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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....
Superannuation
The regulatory controls on the manner in which SMSFs approach risk insurance coverage for fund members are tightening in a number of respects, writes Macquarie Adviser Se...
Superannuation
The ATOs annual report showed lost super levels had fallen for the first time after $3.2 billion in retirement savings were reunited with members over 2011/12....
Superannuation
The complexity of the self-managed superannuation fund (SMSF) space is rapidly outpacing SMSF auditors, according to Chan and Naylor director of financial planning David ...
Policy & Regulation
Commissioner of Taxation Michael D'Ascenzo is stepping down from his role at the end of 2012 after a seven-year term, according to a Government statement....
Superannuation
The Association of Superannuation Funds of Australia (ASFA) has applauded the Federal Government's lack of tax tinkering in its Mid-Year Economic and Fiscal Outlook (MYEF...
Financial planning
The Federal Government has received a mixed response to the financial services and superannuation initiatives evolving out of its Mid-Year Economic and Fiscal Outlook (MY...
Superannuation
The Government has opted for only limited impacts on superannuation in its MYEFO approach, but has increased the SMSF levy....
Superannuation
A draft ruling released by the Australian Taxation Office (ATO) has highlighted the importance of having appropriate documentation in place to ensure a pension is reversi...
Superannuation
Industry bodies have taken issue with the exposure draft regulations for rollovers and contributions in submissions to Treasury that take aim at the three-day performance...
Superannuation
Although recent data show a significant drop in concessional contribution cap breaches, MLC has warned those numbers could spike again once the second halving of the caps...
Superannuation
A recent NSW Supreme Court case highlights the importance of appropriate trustee combinations as well as strategic mechanisms that assist when trustees don't agree. David...
Superannuation
Institute of Chartered Accountants superannuation specialist Liz Westover has pointed to new regulations having been finalised requiring SMSF trustees to report fund asse...
Superannuation
MLC senior technical consultant Mike Mitchell outlines some of the challenges faced by SMSFs wishing to make anti-detriment payments....
Superannuation
There are close to one million voters who are SMSF members who would object to further regulation of the sector, SISFA has warned....
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MARKET INSIGHTS
Podcast
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...