Trustees should not assume that the ATO will automatically accept a valuation they’ve provided, a legal specialist has warned ...

“Again, applying Division 296, the member will not be paying an extra 15 per cent on the taxable portion of $400,000 but in ...

Treasurer Jim Chalmers’ proposed Division 296 super tax is reckless, short-sighted and dangerous precedent that will ...

The 2019-20 unused concessional carry-forward contributions drop off this year, so time is of the essence for clients who can ...

The ATO has recommended that SMSF members and trustees be informed and protected when investing in crypto assets.

The new-look Coalition has “got an urgent task” to hold the government to account for its fiscal failure and the cost that ...

Trustees of newly established SMSFs are behind a surge in the uptake of financial advice across the sector, new research reveals. The 20th annual Vanguard/Investment Trends Self Managed Super Funds ...

If an SMSF member has a transition to retirement income stream it’s important to know when they will turn 65 to plan ahead in ...

For someone impacted by the extra tax on those with more than $3m in super (known as Division 296 tax), it’s not necessarily ...

Following the purge of veteran MPs after Labor’s landslide election victory, the Coalition has announced a new shadow ...