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ATO has family offices in its sights over succession strategies

The wealth transfer from Baby Boomers to their offspring, which is in full swing, has got the taxman’s full attention, especially as it pertains to capital gains payments, trust structures and potential breaches of the Tax Act’s Division 7A.

Duncan Hughes | 27th Feb 2025 | More
What comes next for YFYS

The performance test for Choice products has been paused, and the Albanese Government has launched a sweeping review into the Your Future, Your Super (YFYS) reforms. So what comes next?

Lachlan Maddock | 8th Jul 2022 | More
SMSF operating costs get a reality check

Clients who have put off establishing a self-managed super fund due to the assumed high costs may be put at ease after the Australian Taxation Office released the median cost of an SMSF which is significantly lower than earlier reported figures. The ATO’s 2017-18 Statistical Overview of SMSFs shows the median operating expense of SMSFs…

Annabelle Dickson | 24th Jun 2020 | More
  • SMSF auditors in hot water

    SMSF auditors have been put on notice after the Tax Practitioners Board (TPB) found several tax practitioners falsifying self-managed superannuation fund annual returns. Seventy-four tax practitioners have been identified after lodging 2017 and 2018 SMSF annual returns with an incorrect or fraudulently recorded SMSF Auditor Number (SAN). The review comes after the Australian Taxation Office…

    Annabelle Dickson | 27th May 2020 | More