Month: January 2023

Robin Bowerman, Head of Corporate Affairs and Editor of Smart Investing, is retiring after almost 20 years with Vanguard. Here he reflects on the investment landscape over the last two decades.

A specialist auditor has explained some of the grey areas and confusing aspects of electronic signatures and SMSF documents.

More demanding record-keeping requirements in the November draft have been in place since 1 January.

Deciding on your retirement funding options in retirement comes down to what makes the most sense for you.Deciding on your retirement funding options in retirement comes down to what makes the most sense for you.

How to work it out: employee or contractor

To check if your worker is an employee or contractor, you need to review the whole working arrangement.  Read on ….

Loans to members and financial assistance continues to be the most commonly reported type of contravention based on ATO statistics.

check out 240 years of countries with the highest GDPs per capita

Where SMSFs are planning to lend money there are some important conditions to be aware of including who the money is lent to and the reason for the loan.

With the eligibility age for downsizer contributions now age 55, the SMSF Association has highlighted some important considerations for younger clients looking to use the measure.

The ATO is concerned about SMSFs entering into certain asset protection arrangements that involve a ‘Vestey Trust’.