A recent court decision has reiterated that there are stringent requirements for a lawful will to be valid, a legal ...

Almost half of SMSFs now have over $1 million in assets and account for 84 per cent of total SMSF sector assets, the latest ...

An SMSF cannot lodge an amended tax return years after a discrepancy has been discovered, a leading adviser has warned.

Trustees should not assume that the ATO will automatically accept a valuation they’ve provided, a legal specialist has warned ...

“Again, applying Division 296, the member will not be paying an extra 15 per cent on the taxable portion of $400,000 but in ...

Treasurer Jim Chalmers’ proposed Division 296 super tax is reckless, short-sighted and dangerous precedent that will ...

The 2019-20 unused concessional carry-forward contributions drop off this year, so time is of the essence for clients who can ...

The ATO has recommended that SMSF members and trustees be informed and protected when investing in crypto assets.

The new-look Coalition has “got an urgent task” to hold the government to account for its fiscal failure and the cost that ...

Trustees of newly established SMSFs are behind a surge in the uptake of financial advice across the sector, new research reveals. The 20th annual Vanguard/Investment Trends Self Managed Super Funds ...

If an SMSF member has a transition to retirement income stream it’s important to know when they will turn 65 to plan ahead in ...