Warning issued for advisers of rising SMSF and property advice risks
Financial advisers are being urged to stay alert as property investor reps flag a rise in “get rich quick” marketing,...
Financial advisers are being urged to stay alert as property investor reps flag a rise in “get rich quick” marketing,...
SMSFs have their own “quirks” when it comes to meeting conditions of release, a leading adviser has said.
A work test is still required if a member takes a personal tax deduction once they reach the age of...
A leading technical expert says several key elements must be verified when preparing financial and member statements up to 30...
An SMSF with an individual trustee structure can pay out a lump sum benefit, a leading educator has said.
Costly and emotional litigation from informal estate planning documents can be avoided with five key steps, a leading SMSF adviser...
ASIC has banned a financial planner for six years for his role in providing advice to clients to establish SMSFs...
According to a private binding ruling, to be declared a death benefit dependent for financial reasons requires more than help...
As major changes are about to hit the aged care sector, advisers should be having conversations with their clients around...
The ATO has issued a warning that it is seeing an increase in the inappropriate access to superannuation on compassionate...