Beware of ‘contrived’ arrangements to access super, warns expert
Advisers need to be wary of clients constructing contrived arrangements about their retirement to gain early access to their superannuation,...
Advisers need to be wary of clients constructing contrived arrangements about their retirement to gain early access to their superannuation,...
The ATO said it is reviewing and assessing all new SMSFs before they can receive a registered or complying status...
Whether a pension reversion nomination conflicts with a binding death nomination is not “black and white”, says a legal specialist.
Following the success of a pilot program targeting “high-volume” SMSF auditors, the ATO is preparing to roll out more auditor...
Without proposed reforms to financial advice, Australians face a chain reaction of financial uncertainty over generations, according to CALI.
Inappropriate financial advice linked to SMSFs made up the majority of claims received by the Compensation Scheme of Last Resort,...
A recent NSW court case has questioned whether assets retained via an SMSF are still subject to attack when the...
More Australians are planning on working past 65 for either social or financial reasons, according to new research from the...
Confusion over SMSF wholesale classification thresholds and advice for low-balance clients to establish SMSFs were ongoing issues in the sector,...
Failure to create, execute, perform and retain documents for an SMSF can leave a fund and its trustees unable to...