That’s because sometimes excess concessional contributions end up also being treated as non-concessional contributions. If ...
While scrutiny is appropriate, the characterisation of the sector as “lawless” or inherently risky does not reflect how SMSFs ...
Shaun Backhaus, lawyer with DBA Lawyers, said advisers need to consider what strategies to undertake for clients with MLPs in ...
Bank hybrids have traditionally been favoured because of their enhanced income profile, and have played a key role in SMSF ...
Richard Chesworth, head of specialised distribution for Bluestone, said one of the more prevalent issues when SMSF trustees ...
The awards celebrate achievements across the full spectrum of the sector – including superannuation, financial advice, SMSFs, ...
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn explore some of the key developments shaping the ...
Melanie Dunn, principal and senior actuary for Accurium, speaking at the SMSF Association annual conference in February, said ...
Aaron Dunn, CEO of Smarter SMSF, said non-concessional contributions and, importantly, the provisions of the bring-forward ...
The SMSF Association said while it strongly supports the objective of the financial advice education reforms, it is equally ...
As regulatory scrutiny from the Australian Taxation Office (ATO) and Australian Securities and Investments Commission (ASIC) ...
The regulator has reminded SMSF auditors that if they identify a disqualified person, they need to qualify Part B of the ...