It’s a serious claim. But risks oversimplifying a much more complex reality. Let’s be very clear – there should be no ...
In its submission to the Treasury consultation on proposed reforms to adviser education requirements, the Super Members ...
Peter Johnson, director of Advisers Digest, said satisfying the sole purpose test in an SMSF is imperative in any investment.
Naz Randeria, director of Reliance Auditing Services, said as these tools become more accessible and sophisticated in how ...
The KeyInvest paper, Division 296 and the end of unconstrained super, states that because the tax is calculated by reference ...
Liam Shorte, director of SONAS Wealth, said while an SMSF is “right for the right person”, the approach, advice and cost ...
A key theme in the paper from KeyInvest is the increasing importance of asset location, as marginal tax outcomes within ...
Daniel Butler, director of DBA Lawyers, said TD 2024/7 confirms that individuals seeking advice in respect of SISA might be ...
Nadine Connell, co-founder of Smart Business Plans, told SMSF Adviser that most common by a wide margin is that clients ...
As regulatory scrutiny from the Australian Taxation Office (ATO) and Australian Securities and Investments Commission (ASIC) ...
Richard Chesworth, head of specialised distribution for Bluestone, said one of the more prevalent issues when SMSF trustees ...
The awards celebrate achievements across the full spectrum of the sector – including superannuation, financial advice, SMSFs, ...