Documentation of estate planning materials is crucial to ensure the validity of a will, especially regarding superannuation ...

Accurate asset valuations are a requirement for compliant and effective SMSF management. Not only does it ensure members have ...

Treasurer Jim Chalmers has said the government has “made it clear” it has not changed its policy position on the $3 million ...

A death benefit payment is levied on the recipient, not the fund, but if you pay a death benefit to an individual, the fund ...

Industry associations have welcomed the appointment of Dr Daniel Mulino as the assistant treasurer and financial services ...

When thinking about non-arm’s length expenses, it’s important to consider in what capacity the work was completed, a ...

Treasury should consider consulting with key stakeholders to ensure the new payday super regime is fit for purpose for SMSFs, ...

The Tax Office has issued an alert concerning misinformation circulating regarding the superannuation preservation rules.

When considering strategic opportunities available from a contribution point of view, it’s important to consider the “dynamic ...

SMSF trustees need to consider their personal circumstances regarding whether to act now or wait to make changes in light of ...

Prime Minister Anthony Albanese has confirmed that Dr Daniel Mulino will serve as assistant treasurer and financial services ...

The most common contribution strategies for clients when they've had a good financial year and are looking at reducing their ...