Articles by Michael Davison

CPA

Satisfying advice requirements when the clock is ticking

In the lead-up to the 1 July superannuation changes, financial advisers were faced with guiding many of their clients through the labyrinthine maze of complex and far-reaching changes effective from the start of the new financial year, along with transitional provisions that had to be considered in the meantime.

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CPA

Accountants and SMSFs

There has been much commentary about what SMSF advice accountants are providing following the removal of the accountants’ exemption last year amid concerns the take-up of the limited licence hasn’t been as high as expected.

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CPA

Where to for retirement incomes policy?

The Financial System Inquiry’s (FSI) final report, released in December last year, focused attention on the future direction of Australia’s retirement savings policy and the role of superannuation in particular.

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Business News

Where to for retirement incomes policy?

The Financial System Inquiry’s (FSI) final report, released in December last year, focused attention on the future direction of Australia’s retirement savings policy and the role of superannuation in particular.

read more
CPA

The importance of trustee education

It seems as if a week hardly goes by without some form of criticism in the media aimed at SMSFs and their trustees.

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