Over the past few years, the SMSF industry has been heavily focused on the application of the new non arm’s length expenditure rules and working with the ATO to ensure […]
Content provided by Hostplus Unlisted assets, such as infrastructure, property and private equity, have long played an important role in the investment strategies of many large and successful institutional investor’s […]
First published in the Financial Review on 21 April 2021 Got art, jewellery or cars in your collection? Watch out for how they’re insured, where you store them and who […]
It was recently brought to our attention that there has been some confusion in relation to the ATO’s view on in-specie downsizer contributions. The confusion appears to stem from LCR […]
First published in The Sydney Morning Herald on 13 April 2021. Licensed by Copyright Agency. The decision to set up a Self-Managed Super Fund (SMSF) should not be taken lightly. […]
First published in the Financial Review on 26 March 2021 Most self-managed super fund members and their advisers were coming to grips with the new rules around transfer balance caps. […]
Since 1 July 2011, the SIS Regulations require trustees of SMSFs to insure collectables and personal use assets owned by the fund, other than memberships of sporting or social clubs, […]
Joint Media Release with Chartered Accountants Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, and Institute of Public Accountants. ASIC hikes financial adviser licence fees despite adviser numbers […]
First published in the Australian Financial Review on 24 February 2021. Trustees frustrated by excessive paperwork and expensive advice frameworks will be watching two government initiatives with great interest. There is growing […]
Although a self-managed super fund (SMSF) investment strategy is not an advice document, advisers must ensure that it has not been interpreted as advice, Adam Goldstien, a financial adviser with […]
