TRUSTEE
Financial planning
There are a few lessons to be learnt from high-profile family disputes, including that of Gina Rinehart, according to lawyer Bernie O’Sullivan....
Editorial
Financial advisers must be conscious of making their advice easy for clients to understand and knowing the difference between wants and needs, writes Mark Knight....
Superannuation
Super Concepts' Nicholas Ali provides a breakdown of what is allowed and what's not with regards to buying property in an SMSF....
Financial planning
A Storm Financial adviser has been permanently banned by the regulator after it was found he failed to comply with financial services laws....
Superannuation
SMSF trustees are increasingly questioning their capacity to run an SMSF in their later years and are looking at switching to a managed fund arrangement in retirement, ac...
Superannuation
There has been debate around how SMSFs use limited recourse borrowing arrangements. SPAA technical director Peter Burgess weighs up the benefits and risks....
Superannuation
TAL's David Glen outlines the advantages and disadvantages of holding business property in a SMSF and factors for financial planners to consider....
Superannuation
ATO is worried that SMSFs do not fully understand their obligations under the law when investing in property - or are taking advantage of the system....
Superannuation
The application of the excess contributions tax (ECT) regime continues to cause problems for taxpayers. This article looks at various strategies open to a person who is ...
Superannuation
Accounting and wealth advisory group Chan and Naylor has called for what it describes as "overlooked guidelines" to be issued with respect to SMSFs. ...
Financial planning
The landscape has changed, and predicting what’s on the horizon is harder than ever. The FirstWrap team is constantly working behind the scenes to stay on top of market d...
Superannuation
SPAA has warned LRBA arrangements within SMSFs come with their fair share of risks....
Financial planning
The best interests duty appears to have regulatory deficiencies which could be described as the elephants in the room, according to David O’Reilly....
Superannuation
MLC’s Peter Hogan explains what ‘business-like’ activities an SMSF may be able to undertake and outlines the related ATO guidance....
Superannuation
Peter Townsend points out the pitfalls with respect to the way a person's legal history can impact their eligibility to be an SMSF trustee....
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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...