iscover
Sense of control a key driver in retirement satisfaction
Miranda Brownlee
With satisfaction in retirement strongly correlated with a feeling of control, SMSF trustees are generally more satisfied in retirement comp
With satisfaction in retirement strongly correlated with a feeling of control, SMSF trustees are generally more satisfied in retirement comp
The ATO has advised that it will begin contacting tax agents connected with SMSF auditor number misuse from mid-February.
With the general transfer balance cap expected to increase next financial year, Accurium has clarified how the reversion of an account-based
A technical expert has predicted the general transfer balance cap will most likely to jump to $1.9 million from 1 July ahead of the release
SMSF professionals and their clients will need to take extra care to ensure pension transactions are reported in a timely manner once quarte
A technical expert has highlighted that contributions made under the 5-year unused concessional contributions rule can be used for spouse co
Sean Hughes accepts a role in the private sector and departs next month.
The Supreme Court of Queensland has dismissed an appeal in a case examining whether the testator had testamentary capacity when making his w
The financial advice industry may be turning a corner after years of struggle with new tech and increased support personnel helping to boost
A former financial adviser has now been sentenced for falsifying documents relating to his clients.
The chair of the FPA has discussed key details of the proposed merger with the AFA.
Following the ATO’s recent warning concerning gift and loan back arrangements involving SMSFs, a specialist lawyer has highlighted some ot
With the ATO set to soon release further guidance on rectification and education directions for SMSFs, the bar for compliance may be raised
While balance equalising strategies are often considered for higher-balance clients, they can also provide benefits for clients with lower s
Those past retirement age will miss out on this year’s increase but those still working can take advantage of concessionary contributions,
SMSF professionals have been urged to start preparing for quarterly-based TBAR reporting with trustees at risk of facing heavy fines for lat
A further 160 auditors have exited the SMSF audit profession in the past six months.
While the work test changes have made equalising balances between spouses much easier, longer-term strategies involving transition to retire
The Full Federal Court has dismissed an appeal against an earlier court decision examining the distribution of a death benefit and the defin
Planning ahead for any final payments into an SMSF is critical when winding up a fund as any payments made outside the windup may end up in
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