Treasury released its mid-year update yesterday with figures revealing the changes to the $3 million super tax legislation ...

TR 2013/5 was updated in June 2024, introducing a new approach to processing underpaid pensions, requiring SMSF trustees and ...

Mark Gleeson, senior technical manager for MLC, said on a recent webinar that those choices are either taking a disability ...

In a recent private binding ruling (1052395100997) the commissioner found the beneficiary applicant was not in an ...

Natasha Panagis, head of technical services for the Institute of Financial Professionals Australia, said the association ...

In this episode of the SMSF Adviser podcast hosts Keith Ford and Aaron Dunn take a look back at the biggest events in the ...

Andrew Row will take up the position following previous roles in the SMSF industry including managing director of Cavendish ...

In Wheatley v Peek [2025] NSWCA 265, the court confirmed that the iPhone note should in fact be treated as the deceased’s ...

The Financial Advice Association Australia SafeID is a digital client identification tool that will transform the way ...

Tim Miller, head of technical and education for Smarter SMSF, said in a recent online update that trustees need to be careful ...

Naz Randeria, director of Reliance Auditing Services, said Div 296 “crosses a line” that superannuation policy has never crossed before. “It taxes accumulated capital, not behaviour. Once that ...

Matthew Richardson, SMSF manager for Accurium, said on a recent webinar that it is possible to take into account unused ...