The complexities of a $3.5tn wealth transfer: Securing your legacy amid family dynamics
With Generations X, Z and Millennials in the early stages of a wealth transfer that will place an estimated $3.5...
With Generations X, Z and Millennials in the early stages of a wealth transfer that will place an estimated $3.5...
In this six-part series on the decision of In the matter of Gainer Associates Pty Limited NSWSC 1138, we’ll examine...
Is near enough good enough when valuing SMSF assets at market value?
The latest ATO quarterly statistics have shown strong growth in the number of SMSFs and growth driven by Generation X...
SMSF members often look to do this by renovating, repairing or making improvements to their SMSF property.
All SMSF trustees must appoint an approved auditor to audit the operations of their fund each year. This annual audit...
In the decision In the matter of Gainer Associates Pty Limited NSWSC 1138, the court advised that the SMSF trustee...
As a lawyer, I do a substantial amount of work advising and representing approved SMSF auditors who are being audited/reviewed...
The latest episode in Rupert Murdoch’s succession plan has all the expected plot development techniques.
The recently released exposure draft of Treasury Laws Amendment Instrument 2024 – SMSFs – legacy retirement product conversions and reserves...