The complex nature of limited recourse borrowing arrangements means it is necessary for SMFS to carefully consider setting up an offset account to avoid regulatory pitfalls.
With Insignia Financial chief executive Renato Mota announcing he will depart in February 2024, Money Management takes a look at his five years in the leading role.
The potential super shake-up, which includes contentious provisions on pension payments and unrealised capital gains tax, has drawn criticism from a top AFSL.
An independent valuation of property assets may not be required every year as an assessment of relevant factors may be more appropriate said BDO Australia. Shirley Schaefer, partner, superannuation