News and media

First published in the Financial Review on 23 February 2023. The Quality of Advice Review has a lot of good stuff, but the conversation is ongoing for specialist advisers and

Following the release of today’s CPI figure by the Australian Bureau of Statistics, the General Transfer Balance Cap (TBC) is set to increase from $1.7 Million to $1.9 Million, from

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.

First published in the Financial Review on 23 January 2023. It’s not only about the starting amount, says the regulator – illustrating the point with two different case studies. For

First published in the Financial Review on 27 December 2022. With government proposals to cap large super balances, there are four key issues to consider. There will be no shortage

The ATO is reminding SMSFs with a corporate trustee to pay their ASIC Annual Review fee or risk severe ramifications. With over 65% of the SMSF population having a corporate

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

Auditing Standard ASQM 1 Quality Management for Firms that Perform Audits or Reviews of Financial Reports and Other Financial Information, or Other Assurance or Related Services Engagements comes into effect

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

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

Content provided by Hostplus Non-traditional assets are regularly overlooked by advisers and SMSF trustees due to illiquidity and accessibility concerns. There’s a good reason to take a second look. Diversity

First published in the Financial Review on 5 October 2022. The High Court decision in Hill v Zuda has given trustees greater certainty around binding death benefit nominations. The High