 DANIEL BUTLER , WILLIAM FETTES , CASSANDRA HURLEY | FRIDAY, 9 MAY 2025 This article provides important background context on why SMSF trustees may wish to consider using the ATO's early engagement and voluntary disclosure service to notify the ATO regarding contraventions of the Superannuation Industry (Supervision) Act ... Read more  WILLIAM FETTES , DANIEL BUTLER | FRIDAY, 27 SEP 2024 Many advisers favour automatically reversionary pensions (ARPs) as a popular strategy for SMSF succession planning. Indeed, in recent times, ARPs have gained prominence and have often been seen as the default choice by many. For instance, some focus ... Read more DANIEL BUTLER , WILLIAM FETTES | THURSDAY, 14 APR 2022 The first part to this paper examines key considerations that arise for SMSF members seeking to formulate a robust succession plan in relation to their SMSF benefits. There is also a focus on planning for control of a fund in different circumstances ... 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 PAGE: 1 |
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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.
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