TRUSTEE

Policy & Regulation

Trustees and responsible entities need to assess the extent to which the Federal Government's changes to reduced input tax credit rates will affect fund services, accordi...

image
Superannuation

APRA admits it does not collect data on how long superannuation funds take to administer rollovers and has no view on what might represent best practice....

image
Superannuation

John Kelly outlines new rules regarding insurance, and how they affect SMSFs when it comes to insuring collectibles and personal-use assets....

image
Superannuation

The benefits associated with utilising a self-managed super fund come with legal responsibilities and getting it wrong can be criminal, warns Matthew McKee....

image
Superannuation

Legislation allowing greater powers for the Australian Prudential Regulation Authority in dealing with superannuation fund directors has been passed through the House of ...

image
Superannuation

Reports of payments to a union official and a mandate to a property developer have intensified the spotlight on industry superannuation funds governance....

image
Superannuation

One of the headline announcements in the 2012-13 Federal Budget affecting SMSFs was regarding contribution caps. Dan Butler and Nathan Papson explore this announcement, a...

image
Superannuation

As SMSFs and their various service providers wait to see what consequences may arise from the limited licensing regime currently proposed for accountants, Sharyn Long, ma...

image
Financial planning

The Australian Taxation Office (ATO) has prosecuted more than 1,500 people for tax and superannuation offences so far this financial year....

image
Financial planning

The Parliamentary Joint Committee investigating the Trio Capital collapse says it is more troubling than Storm Financial, and the FOFA changes are unlikely to stop a repe...

image
Superannuation

Industry super funds move to provide more transparency around remuneration ahead of Government-imposed obligations....

image
Superannuation

Stephen Miller from MLC Technical Services explains how establishing a 13.22C trust can enable SMSF trustees to co-own a residential or business property with a related p...

image
Superannuation

Determining whether a share purchase through a self-managed super fund contravenes the in-house asset rules could be a complex task, according to Warrick Hanley....

image
Superannuation

It doesn’t come as a surprise that some SMSF investors are tempted by overseas property investments. However, there are a number of compliance traps they must navigate, a...

image
Superannuation

Some self-managed super funds can claim tax deductions for the future liability to pay death and disability benefits. Nicholas Ali explains....

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 2 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 1 day ago

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

1 week 6 days ago

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

2 weeks 4 days ago