DAVID BUSOLI

Superannuation

The Australian Taxation Office needs the ability to allow superannuation members to access their transfer balance account data outside its portal to curb confusion with t...

image
Superannuation

The ATO is looking to audit funds that are invested in a single asset class and will slap a penalty on them if the investment strategy does not meet retirement objectives...

image
SMSF

As the end of the month approaches, self-managed super fund members with cash to spare are being urged to make a double contribution using an unallocated contribution res...

image
Superannuation

New pension rules, combined with the ATO’s revised treatment of some existing practices surrounding exempt current pension income, have increased the workload of administ...

image
SMSF

The Federal Opposition’s move to remove franking credits may drive up SMSF membership, according to SMSF Alliance principal, David Busoli. ...

image
Superannuation

An additional 15 per cent tax will be applied to taxable death benefits if the benefits are paid to non-tax dependents, says the SMSF Alliance....

image
Superannuation

SMSF specialist, David Busoli believes the Australian Taxation Office may have been unreasonable in its interpretation of the law on reserve allocations....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 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....

1 week 4 days ago

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

2 weeks 2 days ago

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

3 weeks ago