The FPA has written to the Government seeking clarity around grandfathering and urging a tax deduction for the provision of initial advice....

New ASFA research claims the current legislative and regulatory settings are impeding innovation in the post-retirement space....

Financial systems that enable tax evasion could be in violation of international human rights, a taskforce believes. ...

Although many people’s approach philanthropy is to leave a bequest in their will to a favourite charity, Tabitha Lovett argues that giving while living is a much more rew...

Col Fullagar delves into the pros and cons of winding up an income protection policy and taking a commuted benefit, and what the process of commutation involves. ...

The early news around the state of the Budget deficit suggests the Government will not be moving to lift concessional contribution caps....

The superannuation playing field is not tilted in favour of SMSFs but they do benefit from being more nimble, according to SPAA....

DBA Lawyers’ David Oon and Bryce Figot take a cautious look at deducting superannuation contributions for directors of trustees of ‘passive’ investment trusts. ...

IMB Building Society believes recent spike confirms relevance of First Home Saver accounts....

The introduction of a focus on after-tax performance could lead to additional returns for super fund members, according to a Russell survey. ...

MLC's Peter Hogan outlines the key differences between SMSFs and other superannuation funds from an estate planning perspective. ...

ASFA calls for sole purpose test to be strictly applied to SMSFs in light of property spruikers. ...

Concern expressed that Budget deficit may see retention of Labor’s move to tax pension earnings in excess of $100,000....

ATO’s approach to the segregation of pension assets aimed at SMSFs, despite implications for large APRA-regulated funds....