TBAR

Tools & guides

Accurium’s Melanie Dunn explores how payments and withdrawals from superannuation can be carried out in the most compliant way....

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SMSF

The ATO’s Transfer Balance Account Report requirements is overkill, and the ATO has underestimated the amount of data that would be reported, BGL believes....

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SMSF

The SMSF Association and its members have urged the ATO to adopt a quarterly reporting approach for the TBAR as there are concerns for SMSF advisers’ ability to cope wit...

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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