
Major bank to sell accountant-focused advisory firm 13 June 2019 345
Trustee favourite facing headwinds 13 June 2019 89
Trustees warned on CGT events with family trust changes 12 June 2019 315
Clarity provided on in-specie contributions and unallocated reserves 12 June 2019 604
ASIC launches court proceedings over conflicted SMSF advice 12 June 2019 466
Federal Court orders removal of corporate trustee 12 June 2019 422
Members in the dark about changes to superannuation insurance 11 June 2019 356
Adviser demand for technology, data science courses on the rise 11 June 2019 262
APRA fund transfer process expected to cut SMSF admin burden 11 June 2019 342
Decline in property prices slowing in pace 11 June 2019 142
Practitioners cautioned on liability risks with reviewing insurance 07 June 2019 387
Incorrect determinations issued following system error 07 June 2019 342
SuperConcepts announces new appointments to leadership team 07 June 2019 527
Proposed retirement income review ‘missing the point’ 07 June 2019 211
Planning strategies highlighted with contributions ‘beyond the caps’ 06 June 2019 188
Global equities facing ‘darkening outlook’, SMSFs warned 06 June 2019 179
Zuper targets SMSF professionals with super fund offering 06 June 2019 160
ATO provides update on lodgements impacted by outage 06 June 2019 198
Non-bank lenders see surge in refinancing for SMSF loans 05 June 2019 267
Law firm announces plans to launch class action over super fees 05 June 2019 386
Reporting mismatch with reversionary pensions causing excess TBCs 05 June 2019 226
ASIC permanently bans adviser over inappropriate SMSF advice 05 June 2019 598
High dividend shares still a vital part of SMSF portfolios 04 June 2019 222
Former accountant sentenced for defrauding SMSF investors 04 June 2019 561
SMSF software firm announces release for tax time 03 June 2019 165
ATO reports back on late lodgement swoop for tax agents 03 June 2019 491
‘Serious ramifications’ with slip-ups under trustee-member rules 03 June 2019 279
CGT strategy highlighted with work test exemption 03 June 2019 473
Franking credit discussion should be ‘dead and buried’, says BGL 31 May 2019 166
Stock market slows ahead of speculated rate cut 31 May 2019 190
Accountants’ exemption debate ‘back on the radar’, says IPA 31 May 2019 319
ASIC bans adviser over SMSF property, loans advice 31 May 2019 654
ECPI proposals predicted to see return of old regime 30 May 2019 352
SMSFs reminded on deadline with protecting your super measures 30 May 2019 193
Class action filed against AMP over super fees 30 May 2019 443
Global equity bull market tipped to last till 2020 29 May 2019 105
SMSFs warned on complications with asset test exemption 29 May 2019 231
Timing of transactions critical to maximising ECPI 29 May 2019 433
Superannuation savings ‘less risky’ compared to negative gearing 28 May 2019 284
SMSF assets climb to over $746bn, new data shows 28 May 2019 223
‘Grey clouds lift’ from catch-up contributions 28 May 2019 411
ATO updates valuation guidelines for pension reporting 28 May 2019 595
Bank and private health insurance stocks see post-election surge 24 May 2019 87
FASEA begins assessing foreign qualifications 24 May 2019 403
Franking credit debate far from over, says KPMG 24 May 2019 500
Positive signs ‘creeping in’ for residential property 23 May 2019 120
SMSFs reminded on PAYG obligations for legacy pensions 23 May 2019 476
Division 7A amendments a ‘hidden danger’ for related party SMSF loans 23 May 2019 635
Financial adviser banned for failing director duties 22 May 2019 406
Election result tipped to boost property, high-yielding shares 22 May 2019 176
SMSF lodgments spike in final weeks to deadline 22 May 2019 486
LRBAs, guarantees in need of review after property market falls 22 May 2019 435
SMSF investors tipped to transition to commercial property 21 May 2019 198
Federal election a ‘lesson’ on jumping the gun on policy proposals 21 May 2019 376
Adviser exam the next ‘hurdle’ for advisers with new standards 21 May 2019 464
Labor needs to rethink franking credit policy, says MP 21 May 2019 549
Outlook for equities ‘positive’, SMSFs told 20 May 2019 164
Lapsed measures to be reintroduced after Coalition win 20 May 2019 287
ATO scrutinising contributions ‘paid in error’, SMSFs warned 20 May 2019 534
NSW Court upholds appeal in estate planning case 20 May 2019 532
Major superannuation changes off the table following Liberal win 19 May 2019 984
FASEA opens registrations for adviser exam 17 May 2019 202
ATO provides compliance checklist for SMSF wind-ups 17 May 2019 425
Past convictions still a trap with SMSF set-ups, practitioners warned 17 May 2019 478
Approvals of diplomas, bridging courses by FASEA at a standstill 16 May 2019 465
SMSF industry gears up for federal election result 16 May 2019 623
CA ANZ launches campaign against Labor’s tax affairs cap 15 May 2019 570
SMSF investors told not to panic about election result 15 May 2019 498
SMSFs to be hit with higher admin penalties under Labor 15 May 2019 661
ATO figures show jump in starting balances for SMSFs 14 May 2019 667
Contribution strategies outlined in lead-up to EOFY 14 May 2019 457
Grandfathering under Labor’s LRBA ban ‘unpredictable’, SMSFs warned 14 May 2019 949
ASIC takes action on 58 licence holders over dual authorisation 13 May 2019 455
BGL adds new SMSF loan application feature 13 May 2019 447
SMSF lodgements at 60% as deadline looms 13 May 2019 676
Industry group lobbies for changes to franking credit policy 10 May 2019 601
IPA tells Labor to come clean on accounting service fees 10 May 2019 649
Labor’s franking credit, super policies to raise $88bn 10 May 2019 576
Labor versus Liberal: The key election policies impacting SMSFs 10 May 2019 631
SuperConcepts CEO announces leadership restructure 10 May 2019 629
ATO urges SMSFs to prepare for ‘protecting your super’ changes 09 May 2019 579
Leaders clash over contributions for self-employed in final debate 09 May 2019 674
Industry super fund pays penalty notice for misleading claims 09 May 2019 495
Election result to impact equity allocations, advice firm predicts 08 May 2019 725
ATO outlines plans to upgrade digital services for SMSF auditors 07 May 2019 541
SMSFs warned against major portfolio changes before election 07 May 2019 678
PAYG case provides clarity on pension payments for SMSFs 07 May 2019 553
RBA hands down interest rate decision for May 07 May 2019 785
Average age for establishing SMSFs sitting at 48.9: Report 06 May 2019 497
SMSFs, retirees ‘made to feel like tax cheats’, says Frydenberg 06 May 2019 655
ATO releases disqualified trustee register 06 May 2019 830
Unpaid super still ‘an epidemic’, recent analysis shows 03 May 2019 464
ATO issues audit checklist for events-based reporting 03 May 2019 608
Franking credit changes ‘won’t be the death of SMSFs’ 03 May 2019 731
TBAR lodgement errors causing processing delays, says ATO 02 May 2019 661
ATO flags key lodgement dates for SMSFs 02 May 2019 734
SMSFs on ATO’s radar in cryptocurrency review 01 May 2019 971
‘No plan to lift Medicare levy’, Labor promises 01 May 2019 484
ATO outlines causes for missing TBAR info on online services 01 May 2019 486
Regulatory burden impeding access to super advice, says CPA 30 April 2019 659
ATO responds to gripes over access to TBAR services 30 April 2019 587
AAT upholds TPB decision to end tax agent’s registration 29 April 2019 882
SMSF Association makes 2 new board appointments 29 April 2019 510
ATO sticking to SuperStream deadline for SMSF rollovers 29 April 2019 921
BGL adds new provider to its actuarial wizard 29 April 2019 576
ASIC’s tougher approach to responsible managers causing problems 26 April 2019 532
TBAR a ‘big issue’ for SMSFs in next 12 months 26 April 2019 747
SMSFs reminded on pension payment deadline for EOFY 24 April 2019 544
Superannuation policy divides voters in lead-up to election 24 April 2019 716
Labor rules out plans to introduce death taxes 24 April 2019 1792
Critical steps outlined for dealing with loss of capacity, EPOAs 23 April 2019 629
LRBA ban to hit small business owners, lender warns Labor 23 April 2019 1116
‘Major issues’ with supply of SMSF documents in certain states 23 April 2019 734
Transfer of loan amounts flagged as vital compliance step for LRBAs 18 April 2019 845
Labor’s $3,000 tax affairs cap to hit new businesses, migrants 18 April 2019 786
Federal Court hands down decision in bankruptcy case 18 April 2019 891
FOFA architect appointed to SMSFA board 18 April 2019 629
6-member SMSFs flagged as election policy by Liberals 17 April 2019 805
Bill Shorten cops further backlash over super, accountant comments 17 April 2019 973
Personal super contributions the biggest adviser query for March 17 April 2019 519
ATO issues reminder on upcoming TBAR deadlines 17 April 2019 583
Changes to super contributions ‘not a tax increase’, says Shorten 17 April 2019 1116
‘No plans to increase taxes on super’, says Bill Shorten 16 April 2019 899
Major SMSF firm flags strategies for franking credit policy 16 April 2019 927
Adviser receives ban over inappropriate superannuation advice 16 April 2019 651
Lack of detail on proposed LRBA ban causing strategy roadblocks 15 April 2019 634
$75k pension exemption limit still ‘a possibility’ under Labor 15 April 2019 862
SMSF Party fails to register before election deadline 12 April 2019 742
Proposed levy tipped to impact taxation to SMSFs 12 April 2019 658
Australia’s $4bn SG blackhole impacting self-employed workers most 12 April 2019 607
Election date locked in as battle over super policy continues 11 April 2019 731
Commonly overlooked test flagged with related party rules 11 April 2019 879
ASIC issues warning on advice fees from super accounts 10 April 2019 683
BGL locks in new integration with cash investment platform 10 April 2019 632
Law firm clarifies confusion over financial assistance prohibition 10 April 2019 998
Non-major bank sells off specialist SMSF firm 10 April 2019 858
Software firm launches new SMSF administration service 09 April 2019 747
Accidental withdrawals highlighted as red flag area for financials 09 April 2019 1027
New APRA powers a potential win for SMSF sector 08 April 2019 581
SMSF software company gears up for new ATO services 08 April 2019 597
WA court case highlights lessons on death benefit conflicts 08 April 2019 971
Labor tax proposal to hit over 2m APRA fund members 05 April 2019 758
Government committee hands down franking credit report 05 April 2019 981
Labor flags women’s super as priority in budget reply 05 April 2019 825
Protections and risks highlighted with ATO publications 04 April 2019 559
