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Financial planning
Some industry representatives have expressed concerns that the Self-Managed Superannuation Fund Professionals' Association of Australia (SPAA) is not having a real impact...
Superannuation
Macquarie Adviser Services technical expert David Shirlow points to superannuation "policy weakness" in a session with Financial Services Minister Chris Bowen....
Superannuation
The chairman of the Government’s Super System Review, Jeremy Cooper, said SMSFs may be the way of the future as more people seek to take control of their retirement savin...
Superannuation
SPAA's technical director, Peter Burgess, has questioned a draft ATO ruling issued late last year....
Superannuation
Professionalism in the SMSF industry has improved greatly, but the ATO must remain firm with the sector, said Tax Commissioner Michael D'Ascenzo....
Superannuation
The SPAA has criticised the ATO for the way it handles new SMSFs in its Super Fund Look Up system, claiming that new SMSFs do not appear to be compliant....
Financial planning
A Commonwealth and Taxation Ombudsman report has found that the ATO has established sound guidelines in the use of its 'access without notice' powers....
Editorial
The Heffron technical team take a look at the current state of play for defined benefit pensions and the social security asset test exemption rules and how they affect SM...
Superannuation
Transfers from major superannuation funds into self-managed superannuation funds (SMSFs) will be subjected to higher levels of scrutiny following moves by the Australian ...
Financial planning
The current employer selected default fund model for super should be replaced with a fully member choice driven model rather than a national default fund, says GESB....
Editorial
A number of recent changes to superannuation have had a significant impact on the wealth creation capacity of transition to retirement strategies. Martin Breckon weighs u...
Editorial
Troy Smith outlines strategies for avoiding a large excess contributions tax bill in cases of simple or small miscalculation....
Financial planning
The National Institute of Accountants (NIA) is calling on the Government to reflect the Australian Taxation Office’s (ATO's) revised draft position on unpaid present enti...
Financial planning
More people are at risk of an ATO risk review or audit with the ATO's 'wealthy' barometer falling from $30 million net assets to $5 million....
Superannuation
Troy Smith discusses the tax implications of holding trauma cover, and receiving payouts for it, in super....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...