Category: News articles

NALE consultation paper released

The Government has today released a Consultation Paper putting forward options to amend the NALI provisions to address the potential for disproportionately severe outcomes for breaches relating to general expenses. […]

ASIC releases updated SMSF advice guidance

On December 8 2022 ASIC released information Sheet 274 Tips for giving self-managed superannuation fund advice (INFO 274). This information sheet is designed to help Australian financial services (AFS) licensees […]

How retirees can save more than $3000 a year

First published in the Financial Review on 1 December 2022. The income threshold for eligibility for a Senior’s Health Card has just been significantly increased in gift to many self-funded […]

When stepchildren miss out on inheritance

First published in the Financial Review on 4 November 2022. An ATO ruling that excludes family members on the death or divorce of their natural parent seems arbitrary in a […]