AUSTRALIAN TAXATION OFFICE

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. ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months 1 week ago

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

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 6 days ago

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

3 weeks 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 days 22 hours ago