There is a version of estate planning that looks complete on paper, this includes a valid will, a power of attorney, and a ...
The third annual Colonial First State Rethinking Retirement report found retirement remains a financial challenge rather than ...
Aaron Dunn, CEO of Smarter SMSF, said with this change SMSF deeds will be more closely scrutinised and require updates that ...
As debate about the stealth style death tax imposed on testamentary trusts by the 2026 Budget continues, a recent decision ...
The regulator said there are five main steps for trustees to follow to ensure they maintain compliance and avoid penalties ...
Leigh Mansell, director SMSF technical and education Services for Heffron, said on a recent quarterly update webinar that ...
In its submission to Treasury the SMC said both APRA-regulated funds and SMSFs must be treated equally and self-managed funds ...
In its submission to the Treasury consultation paper on the issue, the SMSFA said any reforms must distinguish harmful ...
On 10 March, InterPrac Financial Planning filed legal action against AFCA over its approach to the Shield and First Guardian ...
The peak body stated there are concerns that many businesses may remain unprepared ahead of the 1 July 2026 compliance ...
William Fettes, senior associate at DBA Lawyers, said the draft Div 296 regulations introduce a contentious rule about how ...
In its submission to the Treasury consultation on Compensation Scheme of Last Resort (CSLR): Reform options to support ongoing sustainability, the SMSFA said the proposals are “fundamentally ...
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