SMSFA calls for changes to wholesale client asset test
The SMSF Association has called on the government to exclude an individual’s principal place of residence from the net assets test as part ...
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The SMSF Association has called on the government to exclude an individual’s principal place of residence from the net assets test as part ...
More SMSFs are investing in ETFs as a younger demographic continues to enter the sector, according to the latest Investment Trends report.
Unless carefully managed, unpaid present entitlements (UPEs) and beneficiary accounts in family/discretionary trusts can give rise to ...
It is important for advisers to be aware of the key issues the ATO will consider when assessing the tax treatment of death benefit payments, ...
A government pension or allowance was still the main source of personal income at retirement, according to the latest statistics from the ...
With the stage three tax cuts set to be implemented in around six weeks, opportunities for tax-saving strategies should be considered soon
SMSF trustees are less concerned than the general population about outliving their retirement savings, especially if they are already ...
To access the experienced pathway, financial advisers need to make a written declaration and give a copy to their authorising AFS licensee, ...
The latest ATO quarterly SMSF statistics show the sector continues to grow, led by younger members and women.
A recent court decision has highlighted that there are nuances in any case that can determine whether breaches of an SMSF trusteeship result ...