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SMSF
SMSF
According to Vanguard, strong weightings towards shares and cash in SMSFs may expose a need for greater asset diversification....
Expert Analysis
Since 2017 we have had a transfer balance cap regime that limits the amount that can be transferred from accumulation phase to retirement phase pension accounts....
SMSF
The corporate regulator has taken action against hundreds of self-managed super fund auditors, which reportedly failed to meet compliance standards over several years. ...
SMSF
A former Melbourne financial planner has pleaded guilty to three counts of engaging in dishonest conduct regarding SMSFs while running a financial services business. ...
Superannuation
Treasury has today released a consultation paper exploring potential policy changes to the non-arm’s length income provisions where they relate to general expenses....
SMSF
The ATO has published information on schemes it is monitoring that encourage Australians to inappropriately channel money through their self-managed superannuation fund....
SMSF
The number of accountants providing advice under limited licences has continued to spiral downwards, dropping by a third during 2022....
SMSF
Corporate trustees in self-managed superannuation funds are being reminded to pay their annual review fee to ASIC or run into future difficulties....
SMSF
ASIC has decided to remove a $500,000 as an indicator of the ‘appropriateness of advice’ to establish a self-managed superannuation fund....
SMSF
ASIC disqualified John Gilliland from being an approved SMSF auditor in 2018 for breaching independence requirements in auditing his own fund....
Superannuation
The corporate regulator has disqualified three auditors and taken action against a further three following breaches of independence requirements and auditing standards....
SMSF
The SMSF Association has hit back at the idea of caps on superannuation balances, as proposed by Assistant Treasurer Stephen Jones earlier this week....
From my perspective, 40- 50% of people are likely going to be deeply unhappy about how long they actually live. ...
Super director remuneration ...
No doubt true, but most of it is still because over 45’s have been upgrading their houses with 30 year mortgages. Money ...