SMSF ALLIANCE

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...

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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...

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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...

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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...

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SMSF

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

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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....

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MARKET INSIGHTS

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

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago