Day: October 25, 2023

Disposing of in-house assets when the 5% limit is exceeded

Following the publication of a recent media article, we have received numerous member enquiries in relation to the proper treatment of in-house assets. Specifically, what must occur when a fund […]

$3 million cap advocacy update – Join our Roundtable Sessions

Last week, Association Chair, Scott Hay-Bartlem, and I travelled to Canberra to meet with politicians and Treasury officials. The topic of discussion was the proposed new tax on super balances […]