Retaining Pre-CGT assets owned via trusts – Clarity at last(?)
Division 149 of the 1997 Tax Act is an anti-avoidance provision aimed at preventing access to tax free disposals of...
Division 149 of the 1997 Tax Act is an anti-avoidance provision aimed at preventing access to tax free disposals of...
Australian SMSFs are at a pivotal moment in their ability to access and manage digital assets. While trustees and self-directed...
The ATO’s long-awaited update to LCR 2021/2 was released late last month.
On 13 October 2025, Treasury announced changes to the proposed Better Targeted Superannuation Concessions. These proposed laws, typically referred to...
One of the great attractions of an SMSF is the ability to invest in a range of assets not typically...
Burnout has quietly become the norm in financial advice. Across the profession, advisers are increasingly stretched, not from the volume...
Under Regulation 8.02B, SMSF trustees are required to value fund assets at their market value. A common question arises as...
Private credit has moved from the sidelines to the centre of portfolio construction, and for good reason. As Australia’s economic...
As more people show interest in high-end, physical assets, we often get asked if an SMSF can own luxury watches...
Special Disability Trusts (SDTs) can be an important estate planning tool for families seeking to provide financial security and structured...