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smsfadviser.com
6 小时
Gen X overtakes Baby Boomers in wealth stakes
In terms of cash and deposits, Baby Boomers lead the way with $242,000 followed by Gen X with $176,000, while Millennials and ...
smsfadviser.com
6 小时
Determining related parties necessary to classify in-house assets
To determine if an asset classifies as an in-house asset it is first necessary to determine who or what is a related party to ...
smsfadviser.com
6 小时
Regulations allow for a number of pensions to now be commuted
Any market-linked pension that has been commenced in an SMSF and any complying lifetime pension can be commuted under the new ...
smsfadviser.com
1 天
Victorian SMSFs may get slugged with raft of new taxes
The congestion levy in Victoria is proposed to increase from this month with category 1, for spaces located in the CBD, ...
smsfadviser.com
1 天
Investment strategy documentation essential for audit
To avoid ATO scrutiny at audit it is vital trustees review their investment strategy duty throughout the year, warns an audit ...
smsfadviser.com
1 天
Big ticket items for advisers to watch in 2025
The Compensation Scheme of Last Resort and the Delivering Better Financial outcomes packages will continue to be an issue to ...
smsfadviser.com
5 天
Legislation and regulation in 2025 – what’s left?
The 2025 financial year introduces significant regulatory updates for SMSFs, emphasising the importance of strategic planning ...
smsfadviser.com
16 天
2024 in review: wins, challenges, and the road ahead for the SMSF sector
To call 2024 the SMSFA’s annus mirabilis might be an exaggeration – but only just. As I reflect on the year, the SMSF sector ...
smsfadviser.com
16 天
Start the new year with a check of your super status
With the new year approaching, it’s a good time to do a superannuation check, the Association of Super Funds of Australia has ...
smsfadviser.com
19 天
ATO issues guidance to changes to legacy retirement products impacting SMSFs
The ATO has issued guidance on the recent changes that will allow individuals to exit certain legacy retirement products for ...
smsfadviser.com
5 天
What’s on the cards for 2025?
Keep me signed in on this device. JavaScript is required for CAPTCHA verification to submit this form. By becoming a member, I agree to receive information and ...
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