SuperConcepts announces new CEO 04 April 2019 1122
Strategy considerations flagged with accessing super benefits 04 April 2019 611
Government fails to pass NALI, SG opt-out measures 04 April 2019 819
ASIC imposes licence conditions on SMSF Advisers Network 04 April 2019 1037
Tax Institute calls for raft of changes to TBAR 03 April 2019 622
Non-bank SMSF loans causing headaches with audits, financials 03 April 2019 1033
SMSFs warned not to jump the gun on franking credit policy 03 April 2019 1020
ATO provides update on TBAR services for tax agents 03 April 2019 811
6-member SMSF measure falls flat 03 April 2019 1138
Top budget measures impacting SMSF professionals 03 April 2019 722
ECPI measures proposed to target tax manipulation 02 April 2019 873
Government to bolster ATO’s compliance activity on unpaid super 02 April 2019 623
Budget measure to delay SuperStream for SMSFs 02 April 2019 812
Higher levies, more reporting tipped to follow ASIC, APRA measures 02 April 2019 662
Government announces new super contribution measures 01 April 2019 1157
Campaign launched to boost Senate support for 6-member SMSFs 01 April 2019 642
ATO to contact 100 SMSF auditors with inactive audit periods 01 April 2019 664
Federal Court hands down decision in family trust case 29 March 2019 1122
SuperGuardian appoints former SuperConcepts senior manager 29 March 2019 888
Advice regulations plagued by structural issues, says SMSFA 28 March 2019 736
Poor conduct with general advice landing SMSFs in risky investments 28 March 2019 982
‘Little sympathy’ for advice firms stung by commission ban, says Labor MP 28 March 2019 794
Personal super contributions flagged as key EOFY strategy 27 March 2019 619
Senate committee gives 6-member SMSF bill green light 27 March 2019 832
Common adviser practices with SMSF documents posing liability risk 26 March 2019 755
Federal budget tipped to bring ‘sweeteners’ for super 26 March 2019 679
6-member SMSFs ‘a solution looking for a problem’ 26 March 2019 662
‘Inappropriate’ Medicare outcome flagged with franking credit denial 25 March 2019 941
Major bank toughens lending policy for commercial SMSF loans 25 March 2019 923
Licensees reminded on important CPD deadline for FASEA 22 March 2019 840
Federal Court winds up parent company of SMSF firm 22 March 2019 876
Regulators raise concerns about rise in non-bank SMSF lending 22 March 2019 1121
Trust deed updates flagged for 6-member SMSFs 22 March 2019 757
ATO flags PAYG obligations for SMSFs with legacy pensions 21 March 2019 746
Adviser banned as ASIC continues BDBN document swoop 21 March 2019 1204
Over 40 SMSF firms to be hit by Westpac’s restructure 21 March 2019 922
SMSF software firm adds new management and document services 20 March 2019 869
ATO rulings on low-interest loans reaching expiry, SMSFs warned 19 March 2019 1112
SMSF borrowing plateaus amidst property downturn, lending changes 19 March 2019 955
SMSF service provider flags priorities for improving ECPI 18 March 2019 824
Subpar investment strategies on auditors’ radars, SMSFs warned 18 March 2019 1155
Adviser sentenced to jail for losing $5.1m in SMSF client money 15 March 2019 1064
BGL hits back at AustralianSuper’s attack on SMSFs 15 March 2019 940
Liability risks highlighted with 6-member SMSFs 15 March 2019 820
Document witnessing, property advice flagged as major focus areas for ASIC 14 March 2019 1131
SMSFs cautioned on potential ‘slip-ups’, breaches with trusts 14 March 2019 1022
ACTU’s push for SMSF inquiry cops heat from SMSF industry 14 March 2019 881
Full pension SMSFs to lose $5k under Labor policy 13 March 2019 1099
AAT finds ATO tax decision ‘unreasonable’ in SMSF case 13 March 2019 1008
Advisers told to revise SMSF set-up process ahead of SuperStream 13 March 2019 766
SMSF trustee takes insurance company to court 12 March 2019 1061
UK expats warned on Brexit impact on pensions 12 March 2019 739
Early access to super tops the list for adviser queries in February 11 March 2019 677
AAT reviews ATO decision on lump sum payment 11 March 2019 1184
‘Ridiculous complexity’ with changes to small business CGT concessions 11 March 2019 1151
BDO lobbies government for lifetime contribution cap 08 March 2019 767
More misuse of auditor numbers surfacing as ATO campaign kicks off 08 March 2019 1042
More loose ends flagged with NALI measures 08 March 2019 1103
ASIC takes action against 7 SMSF auditors in misconduct crackdown 08 March 2019 1241
Government told to introduce pooled thresholds for super 07 March 2019 638
Sole purpose guidance needed following recent fund offers 07 March 2019 1066
LRBA roadblocks tipped to see unit trusts surge in popularity 06 March 2019 1245
SMSFs warned on critical compliance step with property transfers 06 March 2019 1200
ATO flags common TBAR failures for SMSFs 06 March 2019 1002
SMSFs ‘unfairly targeted’ in vacant land tax changes 05 March 2019 1137
ASIC stands by AFSL assessment process after recent cases 05 March 2019 950
SMSF software firm teams up with managed account provider 05 March 2019 986
Reserve Bank locks in interest rate decision for March 05 March 2019 1247
CGT cap to jump by $35k in FY 2019–20 04 March 2019 1283
FASEA’s impact on adviser attrition ‘overstated’ 04 March 2019 890
SMSF investor optimism has ‘fast evaporated’: Report 04 March 2019 735
High-risk LRBAs, TBAR on the ATO’s radar this year 01 March 2019 1026
Advisers told to take action on legacy pensions to prevent ‘nasty’ taxes 01 March 2019 790
Excess balance concerns raised with legislative fix 28 February 2019 941
Quirks with ECPI and software clarified 28 February 2019 690
SMSFs warned on potential pitfalls with Airbnb rentals 28 February 2019 1446
Draft legislation released to fix tax trap with death benefits 27 February 2019 993
Key lessons on conflict of duty in SMSF death benefit case 27 February 2019 1012
ATO reveals red flag areas for SMSF contraventions 27 February 2019 1166
Government has ‘given up’ on SG amnesty measure 27 February 2019 1143
‘Missing SMSF’ case dismissed by Tribunal 26 February 2019 997
Down the rabbit hole 26 February 2019 985
Down the rabbit hole 26 February 2019 195
More SMSF auditors caught by ATO’s independence crackdown 25 February 2019 1265
Tax and estate planning traps flagged with pension restructures 25 February 2019 796
‘Blips on the radar’ for SMSF industry as set-ups decline 25 February 2019 906
SMSF professionals in the spotlight as ATO continues non-lodgement crackdown 22 February 2019 1252
Government to have ‘one last crack’ at passing 6-member bill 22 February 2019 973
ATO to introduce register of disqualified SMSF trustees 22 February 2019 1210
ATO reports back on top 100 SMSFs probe 21 February 2019 1113
SMSF software company launches new adviser dashboard 21 February 2019 781
Draft ruling for NALI provision lacking clarity on 17B and retirement 21 February 2019 764
Tools for segmenting your client base 20 February 2019 741
Estate planning health check 20 February 2019 838
ASIC outlines priorities for SMSF advice space 20 February 2019 886
SMSF software firm unveils new integration for managed accounts 20 February 2019 839
Government makes moves to pass insurance in super measures 20 February 2019 1098
ATO flags changes to notice of compliance process for SMSFs 20 February 2019 843
Taking stock 20 February 2019 656
An evolving beast 20 February 2019 660
SMSF software firm launches new support platform 19 February 2019 725
Consulting firm to launch client onboarding tool for advisers 19 February 2019 801
Victorian court hands down decision in SMSF estate planning case 19 February 2019 1346
Certain super wraps, funds could be hit by franking credit changes 19 February 2019 1305
SMSF accountant in hot water, enters EU with ASIC 19 February 2019 1273
Compliance hotspots for SMSFs 19 February 2019 287
ASIC to appeal Federal Court decision on major super case 18 February 2019 1084
FASEA ‘another nail in the coffin’ for limited licensing 18 February 2019 921
Labor’s tax advice cap to limit SMSFs from fighting ATO 18 February 2019 988
Class announces new CEO 18 February 2019 1426
Moving with the tide 18 February 2019 221
Admin firm launches SMSF strategy and compliance aid 18 February 2019 799
Mixed reviews to changes in government’s ‘rorts and rip-offs’ bill 15 February 2019 983
Advisers warned on sole purpose breach with advice fees 15 February 2019 1642
Association calls for overhaul of TRIS rules 15 February 2019 875
SMSF property spruiker cops court orders 15 February 2019 996
SMSF service providers review fee arrangements post RC 14 February 2019 919
ATO to contact members about deductions for contributions 14 February 2019 913
AMP reports ‘signs of deterioration’ in loans to advisers 14 February 2019 1110
SMSF software firm automates tax statement processing 13 February 2019 1240
Bill to increase SMSF member limit enters Parliament 13 February 2019 1725
Prominent SMSF industry figure takes up new role at Deloitte 13 February 2019 1207
New auditor tool launched for title searches, ASIC extracts 12 February 2019 857
Legal disputes feared with uncertainty around death benefits 12 February 2019 883
Adviser numbers spike across SMSF-focused licensees 12 February 2019 1050
TRIS headache rectified as new legislation passes 12 February 2019 1266
RC proposal boosts protection for SMSFs hit by advice failures 11 February 2019 916
Employers still the main channel for super survey shows 11 February 2019 758
Critical carveout date flagged as election looms 11 February 2019 1124
RC’s soft stance on vertical integration ‘a missed opportunity’ 08 February 2019 816
Dodging Labor’s trust tax may trigger ‘murky taxes’, SMSFs warned 08 February 2019 1065
Early release measures ‘a job half done’ for SMSFs 08 February 2019 842
CA ANZ calls for shake-up to actuarial certificates for SMSFs 07 February 2019 936
Tribunal upholds decision to reject AFSL for SMSF firm 07 February 2019 1138
RC proposal for best interests duty pegged as win for advisers 06 February 2019 1268
Federal Court disqualifies officers over failed land banking scheme 06 February 2019 1158
Mixed phase SMSFs see greatest jump in growth 06 February 2019 808
SMSF firms ‘a low hanging fruit’ for ASIC action 05 February 2019 882
RBA makes first cash rate call for the year 05 February 2019 1138
Government to adopt RC changes for advice fees, super 05 February 2019 1028
The SMSF Party set to register after reaching 500 members 04 February 2019 1592
SuperConcepts announces shakeup to leadership team 04 February 2019 1372
ASF Audits acquires Melbourne-based audit firm 04 February 2019 1406
Major debt and bankruptcy concerns raised with commission ban 01 February 2019 1191
