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SMSF professionals need to take extra care where stepchildren are involved with estate planning, as certain aspects remain unclear. It is still unclear whether stepchildren can be considered dependa
SMSF professionals have been warned on the importance of properly scoping their engagements and ensuring the client is well aware of what the advice encompasses. Speaking at the SMSF Association Tech
Advisers may want to look at recontribution strategies for clients in order to avoid potential legal action from beneficiaries in the future, says a technical expert. Speaking at the SMSF Associatio
The IPA wants the Quality of Advice Review to make bold moves towards meaningful reform.
Submissions in the Quality of Advice Review have reflected an intense fear of ASIC and AFCA, the head of the review has said. Speaking at the recent SMSF Association Technical Summit, Allens partne