ECPI compliance burden tackled with new AI feature
An SMSF software firm has developed a new feature that determines whether an actuarial certificate is required for a client and sends data ...
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An SMSF software firm has developed a new feature that determines whether an actuarial certificate is required for a client and sends data ...
One of the major SMSF software firms has developed a new declaration of retirement feature and also announced an integration with a ...
The Financial Planning Association’s disciplinary panel has handed down a determination on Sam Henderson, determining that he failed to ...
Where an SMSF member fails to pay their minimum pension and the income stream ceases, there is an important difference in timing for when ...
The Supreme Court of NSW has ordered an insurer to pay an insurance claim for total and permanent disability to the member of an industry ...
Determining a client’s total superannuation balance isn’t always a straightforward process, particularly where legacy pensions are involved, ...
In light of the Aussiegolfa case, it’s likely the ATO will be closely monitoring the use of certain trust structures by SMSFs as a way of ...
SMSF practitioners have been warned against implementing a new tax strategy associated with the First Home Super Scheme, with the ATO yet to ...
While the ATO has announced it will not be appealing the Aussiegolfa decision on the sole purpose test, SMSFs have been told to tread ...
Licensees and existing advisers have been granted some relief in relation to their reporting obligations, as the SMSF profession awaits ...