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High Court UPE trust decision welcomed
8+ hour, 27+ min ago (429+ words) Home > Accounting > High Court UPE trust decision welcomed Managing Editor and Publisher The High Court's decision in the Commissioner of Taxation v Bendel case on the tax treatment of trust entitlements has been welcomed by the Tax Institute as providing…...
Advisers weigh up asset location as Division 296 looms
1+ mon, 2+ week ago (445+ words) Home > Superannuation > Advisers weigh up asset location as Division 296 looms The looming Division 296 tax has put asset location at the centre of wealth planning, as narrowing superannuation efficiency at higher balances drives advisers to deliberately relocate clients" capital. The tax,…...
Aware Super credits system upgrade for adviser-ready status
2+ mon, 1+ day ago (441+ words) Home > Superannuation > Aware Super credits system upgrade for adviser-ready status Aware Super has said the decision to invest in infrastructure and advice offerings across its membership base resulted in its "Adviser-Ready Fund" designation, after the firm became one of only…...