Articles by Todd Wills

Appointments

New marketing director for Salter Brothers

Salter Brothers Caterina Nesci

An Australian wealth management firm has appointed a former La Trobe Financial senior executive to lead its marketing team.

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ETFs, Investments

Global X adds defence ETF

Global X ETF Defence Billy Leung

Investors can now enhance their portfolios with focused exposure to the global defence industry through the release of a new ETF from Global X.

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Investments, SMSF

Foreign property not ideal for SMSFs

Overseas property Investment SMSF Self-managed superannuation fund Audit Charge over property Risk

SMSF trustees looking to invest in overseas property may face external risks that are hard to manage and foreign laws that may conflict with Australian regulations.

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ASIC, SMSF

Property investment scheme wound up

United Global Capital ASIC SMSF Global Property Fund Limited

The Federal Court has ordered the winding-up of a property investment company linked to conflicted SMSF advice and has appointed liquidators.

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LRBA, Property

LRBA housing market impact overstated

LRBA Limited recourse borrowing arrangement SMSF Association Property

Data has been presented to a parliamentary committee showing the effect LRBA use has had on Australia’s housing market has been exaggerated.

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LRBA, Trusts

Single LRBA can acquire several assets

LRBA 13.22C Property Self-managed superannuation SMSF

An LRBA can be used to acquire multiple properties for a development project, but this approach may raise additional compliance risks.

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AAT, ART

New tribunal operation revealed

Administrative Appeals Tribunal AAT Administrative Review Tribunal

The Administrative Appeals Tribunal transition process to the Administrative Review Tribunal has now been unveiled to the industry.

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ASIC, Auditing, Compliance

ASIC sanctions 13 SMSF auditors

ASIC ATO SMSF Auditors Self-managed superannuation

ASIC has removed nine SMSF auditors from practice and imposed conditions on four more practitioners after referrals from the ATO.

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Auditing, SMSF

Unsecured SMSF loans tricky

Unsecured loans Audit evidence Red Willow Super Marjon Muizer SMSF Self-managed superannuation

Obtaining evidence to prove the recoverability of unsecured loans can present a very difficult assignment for SMSF auditors.

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Property, SMSF

Joint ventures risky in property projects

SMSF Self-managed superannuation joint venture property development Sladen Legal Phil Broderick

SMSF property development projects conducted through a joint venture require careful management to mitigate the risk of scrutiny from the ATO.

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