CAPITAL GAINS
Superannuation
The Association of Superannuation Funds of Australia (ASFA) has welcomed new legislation which it said would ultimately protect member balances during super fund mergers....
Financial planning
It’s a common problem confronting financial advisers. Clients that became heavily cashed-up during the GFC are seeking higher yields because term deposit rates have almos...
Superannuation
Damian Revell explains the importance of insuring members when a SMSF borrows to buy property and assesses the policy ownership options....
Superannuation
SPAA concerned at implications of draft ATO ruling....
Superannuation
The SMSF Professionals' Association of Australia has urged the Australian Taxation Office to release the final tax ruling on when a superannuation income stream commences...
Financial planning
The Government has released exposure draft legislation on CGT relief for merging superannuation funds....
Superannuation
SMSFs need to carefully consider the estate planning ramifications before commencing a pension or their beneficiaries might face serious tax consequences, explains Nichol...
Superannuation
David Barrett briefly addresses two major challenges that loom for financial advisers: providing the strategic advice associated with a potential recommendation for a sup...
Superannuation
Taking advantage of the potential tax benefits of buying property through a SMSF, a growing number of South Australians are turning to property for their retirement savin...
Superannuation
Assets constituting trading stock were once the exception to the rule, as they did not have to be treated according to the CGT provisions. DBA Lawyers' Bryce Figot and Na...
Superannuation
The asset segregation approach in volatile times could provide a number of tax benefits. The SMSF Academy’s Aaron Dunn explains....
Superannuation
The Federal Treasury has been asked why CGT rollover relief cannot be extended to SMSFs merging with APRA-regulated funds....
Financial planning
Financial advisers looking to switch to managed funds have been urged to avoid managers who churn through shares to reduce the tax impact on their client....
Superannuation
The Treasury has invited consultation on its proposal to provide merging APRA-regulated superannuation funds with the option to roll over tax losses to the receiving enti...
Superannuation
Stephen Miller from MLC Technical Services explains how establishing a 13.22C trust can enable SMSF trustees to co-own a residential or business property with a related p...
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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...