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

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

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

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

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

The FAAA noted that the ALRC highlighted the importance of ensuring the regulatory framework advances competition in the ...

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, ...

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

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 taxable income is utilisation of a contribution reserve, a leading ...

The ATO has highlighted a number of common issues with SuperStream release authority lodgments, which can result in processing delays and have negative impacts on members. Subsequently, the regulator ...