Our biases have significant impacts on decisions we make and face daily. They are particularly relevant in formulating our views on ethical issues and how we deal with these issues. […]
When it comes to paying superannuation death benefits, many clients will generally nominate their spouse as beneficiary. However, for those clients who have separated or are widowed, the next in […]
The ability to receive a tax-free death benefit in relation to a parent-child relationship typically depends on being able to evidence financial dependency or the relevant criteria to establish an […]
Have you or your clients been contacted by the ATO regarding the asset valuations within their SMSF? This essential webinar will guide you through the necessary actions to mitigate the […]
Guiding Principles: The Essentials of ATO Interaction Join us for the first installment of our illuminating three-part series, "Navigating the Tax Tide", designed to enhance your understanding of the Australian […]
Fortifying Your Tax Defences: Strategies for Certainty and Compliance The second session of our "Navigating the Tax Tide" series focuses on empowering taxpayers with the knowledge to robustly defend their […]
We are extremely pleased to introduce our Market Mastery Series, the new Institute of Financial Professionals Australia (IFPA) Monthly Investment/Economic Focussed Webinar Series, designed to provide you with insightful analysis and practical […]
Bryce Figot of DBA Lawyers has advised and represented numerous approved SMSF auditors who are being audited and investigated by the ATO and ASIC. Bryce will present what to expect […]
Navigating Penalties and Past Precedents: Lessons from the Legal Front Concluding our series, Navigating the Tax Tide, this webinar addresses the critical aspects of managing and mitigating penalties in interactions […]
"The Commissioner never uses the General Anti-Avoidance Rule in Part IVA on small businesses..." or does he? Recent cases suggest otherwise. Over the past year, the Commissioner has actively applied […]
How all accountants and financial professionals can start using (free) Artificial Intelligence to save time and improve accuracy Artificial Intelligence (AI) has well and truly arrived in the tax and […]
For many clients, retirement is usually a trigger to seek advice about their finances. There is much to consider, particularly for SMSF trustees as they have new responsibilities and considerations […]
