Articles by Todd Wills

BDBNs, Death benefits, Estate Planning

Review fund deed when circumstances change

Auditing

Valuation expectations may rise

SMSFA, Tax

Div 296 indexation change proposed

Retirement

Home equity in retirement overlooked

ASIC, ATO, Auditing, Compliance

ATO clear on audit compliance expectations

Compliance, NALI/NALE, SMSF

Lack of discount policy a NALE risk

Compliance, Legislation, SMSF, Tax

Asset value change a Div 296 risk

Appointments, financial advice

Vic firm bolsters management team

Retirement, SMSF, SMSFA, Superannuation

SMSF Association opposes RIC inclusion

Legislation, Superannuation, Tax

$3m soft cap tax concerns left off table

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