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Joint submission on Financial Advisers - Amendments to certain legislative instruments
Joint submission on Financial Advisers - Amendments to certain legislative instruments...
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Joint submission on Draft Taxation Determination TD 2023/D4
Joint submission on Draft Taxation Determination TD 2023/D4...
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Joint submission for the Consultation on the new Aged Care Act
Joint submission for the Consultation on the new Aged Care Act...
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Joint submission on Delivering Better Financial Outcomes – reducing red tape
Joint Submission to the Treasury in relation to the consultation on Delivering Better Financial Outcomes – reducing red tape and other measures...
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The gift that may not keep on giving
A recent court decision gives pause for thought around the use of gift and loan back arrangements to protect assets...
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The right succession planning for your clients
Accountants can deliver an in-demand service to clients with this business valuation tool. Brought to you by Succession Plus...
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The right succession planning for your clients
Accountants can deliver an in-demand service to clients with this business valuation tool. Brought to you by Succession Plus...
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What’s the future for CAs and trusts in NZ?
Given the increased obligations new NZ legislation imposes on trustees, CAs have had to question their involvement in trusts...
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How acting for families can go wrong
When you’re a family’s accountant, sometimes things get complicated. Here’s how to best approach a delicate family dynamic...
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So you’re a trustee... Do you really want to be?
Working with a specialist trustee services firm can reduce compliance risks for CAs. Brought to you by Perpetual Guardian...
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Are you leaving a tax bomb in your will? Estate planning pitfalls
Australia has no death tax, but bequeathing your superannuation to adult children could land them with a big tax bill...
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Death, super and confusion: rewriting Australia’s death benefit rules
Complex death benefit rules around superannuation payouts are a dog’s breakfast, but improving the regulations won’t be easy...
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Tricks and traps of advising families: an accountant’s view
People’s longer lifespans are affecting family business succession plans and estate planning. What should advisers do?...
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Two more super fund death benefit court cases
Both cases involved no binding nomination and no valid will...
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The independent financial adviser
Why it’s important to seek financial advice...