Government is playing politics with super legislation: adviser
Politics will play a large part in whether Treasury takes onboard any of the recommendations submitted in regard to the $3 million super cap ...
Politics will play a large part in whether Treasury takes onboard any of the recommendations submitted in regard to the $3 million super cap ...
Building equal super balances between members of a couple has been an area of concern for advisers since the introduction of the transfer ...
NextGen Financial Group has been ordered by the Federal Court to pay an SMSF trustee $270,000 over an unpaid AFCA determination regarding ...
Recent changes in legislation mean that electronic signatures can now be used for a number of documents that previously had to be executed ...
It may save time to use ChatGPT to word-up documents or look for explanations, but SMSF advisers are being warned it should never be relied ...
Registrations have opened for this year’s Technical Strategy Day, which promises to cover a wide range of changes impacting the SMSF sector
Many SMSF clients are still unaware of the “new” rules surrounding SuperStream rollover, says a leading relationship manager, and a mistake ...
Investment bonds may not be a front-of-the-mind product in regards to SMSFs but they provide a viable option for those looking to grow their ...
Phil Anderson believes it’s unrealistic to expect the government to issue draft legislation for QAR recommendations this year.
The proposed $3 million super tax has been slammed by one of the country’s biggest think tanks.
Before commencing an income stream, advisers should check that their SMSF clients have sufficient taxable income, says a senior technical ...
A self-managed fund does not have to have zero assets to be wound up and lodge its final ATO return, according to the technical expert of ...
Retirees will get more access to and a better quality of advice, as well as a boost to their retirement savings with the government’s ...
With more opposition than support for the draft exposure legislation on NALI/E, industry associations and bodies are playing the waiting ...
The ‘know your client’ rule can become instrumental in lost trust deeds if they end up before the courts, a legal expert says, as decisions ...
It is not clear yet whether the increase to the ASIC levy for advisers will drive more from the profession, but it is another layer of ...
The ATO has reminded SMSF trustees their quarterly transfer balance account report (TBAR) is due on 28 July 2023.
With the dramatic rise in penalty fees for SMSF trustees who may fall foul of the ATO, the way in which a self-managed fund is established ...
A Notice of Intent (NOI) is more complex than many people realise and can cost an SMSF thousands of dollars if not done correctly, according ...
The Association of Independently Owned Financial Professionals (AIOFP) has put together a new proposal for how the advice market should be ...
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