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 ...
Liam Shorte, director of SONAS Wealth, said while an SMSF is “right for the right person”, the approach, advice and cost disclosure must all check out first. “Too often, what looks like helpful advice ...
The KeyInvest paper, Division 296 and the end of unconstrained super, states that because the tax is calculated by reference ...
Nadine Connell, co-founder of Smart Business Plans, told SMSF Adviser that most common by a wide margin is that clients believe their SMSF will be under the $3 million threshold and believe they are ...
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 ...
That’s because sometimes excess concessional contributions end up also being treated as non-concessional contributions. If ...
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