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Ex-Suncorp manager warned SMSFA of credit ‘risks’
Keeli Cambourne
EXCLUSIVE An SMSF specialist and former Suncorp manager warned the SMSFA of risks in the SMSF lending sector in an attempt to raise educatio
EXCLUSIVE An SMSF specialist and former Suncorp manager warned the SMSFA of risks in the SMSF lending sector in an attempt to raise educatio
EXCLUSIVE: SMSF trustees should explore financing alternatives “sooner rather than later”, with interest rate pressures “only going to
We are an independent SMSF specialist firm that helps trustees, financial advisers and accountants use SMSFs effectively as a retirement sav
For many years there was a debate in the SMSF industry as to whether an SMSF binding death benefit nomination (BDBN) could last indefinitely
The laws and regulations around the use of digital document and e-signatures in Australia are set to change with the Australian Government r
From an asset protection perspective, most specialist advisers recommend that an SMSF intending to invest in real property (ignoring any bor
At the heart of the self-managed superannuation fund (SMSF) regime is whether the Commissioner will issue a Notice of Compliance.
The recent AAT decision in Driscoll and Commissioner of Taxation [2021] AATA 3892 has important implications that all SMSF professionals (an
Recent legislative measures proposed for legacy pensions will see a new stream of changes that will reshape the strategic pension puzzle, re
On 22 June 2020, the Treasury Laws Amendment (Registries Modernisation and Other Measures) Act 2020 (Cth)) received royal assent, which intr
The ATO issued its comprehensive ruling, TR 2010/1, on what constitutes a contribution to a superannuation fund in February 2010. A revised
The much-anticipated Law Companion Ruling 2021/2 has not resolved the nuances of ITAA97 section 295-550. The Regulator’s interpretation is
The ability of the Family Court to attack assets held via a discretionary trust has been in little doubt, at least since the decision in Ken
If “you play lousy games, you win lousy prizes”. And having a multimillion-dollar Notice of Claim land in your firm’s letterbox from a
The APESB has recently issued exposure draft amendments to fee provisions in the APES 110 Code of Ethics. The predominant focus is on areas
Two recent AAT decisions shed important light on what constitutes business real property: Allzams Trust and Commissioner of Taxation [2021]
Vaccination is proving to be an effective means of controlling the spread of COVID-19. Inoculation is demonstrably providing strong protecti
In a range of respects, binding death benefit nominations (BDBNs) are often seen as analogous to a key aspect of any holistic estate plan, n
SMSFs are increasingly being exposed to risks stemming from grey areas around compliance breaches, particularly for residential and commerci
While many of the scenarios I have previously written about are somewhat unusual and rarely cross the desk of your average adviser, the issu
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