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ATO takes aim at ‘reckless’ claims of legal privilege
Miranda Brownlee
Final protocol developed to prevent “inappropriate” withholding of evidence, the Tax Office says.
Final protocol developed to prevent “inappropriate” withholding of evidence, the Tax Office says.
The impending High Court decision on how long a BDBN can last may spur the government to address some of the unworkable legislation in t
A recent court case where a family trust was ordered to have failed poses some important questions in the context of SMSF deed updates, acco
An SMSF law firm has highlighted some of the tax consequences and compliance issues that need to be considered when SMSFs make in-specie tra
When you pass away, it is important to ensure your loved ones are not left with a financial and legal headache. With specialised forward pla
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 AAT has made its decision to uphold administrative penalties on an SMSF after it had breached superannuation borrowing restrictions.
From an asset protection perspective, most specialist advisers recommend that an SMSF intending to invest in real property (ignoring any bor
SMSFs with overseas members that may run into residency risks in the future can use an enduring power of attorney (EPOA); however, funds can
Dixon Advisory and its ASX-listed parent and wealth manager E&P Financial Planning (EP1) have been hit with a class action over allegati
A recent judgment handed down by the Full Court of the Federal Court will have a profound impact on the way accountants approach matters con
With the rise of SMSF death benefit disputes, advisers will need to be cognisant of the challenges currently being seen on discretion approa
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
Dixon Advisory is facing a lawsuit that could be the first of many after allegedly providing poor retirement advice for a couple’s SMSF, w
On 22 June 2020, the Treasury Laws Amendment (Registries Modernisation and Other Measures) Act 2020 (Cth)) received royal assent, which intr
Recent developments in legal professional privilege (LPP) has provided a wider scope of its applications in the tax space with the need to m
With BDBNs a significant part of SMSFs death benefit strategy, practitioners will need to consider changing factors impacting the setup of a
The Australian Taxation Office (ATO) has reminded the need for SMSFs to keep their beneficiary nominations up to date to ensure they have fu
The ATO’s recommended approach to making legal professional privilege claims has now been published, providing tax advisers with insights
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