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ATO
Policy & Regulation
Accountants who manage discretionary trusts for clients may be investigated by the Australian Taxation Office (ATO)....
Superannuation
Financial planners are already subject to the best interests duty, so any additional requirements with respect to SMSF advice would be redundant, according to the FSC....
Editorial
Claire Mackay has won the Pro-Bono Award in Money Management/Super Review’s inaugural Women in Financial Services Awards 2013. ...
Superannuation
Super IP-owned Class Super has unveiled its SuperStream-ready self-managed super fund (SMSF) software....
Superannuation
The two major industry super fund lobby groups have issued warnings on the costs of establishing an SMSF....
Superannuation
Industry Super Australia has pointed to new research to highlight fee disparity between SMSFs and industry super funds....
Superannuation
Townsends Business & Corporate Lawyers' Peter Townsend outlines some of the do's and don'ts for maintaining a bare trust in a LRBA....
Superannuation
Changing the trustee of a SMSF is critically important. SMSF deeds differ significantly in how a change of trustee is to be implemented, write Jared Lynch and Bryce Figot...
Superannuation
SMSF regulation should be handed to APRA instead of the ATO, according to a Super Review/Money Management roundtable....
Editorial
Although tax exemption when selling a person’s main residence is usually a routine matter, things can go badly wrong in some quite unexpected ways, writes Chris Ardagna....
Editorial
Mike Taylor writes that as a former ASIC executive, ASFA chief executive Pauline Vamos has managed to spice up the submissions to the Senate Committee reviewing ASIC’s op...
Superannuation
SMSF trustees cautioned to ensure they understand the details of establishing bare trusts where limited recourse borrowing is concerned. ...
Superannuation
ASIC wants people to be better informed about the implications of establishing an SMSF before it occurs. ...
Policy & Regulation
ATO confirms to IPA conference that it intends reviewing around 11,000 SMSFs....
Superannuation
ASIC wants investors to be better informed before establishing SMSFs but denies it will pursue prescriptive new disclosure requirements....
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...