ASIC, ATO, Auditing, Compliance, Documentation

Client audit files require specificity

Auditors must structure their record-keeping to reflect specific files pertaining to particular clients in order to satisfy their professional obligations.

Auditors must structure their record-keeping to reflect specific files pertaining to particular clients in order to satisfy their professional obligations.

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Budget, Legislation, Tax, Trusts

Trust tax relief must include stamp duty

Death benefits, Estate Planning, Strategy

Funeral expenses have benefit impact

financial advice, Financial Planning

Future2 grant program open for 2026

ATO, Budget, Legislation, LRBA, SMSFA

Gearing ban clarity on the way

Budget, Legislation, LRBA, Property

LRBA transition period laid out

ATO, Auditing, Division 296, Valuations

Unlisted valuation proof more critical

ASIC, financial advice, Financial Planning

ASIC advisory levies rise materially

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The increase in LRBA safe harbour interest rates and the new negative gearing rules both have the potential to impact SMSFs.

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