Ban on LRBAs to spur ‘indirect borrowing strategies’ 01 February 2019 1320
SMSFs ‘singled out’ in PC report recommendations 31 January 2019 943
Labor win tipped to have ramifications for transfer balance cap 31 January 2019 1266
Andrea Slattery appointed to bank board 31 January 2019 1222
SMSF admin firm eases concern over trust tax impact 30 January 2019 974
Case law points to ‘growing importance’ of SMSF document chain 30 January 2019 892
Grant Abbott launches SMSF-focused political party 29 January 2019 2142
AMP finalises wind-up of SMSF Advice licence 29 January 2019 1181
SuperConcepts announces interim CEO 29 January 2019 1170
ATO flags common errors with contribution deductions 29 January 2019 1060
MLC announces fee cuts, family pricing for super products 29 January 2019 1283
Rice Warner sceptical of PC report proposal for SMSFs 25 January 2019 889
Non-taxpaying SMSFs a ‘system anomaly’, says Bowen 25 January 2019 1327
Common BDBN ‘pitfalls’ flagged in wake of ASIC action 25 January 2019 1004
Months left for government to address ‘unfinished business’ for super 24 January 2019 996
PC proposal to require ‘serious documentation’ from SMSF advice firms 24 January 2019 1064
Off-the-plan properties posing ‘settlement risk’, SMSFs warned 23 January 2019 1280
Adviser banned for ‘deceptive conduct’ with binding nomination forms 23 January 2019 1473
Labor flags cuts to super tax concessions in budget repair policy 23 January 2019 1590
Labor’s SMSF borrowing ban to make ‘little difference’ 22 January 2019 2330
Tribunal rejects appeal against enduring guardianship decision 22 January 2019 1029
Court winds up SMSF firm over misuse of funds 21 January 2019 1012
12-month window for SG amnesty fast evaporating 21 January 2019 2014
ASIC imposes licence conditions on SMSF firm 21 January 2019 999
Labor pushes ahead with trust tax 18 January 2019 2201
APRA funds warned on TBC system error 18 January 2019 590
‘More work’ needed with comparison of SMSFs and APRA funds 18 January 2019 976
‘Limited time’ left for passage of 6-member SMSFs 17 January 2019 1365
ATO to issue 90,000 division 293 assessments 17 January 2019 1280
Treasurer defends SMSF borrowing as election battle rages on 17 January 2019 1410
Fresh battle launched in SMSF, property case 17 January 2019 1227
IPA calls for greater accountability from super fund trustees 16 January 2019 861
Election battle lines drawn over women’s super policy 16 January 2019 987
ATO begins rollout of new super services for tax agents 16 January 2019 1373
Labor’s $3k tax affairs cap tipped to hit SMSF trustees 15 January 2019 1489
SMSF industry told to brace for ‘interesting’ times ahead 15 January 2019 938
Important safeguards flagged for SMSF auditors 15 January 2019 1076
Major bank cautions SMSF investors on headwinds for 2019 14 January 2019 1232
ATO outlines compliance approach for next TBAR deadline 14 January 2019 1387
Power shift feared with 3-year audits 14 January 2019 1197
Major questions linger for reversionary TRIS issues 11 January 2019 1042
SMSFs warned on basic slip-ups with transfer balance accounts 11 January 2019 912
Mixed reviews for PC report’s minimum threshold 11 January 2019 1201
Spate of changes for SMSF advice in final PC report 10 January 2019 1295
Mandatory exam causing ‘great angst’ for SMSF professionals 10 January 2019 1141
Coalition pushes Senate to pass superannuation bills 10 January 2019 1186
ASIC floats changes to advice fee disclosure for super members 09 January 2019 1177
‘Retrograde’ Labor policy cops heat from ex-ATO exec 09 January 2019 1616
Tribunal upholds ASIC’s refusal of limited AFSL 09 January 2019 1323
Accounting body lobbies for extension to adviser exam 08 January 2019 1027
LRBAs still in ‘jeopardy’, despite recent tick of approval 08 January 2019 1407
Qualified audit reports tipped to rise for SMSFs this year 07 January 2019 1570
Tax troubles cropping up with super withdrawals 07 January 2019 921
Tribunal makes decision in SMSF stamp duty case 07 January 2019 1232
Admin, BDBN errors flagged for SMSFs this year 04 January 2019 1104
Flat outlook for Aussie shares after turbulent quarter 04 January 2019 1211
Federal Court hands down judgment in major super case 04 January 2019 1801
Currency conversion rules causing ‘unfair’ outcomes for UK pensions 04 January 2019 995
Land tax considerations highlighted for SMSFs with multiple properties 04 January 2019 1120
Strong demand for accountants’ exemption in new poll 03 January 2019 1208
Data feed bugs the ‘biggest challenge’ for real-time reporting 03 January 2019 1073
ECPI changes causing CGT headaches 02 January 2019 1288
Low-cost audit providers tipped to shake up pricing model 02 January 2019 1043
Underutilised strategy pinpointed for pension assets 28 December 2018 1329
ATO pushed to improve access to lost super information 28 December 2018 1006
Time frame for three-year audit measure fast dwindling 27 December 2018 1057
Actuarial firm reveals top queries for ECPI 27 December 2018 1013
ASIC sounds alarm on SMSF promoters 21 December 2018 1430
FASEA announces transition period for CPD policies 21 December 2018 1598
Alternate director strategies posing risks for SMSFs 21 December 2018 1140
FASEA releases final instrument for professional year 20 December 2018 1160
ATO swoops on funds with NALI issues in major project 20 December 2018 1439
ATO sheds ‘welcome light’ on proposed NALI changes 20 December 2018 1502
‘Significant concerns’ raised for accountants as critical deadline looms 20 December 2018 1055
SMSF software firm unveils new security features 19 December 2018 1048
SMSF software provider adds property valuation tools 19 December 2018 1000
ATO issues fresh warning on valuations after major cases 19 December 2018 1533
Associations join forces ahead of looming education standards 18 December 2018 1026
Charges laid over dishonesty offences with super fund money 18 December 2018 1188
Adviser banned over illegal early access scheme 18 December 2018 1307
ASIC orders wind-up of firm over SMSF advice failings 18 December 2018 1349
FULL SPEED AHEAD 18 December 2018 1680
GOLDEN YEARS 17 December 2018 1551
Trustee favourite ‘looking worse for wear’ 17 December 2018 1221
SMSF professionals to fork out hefty fees for exam 17 December 2018 1107
Auditors warned on critical obligation with threatening behavior 14 December 2018 1270
CGT relief errors still surfacing in annual returns 14 December 2018 445
ASIC clarifies transition process for new education standards 14 December 2018 520
Labor election win tipped to see 2 budgets in 2019 13 December 2018 900
‘Conflict of interest’ risks raised with new CPD requirements 13 December 2018 657
Labor policy to spur investment shake-ups, wind-ups 13 December 2018 911
SMSF establishments bounce back in September quarter 12 December 2018 374
Reporting quirk with pensions spurs advice struggles 12 December 2018 530
Software provider adds new data feeds for banks, brokers 11 December 2018 459
Dwindling time frame left for ‘high stakes’ adviser exam 11 December 2018 618
Contravention risk surfacing for SMSFs with complex assets 11 December 2018 789
ATO sounds alarm on emerging auditor risk 10 December 2018 848
ASIC highlights problem areas with dispute resolution 10 December 2018 426
Government floats proposals for retirement product disclosure 10 December 2018 338
Tax tips flagged for US pension transfers 07 December 2018 477
Welcome change in new work test regulations 07 December 2018 993
Reporting errors with commutation authorities surfacing in APRA funds 07 December 2018 362
Senate passes bill to rectify reversionary TRIS issues 06 December 2018 1017
Industry funds targeting SMSF trustees in set-up process 06 December 2018 616
‘Long road’ for new entrants under FASEA standards 05 December 2018 1227
Litigation risks surfacing as trustees look to outsource responsibility 05 December 2018 450
Win for bankrupt SMSF member in WA court 05 December 2018 1062
Crucial piece still missing from FASEA guidance 04 December 2018 746
RBA reveals final rate decision for the year 2018 04 December 2018 703
ASIC cancels AFS licence over SMSF loans scheme 04 December 2018 890
ASIC cancels AFSL over super switching scheme 03 December 2018 535
ATO releases decision impact statement for Aussiegolfa 03 December 2018 1169
Chief executive to depart major SMSF admin provider 30 November 2018 810
Final round of winners revealed for SMSF and accounting awards 30 November 2018 449
Strategies flagged for TSB measure for LRBAs 29 November 2018 515
Wide conflict clauses exposing SMSFs to future troubles 29 November 2018 508
Adviser charged for dishonest conduct with SMSFs 29 November 2018 1119
FASEA issues further guidance on foreign qualifications 29 November 2018 528
Potential breaches flagged with employee share schemes 29 November 2018 448
US expats warned on hefty tax bills after prominent tax dispute 29 November 2018 1921
SMSF software firm slams Grattan report as ‘false hope’ 28 November 2018 630
SMSF professionals targeted in non-lodgement crackdown 28 November 2018 670
Quirks with residency rules pinpointed for SMSFs 28 November 2018 471
Incoming CPD requirements cop further backlash 27 November 2018 494
Section 17A clauses causing havoc with incapacity 27 November 2018 789
Super admin fees tipped to spike with Labor’s policy 26 November 2018 515
Liability traps flagged for SMSF professionals 26 November 2018 493
SMSF professionals warned on looming registration deadline 23 November 2018 745
Tax concessions flagged with LRBA windups 23 November 2018 602
Advice exam to inflict ‘onerous, irrelevant study’ onto accountants 23 November 2018 602
ASIC issues warning on ‘execution-only services’ for SMSF setups 22 November 2018 1584
New data feed to boost SMSF visibility for advisers 22 November 2018 526
Early release rules set for shakeup with new consultation 22 November 2018 556
Licensing regime set for ‘problems down the track’ 21 November 2018 597
ATO, ASIC sound alarm on SMSF property investment 20 November 2018 950
ATO pushes back delivery date for TBC data access 20 November 2018 803
Rising from the ashes 20 November 2018 658
Compliance, tax advice in strongest demand from SMSFs 19 November 2018 546
Tax, Centrelink snares flagged with TRIS conversion 16 November 2018 859
Important lessons for directors in SG case 16 November 2018 650
Lower balance SMSFs shutting down super for simplicity 15 November 2018 552
SMSF advice failures land adviser with $50k fine 15 November 2018 596
ASIC toughens stance on hired responsible managers 15 November 2018 1136
IPA flags dangers with piecemeal changes to franking credits 14 November 2018 707
