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Ask an Expert

My client has been offered shares in his employer’s company as part of an employee share scheme

Trustee

Data is an asset - right?

Ask an Expert

If my client receives a lump sum from superannuation, will the lump sum be included in their “income” for Division 293 purposes?

Legislation

Quarterly TBAR reporting – does every fund need to lodge? What if I can’t lodge on time?

Memo

SaaSy for some

Tax

Re-think Treatment of Amounts in Excess of Minimum

Legislation

Three Yearly Audit Proposal

Pension

Event Based Reporting

Tax

Market Linked Pensions - PAYGS & untaxed offset

Property

Daughter’s rental of residential property connected with SMSF didn’t breach sole purpose test, but that’s not the end of the story!

Memo

Data – bringing it back home

Pension

Eeeek! My client just got an Excess Transfer Balance Determination!