ATO

Tools & guides

Contribution planning above the non-concessional caps is essential for superannuation, but you have to make sure it counts, writes Damian Hearn....

image
Superannuation

Gearing in self-managed super funds (SMSFs) is one of the most confusing issues for advisers, and the Queensland floods could highlight the need for legislative change, a...

Superannuation

The Australian National Audit Office has criticised the ATO for replicating the deficiencies of the past....

image
Superannuation

The ATO says it has done as much as it can with respect to excess super contributions and the matter now resides with the Government and Treasury...

Superannuation

SMSF breaches are declining as the sector matures and as the taking of transition to retirement options rises....

image
Tools & guides

Troy Smith explains the options available to SMSF trustees when calculating the amount of tax-free income during the pension phase....

image
Financial planning

Members and trustees of family trusts should check their trust deeds, or risk running the gauntlet ahead of a potential ATO ruling that may outlaw streaming of income wit...

Life/Risk

The Government, banks, insurers and the ATO have acted to lighten the load on flood victims....

Tools & guides

Stephen Miller outlines some key issues to consider before recommending clients make in specie superannuation contributions....

image
Financial planning

The Australian Taxation Office (ATO) has released a new category of small business benchmarks that will allow it to more accurately select businesses for a review or audi...

Financial planning

Mark Gleeson looks at when the best time for gearing is when it comes to superannuation funds....

Superannuation

The lending of money to family members has emerged as a persistent issue in SMSF breaches....

image
Financial planning

The inspector general of taxation has recommended the abolishment of the oral rulings system to the Australian Taxation Office (ATO), in view of the continuing low level ...

Tools & guides

David O'Connell explains the advantages of the new rules for superannuation borrowing....

image
Superannuation

ATO confirms identifying 140 illegitimate SMSFs and backs the Cooper recommendations....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 days 16 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

5 days 20 hours ago