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KYC principle important to avoid legal consequences of lost trust deeds, advises lawyer
Keeli Cambourne
Advisers need to adhere to the KYC (Know Your Client) mantra in light of a rash of court cases in relation to lost trust deeds.
Advisers need to adhere to the KYC (Know Your Client) mantra in light of a rash of court cases in relation to lost trust deeds.
Self-managed funds are being warned to check out the fine print before taking out or refinancing a loan as there may be exit fees that wipe
Just three months ago, there were warnings that one in five SMSF trustees would be facing huge penalties for not registering for the Governm
Trustees who do not comply with an authority to release non-concessional contributions could face fines of up to $5,500 warned an SMSF techn
There is now more flexibility for SMSF members with market-linked pensions whose balances exceed the transfer balance cap with better tax ou
Trustees investing in a unit trust have to ensure they meet the in-house asset test each year said a leading SMSF adviser.
Self-funded retirees are the hardest hit by the increasing rise in inflation and cost-of-living according to the latest research from Associ
The proposed $3 million super tax is highlighting the problems that already existed in the SMSF industry and how it deals with illiquid and
A question in a newspaper forum on retirement advice has sparked a furore and the follow-up media attention is creating a false narrative ab
Opportunities for advisers in the SMSF sector continue to grow, according to statistics from a leading data insights company.
The ATO is in the process of writing to SMSFs with debts on hold greater than $10 that may be affected by offsetting.
EXCLUSIVE An SMSF specialist and former Suncorp manager warned the SMSFA of risks in the SMSF lending sector in an attempt to raise educatio
Divorce has many complex issues for SMSFs but one of those is becoming even more complicated, according to a leading legal specialist.
Super assets grew by 1.1 per cent over the past year to stand at some $3.5 trillion at the end of March 2023.
As the end of the financial year draws closer, the ATO has issued advice on how to lodge a private ruling if it is required.
All is not lost if a company’s constitution cannot be located. There are several methods to address the situation. The most appropriate me
Navigating disqualified SMSF trustees can be challenging due to the number of moving parts to deal with.
SMSF property disputes have been highlighted as one of the “systemic problems” with which AFCA is dealing.
The trend downward of SMSF wind-ups over the past few quarters is one to watch, according to a leading auditor.
The most recent SMSF statistics from the ATO showing younger people are establishing self-managed funds at a greater rate than their more se
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