November

30 November, 2018

Borrowing Money In An SMSF

Do you have an SMSF and want to grow the assets with borrowings to fund your retirement? An SMSF, or more specifically, the trustees of an SMSF can borrow money […]
28 November, 2018

Setting Up Your SMSF

If you’re thinking of setting up your own self-managed super fund (SMSF), to take charge of your retirement and be able to make investment decisions, there are some important steps […]
25 November, 2018

ASIC Enforcement Action On SMSF Auditors

ASIC, as co-regulators of SMSF auditors with the ATO, has provided details of its enforcement actions against over 100 SMSF auditors to protect consumers and the integrity of the superannuation […]
23 November, 2018

FBT On Work Christmas Parties And Gifts

Ahead of the holiday season, the ATO has reminded employers about the potential FBT implications of providing Christmas parties and gifts. When planning Christmas parties, the ATO says employers need […]
21 November, 2018

ATO’s Use Of Real-Time Data For SG Compliance

As technology improves, there’s a continual move towards real-time data for enhanced and timely administration of the tax system, particularly in the superannuation sector. The ATO is leveraging this real-time […]
19 November, 2018

Deemed Dividends: Changes Are Coming

If you own a private company, deemed dividend payments or Div 7A may be familiar to you. In short, it is designed to ensure that income is not inappropriately sheltered […]
15 November, 2018

Financial Adviser Renewal Notices: Have You Got Yours?

Do you have an ongoing fee arrangement with your financial adviser? If so did you know that by law, they are required to provide you with a Fee Disclosure Statement […]
13 November, 2018

ASIC Recommends SMSF Reforms

During the recent hearings of the Parliamentary Joint Committee on Corporations and Financial Services into ASIC’s oversight functions, the regulator responded to a range of questions regarding SMSF advice and […]
12 November, 2018

Tax Consequences Of Compensation For Dodgy Advice

The Royal Commission into misconduct in the banking, superannuation and financial services industry has revealed some major deficiencies in terms of financial advice provided to consumers. Even though the Commission […]
8 November, 2018

Reverse Mortgage Lending And Retirement

Reverse mortgages are a credit product that allows older individuals to achieve their immediate financial goals by using the equity in their home to borrow amounts. The loan typically does […]