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The August market downturn may have triggered the need for a portfolio rebalance, especially for those investing in a self-managed super fund (SMSF). Robin Bowerman explo...
INDUSTRY NEWS
The Institute of Chartered Accountants has asserted its SMSF specialisation through a new program in league with the University of NSW....
INDUSTRY NEWS
Australian Taxation Office (ATO) data on SMSFs is being skewed because it is picking up large numbers of people in draw-down phase....
INDUSTRY NEWS
Law firms welcome the Australian Taxation Office's (ATO's) draft ruling but warn trustees to tread carefully....
INDUSTRY NEWS
SISFA welcomes Australian Taxation Office's (ATO's) ruling on SMSFs and property improvements....
INDUSTRY NEWS
The Institute of Chartered Accountants has welcomed the ATO's draft ruling on SMSFs borrowing to invest in real estate as a 'practical interpretation' of the realities of...
INDUSTRY NEWS
MLC Technical Services has reminded advisers that the ATO's clarification and additional flexibility regarding requirements around borrowing to invest in property within ...
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If the accountant's exemption is removed when the second tranche of draft Future of Financial Advice (FOFA) legislation is released shortly, it will have positive implica...
INDUSTRY NEWS
First State Super has denied reports death and disability insurance arrangements were inappropriate or uncompetitive....
INDUSTRY NEWS
Core elements of the financial planning industry are calling for greater regulatory scrutiny of the contractual arrangements underpinning the multimillion dollar group in...
INDUSTRY NEWS
New allegations surrounding an industry superannuation fund seem likely to generate calls for further regulatory scrutiny....
INDUSTRY NEWS
A new self-managed superannuation fund (SMSF) draft ruling from the Australian Taxation Office (ATO) has relaxed the definition of what constitutes a 'single acquirable a...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...