Government announces exception for opt-in insurance measure 14 November 2018 637
SMSF receives favorable ruling in legal action against insurer 14 November 2018 583
Adviser banned for stealing client super 14 November 2018 634
SIS Act ‘due for overhaul’, says APRA 13 November 2018 825
ASIC calls for greater powers to deal with SMSF promoters 13 November 2018 542
‘Hit and miss’ access to TSB data continues to cause gripes 13 November 2018 804
Franking credit policy to dent retirement savings by 15 per cent 12 November 2018 979
FASEA, licensing weeding out good accountants, warns mid-tier 12 November 2018 860
Audit cases prompt fears with new NALI measures 12 November 2018 785
ATO pinpoints Part IVA hotspots for the SMSF sector 09 November 2018 776
More administrative hurdles flagged with work test exemption 09 November 2018 560
ASIC floats proposed changes for advice licensees 08 November 2018 782
CA ANZ hits out at ‘unnecessary licensing restrictions’ 08 November 2018 1074
Franking credit policy tipped to spur move to LITs 08 November 2018 947
Strategies flagged for Labor’s franking credit measure 07 November 2018 1196
SMSF trustees left with difficult choice with NALI measures 07 November 2018 1473
Court upholds SMSF claim over misappropriated monies 07 November 2018 751
Court orders issued over early release scheme 06 November 2018 930
Super advice regulation in need of shake-up, says ASIC 06 November 2018 732
Red flags raised for proposed work test legislation 05 November 2018 1242
Clarity provided on tax confusion with lump sums 05 November 2018 825
Super switching scheme sees firm hit with $9m penalty 05 November 2018 720
SMSF performance on government’s radar after PC report 02 November 2018 1396
FASEA standards inflicting ‘study for study’s sake’ on accountants 02 November 2018 1489
Four-fifths of clients in the dark on estate planning and super 02 November 2018 1368
Fresh data emerges as rally against mandatory minimum continues 01 November 2018 1148
Hundreds of SMSF ABNs cancelled following ATO surveillance 01 November 2018 1554
Independence clampdown claims another SMSF auditor 01 November 2018 1480
ASIC removes 155 SMSF auditors from register in FY17-18 31 October 2018 1443
Calculation issue raised with fix for legacy pensions 31 October 2018 1182
Government makes moves to speed up raft of super measures 31 October 2018 1559
Franking credit proposal to cost SMSFs $11k-plus: report 30 October 2018 1452
ASIC crackdown claims more SMSF auditors 30 October 2018 1449
Act faster this year on pensions to avoid ‘can of worms’ 29 October 2018 1196
Three-year audits’ chances slim as ‘small window’ remains 29 October 2018 1352
New services launched to combat SMSF loans gap 26 October 2018 1311
ASIC reveals figures on SMSF auditor enforcement action 26 October 2018 1732
‘Hefty penalties’ with TRIS payment failures, SMSFs warned 26 October 2018 1578
ATO audit swoop lands tax agents in hot water 26 October 2018 1492
ATO claws back $850m in unpaid SG in FY 17-18 25 October 2018 1250
Tips flagged for super saver scheme as $13.5 million released 24 October 2018 1187
Rise in SMSF loans from second tier lenders sparks concern 24 October 2018 1279
Over 100 SMSFs singled out in auditor number crackdown 24 October 2018 1528
TSB measure growing ‘problematic’ amid tighter SMSF lending 23 October 2018 1405
Downsizer contributions prompt flood of queries in first quarter 23 October 2018 1148
Government stalls on accountants’ exemption discussions 23 October 2018 1285
Mischief with reserves unfounded, says software giant 22 October 2018 1213
Fresh litigation prompts SMSF auditors to consider protections 22 October 2018 2144
Treasury mulls fixes for legacy pension headaches 22 October 2018 1255
Downsizer hurdles flagged with subdivided property 19 October 2018 1369
ATO zones in on benchmarking for related party loans 19 October 2018 1975
Lost and unclaimed super drops to $17.5 billion 18 October 2018 1161
BGL adds daily data feeds from investment platform 18 October 2018 1318
Overseas pension transfers in doubt as ‘minefield’ forms 18 October 2018 1770
‘Difficult territory’ ahead for SMSF industry on reform front 17 October 2018 1275
SMSFs, individuals singled out in vacant land tax reforms 17 October 2018 1417
SMSFs targeted with new commercial property fund 16 October 2018 1377
Fresh ATO stats point to slowdown in LRBA growth 16 October 2018 1545
Another litigation case finds SMSF auditor liable for losses 16 October 2018 4514
Superannuation gender gap narrowing, research shows 15 October 2018 1229
‘Knee-jerk’ reaction to bank stocks feared 15 October 2018 1356
‘Adverse’ tax outcomes flagged with misconduct compensation 15 October 2018 1586
ECPI compliance burden tackled with new AI feature 15 October 2018 1232
SMSF software firm unveils new retirement notification tool 12 October 2018 1329
SMSF advice failures found in high-profile adviser’s review 12 October 2018 1451
Timing miss-match flagged with pension values 12 October 2018 1277
Legacy pensions causing TSB headaches for SMSFs 11 October 2018 1457
ATO tipped to scrutinise smaller trust structures post Aussiegolfa 11 October 2018 1326
Wait on ATO before acting on landmark case, SMSFs told 10 October 2018 1419
Stamp duty confusion sees SMSFs pay unnecessary tax 10 October 2018 1802
ATO reveals appeal decision for Aussiegolfa case 09 October 2018 2397
Major bank backs ban on grandfathered commissions from super 09 October 2018 1577
Adviser banned after insurance in super failings 09 October 2018 1250
ATO position on legacy pensions, reserves clarified 09 October 2018 1678
ASIC floats LRBA ban, SMSF advice policy changes 08 October 2018 2062
Spike in reserves likely due to complex pension arrangements 08 October 2018 1259
Bad news for SMSFs with cash-heavy portfolios 05 October 2018 1467
Govt called on for legacy pension amnesty 05 October 2018 2017
‘Square peg in a round hole’ as SMSF firms falter on cloud implementation 05 October 2018 1519
ATO slashes warning time for audit file reviews 04 October 2018 1903
TSB trap flagged with super fund expenses 04 October 2018 1407
Major court decision prompts debate over sole purpose test 04 October 2018 2106
SMSFs warned on looming TBAR deadline 03 October 2018 1629
Treasury releases work test reform changes 03 October 2018 2377
Major case prompts fears of sole purpose breaches spiking 02 October 2018 1711
New SMSF admin offering hits market from fintech firm 02 October 2018 1974
‘Surprising’ take-up with first home super saver scheme 02 October 2018 1654
RBA locks in interest rate decision for October 02 October 2018 1680
ASIC releases guidance on compliance schemes for new standards 28 September 2018 1517
Fears simmer about repeat of Storm Financial fallout 28 September 2018 1283
Checklist released for SMSF firms as November deadline approaches 27 September 2018 1832
ATO zones in on hundreds of newly created reserves 27 September 2018 1310
Major advice gaps identified for SMSF clients 27 September 2018 1248
SMSF accountants in ‘unique position’ following RC 27 September 2018 1334
ATO swoop on high-balance SMSFs exposing Part IVA schemes 27 September 2018 1710
Mistakes with new TRIS rules tripping up practitioners 27 September 2018 1950
Double prison time, five-fold penalties for misconduct on the cards 26 September 2018 1367
Selling super products gets support from APRA fund lobby 26 September 2018 1162
Tax traps surface in delayed death benefits payments 26 September 2018 1433
Another bank drops all SMSF loan products 25 September 2018 1678
SMSF software firm launches automatic SMS alerts 25 September 2018 1441
ATO makes moves to fix ‘unworkable’ TBC data access 25 September 2018 1606
ASIC report a ‘big impact’ on SMSF death benefit advice 25 September 2018 1200
Super tops the list for significant breaches in ASIC review 25 September 2018 1536
SMSFs drop top 10 ASX stocks 24 September 2018 1248
New SMSFs opt for administrators over accountants 24 September 2018 1266
‘Huge' professional risk in SG delays, big four firm warns 24 September 2018 1397
ATO set sights on 27,000 funds in ongoing crackdown 21 September 2018 1588
BGL boss tells CA ANZ to help lobby or 'butt out' 21 September 2018 1715
Common traps flagged with excess determinations 21 September 2018 1210
SCT hands down landmark decision in fees for no service case 21 September 2018 1594
76% of accountants give SMSF advice, but numbers are sliding 20 September 2018 1362
Fix for death benefit rollover trap at a standstill for SMSFs 20 September 2018 1500
CA exodus flagged as FASEA pushed to fix education woes 19 September 2018 1667
Labor plans to drop divisive SG threshold if elected 19 September 2018 1259
Accountants’ exemption revival ‘not going to happen’, CA ANZ tips 19 September 2018 1859
‘Inventive’ early access schemes top SMSF disqualifications list 19 September 2018 1315
ASIC announces new insurance product relief for limited licences 19 September 2018 1460
SMSF software firm unveils new privacy, data controls 18 September 2018 1206
ATO rules out concessions for TBAR declarations 18 September 2018 1620
Dealer group boss, director of SMSF firm set for Federal Court 17 September 2018 1449
Industry super fund cops heat over insurance clauses 17 September 2018 1624
Holes in guidance leaves ECPI open to manipulation 17 September 2018 1428
Non-lodgements continue to drop following ATO crackdown 14 September 2018 1442
Monthly TBAR reporting ‘inevitable’ as clashes crop up 14 September 2018 1512
SMSFs trump APRA funds on returns for FY18 14 September 2018 1464
‘Major CGT issue’ surfacing in 2017-18 returns 13 September 2018 1422
Lump sum payments continue to climb under super reforms 13 September 2018 1352
Ex Westpac adviser loses appeal in SMSF advice case 13 September 2018 1964
Raft of superannuation legislation languishing in Senate 13 September 2018 2062
Court decision raises questions about missing SMSF documents 13 September 2018 1595
Contribution rules prompt SMSFs to drop cash in FY18 12 September 2018 1570
NALI changes 'awkward,' implicate SMSF firms' employees 12 September 2018 1350
Retail super funds targeted in $1b class action campaign 11 September 2018 1613
Hundreds of insurance in super disputes exposed in RC 11 September 2018 1781
CGT relief error rate highlights small firm struggle 11 September 2018 1420
SMSF industry receiving ‘mixed messages’ on quality of advice 10 September 2018 1373
LRBAs pegged as hotspot for ATO’s new data tools 10 September 2018 1433
Major bank finds SMSFs turning from blue-chip holdings 07 September 2018 1444
Contributions an emerging trouble spot for SMSFs 07 September 2018 1347
