Despite an individual being dependent on the deceased before they pass away, they do not automatically qualify as a death ...

Directing superannuation death benefits into an estate to be dealt with under a member’s will is an option, but not the only ...

The new financial year has started, so it’s time to collect and collate SMSF records. This can be a more onerous process than ...

It is unreasonable for the government to expect individuals to respond to the proposed Division 296 tax without an extension to the lead time or before it becomes law, the SMSFA has said.

Implementing an unlimited non-concessional contributions cap for taxpayers with superannuation balances below $1 million would make the system more equitable, the accounting firm has said.

Family trust structures are coming under increasing scrutiny by the ATO, a legal specialist has said. James Creevy, legal services director for ACIS, said the regulator has identified issues in ...

Ahead of his appearance at the upcoming Australian Wealth Management Summit, Hugh Lam, investment strategist at Betashares, has said a new era of AI investment is emerging as expansion into new ...

Conflicted advice models and inappropriate advice were the “root cause” for the 95 per cent increase in SMSF complaints to AFCA in 2024–25, not the SMSF structure itself, the chief executive of the ...