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ATO
Life/Risk
Funds receiving compulsory lost super transfers via the ATO should be required to deliver on insurance, says ASFA....
Superannuation
With the Future of Financial Advice (FOFA) reforms having come into effect as of 1 July, Tria Investment Partners Andrew Baker says the legislation has failed to address ...
Superannuation
Those hardest hit by the $100,000 limit on the pension income tax exemption may well be those left behind after the death of an SMSF pensioner, according to Bryce Figot a...
Financial planning
An audit report confirms that getting a review of adverse debt relief from the ATO is possible, but only if you read the fine print....
Superannuation
It has been six years since limited recourse borrowing arrangements (LRBAs) were introduced for SMSFs to acquire residential or commercial properties, and so a number of ...
Financial planning
An Auditor-General’s report is unlikely to dampen financial services industry grumbling about how AUSTRAC is funded....
Superannuation
Graeme Colley warns some business owners who are nearing retirement fail to understand the complexity surrounding the eligibility criteria for CGT concessions and end up ...
Policy & Regulation
In the lead-up to tax time, the Australian Taxation Office (ATO) is warning taxpayers about new and complex tax avoidance schemes offering people financial security....
Superannuation
There might be some important tax planning that needs to be done between now and 30 June, according to SMSF Academy's Aaron Dunn. ...
Industry fund MIESF has unbundled withdrawal fees from its administration fees which could add significant costs for some members....
Superannuation
Newly appointed AMP SMSF executive Peter Burgess explains that assessing suitability and explaining risks is the key to good SMSF advice....
Superannuation
In just one week, inactive super accounts with under $2000 will be sent to the ATO....
Financial planning
The ATO has been funded to crack-down on the use of trust structures to avoid tax....
Superannuation
SMSF Academy's Aaron Dunn looks at a related party undertaking improvements to a property at no cost, and explains whether increases in the property value constituted a c...
Superannuation
A report commissioned by the Australian Taxation Office into how to communicate about superannuation reinforces what SPAA has been saying, according to technical director...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...