The ATO has been urged to rethink its draft ruling on the taxation of pensions after death amid concerns it is being unfair and acting against the spirit of the tax laws....
A specialist SMSF company in which Count Financial is a key investor has entered into a strategic partnership with CCH....
Lonsec completes changes following resignation of Kennaway....
Cavendish Superannuation has pointed to the ATO's reaffirmation of the death benefit interpretation....
Lonsec's general manager of research, Grant Kennaway, is to depart the company....
Chant West points to the strong Australian dollar cutting returns by as much as 3 per cent....
Real estate agents providing advice regarding borrowing within SMSFs to purchase property are on dangerous ground....
The FOFA changes are weighing heavily on planners, prompting action by the AFA and Beyond Blue....
The median growth superannuation fund recorded a 9.2 per cent return last financial year, with industry funds finishing just a nose in front....
New research suggests Britons are in denial about saving for an adequate retirement....
A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....
A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...
Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...