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LightYear releases trust and SMSF vesting package
Miranda Brownlee
Documentation provider LightYear Docs has announced a comprehensive windup and vesting package for discretionary trust, SMSFs and unit trust
Documentation provider LightYear Docs has announced a comprehensive windup and vesting package for discretionary trust, SMSFs and unit trust
The SMSF Association has appointed a new technical manager as it focuses on further enhancing its SMSF specialist advisor program.
The merger was revealed earlier this month.
The ATO is now closely analysing the terms and conditions of valuations which may raise risks for SMSFs in relation to non-arm’s length in
With bankruptcies increasing and the ATO chasing thousands of directors over tax debts, SMSF disqualifications could be set to rise, says a
The Federal Court has imposed a penalty on Dixon Advisory for breaches of the best interest obligations in relation to SMSF advice.
While an increase in the general transfer balance cap on 1 July is now highly likely, the contribution cap thresholds are look likely to rem
A draft proposal to expand the provision of advice by super funds will reignite issues with conflicted advice, the Shadow Minister for Finan
The ATO wants industry to focus on the big issues with non-arm's length income and expenditure and avoid ‘getting bogged down’ in minor
When advising on binding death benefit nominations, advisers need to consider the risk of death benefits potentially becoming subject to pro
SMSFs have been warned that holding onto property assets to avoid claims on personal guarantees may be a compliance issue.
A recontribution strategy in reverse can be a useful option for clients with lower balances and limited cash in their fund.
The Full Federal Court has granted an appeal by by James Mawhinney to overturn a ban restraining him from advertising investments and raisin
A decision to exclude managed investment schemes from the CSLR means the scheme will fail to adequately protect consumers, the SMSF Associat
A law firm has warned SMSF professionals on the dangers of including references to beneficiaries in member statements and stressed the impor
The Tax Office has announced it will begin contacting professionals with arrangements that are likely to be high risk.
The Albanese government has opened up consultation on the Minister Rules for the Financial Accountability Regime.
With the safe harbour interest rate expected to see a significant jump for the 2023–24 income year, this may prompt some SMSFs to refinanc
The SuperStream standards create further complications for family SMSFs in the event of disputes, warns an SMSF law firm.
With market volatility impacting the total super balance of many members, some clients may now be able to access concessions and contributio
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