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...
ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....
The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...