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AUSTRALIAN TAXATION OFFICE
Financial planning
In the lead up to the end of the financial year, Bradley Eppingstall explains the eight steps investors need to consider when reviewing their tax position....
Financial planning
The ATO is considering changes to income tax laws that currently provide the Commissioner of Taxation with an unlimited period to make an amendment to a taxpayer's assess...
Financial planning
The Federal Government is considering introducing changes to its superannuation contributions cap regime to eliminate perceived discrimination against women and some part...
Superannuation
SMSFs appear to have heeded the ATO's warnings about compliance, but personal loans to SMSF members have become a concern in troubled economic times....
Financial planning
The proposed changes to gearing rules in superannuation will open a "can of worms" for investors who use unlisted or DIY gearing in their super funds, said Alpha Structur...
Policy & Regulation
MLC Lifetime has reached an agreement to settle a dispute with the ATO regarding the tax treatment of a reinsurance contract entered into by MLC Lifetime in the 1998 tax ...
Financial planning
The chairman of the Cooper Review has recommended monetary penalties for employers with sloppy super admin, and said that the current paper-based system should be address...
Financial planning
Deborah Wixted explains how to make the most of superannuation funds and outlines the best way to avoid the contribution cap traps....
Financial planning
There could be changes in the 2010 Federal Budget to the way gearing in super operates, although there has not yet been any official indication from the Government, accor...
Superannuation
The SMSF sector has cemented its place in the superannuation industry over the past few years. Damon Taylor looks at the issues facing SMSFs and the debate that will dete...
Funds management
Peter Townsend explains the five perils faced by SMSF borrowers, and shows how they can be avoided....
Editorial
Mike Taylor warns about the large number of industry bodies in financial services, focusing on AIOFP....
Superannuation
The Australian Institute of Superannuation Trustees has called for stronger regulation of advisers to SMSFs and highlighted the need for funds to be fully regulated under...
Superannuation
Mercer is urging tougher rules around SMSFs including around accountants and whether people should actually be in them....
Superannuation
Financial planners need to establish self-managed super funds with reserves to create more flexibility, argues SMSF Strategies principal Grant Abbott....
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MARKET INSIGHTS
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...