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Everything from Australian Taxation Office

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

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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

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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,

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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

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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

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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

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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

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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

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11 Jul 2012

ATO warns of sophisticated structured financial products

From Australian Taxation Office

The Australian Tax Office today released a taxpayer alert warning people to be cautious about sophisticated structured financial products that claim to offer franking credits and other tax benefits. “These

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15 Jun 2012

ATO prosecutes 1,500 for tax & superannuation offences

From Australian Taxation Office

The Australian Taxation Office’s (ATO) prosecution of more than 1,500 people for tax and superannuation offences sends a clear warning to tax cheats that they can expect to be caught.

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21 May 2012

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]