Meg Heffron will be among the line of up of expert speakers at the upcoming technical strategy day, sharing her insight on pension strategies and traps. SMSF Adviser is pleased to announce that Hef
The review’s consideration of how to simplify documentation and disclosure requirements for advisers and clients could significantly impact the advice process, according to BT. The terms of referenc
The emergence of non-fungible tokens could create issues for SMSF investors as there is little regulatory intervention at present, according to an educator. SuperGuardian education manager Tim Miller
With the lodgement rate still sitting at nearly 85 per cent for the 2020 annual return, the ATO is concerned by the alarming increase in "never lodgers", indicating broader compliance trends being seen for SMSFs.
With the new NALI ruling to also extend its focus on in-specie contributions, advisers may need to start ensuring early preparation and careful documentation in future transactions to mitigate any risks when the ATO approaches.