High-profile case emphasises crucial importance of correct document execution
The importance of correctly executing a will was highlighted in the culmination of a high-profile court case.
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The importance of correctly executing a will was highlighted in the culmination of a high-profile court case.
Changes to the work test mean that advisers must ensure clients over the age of 67 understand that there is no ability to refund a ...
It’s important to consider whether the trustee of an SMSF is using their “discretion” in line with the trust deed when they are exercising a ...
The consequences of failing to meet pension standards are significant following a recent amendment to a tax ruling, says a leading SMSF ...
Not all criminal records will disqualify a person from being an SMSF trustee.
The Australian Financial Complaints Authority is concerned about a rise in sophisticated scam activity in the superannuation sector.
With the Division 296 tax looming it is important to think strategically about restructuring investments regarding exempt current pension ...
Practitioners and professional bodies have vowed to keep the pressure on authorities to fix broad provisions around client disclosures and ...
Financial advisers have experienced substantial client attrition due to recent fee increases, according to a new report.
A recent private binding ruling has stated that financial dependency can be achieved even if the beneficiary became so just before the ...