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ATO
Superannuation
Trustees lent 95 per cent of SMSF assets to a related company during a period of physical and financial stress....
Financial planning
ATO moving to streamline its dispute resolution process....
Financial planning
Advisers should think all issues through carefully before acting on the Australian Taxation Office's (ATO) new ruling that will affect the way capital gains made by trust...
Financial planning
APRA executive Keith Chapman reveals some super funds are misrepresenting liquidity information to avoid paying benefits to members....
Superannuation
What legislation has been passed and what's in store from July 1, 2009? JOHN CIACCIARELLI provides an update....
Financial planning
Will be paying close attention to claims relating to managed investment schemes and other retail products over coming year....
Superannuation
Sam Wall offers potential remedies for clients who have exceeded their contribution cap in superannuation....
Financial planning
The Association of Superannuation Funds of Australia has claimed the Australian Taxation Office may be claiming more than it actually costs to run the Lost Members Regist...
Superannuation
Martin Breckon takes a look at end of financial year super contribution issues....
Financial planning
The Taxation Commissioner Michael D'Ascenzo has confirmed the existence of new weapons in the ATO's armoury for scrutinising high-worth individuals....
Editorial
Investors who are under financial pressure may be tempted to artificially create losses....
Superannuation
Certain transactions may breach in-house asset rules and trustees should be wary of suspect arrangements....
Financial planning
ASFA has succeeded in gaining relief from the requirement to track down temporary residents whose super monies have been transferred to the ATO, a move which will represe...
Superannuation
SAM WALL responds to financial planners’ top queries following the recent Federal Budget....
Financial planning
There was a fair amount of confusion when the concessional contribution caps were introduced in the 2006 Federal Budget, and now it appears the ATO's own systems are misc...
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Podcast
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...