Powered by MOMENTUM MEDIA
moneymanagement logo
 

SMSF ALLIANCE

Superannuation

The Australian Taxation Office needs the ability to allow superannuation members to access their transfer balance account data outside its portal to curb confusion with t...

Superannuation

The ATO is looking to audit funds that are invested in a single asset class and will slap a penalty on them if the investment strategy does not meet retirement objectives...

SMSF

As the end of the month approaches, self-managed super fund members with cash to spare are being urged to make a double contribution using an unallocated contribution res...

Superannuation

New pension rules, combined with the ATO’s revised treatment of some existing practices surrounding exempt current pension income, have increased the workload of administ...

SMSF

The Federal Opposition’s move to remove franking credits may drive up SMSF membership, according to SMSF Alliance principal, David Busoli. ...

Superannuation

An additional 15 per cent tax will be applied to taxable death benefits if the benefits are paid to non-tax dependents, says the SMSF Alliance....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 week ago

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

1 month ago

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

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago