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AUTHOR | No. of articles: 1832

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Director ID deadline tipped to see extension

News

Director ID deadline tipped to see extension

25 November 2022 • Hits: 1013
The significant numbers of directors failing to apply for their director IDs may result in the deadline being extended, ... READ MORE

News

Multiple SOAs ‘more practical’ for complex SMSF client groups

25 November 2022 • Hits: 726
Where SMSF advice involves complex family groups or multiple structures, providing multiple statements of advice may be ... READ MORE
Increased ID requirements causing roadblocks with SuperStream process

News

Increased ID requirements causing roadblocks with SuperStream process

25 November 2022 • Hits: 1330
The increased ID requirements being requested by APRA super funds for rollovers is slowing down or stalling the process ... READ MORE
SMSFs with defined benefit pension reminded on upcoming deadline

News

SMSFs with defined benefit pension reminded on upcoming deadline

24 November 2022 • Hits: 764
Practitioners with clients with defined benefit pensions have been reminded that these pensions have an important report ... READ MORE
Levy confirms proposal to allow banks, super to provide advice will remain in final report

News

Levy confirms proposal to allow banks, super to provide advice will re ...

24 November 2022 • Hits: 762
As the deadline approaches for Michelle Levy to submit her final report to the government, she confirmed that her propos ... READ MORE
A third of SMSF directors yet to apply for ID as deadline looms

News

A third of SMSF directors yet to apply for ID as deadline looms

24 November 2022 • Hits: 1211
While ATO figures reveal a dramatic increase in the number of director ID applications, 33 per cent of SMSF directors ar ... READ MORE
Penalty increases an incentive to shift to a corporate trustee

News

Penalty increases an incentive to shift to a corporate trustee

24 November 2022 • Hits: 760
With penalty units set to rise further, SMSFs with individual trustees may want to consider shifting to a corporate trus ... READ MORE
Planning implications flagged with potential $200k TBC increase

News

Planning implications flagged with potential $200k TBC increase

23 November 2022 • Hits: 948
With recent CPI figures suggesting the general transfer balance cap could increase as much as $200,000 next year, CFS ha ... READ MORE
SMSFs reminded on other requirements with director resignations

News

SMSFs reminded on other requirements with director resignations

23 November 2022 • Hits: 858
While the ATO’s recent relief for resigned directors will benefit many who have recently wound up their fund, there ar ... READ MORE

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