Article list

Everything from Australian Taxation Office

SMSFs – a new standard for rollovers and contributions

From Australian Taxation Office

From 1 July 2013, Australian Prudential Regulation Authority (APRA) funds can roll over to self-managed superannuation funds (SMSFs) using the new standard wherever an SMSF provides the relevant electronic service

continue reading

11 Apr 2013

Hundreds of tax cheats convicted

From Australian Taxation Office

In the last quarter, 465 individuals and companies were convicted for tax and superannuation criminal offences resulting in over $1.56 million in fines and penalties. “The ATO pursues tax cheats

continue reading

13 Dec 2012

ATO warning to SMSF trustees

From Australian Taxation Office

The ATO has warned trustees of self-managed superannuation funds (SMSFs) to be cautious when investing in property. Acting Commissioner Bruce Quigley said he is concerned people are using their SMSF to

continue reading

26 Nov 2012

Time running out to lodge tax

From Australian Taxation Office

Do your clients prepare their own tax return? If so, they only have a week until the 31 October lodgment deadline. “I urge anyone worried about not meeting the deadline to

continue reading

26 Oct 2012

ATO: take care what you declare!

From Australian Taxation Office

So far this tax time the ATO has already stopped 58,000 income tax returns containing suspected over claimed or fraudulent refunds. “Each year our ability to match data gets better,

continue reading

21 Sep 2012

No escape for tax cheats

From Australian Taxation Office

Two thousand individuals and companies were successfully prosecuted for fraud, tax and superannuation offences in the 2011-12 financial year. “Tax cheats are trying to get an unfair advantage, adding to

continue reading

12 Sep 2012

ATO says: Make the most of MoneySmart Week

From Australian Taxation Office

The ATO is getting involved in Australia’s first ever national, not-for-profit, financial literacy awareness week – MoneySmart Week – running from 2-8 September 2012. MoneySmart Week is an Australian Government

continue reading

05 Sep 2012

Scammers target job seekers

From Australian Taxation Office

So far this year the Australian Taxation Office has received more than 10,000 reports on a wide range of scams including fake job advertisements, emails and bogus phone calls. “One

continue reading

29 Aug 2012

Legal protection for SMSFs

From Australian Taxation Office

Self-managed super fund (SMSF) trustees have fewer avenues of recourse against fraud and theft compared with trustees of the Australian Prudential Regulation Authority (APRA) regulated super funds. Prudential supervision APRA-regulated

continue reading

01 Aug 2012

New digital resources to help students understand tax and super

From Australian Taxation Office

A new digital resource has been launched to help high school students understand the principles of taxation and superannuation. Developed by the Australian Taxation Office (ATO), the new Digital Curriculum

continue reading

11 Jul 2012

FIRST 123 4 LAST

Earn CPD Points

CPD: Growth holds, risks widen
Economic outlook: Structural forces, cyclical implications Longer-term secular forces are driving the six- to 12-month cyclical outlook. Our June 2026 Secular Outlook, “Rupture and Resilience[1],” explored the fraying of traditional [...]
CPD: Intergenerational wealth – When the responsibility transfers before the money
Picture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act [...]
CPD: Why market structure rewards active management in local currency EMD
Key takeaways A large, diverse and fast-growing opportunity set: local currency EMD spans economies at very different points in the cycle, offering income, growth and genuine diversification. Structure, not just [...]
CPD: A practical system for building client confidence – Value of Advice (Part 1)
Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this [...]
CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]