Super advice earmarked by ASIC’s FY19, SMSF advisers on notice 07 September 2018 1601
Dodgy insurance in super practices busted in ASIC review 07 September 2018 1653
Major bank facing court over super fees 06 September 2018 1290
ECPI miscalculations in ATO firing line, says top auditor 06 September 2018 1807
More Triple A Super directors jump ship 06 September 2018 2292
Software giant unveils new SMSF notification features 05 September 2018 1639
Emerging insurance strategy on the rise for SMSFs 05 September 2018 1321
Relief for lower balance SMSFs in PM’s new pension measure 05 September 2018 1732
‘Adverse’ tax risks for SMSFs in newer finance options 04 September 2018 1323
More flaws spotted with three-year audit eligibility 04 September 2018 1365
Fresh hope for SMSF audit lobby in leadership shakeup 04 September 2018 1305
Court upholds adviser termination over insurance, SMSF advice 04 September 2018 2256
RBA reveals cash rate decision for September 04 September 2018 1622
SMSF accountants targeted with new compliance product launch 03 September 2018 1431
‘Doomed to fail’: Eligibility for audit measure slammed 03 September 2018 1605
Insurance confusion spurs ‘unfortunate repercussions’ 03 September 2018 1502
Treasurer allocates portfolios for super policy, financial services 03 September 2018 1299
Big adviser drop-off foreshadowed in new poll 29 August 2018 1400
Fight against audit cycle measure heats up in final days 29 August 2018 1391
Critical reporting deadline looms for SMSFs next month 29 August 2018 1371
Bank unveils new services, features on SMSF platforms 28 August 2018 1395
SMSF software giant ups AI play 28 August 2018 1739
SMSF auditor insurances tipped to rise after landmark case 28 August 2018 1735
SG changes ‘won’t happen’, lawyer predicts 27 August 2018 1690
‘Big increase’ in amendments to SMSF financial statements 27 August 2018 1598
Audit firms facing ‘strangulations’ from both sides of politics 24 August 2018 1523
Alarm bells sound for SMSFs over property hotspot 24 August 2018 1463
Court hands down key judgement on attorney powers, BDBNs 24 August 2018 2743
ATO issues 2000 excess determinations to SMSF members 23 August 2018 1712
Fresh modelling shows big cost hit of investment picks 23 August 2018 1338
Touted $1m SMSF cap dealt a blow with new survey 23 August 2018 1795
Court case to determine critical EPOA, death benefit issues 22 August 2018 1594
CGT deferral ‘nightmares’ set to surface for SMSFs 22 August 2018 1526
Missing clause burdening SMSFs for FY 2017-18 21 August 2018 1621
NALI rules tipped to impact SMSF property development 21 August 2018 1713
SMSFs outperform MySuper funds for FY 2018 20 August 2018 1437
ATO acts on transfer balance errors, gives tips to fix mistakes 20 August 2018 1794
Ban on advice fees from super mulled at Royal Commission 20 August 2018 2807
LRBA ban feared following ‘horror stories’ 20 August 2018 2199
SMSF firms told to manage litigation risks with divorce 17 August 2018 1621
ASIC grilled over ANZ dealings with super advice 17 August 2018 1710
FASEA rules out further consultation on standards 17 August 2018 1816
ATO releases fresh figures on lodgements, CGT relief 16 August 2018 1796
Independence crackdown claims another SMSF auditor 16 August 2018 1683
ANZ probed about enforceable undertaking for super advice 16 August 2018 1768
‘Take responsibility’ SMSF trustees told as advice scandals unfold 15 August 2018 1577
IPA joins lobby to restore accountants' exemption 15 August 2018 2068
CBA admits to further failures with super product distribution 15 August 2018 1858
Accurium reports $1 million dip in revenue 14 August 2018 1532
Industry fund under fire as millions in insurance under threat 14 August 2018 2332
NAB interrogated over compensation, dealings with ASIC 13 August 2018 1603
Investment manager eyes SMSFs with new ethical fund 13 August 2018 1638
Court hands down judgement in critical sole purpose case 13 August 2018 2530
Bank stocks headed for short-term dip, SMSFs warned 10 August 2018 1610
SMSF practitioners falling behind on TBAR lodgements 10 August 2018 1777
SMSF fraud case prompts new compliance measures 09 August 2018 2008
System error sees trustees hit with incorrect determinations 09 August 2018 1353
SMSF audit cycle rallying ‘falling on deaf ears’ 08 August 2018 1451
AMP reports big drop in SMSF Advice rep numbers 08 August 2018 1836
Half of adviser population tipped to exit when new standards hit 07 August 2018 1987
Strategy flagged for total super balance accuracy, ease 07 August 2018 1769
$9.4m boost for ASIC to target super as more 'poor outcomes' exposed 07 August 2018 1694
Royal Commission reveals details on dodgy super fees 06 August 2018 2915
Low-balance SMSF debate ignores estate planning 06 August 2018 1701
Six-member fund limit gets traction with SMSF clients 03 August 2018 1684
Productivity Commission proposes new licence for advisers 03 August 2018 1881
ATO updates tax return form for legacy pension taxes 02 August 2018 1921
ASIC raises red flags for SMSFs in new ETF report 02 August 2018 2011
BGL set to launch new SMSF services, partner integrations 01 August 2018 2116
Advisers get extensions under new ASIC guidance 01 August 2018 1770
‘Tectonic shift’ in SMSFs’ tax-free status after reforms 01 August 2018 1799
Report finds profit sweet spot with SMSF client numbers 31 July 2018 1815
Lodgement double-ups surfacing as TBAR confusion sets in 31 July 2018 1604
Non-major bank set to further tighten SMSF lending policy 31 July 2018 2019
Ex FASEA boss spots 'interesting challenge' for SMSF advisers 31 July 2018 1876
Royal commission ‘more than a hiccup’ for bank shares 30 July 2018 1953
SMSFs lose ground to industry funds on satisfaction 30 July 2018 1632
CGT withholding regime spurring ‘real hassles’ for SMSFs 30 July 2018 1641
BGL joins in fight against minimum SMSF cap 27 July 2018 1776
ASIC winds up companies in land banking scheme 27 July 2018 2190
Retrospectivity issues flare up for SMSF professionals 27 July 2018 1760
Govt told to raise minimum SMSF balance recommendations 26 July 2018 1657
ASIC set to contact clients in new super shadow shopping mission 26 July 2018 2189
Clients falter as accountants hamstrung under SMSF advice rules 26 July 2018 1931
ATO issues over 500 commutation authorities 25 July 2018 1731
50-hour CPD requirement tipped to spur ‘poor quality training’ 25 July 2018 1874
SMSF performance ‘grossly misrepresented’ in PC report 25 July 2018 2076
FASEA floats proposals for CPD, foreign qualifications 24 July 2018 1836
BGL announces integration with document provider 24 July 2018 1805
SMSFs lose thousands in property, investment scams 24 July 2018 2272
Court case an estate planning lesson for blended families 24 July 2018 2000
Further lenders tipped to drop SMSF loans 23 July 2018 2279
SMSF sector cops further heat from ISA, ASFA 23 July 2018 1528
SMSFs caught up in ABN reforms 20 July 2018 2216
Spike in queries for contribution deductions in June 20 July 2018 1549
ATO issues alert on super, tax scams 19 July 2018 2027
SG amnesty could trigger excess contributions, lawyer warns 19 July 2018 1928
Remuneration tipped for shake-up under new guidelines 18 July 2018 1715
Second SuperGuardian manager surfaces at Prime Financial 18 July 2018 1933
Govt pushed on exemptions to avoid SMSF advice exodus 18 July 2018 1855
Advice firms see decline in client numbers 17 July 2018 1984
New draft SuperStream regulations ‘overkill’ for SMSFs 17 July 2018 2060
More banks ditch their SMSF loans offering 17 July 2018 2462
Important tax time decision flagged for SMSF insurance 16 July 2018 2149
SMSF auditor loses appeal after major breaches 16 July 2018 2148
Major bank scraps all SMSF loans 16 July 2018 2964
New litigation case sees SMSF auditor responsible for losses 13 July 2018 3672
SMSF sector feels the pinch of new, compounding costs 13 July 2018 1764
St.George Bank set to exit SMSF loans 13 July 2018 3026
Diversification in fresh focus following ASIC report 12 July 2018 1883
Forced exam a ‘false sense of security’ for clients 12 July 2018 1733
Industry shakeup tipped to benefit SMSF professionals 11 July 2018 1745
Mobile app in the works from SMSF software giant 11 July 2018 1767
New services dealing with pensions headaches hit the market 11 July 2018 1809
New conveyancing rules to impact SMSFs 10 July 2018 1919
ATO homes in on SMSFs in early access crackdown 10 July 2018 1883
'Significant upswing’ in licensing activity as changes loom 10 July 2018 1838
High-profile appointment and departure for SMSFA board 10 July 2018 1636
Holley Nethercote appoints new head of compliance 09 July 2018 2399
‘Duplicated’ ethics standards tipped to spur adviser exodus 09 July 2018 1702
Property value risks flagged with audit measure eligibility 09 July 2018 1680
New details of three-year audits slammed as ‘naïve and messy’ 06 July 2018 2051
Major banks get $1.2m bill over unauthorised super advice 06 July 2018 2055
Treasury proposes framework for three-year audit cycle 06 July 2018 2504
Accounting degrees’ recognition cut in new lobby to government 05 July 2018 2362
Tax ruling a warning to SMSFs on ‘rubber stamping’ 05 July 2018 2164
BGL announces integration with fintech firm 04 July 2018 1831
Mounting costs bode ‘unsettling times ahead’ for SMSF firms 04 July 2018 1658
ASIC assessment shake-up tipped to impact SMSF accountants 04 July 2018 1747
Touted $1m minimum for SMSFs cops more heat 03 July 2018 1726
More concerns over approved degrees for SMSF advisers 03 July 2018 2237
SMSF firm heads to court as $1.4m in question 03 July 2018 2497
RBA reveals cash rate decision 03 July 2018 1574
Triple A Super loses director of technical services 02 July 2018 2270
'Surprise' cap breaches tipped to ramp up 02 July 2018 1681
'Difficult' new ECPI calculations prompt update from Class 02 July 2018 2295
Small business owners to be caught by Labor’s tax policy 29 June 2018 1762
SMSF advice review to impact new compliance schemes 29 June 2018 1691
SMSF lodgments see last minute surge 29 June 2018 1691
Service providers brace for ‘biggest ECPI changes in a decade’ 29 June 2018 2298
Adviser banned for 4 years over super switching advice 28 June 2018 1888
Bill passes to allow SMSF auditor fee hikes 28 June 2018 2501
ASIC issues alert over big gaps in SMSF trustee knowledge 28 June 2018 1910
Dishonest SMSF dealings see Sydney woman jailed 28 June 2018 1872
‘Pointless’ move for SMSFs slammed 27 June 2018 1626
AMP set for court for insurance in super failures 27 June 2018 1992
Super savings gap for women stuck at 30% 27 June 2018 1555
Software quirk flagged with transfer balance account 26 June 2018 1620
