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Professional Planner

Learn to avoid the SMSF capital gains trap

October 03, 2017

When a unit trust sells an asset for a profit, resetting the cost base of the units grants benefits only if the trust is wound up the same year the investment is sold

It's still the craft, not the tools

October 02, 2017

SMSF trustees demand more and technology will evolve to give it to them. But, as always, only the best prepared advisers will be able to satisfy the market.

Clients working past 65 put age pension plans to the test

September 18, 2017

Centrelink's rules for the age pension's income test can put seniors who are sole traders at a disadvantage. Changing such business structures is often worth the cost

SMSF trustee penalties increase

July 24, 2017

The ATO has many weapons in its arsenal when it comes to regulating SMSFs. One of the most frequently used has increased in cost from July 1, 2017 for defaulting trustees of SMSFs.

One rule the ATO says could ‘trip up’ SMSFs

July 18, 2017

The transitional bring-forward rule for non-concessional contributions can be confusing. The ATO's Alex Affleck explained the changes at SMSF Association Technical Day in Sydney.

ATO clarifies its SMSF reporting rules

July 16, 2017

The ATO says its proposed new reporting rules should have a “minimal impact” on self-managed super funds, with many likely to have to report transactions only once.

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Latest from IFA

October 12, 2017

The Commonwealth Bank of Australia has announced changes to the remuneration policy of its frontline staff, switching from compensation based on financial product sales and other volume metrics to a system based on exemplary customer service.

October 10, 2017

A Sunsuper-commissioned study has found young Australian families who receive financial advice are likely to be almost a quarter of a million dollars wealthier at retirement than their unadvised peers.

October 08, 2017

Australian Financial Risk Management has launched a new service to provide life insurance policyholders with personalised claims support.

October 08, 2017

Spring Financial Group has announced it is aiming to launch a new consumer-facing fintech service before Christmas.

October 04, 2017

BT Financial Group has announced a series of changes to its business, including the formation of a new advice and private wealth division led by current general manager of private wealth Jane Watts

October 03, 2017

A major Australian bank is making moves to grow its presence within the country's accounting sector, with a focus on small and medium operators.

October 02, 2017

AustralianSuper has confirmed it has sold down its stake in Industry Super Holdings in a move intended to “better reflect” the modern face of Australia’s superannuation sector.

February 10, 2016

Sterling Publishing, publisher of ifa, has launched a dedicated digital portal that will equip SMSF trustees and self-directed investors with knowledge, insights and intelligence to make informed retirement investment decisions.


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