by Shared by SMSF Adviser | Jan 14, 2016 | News
As SMSF Adviser reported mid last year, the ATO conducted the trial with 40 auditors to cross check the funds a particular SMSF auditor said they were auditing against the funds a tax agent said they were auditing, explained Shirley Schaefer, superannuation partner...
by Shared by SMSF Adviser | Jan 11, 2016 | News
Several submissions to the Inquiry into Economic Security for Women in Retirement have proposed reforms specifically aimed at boosting the financial prospects of women in retirement.Read the full story at SMSF Adviser.
by Shared by SMSF Adviser | Jan 7, 2016 | News
Speaking to SMSF Adviser, FOS lead ombudsman for investments and advice June Smith said one of the common SMSF-related matters FOS has seen over the past 20 years is where practitioners have failed to properly take into account the client’s individual circumstances....
by Shared by SMSF Adviser | Jan 6, 2016 | News
Miller Super Solutions founder Tim Miller told SMSF Adviser that a lot of the recent industry discussion and ATO guidance on LRBAs and related party loans in particular has thrown up new and existing LRBA issues for practitioners.Read the full story at SMSF...
by Shared by SMSF Adviser | Dec 23, 2015 | News
In a statement, the risk profiling firm said SMSF net assets fell 3.2 per cent to $557.2 billion in the September quarter of 2015, down from $575.4 billion in the June quarter.Read the full story at SMSF Adviser.