ATO

Superannuation

DBA Lawyers discuss the hurdles in proving financial dependency where grandchildren receive death benefits from their grandparents' SMSFs....

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Superannuation

Taking advantage of the potential tax benefits of buying property through a SMSF, a growing number of South Australians are turning to property for their retirement savin...

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Superannuation

Assets constituting trading stock were once the exception to the rule, as they did not have to be treated according to the CGT provisions. DBA Lawyers' Bryce Figot and Na...

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Superannuation

The asset segregation approach in volatile times could provide a number of tax benefits. The SMSF Academy’s Aaron Dunn explains....

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Financial planning

The Australian Taxation Office (ATO) has positioned a taskforce to crack down on structured financial products offering franking credits....

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Superannuation

ATO reveals 70 per cent of superannuation fund members hit by ECT problems last financial year would have received refunds under the new regime....

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Superannuation

The Auditor-General has warned that the ATO's interpretive decisions on SMSFs carry less legal weight than interpretive decisions on tax matters....

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Editorial

The dust has well and truly settled on the Federal Budget but, as Liz Westover writes, the Government needs to accept that its actions have served to confuse Australians ...

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Superannuation

ASFA suggests money to fund the ATO on Stronger Super may not meet cost/benefit benchmarks....

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Superannuation

The time has come for a total rethink about how investors are looked after when there is a 'Trio Capital', according to SPAA's Peter Burgess....

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Financial planning

Treasury officials are continuing to apportion blame to financial planners for some Trio Capital losses....

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Superannuation

John Kelly outlines new rules regarding insurance, and how they affect SMSFs when it comes to insuring collectibles and personal-use assets....

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Superannuation

The benefits associated with utilising a self-managed super fund come with legal responsibilities and getting it wrong can be criminal, warns Matthew McKee....

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Superannuation

The SMSF Professionals' Association of Australia has welcomed an Australian Taxation Office ruling clarifying the status of borrowing arrangements around single assets....

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Financial planning

Product providers should be responsible for funding a last resort compensation scheme, according to the SMSF Professionals' Association of Australia....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 4 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago