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. The session will address the following: Recognising the different biases and their impact Recognising biases as an impediment to ethical behaviour Understanding the impact of […]

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 line will typically be their financially independent adult children. Using a case study, we explain why it may be worthwhile paying a superannuation death benefit […]

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 interdependency relationship. However, this topic is not well understood by many advisers and generally speaking, a parent-child or a grandparent-grandchild relationship does not satisfy the […]

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 risk of attracting further attention from the ATO. During this session, we will explore the immediate steps you should consider to ensure compliance. Additionally, we […]

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 Taxation Office's (ATO) current priorities and your interactions with them. In this session, we'll dive into the essentials of tax governance, the management of tax […]

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 tax positions. Discover effective strategies for interacting with the ATO, preparing your documentation in anticipation of audits, and utilising ATO rulings to your advantage. This […]