There are a few lessons to be learnt from high-profile family disputes, including that of Gina Rinehart, according to lawyer Bernie O’Sullivan....
The Financial Services Council (FSC) has welcomed legislation that supports fund mergers through an exemption on capital gains tax (CGT)....
Self-managed superannuation fund (SMSF) auditors will now be subject to a range of standards concerning their qualifications, competency and independence under the Supera...
Nick Ali explains the technicalities around asset disposal and potential capital gains tax implications....
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...
The Association of Superannuation Funds of Australia (ASFA) has welcomed new legislation which it said would ultimately protect member balances during super fund mergers....
The Government has released exposure draft legislation on CGT relief for merging superannuation funds....
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...
The asset segregation approach in volatile times could provide a number of tax benefits. The SMSF Academy’s Aaron Dunn explains....
The Federal Treasury has been asked why CGT rollover relief cannot be extended to SMSFs merging with APRA-regulated funds....
Financial advisers looking to switch to managed funds have been urged to avoid managers who churn through shares to reduce the tax impact on their client....
SMSF trustees need to make sure there is enough liquidity in their funds to balance out 'lumpy' assets such as property to avoid a potential fire sale of assets if they p...
Although clients’ tax issues are the main focus for financial advisers at this time of year, as business owners and employers they also need to ensure enough time is set ...
SMSF trustees need to take a closer look at their treatment of gains and losses with respect to trading stock affecting capital gains tax (CGT), following the recent pass...
ASFA has warned that the Government's inaction on CGT relief will be an impediment to its implementation of Stronger Super....
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....