Clarity for financial advisers who cease to be authorised as the end of education transition period nears
With less than 11 months until the transition period to meet the education standards ends for financial advisers, there has been some ...
Up-to-date, specialised strategy is core component of an SMSF professional’s arsenal. SMSF Adviser analyses and interprets regulatory and legislative changes to ensure the SMSF sector is kept informed on the tips, tools and best practice for serving SMSF trustees.
With less than 11 months until the transition period to meet the education standards ends for financial advisers, there has been some ...
The SMSF Association, as a key contributor to a joint industry submission, has secured an important compliance win for our industry.
Property is a particularly Australian obsession – we feel a sense of empowerment when we can see what we own and say, “that’s mine”
No one begrudges Treasury’s advice that Australia should have a fair and equitable superannuation system. However, continual claims that the ...
Following the high-profile decision involving Billabong Surf Clothing co-founder Gordon Merchant’s SMSF, the Tax Office released a decision ...
Following on from part one of our ‘Insurance through an SMSF’ series, which looked at taxation on permanent incapacity benefits, part two ...
New legacy pension regulations, applying from 7 December 2024, are now in force. They affect lifetime complying, life expectancy and ...
With the latest ATO statistical data showing younger Australians powering the uptake of SMSFs, it is timely to revisit insurance for this ...
Perhaps you don’t have an SMSF, but your parents do. As they age, you might play a more significant role in managing it. Certainly, if they ...
A recent decision provides further lessons regarding trust instruments with no power or inadequate power to vary.