How to effectively manage your client’s losses
Carrying forward capital losses can enable trustees to offset gains in future years, with any significant losses providing important tax...
Carrying forward capital losses can enable trustees to offset gains in future years, with any significant losses providing important tax...
Events such as Brexit have placed downward pressure on interest rates, making the hunt for yield increasingly difficult for SMSFs....
If you run a small business, you may be able to reduce your CGT liabilities and make additional contributions to...
Communication is the key to guiding panicked SMSF clients through unpredictable political changes and economic events.
Trustee declarations alone will not necessarily provide sufficient audit evidence – an auditor must also assess whether there is a...
Make sure you do all the necessary checks before recommending your client to purchase a property in their SMSF, particularly...
Following ATO interpretative decision 2015/10, there has been confusion among SMSF practitioners and their clients regarding cross-member strategies and buy-sell...
With the end of the financial year fast approaching, practitioners are predominantly focused on helping clients avoid the last-minute scramble....
Applying the small business exemptions to make further non-concessional contributions can be extremely beneficial for SMSF trustees, particularly in light...
A number of significant threats are clouding the investment outlook for clients. How should SMSF practitioners be advising clients on...