iscover
Association calls for advice ecosystem recognition
Keeli Cambourne
The SMSFA has said the financial advice profession would be better served with clear education pathways and options recognising the diverse ...
The SMSFA has said the financial advice profession would be better served with clear education pathways and options recognising the diverse ...
The National Tax and Accountants Association (NTAA) said there appears to be a misunderstanding around the new reporting changes that came ...
ASIC is currently investigating the financial services provided by David Valvo and Your Financial Freedom during the period 1 January 2015 ...
It’s essential that SMFSs and trustees engaging in property developments are aware of the complexities involved as contraventions can occur ...
A recent Administrative Appeals Tribunal (AAT) decision which highlighted the importance of contemporaneous documentation and commercial ...
The ASBFEO is concerned that the experience pathway will dilute the quality of advice.
The Administrative Appeals Tribunal (AAT) has recently upheld a Tax Practitioners Board (TPB) decision to terminate the registration of a ...
Using two loans to acquire a property for an SMSF can be done, but there are layers of documentation and regulations that must first be met, ...
There is now a much greater focus on documentation required around the pension phase of SMSFs to manage various legal and compliance risks ...
The Australian Taxation Office (ATO) has warned SMSF auditors to ensure there are no charges over fund assets as part of completing an ...
An SMSF member eager to leave may have some leverage from the point of view of questioning if the trustee complied with the payment ...
Moving to a quarterly reporting framework will present some challenges for the sector, especially changing the mindset of not using hard ...
A man faced court yesterday charged over allegedly fraudulently misappropriating more than $100,000 in superannuation funds from the SMSF of ...
A sloppy approach to SMSF estate planning can have nasty repercussions, says one of the industry’s most respected advisers.
An in-specie payment cannot be made from a pension fund to meet the minimum annual pension drawdown requirements, warns a technical adviser
Online searches relating to superannuation have doubled over the past four years, according to new research from the Australian Retirement ...
Momentum Media is proud to launch its inaugural Women in Finance Summit, aimed at supporting and connecting leading women in the financial ...
Although it is usually only possible for death benefits to be paid to a member’s dependants or legal personal representative, there is a ...
A technical expert has outlined the pitfalls of the current SMSF documentation law and how upcoming legislation could impact the process.
Retirees thinking of selling up to boost their super balance should consider making a downsizer contribution while property supply is still ...
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