Race to EOFY as 35% of SMSFs still lodging 26 June 2018 2066
More ‘unintended impacts’ with super, insurance measures 25 June 2018 1599
Last minute EOFY tips, traps flagged for super 25 June 2018 2202
CBA demerger set to impact big super, wealth brands 25 June 2018 2300
Trustee favourite takes a hit, but jumping ship not advised 21 June 2018 1724
Low-balance SMSFs under fire, but SMSF sector fights back 21 June 2018 2227
‘Rorts and rip-offs’ targeted as new super bill enters parliament 21 June 2018 1966
Firm valuations tipped to take a hit under new education rules 21 June 2018 1935
SMSF loan restrictions intensify for off-the-plan, new properties 20 June 2018 2833
Government pushed to raise income threshold for super 20 June 2018 1563
'Widespread dissatisfaction’ revealed with age pension process 20 June 2018 2285
KPMG flags potential premium hike for insurance in super 20 June 2018 1653
BGL announces new SMSF services, integrations 19 June 2018 2410
Misuse of SMSF funds sees adviser convicted 19 June 2018 2457
ATO, Treasury’s take on TRIS ‘gives rise to a lot of cost’ 19 June 2018 1949
New SMSF audit proposals divide hundreds in new poll 18 June 2018 1997
Term deposit reforms see SMSFs eye bonds, managed funds 18 June 2018 1661
Dealer groups, SMSF advisers brace for licensing switches 18 June 2018 1854
Spate of SMSF auditor changes prompt new membership launch 08 June 2018 1622
SMSFs eye cyber security stocks for long-term growth 08 June 2018 1871
Time warp 08 June 2018 2144
SMSFs holding $50bn in excess cash, says Vanguard 08 June 2018 1705
Critical steps flagged for related party loans ahead of new provisions 07 June 2018 2019
Liability risk for tax agents posed in new audit cycle 07 June 2018 2004
Lump sum payments gain ground over pensions 07 June 2018 1922
Delays with SMSF lodgements ahead of ‘double-whammy’ deadline 07 June 2018 2196
SMSF firm cops ASIC action following record-keeping, compliance holes 06 June 2018 1649
New provisions pave way for big NALI bills 06 June 2018 2091
Quarter of a million trustees flag new, unmet advice needs 05 June 2018 1689
Key salary negotiations flagged with new SG opt-out 05 June 2018 2013
‘Welcome surprise’ for accountants in fresh super changes 05 June 2018 2086
Westpac tips proposed policy to hit listed income securities 04 June 2018 1910
ATO flags potential losses with flexi-pensions 04 June 2018 1752
Information gaps identified with TBAR 01 June 2018 1797
Treasury, ATO seek to resolve double counting issue for legacy pensions 01 June 2018 1812
Federal Court approves settlement for SMSF class action 01 June 2018 2863
Commutation authority issues surfacing for APRA funds 31 May 2018 1578
ASIC provides disclosure relief ahead of AFCA commencement 31 May 2018 1827
Cryptocurrency investments a liability risk for SMSF firms, law firm warns 31 May 2018 1730
Aussie equities lagging global markets, SMSFs warned 30 May 2018 1534
SMSFs urged to maximise NCCs ahead of federal election 30 May 2018 1612
'Light bulbs going off' with member extension says ATO 30 May 2018 1954
BGL releases multi-fund reporting for TBAR 29 May 2018 2184
Quality of SMSF advice ‘questionable’ says Productivity Commission 29 May 2018 2022
CGT schedule wording posing snares for SMSFs 29 May 2018 1860
Class announces new actuarial certificate integration 28 May 2018 1657
Government unveils victims of crime proposals for super 28 May 2018 2016
ATO sheds light on CGT confusion over property, corporate restructures 28 May 2018 1989
Cost of six members on par with second SMSF, says tech expert 25 May 2018 1752
SMSFs told to implement contingency plans for new members 25 May 2018 1889
ATO sets ‘sharp focus’ on high-balance SMSFs 25 May 2018 2264
SMSFs told to tread carefully with contribution reserves 23 May 2018 1984
Elder abuse risks flagged with increased member limit 23 May 2018 1640
ASIC intensifies scrutiny of AFS licence applications 22 May 2018 2206
Looming deadline for public trading trust distributions 22 May 2018 2033
SMSFs hit with extra SIS Act obligation under new proposals 21 May 2018 2290
Hidden complexity found with CSS reversionary pensions 21 May 2018 2879
Deductions for contributions flagged as ‘big tax planning tool’ 18 May 2018 1757
Mixed phase SMSFs holding greatest assets 18 May 2018 1690
Neglected reserves causing headaches around death, incapacity 18 May 2018 1697
ATO view posing ‘double counting’ issue for market-linked pensions 17 May 2018 3249
ASIC cancels AFS licence over super switching advice 17 May 2018 2118
ATO confirms important view on TBC treatment of insurance proceeds 16 May 2018 2417
ATO provides further details on SG exemption measure 16 May 2018 2071
SMSF sector growth predicted to slow 15 May 2018 2333
ATO set to revise approach to TSB calculation 15 May 2018 2768
Auditor lobby group formed in response to new measure 15 May 2018 2222
Audit cycle proposal ‘a snow job’ by the government 15 May 2018 1998
CGT eligibility trap found with IPO 14 May 2018 1976
BDBN complications flagged with increased member limit 14 May 2018 1720
Tech expert pinpoints insurance snag for SMSFs 11 May 2018 2022
ATO sheds light on CGT relief query with reversionary pensions 11 May 2018 2061
Event-based reporting experiencing slow take-up 10 May 2018 1947
Audit proposal to see harsher penalties, increased fees 10 May 2018 2164
Property development risks flagged following member limit proposal 09 May 2018 1694
High-net-worth investors bullish on corporate bonds 09 May 2018 1899
Tax deduction process for contributions set for shake-up 09 May 2018 2419
Three-year SMSF audit cycle to spur ‘practical hurdles’ 09 May 2018 3941
Government announces plans to ramp up super consolidation 09 May 2018 2405
Testamentary trust measure a ‘sleeper issue’ for SMSFs 09 May 2018 2205
Budget takes aim at super fund fees and charges 09 May 2018 2701
‘Good news’ measure announced for preventing concessional cap breaches 09 May 2018 2209
Work test measure to add flexibility 09 May 2018 1670
ASIC commences court proceedings against adviser 08 May 2018 2280
Rice Warner proposes rebate for imputation credits 08 May 2018 1874
Alliance formed in response to Labor franking credits policy 07 May 2018 2220
DomaCom completes crowdfunding campaign for mortgage backed loan 07 May 2018 1940
TBAR spurs wider shift to quarterly reporting for SMSFs 07 May 2018 2167
ATO to clarify reporting requirements for TBAR 04 May 2018 3487
Lawyer highlights impact of accounting methods on TSB 03 May 2018 2035
ASIC releases findings of SMSF advice review 03 May 2018 2785
Countplus appoints new chief operating officer 02 May 2018 2349
Lawyer flags inheritance traps with non-family members 02 May 2018 2461
Fee hikes for ASIC funding model unjustified, says IPA 01 May 2018 2312
ATO issues tax assessments for excess transfer balance tax 01 May 2018 2443
SMSF auditor disqualified over independence breaches 01 May 2018 2141
ASIC cancels over a hundred SMSF auditor registrations 01 May 2018 2312
RBA locks in interest rate decision for May 01 May 2018 2249
Labor’s tax policy to spur shift to accumulation 30 April 2018 2341
Cooper joins SMSF Association public policy committee 30 April 2018 1898
Grattan Institute slams plans to increase SG rate 30 April 2018 2204
ATO statistics show jump with super balances 27 April 2018 2528
Data breach laws exposing firms to new litigation risks 27 April 2018 2295
Government announces plans to expand SMSF member limit 27 April 2018 4530
ASIC updates guidance on licensing exemption for SMSF services 26 April 2018 2469
Clients urged to take action with complying pensions 24 April 2018 2201
Omniwealth appoints specialist as head of SMSF 24 April 2018 2231
Further ‘reckless’ SMSF property advice surfaces in royal commission 24 April 2018 2539
Budget tipped to see aged care policy changes 23 April 2018 2217
More banks admit to poor super advice at royal commission 23 April 2018 2819
Digital advice provider launches white label service 23 April 2018 2095
Low balance SMSFs to 'bear the brunt' of Labor's tax policy 21 March 2018 2841
Practitioners skipping over CGT relief, warns mid-tier 21 March 2018 2829
ATO clears up confusion over CGT relief detail 21 March 2018 3069
SMSFs look to global trends for investment growth 21 March 2018 2861
ATO provides clarity on CGT technical hitch 16 March 2018 3259
Fresh figures released on SG non-compliance 16 March 2018 2731
Small business retirement exemption under threat 16 March 2018 3307
ATO guidance on reserves a ‘hard line’ position, says expert 15 March 2018 2847
BGL announces data feed with Praemium 15 March 2018 3225
Government lobbied to address legacy pension issues 15 March 2018 2655
SMSFs remain bullish on ETF investments 14 March 2018 3368
Law firm questions Duties Office position on stamp duty, SMSFs 14 March 2018 2847
CGT ‘technical hitch’ plaguing SMSFs 14 March 2018 3199
Labor’s tax plan hits SMSFs hard, has major knock-on effects 13 March 2018 5210
Accounting body lobbies government on QROP issues 13 March 2018 2967
Financial abuse concerns flagged with access to super proposal 12 March 2018 2855
Industry divided over early access to super proposals 09 March 2018 2927
NALI traps identified for unit trusts in proposed measures 09 March 2018 3137
Succession tipped to be the focus of reserves crackdown 08 March 2018 2845
Technical expert pinpoints TBAR trap with transitional rules 08 March 2018 2789
Lawyer sees spike in queries for SMSF estate planning, incapacity issues 07 March 2018 2948
ATO’s robo-advice update cops backlash 07 March 2018 3240
Grattan Institute predicts low take-up of super saver scheme 06 March 2018 3127
Increased super thresholds flagged for 2018–19 02 March 2018 3825
ATO SMSF leader replaced with KPMG exec 02 March 2018 4111
ISA slammed over ‘distorted SMSF analysis’ 01 March 2018 3063
Living with children a ‘perfect storm’ for elder abuse 01 March 2018 3123
Older women at greater risk of elder abuse 28 February 2018 3175
'Shades of grey' surface in BDBNs, pension strategies 28 February 2018 3088
Adviser banned over super switching advice 26 February 2018 3968
IPA labels penalties for SG non-compliance ‘excessive’ 23 February 2018 2929
FOS disputes arising from elder abuse incidents 23 February 2018 2937
CFS provides clarity on retirement definition for directorships 22 February 2018 3244
Former financial adviser banned for dodgy dealings 22 February 2018 3019
Lawyer flags risks with unanswered correspondence 21 February 2018 3117
LRBA amendments 'inequitable' says Tax Institute 20 February 2018 3316
Lawyer highlights hurdles with reversionary pension issue 20 February 2018 3501
PwC sees uptick in residency queries 19 February 2018 3092
