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Staff Reporter

AUTHOR | No. of articles: 1834

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Super death benefits and testamentary trusts: Clarity and concerns

Strategy

Super death benefits and testamentary trusts: Clarity and concerns

16 July 2020 • Hits: 5159
Superannuation death benefits should continue to be a legitimate source of excepted trust income distributions, despite ... READ MORE
Anthony Asher

News

Actuaries Institute lobbies for low-cost super advice

10 July 2020 • Hits: 2817
The Actuaries Institute says the AFS licensing rules have made the provision of advice difficult and expensive and that ... READ MORE
Alva Devoy

News

Financial advice improving mental health outcomes in COVID crisis

09 July 2020 • Hits: 3063
Consumers receiving financial advice have reported less detriment to their mental and physical wellbeing through the COV ... READ MORE
ATO

News

Huge spike in early super withdrawals for new financial year

09 July 2020 • Hits: 3178
ATO figures indicate that early super withdrawals have seen a $7.1 billion spike since 1 July, and will soon surpass the ... READ MORE
Francis Kolimago

News

Vanguard adds SMSF account to personal investor offer

29 June 2020 • Hits: 3825
Investment manager Vanguard has added an SMSF account type to the personal investor offer it launched in April this year ... READ MORE
Ron Lesh

News

SMSF software firm announces digital signature integration

29 June 2020 • Hits: 3104
An SMSF software provider has partnered with Adobe Sign to help accelerate digital transactions for its clients. ... READ MORE
ATO

News

ATO reminds SMSFs on looming TBAR deadlines

25 June 2020 • Hits: 1750
The ATO has reminded SMSFs on the lodgement deadlines for transfer balance account reports for members that have had TBA ... READ MORE
Matthew Burgess

Strategy

What’s the future for testamentary trusts and super death benefits?

24 June 2020 • Hits: 4620
While recent legislation regarding excepted trust income and testamentary trusts raises a number of wider estate plannin ... READ MORE
John Maroney

News

New ATO figures throw light on ASIC’s financial fact sheet

22 June 2020 • Hits: 4927
Freshly released figures from the ATO have shown that it cost four times less to run an SMSF than an estimate released b ... READ MORE

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