In its submission to Treasury’s consultation on enhancing oversight and governance of managed investment schemes, the Joint ...

Some still remain though and the Division 296 tax legislation (if passed) will introduce some new problems – annual ...

Leah Sciacca, senior executive leader for ASIC, said at the SMSF Association national conference that there had been a rapid ...

Aaron Dunn, CEO of Smarter SMSF, said while the principles aren’t new, the ATO has formally addressed them and added more detail around how to incorporate establishment costs when setting up a fund.

Peter Johnson, director of Adviser Digest, said, however, the two are closely linked because CMC depends on whether you are ...

Lyn Formica, head of education and content for Heffron Consulting, said incorrect language in relation to pension and income streams can lead to incorrect tax treatment, and compliance issues.

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Robert Talevski, CEO of Webull Securities Australia, to explore how technology and global markets are reshaping advice and SMSF ...

The regulator has updated its non-compliance actions webpage to include clearer guidance about education directions – one of the tools it uses to help trustees get back on track when they breach the ...

Liz Westover, partner and national SMSF leader at Deloitte, said at the SMSF Association national conference that a “straight ...

The Super Members Council released data that indicates switching between super funds has risen by 17 per cent over the past year and it is now not older retirees with high balances moving money to ...

Phil Broderick, principal at Sladen Legal, told delegates at the SMSF Adviser national conference that Div 296 is now a tax ...

David Busoli, principal of SMSF Alliance, said it is important that any limited recourse borrowing arrangements are done correctly from the beginning and emphasised that compliance failures can be ...