2025 – Super and Financial Services Wrap Up

The Institute of Financial Professionals Australia (IFPA) Superannuation and Financial Services team has pulled together a snapshot of the most important policy, regulatory and legislative developments for 2025. This wrap-up […]

2025 – Tax Wrap Up

At the Institute of Financial Professionals Australia (IFPA), we are committed to keeping members informed as the tax framework continues to evolve. Our focus is on cutting through the noise […]

Broker blues: Almost three-quarters of Aussie mortgage brokers impacted by scams or fraud

Fraud is on the rise, according to a new Equifax report, but brokers are finding AI to be a great tool for handling administrative tasks. Almost three-quarters of Australian mortgage […]

Empowering the Accounting Profession in a Changing SMSF Landscape

Message from the Head of Technical Services – Treasurer announces major changes to Division 296 tax

Six facts you should know about the proposed super tax

The proposed extra 15% tax on super balances over $3 million from 1 July 2025 has sparked much debate. Sold as a move to make the super system “fairer”, the […]

5 tax tips for navigating the small business CGT concession

5 tax tips for navigating the small business CGT concession By Simon Dorevitch Last updated March 2023 1 AFFILIATES Remember your spouse and children’s birthdays…and that they are no longer automatically your affiliates. Whether […]

ATO flags common issues relating to SMSF market valuations

ATO flags common issues relating to SMSF market valuations   With the COVID-19 travel and movement restrictions now in the rearview mirror, so too are the temporary concessions around valuations. […]

When is there an enterprise?

When is there an enterprise?   Last updated March 2023     Determining whether an enterprise exists for GST purposes, particularly in relation to small-scale property developments, is already difficult. […]

Rules for unused concessional contributions

Rules for unused concessional contributions   By Gabriela Rusu This article was featured in the July/August 2021 issue of the Institute of Financial Professionals Australia’s Outlook magazine, which is exclusive to […]