AUSTRALIAN TAXATION OFFICE

Superannuation

The unfolding SMSF story is an interesting one, according to Damon Taylor. The sector has enjoyed significant growth and success in recent years and is here to stay, but ...

Superannuation

The majority of new self-managed super fund (SMSF) investors are unaware of the risk they are exposed to and the complexities of running their own fund, according to data...

Superannuation

Peter Burgess illustrates the concept of a single acquirable asset demonstrates the application of key concepts relevant to limited recourse borrowing arrangements provis...

Superannuation

A new interpretive decision issued by the Australian Taxation Office (ATO) has impacted the way stepchildren are treated with respect to divorce and superannuation....

Financial planning

The Tax Commissioner has revealed just how many Australian high net worths are under scrutiny....

Financial planning

The ageing population and the ATO's recent draft pensions ruling highlights the need to review clients' overall succession planning, according to Daniel Butler and Nathan...

Superannuation

The ageing population and the ATO's recent draft pensions ruling highlights the need to review clients' overall succession planning, according to Daniel Butler and Nathan...

Superannuation

One of the constant criticisms of self-managed super funds (SMSFs) is the number of gaps that persist in the sector's overall framework and yet according to Chris Malkin,...

Superannuation

AustralianSuper has found more than $1 billion in lost super for its members and has initiated the rollover process, the super fund has announced....

Superannuation

Financial advisers should utilise a recent ATO ruling as an opportunity to review SMSF succession plans....

Financial planning

ASFA has backed moves by the Government to make directors of 'phoenix' companies personally liable for any unpaid superannuation contributions....

Superannuation

Jennifer Brookhouse outlines the options, issues and strategies to consider when paying a superannuation death benefit to a surviving spouse....

Editorial

Claudine Siou investigates some superannuation benchmarks that will help ensure clients enjoy a comfortable retirement....

Superannuation

When a self-managed superannuation fund (SMSF) member or trustee travels overseas for an extended period, their SMSF could lose the tax concessions it enjoys. Nicholas Al...

Superannuation

Lachlan Partners believes an ATO draft ruling may catch non-dependent death beneficiaries....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 4 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

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ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

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