Concerns unfounded around ATO diversification penalties
Trustees concerned by letters received from the ATO around the lack of diversification in their SMSF portfolio should be aware that they ...
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Trustees concerned by letters received from the ATO around the lack of diversification in their SMSF portfolio should be aware that they ...
A potential recession could create a boom for the SMSF industry, as Generation X clients in particular flock towards self-managed funds and ...
SMSF members may be overstating their total super balance in their SMSF annual returns due to the requirement to reflect the net withdrawal ...
Perceptions of distrust and low value continue to exist among SMSF clients when it comes to comprehensive financial advice, fuelling ...
The government’s recently introduced catch-up concessional contributions may be more suited to young professionals in the pre-family stage ...
SMSFs who trade in non-exchange-traded instruments such as CFDs and foreign exchange will need to obtain a legal entity identifier (LEI) ...
SMSF document provider Topdocs has launched a comprehensive estate planning service, allowing SMSF advisers to access documentation such as ...
The ATO’s move to examine trustees with low levels of diversification in their portfolio has highlighted the quandary faced by accountants ...
Increasing numbers of SMSF auditors are being referred to ASIC for non-compliance, while some of the sector’s top auditors on a volume basis ...
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