News

Deeming rates unfrozen and set to rise

August 21, 2025

The government will increase deeming rates in mid-September, ending a freeze imposed on them during the COVID-19 pandemic.

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Contributions, Tax

Contribution claims still confusing advisers

Advisers are still confused about the process of claiming a personal deductible contribution, which requires more than just lodging a notice of intent.

August 20, 2025

Jason Spits

Advisers are still confused about the process of claiming a personal deductible contribution, which requires more than just lodging a notice of intent.

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Estate Planning

Advisers ignoring own estate planning

August 20, 2025

Jason Spits

SMSF practitioners are not taking their own estate planning advice, leading to lawyers having to resolve disputes upon their passing.

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Contributions

Work test exemption worth consideration

SMSF members between the ages of 67 and 75 should consider the work test exemption if planning to make a personal deductible contribution.

August 20, 2025

Penny Pryor

SMSF members between the ages of 67 and 75 should consider the work test exemption if planning to make a personal deductible contribution.

DBFO has failed its objectives

The Financial Advice Association Australia has labelled the government’s response to the Quality of Advice Review to date as frustrating.

August 20, 2025

Darin Tyson-Chan

The Financial Advice Association Australia has labelled the government’s response to the Quality of Advice Review to date as frustrating.

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Division 296, Legislation, Regulation, Tax

Old claims can’t justify Div 296 start

Two-year-old arguments from the government are not sufficient justification to implement the proposed Division 296 tax or backdate its commencement.

August 19, 2025

Jason Spits

Two-year-old arguments from the government are not sufficient justification to implement the proposed Division 296 tax or backdate its commencement.

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Compliance, ECPI, Pensions

ATO issues CCA response guidelines

The regulator is asking SMSFs to "get it right" when it comes to commissioner's commutation authorities to avoid delays.

August 19, 2025

Penny Pryor

The regulator is asking SMSFs to “get it right” when it comes to commissioner’s commutation authorities to avoid delays.

CSLR needs accountability element

Accountability for claims lodged using the Compensation Scheme of Last Resort is required for this consumer program to function properly.

August 19, 2025

Darin Tyson-Chan

Accountability for claims lodged using the Compensation Scheme of Last Resort is required for this consumer program to function properly.

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ETFs, Investments

VanEck to launch growth stock ETF

Aiming to fill a gap in the ETF sector, VanEck will release an international growth stock-focused exchange-traded fund.

August 19, 2025

Jason Spits

Aiming to fill a gap in the ETF sector, VanEck will release an international growth stock-focused exchange-traded fund.

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Division 296, SMSF, Superannuation, Tax

Case law may ease Div 296 severity

Practitioners might be able to apply some case law in order to reduce a significant Division 296 tax liability a client might be facing.

August 18, 2025

Darin Tyson-Chan

Practitioners might be able to apply some case law in order to reduce a significant Division 296 tax liability a client might be facing.

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