A work test is still required if a member takes a personal tax deduction once they reach the age of 67, a leading industry ...

A leading technical expert says several key elements must be verified when preparing financial and member statements up to 30 ...

It’s essential that auditors receive all relevant documentation when funds are released. While some clients may find these ...

Tim Miller, head of education and technical for Smarter SMSF, said on a recent webinar for SuperGuardian that there has been ...

Costly and emotional litigation from informal estate planning documents can be avoided with five key steps, a leading SMSF adviser has said.

ASIC has banned a financial planner for six years for his role in providing advice to clients to establish SMSFs and investing in Global Capital Property Fund Limited (GCPF), which is now in ...

In the March 2025 Tax Agent Newsletter (Issue 10), the ATO reiterated the importance of tax professionals supporting clients ...

The ATO has issued a warning that it is seeing an increase in the inappropriate access to superannuation on compassionate grounds.

As major changes are about to hit the aged care sector, advisers should be having conversations with their clients around their expectations before they retire, a specialist has said.

To be declared a death benefit dependent for financial reasons requires more than help to cover bills, a private binding ruling has said.

Despite diminished returns from fixed interest investments, SMSFs are allocating twice as much to the asset class, according ...

Basic common sense is one of the best tools to detect fraudulent schemes, a forensic auditor has said. Sharlene Anderson, a ...