‘Real crisis’: CPA details $112k cost of providing holistic advice
Sarah Kendell
A staggering $112,000 in registrations, certificates and insurance fees face accountants looking to offer a holistic financial advisory serv
News
Latest News
Grey areas in related-party property agreements
SMSFs should seek legal advice before entering into joint venture agreements to purchase or develop property with a related party, as some s
Tax agent’s ‘cavalier attitude’ leads to registration termination
A tax agent who demonstrated a cavalier attitude towards his own tax affairs and the incorrect preparation of over 500 clients’ income ta
Sarah Kendell
Don’t forget your (superannuation) cap
My coat stand at home has a lot of caps on it; baseball caps, old school caps, cricket caps, a memento of the Sydney Harbour Bridge Climb an
ATO diversification probe puts onus on trustees
The ATO’s letters to SMSFs on investment strategy have highlighted the fact that undiversified funds are obligated to explain their invest
ATO opens applications for SG exemption
High-income-earning SMSF trustees with multiple employers will be able to apply from mid-October to gain exemptions from super guarantee con
Government kicks off retirement income review
The government has released the terms of reference for its review of the retirement income system, with the chair of the SMSF Association on
Dixon case could see super taxed in US
A test case involving the son of one of Australia’s best-known SMSF advisers may establish that Australian superannuation funds are taxabl
Auditors on notice to check SMSF assets line-up
Recent case law, combined with the ATO’s recent letter campaign, has underlined the importance of SMSF auditors checking that a fund’s i
ATO avoids big stick with lodgement rules
The ATO is going easy on late-lodging SMSFs by suspending their details on Super Fund Lookup rather than the “big stick” approach of a $
ATO releases new online service updates
The ATO has released a range of updates to its online services for SMSF professionals and trustees, including improved reporting of concessi
Sarah Kendell
Investment strategies: What SMSF trustees must do
This article provides some background and some key points on SMSF investment strategies.
Abbott rekindles SMSF Party plans
Leading SMSF strategist Grant Abbott has rekindled his plans to establish a political party to advocate for SMSF-friendly policies in parlia
Trustee interest in SMSF property transfers on the rise
SMSF trustees are showing increasing interest in transferring ownership of their existing properties into their self-managed funds, but a si
ATO confirms lodgement rules won’t apply to deferred returns
The ATO has confirmed that late-lodging SMSFs will still be able to receive employer contributions and rollovers under its new rules if they
Financial Services Minister contemplates accountants’ exemption proposal
The Financial Services Minister will now consider a proposal to consider a “new, extended accountants’ exemption”, after meeting with
ATO turns focus towards ‘software one-stop shop’
The ATO’s development of its new online services for agents is almost complete, with its focus now turning towards offering its services i
SMSF trustees look beyond planners
Increasing numbers of SMSF trustees are looking beyond financial planners for advice around their self-managed fund, according to Investment
Class enhances TBAR, TSB functionality
SMSF software provider Class has released a number of enhancements to improve the way users can track client compliance with a range of rece
CGT complexities in scrip-for-scrip rollovers
SMSF trustees and advisers making use of scrip-for-scrip rollovers to defer capital gains need to be aware of how these interact with the CG
Latest poll
What is the best solution to improve access to SMSF advice?
SUBSCRIBE TO THE
SMSF ADVISER BULLETIN
Get the latest news and opinions delivered to your inbox each morning
