AUSTRALIAN TAXATION OFFICE

Superannuation

There are many rules and requirements around claiming a tax deduction for a personal superannuation contribution. The process certainly requires some careful planning. An...

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Financial planning

OnePath national technical manager Graeme Colley has clarified exactly what constitutes a repair under the Australian Taxation Office's (ATO's) recent draft ruling on lim...

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Superannuation

The Government has used Medicare and the ATO to begin promoting its Small Business Superannuation Clearing House....

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Superannuation

Australian Taxation Office (ATO) data on SMSFs is being skewed because it is picking up large numbers of people in draw-down phase....

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Superannuation

Law firms welcome the Australian Taxation Office's (ATO's) draft ruling but warn trustees to tread carefully....

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Superannuation

SISFA welcomes Australian Taxation Office's (ATO's) ruling on SMSFs and property improvements....

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Superannuation

The Institute of Chartered Accountants has welcomed the ATO's draft ruling on SMSFs borrowing to invest in real estate as a 'practical interpretation' of the realities of...

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Superannuation

MLC Technical Services has reminded advisers that the ATO's clarification and additional flexibility regarding requirements around borrowing to invest in property within ...

Superannuation

A new self-managed superannuation fund (SMSF) draft ruling from the Australian Taxation Office (ATO) has relaxed the definition of what constitutes a 'single acquirable a...

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Superannuation

ATO signals it is closely monitoring re-reporting and the rules around life superannuation capital gains tax and excess contributions tax....

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Superannuation

ATO signals graduated approach to SMSF breaches in wake of Stronger Super....

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Financial planning

The 2011 financial year brought many changes to the financial services industry, and many are yet to come. John Perri has provided a snapshot of the activity coming out o...

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Superannuation

SMSF specialists call for ATO to review its ban on SMSF using limited recourse borrowing....

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Superannuation

ASFA warns that even SMSFs may be impacted by a draft ruling on superannuation income streams issued by the ATO....

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Financial planning

The Australian Taxation Office has been told its draft ruling on superannuation income streams has erred with common practice and legislative intent....

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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 ...

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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....

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

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

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