ATO

Policy & Regulation

Accountants who manage discretionary trusts for clients may be investigated by the Australian Taxation Office (ATO)....

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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....

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Editorial

Claire Mackay has won the Pro-Bono Award in Money Management/Super Review’s inaugural Women in Financial Services Awards 2013. ...

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Superannuation

Super IP-owned Class Super has unveiled its SuperStream-ready self-managed super fund (SMSF) software....

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Superannuation

The two major industry super fund lobby groups have issued warnings on the costs of establishing an SMSF....

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Superannuation

Industry Super Australia has pointed to new research to highlight fee disparity between SMSFs and industry super funds....

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Superannuation

Townsends Business & Corporate Lawyers' Peter Townsend outlines some of the do's and don'ts for maintaining a bare trust in a LRBA....

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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...

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Superannuation

SMSF regulation should be handed to APRA instead of the ATO, according to a Super Review/Money Management roundtable....

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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....

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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...

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Superannuation

SMSF trustees cautioned to ensure they understand the details of establishing bare trusts where limited recourse borrowing is concerned. ...

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Superannuation

ASIC wants people to be better informed about the implications of establishing an SMSF before it occurs. ...

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Policy & Regulation

ATO confirms to IPA conference that it intends reviewing around 11,000 SMSFs....

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Superannuation

ASIC wants investors to be better informed before establishing SMSFs but denies it will pursue prescriptive new disclosure requirements....

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