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AUTHOR | No. of articles: 1832

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ATO flags shutdown period for members seeking early access

News

ATO flags shutdown period for members seeking early access

06 December 2022 • Hits: 1221
The ATO has urged anyone requiring access to their super on compassionate grounds to submit their application soon with ... READ MORE
Advisers cautioned on ‘five key downsizer risks’ for younger clients

News

Advisers cautioned on ‘five key downsizer risks’ for younger clien ...

06 December 2022 • Hits: 1093
With the reduced age for downsizer contributions now passed, advisers have been reminded its potential ramifications on ... READ MORE
ASIC wins appeal against SMSF auditor in Federal Court

News

ASIC wins appeal against SMSF auditor in Federal Court

05 December 2022 • Hits: 1692
The Federal Court has set aside an earlier decision by the Administrative Appeals Tribunal to overturn the disqualificat ... READ MORE
Scammers targeting investors with fake bond investments, ASIC warns

News

Scammers targeting investors with fake bond investments, ASIC warns

05 December 2022 • Hits: 699
ASIC has issued a warning about a bond investment scam involving the fraudulent use of the corporate regulator’s name ... READ MORE
ASIC places interim stop orders on 4 more funds

News

ASIC places interim stop orders on 4 more funds

02 December 2022 • Hits: 762
ASIC has issued 21 interim stop orders under the design and distribution obligations to date. READ MORE
Vulnerability an ‘emerging issue’ with SMSF set up advice

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Vulnerability an ‘emerging issue’ with SMSF set up advice

05 December 2022 • Hits: 51
Giving advice on the suitability of an SMSF where one individual in a couple has the appropriate skills and knowledge to ... READ MORE
Court dismisses claims in dispute over unit sale agreement

News

Court dismisses claims in dispute over unit sale agreement

05 December 2022 • Hits: 1052
The Supreme Court of NSW has dismissed proceedings brought by an SMSF trustee against a property developer in a case exa ... READ MORE
Australian Unity exec supports Levy’s ‘episodic’ assessment of advice

News

Australian Unity exec supports Levy’s ‘episodic’ assessment of a ...

01 December 2022 • Hits: 658
An executive at Australian Unity believes that without QAR, advice will remain out of reach for Australians who need it ... READ MORE
ASIC publishes 2023 exam dates

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ASIC publishes 2023 exam dates

01 December 2022 • Hits: 788
The regulator has released the sitting dates for next year’s adviser exams. READ MORE

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