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Class enhances property compliance with integrated valuations and title searches
Child/parent not enough to satisfy death benefit dependant: PBR
Trustees and auditors still relying on ‘outdated practices’ in market valuations: ATO
Retirees more pessimistic about retirement expectations: report
Dealing with reserves that can’t be allocated cap-free
DBFO tranche 2 released without BID and NCAs
Accounting giant calls for review of contribution caps ahead of budget
Subtle changes to claiming ECPI should be noted
SMSFs hold record levels of cash and property
Tax Institute urges government to prioritise super policy before election
BDBN imperative to avoid disputes: lawyer
HeirWealth announces integration with Class Super
Federal Court upholds AFCA decision on BDBN
‘Significant advantages’ of voluntary disclosure to the ATO
ASIC investigation continues into First Guardian and SMSF advice
Lower Div 296 threshold to $2m, increase Div 293 to 35%: Grattan report
SMSFs and ‘conflicted advice’ grab AFCA’s attention
SAR lodgment through a tax agent due 15 May or 5 June 2025
ASIC takes action against 17 SMSF auditors
‘Designated’ role would help access to financial advice

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