Peter Johnson, director of Advisers Digest, said the payment has to be lump sum because pension payments can’t be made in ...

In its submission to Treasury, the institute stated the short consultation period for the revised draft of the Better Targeted Superannuation Concessions bill has not left adequate time for ...

The research uses recent data on retiree super behaviour to dispel the persistent myth that most Australian retirees are underspending their super. It revealed that in 2024–25, around 68 per cent of ...

In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn dissect the draft Division 296 legislation with ...

Tony Greco, senior tax adviser for the Institute of Public Accountants, said while “everyone was thankful” when the government announced its decision to revise its approach to Div 296 in October 2025, ...

The checklist covers not only what is required by SMSF auditors in regard to auditor independence but also what documents the regulator expects and what it will be focussing on in regards to auditor ...

The Institute of Financial Professionals Australia said it maintains its view that Division 296 should not be legislated ...

This is a second article on the draft legislation for the new Div 296. Our first article examined the core legislation. This ...

In its submission to Treasury on the Better Targetted Superannuation Concessions bill, the SMSF Association noted that the ...

Marjon Muizer, director of Red Willow Super, said in a recent interview with ausbiz, that as the proposed start date of the ...

The Australian Financial Complaints Authority’s (AFCA) lead decision relating to MWL Financial Services has shed light on the practical impact of clients that have been reimbursed for their Shield ...

In its submission to Treasury on the Division 296 revised legislation, the SMC said it “broadly supports” and commends the decision to unfreeze the LISTO in the proposed reforms. “SMC strongly ...