 William Fettes Senior Associate, DBA Lawyers
DANIEL BUTLER , WILLIAM FETTES , CASSANDRA HURLEY | FRIDAY, 9 MAY 2025 There can be significant advantages to making a voluntary disclosure including the potential to rectify and minimise penalties and other adverse consequences. Read more  WILLIAM FETTES , DANIEL BUTLER | FRIDAY, 27 SEP 2024 Instead of starting from the position that automatically reversionary pensions are always or usually the preferred option, advisers should be aware of the potential advantages and disadvantages that can arise in different circumstances, including in ... Read more DANIEL BUTLER , WILLIAM FETTES | THURSDAY, 14 APR 2022 This paper examines key considerations that arise for SMSF members seeking to formulate a robust succession plan in relation to their SMSF benefits. Read more ALLISON MURPHY , WILLIAM FETTES | FRIDAY, 6 DEC 2019 The limited recourse borrowing arrangement (LRBA) lending market has undergone a significant shift in recent years, with most first-tier bank lenders withdrawing their LRBA offerings for purchasers of residential property. As a result, several smaller ... Read more KIMBERLEY NOAH , WILLIAM FETTES | FRIDAY, 22 NOV 2019 The $1.6 million transfer balance cap (TBC) imposes a limit on the total amount that a fund member can transfer into an exempt (retirement phase) pension. Read more DANIEL BUTLER , WILLIAM FETTES | FRIDAY, 12 OCT 2018 A recent unanimous decision of the Full Federal Court represents a major win for SMSFs and taxpayers on the topic of the sole purpose test. This decision overturns the primary judge's decision at first instance in Aussiegolfa Pty Ltd v Commissioner ... Read more BRYCE FIGOT , WILLIAM FETTES | THURSDAY, 29 OCT 2015 A new Federal Court case underscores the continuing relevance of pecuniary penalties under the civil penalties regime to the Australian Tax Office's (ATO) enforcement toolkit. Read more PAGE: 1 |
Latest News
Hostplus closes two investment options
Hostplus plans to terminate two international shares investment options, effective 30 September 2025.
IFS recovers $226m in unpaid super
Industry Fund Services (IFS) has collected more than $226 million of unpaid superannuation in the previous financial year, bringing its total recoveries to over $2 billion to date.
Commonwealth Super awards sustainable credit mandate
Commonwealth Superannuation Corporation (CSC) is the seed investor in two new sustainable credit funds from UK-based manager Osmosis Investment Management.
Missing personal information can boost retirement income: Vanguard
Considering personal and financial circumstances for retirees could increase their retirement incomes between 3% and 51%, according to a new Vanguard study.
Further Reading
Cover Story
Climbing to the top
DANIEL SHRIMSKI
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
Vanguard Australia managing director Daniel Shrimski is determined to propel the investment giant's superannuation product into the top 10 funds by assets under management by 2030. It's an audacious goal, even for a fund backed by the world's second largest asset manager. Andrew McKean writes.
Expert Feed
European summer of equities
While uncertainty reigns over the outlook for the US, the outlook for Europe - which has become an unexpected beneficiary of US market turmoil - is bright.
Thinking fixed income? It's time to drop the home bias
Australian investors continue to reveal a strong home bias to Australian rates and credit assets.
Forewarned is forearmed: The quixotic challenge of today's equity markets
Like Don Ǫuixote, today's markets are driven by powerful narratives, and there is value in stepping back to examine what's actually hiding in plain sight.
Energy as a weapon: The critical case for energy transition
Market noise would have us believe we're at the end of the road for the energy transition and the push to decarbonise - not just in the US, but even in ...
