A thorough review of your clients’ SMSF’s performance can help you maximise their contributions and tax deductions in the next financial year (FY). To help you start, here is the Ultimate SMSF Year-end checklist 2022. Read our blog now!
A thorough review of your clients’ SMSF’s performance can help you maximise their contributions and tax deductions in the next financial year (FY). To help you start, here is the Ultimate SMSF Year-end checklist 2022. Read our blog now!
The ATO has embarked on a new survey for SMSFs aiming to further gain a better understanding of the SMSF audience and market.The new self-managed super funds (SMSF) audience market…
Senator Jane Hume has assured that the superannuation measures announced in the federal budget aren’t aimed to force retirees to draw down on savings but instead create greater control in…
ASIC commissioner Danielle Press has suggested a large number of the changes demanded by industry in the regulator’s affordable advice consultation were “above my pay grade”, indicating major action may…
The regulator has commenced proceedings in the Federal Court against a collapsed SMSF services firm for allegedly paying illegal bonuses to advisers around the purchase of property through SMSFs.ASIC has commenced…
Changes made in the federal budget for legacy pensions will have a flow-on effect on the treatment of pension reserves, creating uncertain and complex tax issues.In the recent federal budget, the…
The new disciplinary function for financial advisers can be further refined to improve the model through the creation of a true professional registration for financial planners, according to an industry…
Heading into a post-COVID environment, several temporary social security measures have been amended and adjusted, creating different types of advice considerations for advisers and their clients affected by these changes,…
A specialist team of ATO officers focused on providing lodgement support to tax practitioners has now been established after confusion reigned over the Tax Office’s initial offer of support.Last Friday,…