SMSF firms warned on litigation risks with elder abuse 19 February 2018 3097
Zero touch transaction matching on the horizon, BGL predicts 19 February 2018 3498
Director facing restrictions over lost superannuation advice 16 February 2018 4287
ASIC reinforces property, SMSF focus in 2018 16 February 2018 3725
ATO set to release official guidance on reserves 15 February 2018 3491
FASEA foreshadows approach to licensed accountants with new standards 15 February 2018 3126
ATO reveals figures on excess transfer balance determinations 14 February 2018 3814
ASFA lobbies for extending super benefits to domestic violence victims 14 February 2018 3157
Extending access to super to ‘muddy the waters’ warns BT 14 February 2018 3009
ASIC issues warning on shadow shopping scam 13 February 2018 3061
ATO tipped to scrutinise ‘untoward’ actions with TRISs 13 February 2018 3048
Treasury proposes fix for reversionary TRIS headaches 13 February 2018 3524
IOOF weighs in on access to super proposals 12 February 2018 3140
Royal Commission receives influx of complaints about super 12 February 2018 3333
Total super balance miscalculations putting ECPI at risk 09 February 2018 4092
Financial services ordered to pay penalties for super switching advice 08 February 2018 4221
Class reports jump in profits for first half 08 February 2018 3440
BPO Connect acquisition boosts market share for SuperConcepts 08 February 2018 3823
BGL locks in integration with actuarial firm 07 February 2018 3523
Government told to boost resources for cryptocurrency regulation 07 February 2018 4055
Simple BDBN traps catching out SMSF trustees 07 February 2018 3343
Critical audit requirement flagged for cryptocurrency 06 February 2018 3788
Super funds attracting demand for retirement advice 06 February 2018 3301
Advisers bullish on aged care advice services 06 February 2018 3347
Cryptocurrency attacks exposing SMSFs to fraud risks 02 February 2018 3622
Consolidation of SMSF industry gaining speed 02 February 2018 3507
SMSFs cautioned against heavy exposure to long-duration bonds 01 February 2018 3259
Mid-tier warns on snares with business succession and SMSFs 01 February 2018 3427
‘Don’t use super as a substitute for public health,’ government warned 01 February 2018 3850
Australians losing faith in super, says Tax Institute 31 January 2018 3612
SMSFs urged to consider excess transfer balances with estate planning 31 January 2018 3323
Government cautioned on extending early access to super 29 January 2018 3427
ASIC identifies ‘significant concerns’ with superannuation platform advice 25 January 2018 4299
First home buyers told to tread carefully with Super Saver Scheme 25 January 2018 4303
Parents subsidising SMSFs for adult children, says mid-tier 25 January 2018 3480
Treasury releases draft legislation for SG measures 24 January 2018 4189
Lawyer pinpoints common flaw in TRIS pension documents 24 January 2018 3991
Mid-tier flags strategy for strengthening inheritance protections 24 January 2018 3536
Major bank warns on ‘aspirations’ with SMSF property development 23 January 2018 3941
Uncertainty lingers for TRISs and CGT relief 22 January 2018 3800
ASIC swoops on dodgy BDBN practices 19 January 2018 4891
SMSFs warned on bitcoin-related scams 19 January 2018 3851
Home loan provider in hot water over super switching advice 18 January 2018 3766
Adviser receives 5-year ban for poor super advice 18 January 2018 3799
SMSFA proposal spurs industry contention 18 January 2018 3650
LRBA measures tipped to limit SMSF loans 17 January 2018 4267
SuperConcepts consolidates software systems 17 January 2018 4376
Proposed LRBA measure ‘heavy-handed’ 16 January 2018 4357
Trading platform eyes SMSFs with expansion into international equities 15 January 2018 3712
Federal Court makes interim orders against financial services firm 12 January 2018 4094
High dividend stocks facing volatility risks, SMSFs warned 12 January 2018 4005
SMSF firms urged to ramp up technology focus this year 11 January 2018 3755
Lawyer pinpoints flaws in proposals for accessing criminal super 11 January 2018 3785
Bitcoin craze distracting SMSFs from poor investments 10 January 2018 3932
Government pushed to extend grounds for early access to super 10 January 2018 4487
Licensed accountants to be hit by new education requirements, lawyer predicts 09 January 2018 5130
ATO releases data breach guidance for professionals 08 January 2018 4495
Practitioners facing ‘crunch time’ with CGT relief 05 January 2018 4039
Lawyer warns on ‘botched’ changes of trustee 05 January 2018 3974
Consultant flags key technology challenges for 2018 04 January 2018 3947
SMSF assets held by wealthy stays steady 03 January 2018 4227
Business owners forgoing sale of practice 03 January 2018 4029
SMSFs neglecting documentation for retirement 02 January 2018 4549
Regulation the ‘greatest threat’ to SMSFs, says lobby group 02 January 2018 4233
Trustees still puzzled by transitional bring forward rules 02 January 2018 4270
Tech specialist highlights challenges with commutations 02 January 2018 3946
SMSFs underestimating CGT record keeping 29 December 2017 4102
‘Clean handover’ critical for sale of client book 29 December 2017 4043
Total super balance ‘twist’ to spark questioning from clients 28 December 2017 2639
Estate planning strategy flagged with partial commutations 28 December 2017 2462
Accounting firm market sees uptick in buyers 27 December 2017 2893
SMSFs hitting roadblocks with reducing reserves 22 December 2017 563
Government urged to retrospectively review SMSF lending 22 December 2017 531
ATO investigating SMSFs that invest in professional practices 20 December 2017 2901
Technical expert flags top 3 traps with CGT relief 19 December 2017 2921
US asset manager acquires stake in SMSF lender 19 December 2017 2612
Flimsy property valuations exposing SMSFs to risks 18 December 2017 2857
SMSF data vulnerable to overseas hackers, software company warns 18 December 2017 2900
Licensee in hot water over super switching advice 15 December 2017 3115
BGL announces partnership with fintech firm 14 December 2017 3392
SMSF uptake by wealthy on the rise 14 December 2017 2894
Government pushed on personal contributions review 14 December 2017 2675
Consultancy firm highlights further issues with tax advice guidance 13 December 2017 2644
Critical steps flagged for documenting commutations 13 December 2017 2631
Bitcoin triggering SMSF compliance issues 13 December 2017 3817
Same-sex couples warned on BDBN traps 12 December 2017 3415
Total superannuation balance a ‘sleeper issue’ for SMSFs 12 December 2017 2952
SMSFs told to protect against ‘erratic spending’ of benefits 12 December 2017 2719
Treasury to review early release of superannuation 08 December 2017 3441
SMSFs warned on impact of royal commission on bank stocks 07 December 2017 2834
Wholesale client tests cause havoc for SMSF firms 07 December 2017 2861
Investment bonds ‘back in vogue’ for older SMSF trustees 07 December 2017 1109
Government broadens scope of super for housing measure 06 December 2017 3153
European regulations to impact SMSF transactions 06 December 2017 2940
SMSF firms hitting roadblocks with licence upgrades 06 December 2017 2585
ATO to issue excess transfer balance determinations in January 05 December 2017 3027
TBAR hurdles flagged with smaller credit unions 04 December 2017 2645
Spike in private lending posing risks for SMSFs 04 December 2017 3172
Deadline looms for excess TBC amounts under $100K 04 December 2017 2906
SMSFs warned on insurance snare with LRBAs 01 December 2017 3461
ASIC reveals full extent of delays with limited licences 30 November 2017 3127
ASFA hits back at superannuation critics 29 November 2017 2676
Total number of SMSFs jumps to almost 600K 29 November 2017 2907
SMSFs warned on ‘misleading’ wording in TBAR form 29 November 2017 3719
Fintech firm to undertake study into financial advice 28 November 2017 3013
Reporting trap flagged with accumulation members 27 November 2017 2734
CGT relief for retirement phase TRISs under threat 27 November 2017 3041
TBAR tipped to shake up SMSF admin services 27 November 2017 2811
SMSFs warned on overlooked trap with trust deeds 27 November 2017 2825
Gaps found in ASIC’s latest guidance for limited licensing 22 November 2017 3470
SMSFs warned on ‘ticking time bomb’ with outdated deeds 22 November 2017 3131
Class estimates total reach of TBAR threshold 21 November 2017 3166
New TBAR timeframes to complicate death benefits 21 November 2017 3541
Fears around cloud technology still lingering 20 November 2017 3050
CGT relief advice to cost clients thousands, says lawyer 20 November 2017 2820
Brace for reporting changes in five years, SMSFs told 17 November 2017 5136
Segregated method for CGT relief still spurring confusion 17 November 2017 3543
Consultant highlights client segmentation strategy for TBAR 16 November 2017 2919
Sage moves tax lodgement software to the cloud 14 November 2017 3276
ATO facing ‘catch-22’ with delinquent SMSFs 14 November 2017 3326
ASIC accepts enforceable undertaking from adviser 14 November 2017 3319
SMSFs told to protect for rising inflation rates 09 November 2017 3144
Reserves confusion leading to ‘serious tax consequences’ 09 November 2017 3082
ATO provides clarity on valuing complex assets 08 November 2017 3486
SMSFs warned on catch with residential property purchases 08 November 2017 3037
SMSF firms told to cater to rising aged care needs 07 November 2017 3101
Practitioners cautioned on risks with downsizer contributions 07 November 2017 3026
SMSFs warned on ‘messy’ property developments 07 November 2017 4007
BT sheds light on confusion with asset segregation 07 November 2017 3140
ATO to contact trustees, practitioners in reserves crackdown 07 November 2017 3189
ATO pinpoints 70 advisers in lodgement swoop 06 November 2017 2731
Lawyer points to ‘gaping holes’ with safe harbour rules 03 November 2017 3157
Millennial super quadruples over past decade 03 November 2017 3198
Straw poll reveals preference for onshore services 02 November 2017 3114
ATO eases position on second SMSF strategies 02 November 2017 3804
Critical steps flagged with pension commutations 01 November 2017 3108
Women’s balances higher in single member SMSFs 01 November 2017 3093
Events-based reporting to revitalise SMSF services 01 November 2017 3216
Charges laid in messy SMSF, proceeds of crime case 01 November 2017 3720
SOA mismatches leading to compliance issues 31 October 2017 3175
1 in 10 SMSFs failing regulatory obligations 31 October 2017 3398
ASIC continues unlicensed advice blitz 30 October 2017 3281
Delays with disputes handling causing PI claims issues 27 October 2017 3066
