It is vital SMSF practitioners have a thorough understanding of the in-house asset rules in order to avoid potential breaches. AMP SMSF's Peter Burgess explains how the i...
Newly appointed AMP SMSF executive Peter Burgess explains that assessing suitability and explaining risks is the key to good SMSF advice....
Peter Burgess illustrates the concept of a single acquirable asset demonstrates the application of key concepts relevant to limited recourse borrowing arrangements provis...
The Australian Taxation Office's (ATO's) recent draft ruling on limited recourse borrowing arrangements has clarified its approach according to SPAA national technical di...
Peter Burgess takes a look at steps which need to be taken to ensure superannuation contributions are correctly allocated and classified for tax purposes....
Some SMSFs will not need to comply with the new rules regarding collectables and personal-use assets until 1 July, 2016. However, many will need to consider what action t...
AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year 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. ...
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...