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Superannuation
It is vital SMSF practitioners have a thorough understanding of the in-house asset rules in order to avoid potential breaches. AMP SMSF's Peter Burgess explains how the i...
Superannuation
New processes for rollovers are proof the superannuation industry can govern itself in many areas where the Government has imposed red tape, according to Link Group....
Policy & Regulation
ATO’s approach to the segregation of pension assets aimed at SMSFs, despite implications for large APRA-regulated funds....
Financial planning
Count Financial’s David Lane expresses concern at the undisclosed nature of payments used to lure planners....
Superannuation
SMSF trustees have had another duty imposed on them by the Federal Government, but it appears some practitioners are taking a worryingly minimalist approach to meeting th...
Financial planning
Financial Synergy has released the latest version of its Acurity platform, including what it says are the most up-to-date SuperStream rollover messaging formats. ...
Editorial
Financial planner recruitment and migration within the financial services industry is virtually on hold until after the 7 September Federal Election....
Superannuation
If you have advised that superannuation is tax deductible to your director-client and they do not have in place whatever their rules require, your advice will have been w...
Superannuation
MLC's Peter Hogan outlines the benefits and risks of adding children or other family members to an SMSF. ...
Superannuation
Financial advisers need to be careful in dealing with pension commencement dates, according to superannuation specialist Michael Hallinan. ...
Financial planning
Key elements of the Government’s financial services agenda have been rendered still-born by the election....
Superannuation
ASFA warns that narrow rules around three working day rollovers could have negative impacts....
Policy & Regulation
The ATO confirms the $11 billion scale of Australia’s small business tax problem....
Superannuation
SPAA argues that this year’s ATO compliance focus makes getting appropriate advice even more essential....
Superannuation
The Institute of Chartered Accountants has broadly welcomed the increased powers granted to the Australian Taxation Office with respect to SMSFs. ...
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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...