SuperConcepts sees uptick in funds over third quarter 27 October 2017 3056
Women gaining ground on superannuation balance front 27 October 2017 3253
Super reforms increasing risk of elder abuse 26 October 2017 3240
Lawyer flags high-risk area for disputes 25 October 2017 3180
Costs predicted to soar for administration of TRISs 25 October 2017 3096
Tax Institute rejects ATO position on reversionary TRISs 24 October 2017 3568
SMSF sector ‘playing catch-up’ with automated advice 23 October 2017 2997
Raft of superannuation measures enter Parliament 23 October 2017 3495
Further red flags raised with partial commutations 19 October 2017 4044
Government introduces bill to restrict use of company tax cut 18 October 2017 3767
SMSF admin firm sets sights on real-time auditing 18 October 2017 1380
SMSF admin firm sets sights on real-time auditing 18 October 2017 3611
Data feed issues creating hurdles for SMSF automation 17 October 2017 3624
Robo-advisers to expand into retirement advice 16 October 2017 3248
Lawyer flags technical issue with dual fund strategies 16 October 2017 3470
New payments platform to shake up SMSF automation 16 October 2017 3373
Robo-advice firms facing hurdles with SMSFs 12 October 2017 3327
Low balance threshold for TBAR a ‘dangerous’ proposition 12 October 2017 3245
Hybrid securities spurring CGT relief woes 11 October 2017 3760
SMSFs told to take timely action on pension trap 11 October 2017 3368
DomaCom gears up for launch of new gearing products 10 October 2017 3343
Insurance policies in SMSFs plummet in FY16/17 10 October 2017 3181
SMSF auditors spared from new ASIC levies 10 October 2017 3428
Industry reaction to TBAR labelled as ‘overkill’ 10 October 2017 3287
SuperConcepts gears up for TBAR with new software release 09 October 2017 3649
New tool launched for managing CPD requirements 06 October 2017 3288
Reserves missing from super legislation, says consultant 06 October 2017 3302
ATO pushed on low balance carve outs from TBAR 05 October 2017 3529
Onerous CPD process for SMSF professionals blasted 05 October 2017 3493
SMSFs warned on snares with personal contributions 04 October 2017 3340
Court decision sheds light on critical BDBN issues 03 October 2017 4572
Lawyer flags contentious issue with pension transfers 02 October 2017 3367
ATO mulls further transitions for new reporting 29 September 2017 3591
Amazon threatening property investments, SMSFs warned 29 September 2017 3301
ATO releases updated LCGs for consultation 28 September 2017 3698
Doubts cast over ATO ability to cope with new reporting 27 September 2017 3390
Consultant flags strategies to negate complex ECPI calculations 26 September 2017 3338
Survey results point to major concerns with new reporting 25 September 2017 3453
Audit firm reports ‘tsunami’ of CGT errors 25 September 2017 4579
AIST slammed for ‘prejudiced views’ on SMSFs 25 September 2017 3497
ATO flags common errors with TBAR cancellations 24 September 2017 909
ASIC permanently bans SMSF property spruiker 22 September 2017 3727
Lawyer flags subdivision trap with downsizer contributions 22 September 2017 3792
ATO urged to address ‘unknowns’ with LRBA reporting 22 September 2017 3601
ATO to release further guidance on reserves 21 September 2017 3902
SMSF firms told not to ‘antagonise ASIC’ 21 September 2017 3606
‘Execution only’ approach with SMSFs high-risk for accountants 20 September 2017 4949
Super saver scheme to benefit wealthy, says consultant 20 September 2017 3715
Government likely to review licensing regime, consultant predicts 19 September 2017 3484
Treasury still bullish on six-member fund measure 18 September 2017 415
SMSF firms underestimating demand for ethical investing 18 September 2017 3983
SMSFs cautioned on ‘brutal’ trap with pension minimum 18 September 2017 3870
Licensing space seeing further movements, says mid-tier firm 15 September 2017 522
Key strategies flagged for simplifying ECPI 15 September 2017 3642
ASIC contacts unlicensed firms, demands quick action 13 September 2017 4568
Policy issues still plaguing licensing regime 13 September 2017 3607
Trusts at risk of ‘CGT relief mismatch’, warns lawyer 12 September 2017 4784
Part IVA risk flagged with re-contribution strategy 11 September 2017 4692
Pension commutation timing ‘critical’ with new rules 11 September 2017 3991
SMSF software companies look to invest in TBAR solutions 11 September 2017 3587
Accounting firms facing roadblocks with full AFSLs 08 September 2017 3689
Risks flagged with software-generated pension documents 08 September 2017 3567
ASFA lobbies for extension of SG to self-employed 07 September 2017 3876
SMSFs on ATO’s ‘hit list’ with trust crackdown 07 September 2017 4793
SuperConcepts locks in new director following big departure 06 September 2017 4388
SOA hold-ups still plaguing licensed accountants 06 September 2017 3947
SMSFs to be monitored daily under TBAR, warns software firm 06 September 2017 3825
Gaps found with PI insurance for licensed accountants 05 September 2017 3661
Lack of regulatory action on licensing spurring complacency 04 September 2017 3772
Women prioritising superannuation investments, report reveals 04 September 2017 3731
Consultant clarifies technical issue with preserved benefits 04 September 2017 3339
SISFA lobbies against performance benchmarking for SMSFs 01 September 2017 3832
SMSF auditor disqualified over evidence requirements 01 September 2017 3773
Responsibilities, time commitments for SMSFs ‘overblown’ 01 September 2017 3641
Tax regulators ramping up data exchange, SMSFs warned 31 August 2017 1909
TBAR events to triple, software firm predicts 31 August 2017 4180
SMSF audit firm flags trap with GST 30 August 2017 3884
Further snares identified with downsizer contributions 30 August 2017 3721
Passive investments triggering large tax bills, warns expert 30 August 2017 3872
Lawyer criticises heavy focus on cost with low balances 29 August 2017 3717
Retirement costs rising faster for modest incomes 29 August 2017 3640
SMSFs cautioned on death benefit compliance trap 29 August 2017 4778
SMSF accountants cautioned on disclaimer risk 28 August 2017 4131
Regulatory oversights to challenge APRA funds, KPMG predicts 24 August 2017 3687
Court case provides clarity on bankruptcy protections 24 August 2017 4673
Industry association hits out at ‘legislative anomaly’ with SMSFs 24 August 2017 3813
Critical disclosures flagged for US expat clients 24 August 2017 4080
Transfer balance cap confusion posing risks for practitioners 23 August 2017 3907
TBAR reporting tipped to expose illegal advice 23 August 2017 3947
SMSFs cautioned on ECPI trap with excess amounts 22 August 2017 3985
Lawyer challenges ATO view on two fund strategies 21 August 2017 4125
Risks flagged with real estate appraisal values 21 August 2017 3966
Data feeds unreliable for new reporting, says mid-tier 18 August 2017 3970
Tax component confusion spurs potential tax liabilities 18 August 2017 3789
Industry questions ATO’s capacity for new reporting 17 August 2017 3888
Qld succession law changes tipped to impact SMSFs 17 August 2017 4229
SMSF firms underprepared for events-based reporting 16 August 2017 3958
SMSF professionals warned on key client test 15 August 2017 4177
Technical expert flags key pension reporting rules 14 August 2017 3888
ATO mulls changes to events-based reporting time frames 11 August 2017 4483
AMP bullish on SMSF revenue growth 10 August 2017 4194
BDBN case a lesson for SMSFs, cautions lawyer 10 August 2017 4737
CFS pinpoints complications with child pensions 10 August 2017 3968
Reversionary TRISs at risk of serious breach, warns CFS 09 August 2017 4457
Software company points to ‘admin firm chasm’ 09 August 2017 4044
SMSFs warned on hidden estate tax 08 August 2017 5413
Re-contribution strategies vital for ‘future-proofing’ 08 August 2017 4137
ATO responds to real-time reporting backlash 07 August 2017 4454
Software data reveals uptick in SMSF firm acquisitions 07 August 2017 4124
ASX looks to expand infrastructure funds on mFund 07 August 2017 3944
SMSFs warned on retrospective lump sum payments 04 August 2017 4589
Licensing costs outstripping revenue benefits 04 August 2017 4023
SMSFs to be hit by Labor’s trust tax, lawyer predicts 03 August 2017 4526
Super reforms diverting attention from investments 03 August 2017 4320
Accountants hitting roadblocks with SOAs 02 August 2017 4016
ATO warns on dangers of delaying events-based reporting 01 August 2017 1803
SMSF firms told to prepare for intergenerational wealth transfer 01 August 2017 1936
ATO to delay enforcement activity on EPCI calculation 31 July 2017 2666
Accounting firms neglecting client advice needs 28 July 2017 2088
ATO reveals penalties for real-time reporting failures 28 July 2017 2474
CEO warns on threat of super fund start-ups 28 July 2017 1834
SMSF firms cautioned on unpredictability of super 28 July 2017 1916
Lawyer flags identification traps with CGT relief 27 July 2017 1932
SMSF software veteran slams new reporting requirements 26 July 2017 2452
Lawyer pinpoints traps with ‘hard-wired’ pension rules 26 July 2017 1804
ATO rules out further lodgement extensions 25 July 2017 2180
ATO flags bring-forward rule as ‘risk area’ 24 July 2017 2414
SMSF industry facing ‘structural issues’ with staffing 24 July 2017 1786
Lawyer pinpoints estate planning concerns with TRISs 21 July 2017 2108
Auditor flags ECPI concerns with events-based reporting 20 July 2017 1998
ATO sheds further light on events-based reporting 19 July 2017 2636
Lawyer warns on ramifications from ATO draft ruling 18 July 2017 2451
Hold fire on family trusts planning, practitioners told 18 July 2017 2094
CFS announces upgrades to FirstTech app 14 July 2017 2306
Post-deadline commutation requests labelled ‘risky’ 14 July 2017 1894
ATO provides clarity on audit reporting process 14 July 2017 787
SMSF audit firm integrates One-Click Audit service 13 July 2017 2026
Tax effect accounting tipped to rise with CGT relief 13 July 2017 1988
Super members told to review minimum pension payments 13 July 2017 1756
Commutation decisions spur industry disagreement 12 July 2017 2064
Lawyer warns on ‘skewed’ death benefits 12 July 2017 2058
‘Substantial deficiencies’ flagged with important client test 11 July 2017 2115
Lawyer pinpoints snares with reversionary pensions 11 July 2017 1874
ASIC down to final batch of limited AFS applications 10 July 2017 2023
Tech heavyweight disputes ATO outages impact 10 July 2017 470
SMSFs warned on traps with child pensions 07 July 2017 2130
SMSFs told to review salary sacrificing arrangements 07 July 2017 1946
ASIC scrutinising SOA templates, warns lawyer<