The AFCA determination over the definition of ‘wholesale investor’ and ‘wholesale client’ could create a raft of issues ...

Navigating super and tax rules after the death of a pensioner with an SMSF can be tricky, but the key is to ensure the ...

Women are less likely to seek financial advice than men because of cost concerns, according to new research.

The classification as a sophisticated investor removes a great deal of adviser compliance activity and paperwork. It also ...

The consequences at the core of the Compensation Scheme of Last Resort for financial advice professionals have put ...

The SMSFA has urged the government to consider creating a “designated role” to sit alongside a primary tax agent who could ...

An SMSF can own real property with other entities but cannot be joint tenants, an industry technical specialist has said.

The recent case of Commissioner of Taxation v Bendel [2025] FCAFC 15 (Bendel) has implications for SMSFs with investments in ...

If deciding to invest out of super, there are several options available, but each has its own tax implications, a leading ...

A top Treasury official has shed light on the confidential document circulated among funds this month, telling Senate ...

The SMSF Association has urged the government to consider the roles, functions and governance of new entities in any changes ...

The current design of the Compensation Scheme of Last Resort is inequitable, unsustainable and poses a serious risk to the ...