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  • Tahn Sharpe

Two tweaks to DBFO bill set industry at ease on super in advice rule changes

The government addressed perceived ambiguity around advice fee deduction from member accounts by pulling out two statements from the bill that essentially duplicated rules that already exist in the sole purpose test.

Tahn Sharpe | 8th Jul 2024 | More
‘Bitterly disappointed’: Senate to push on with plan to tax unrealised gains

Tax on unrealised assets is virtually unheard of in Australia, and imposing one on fund members sets a dangerous precedent according to the SMSF Association, which says it’s “completely unreasonable” for retirees to plan for “such a radical departure from existing policy”.

Tahn Sharpe | 16th May 2024 | More
Education carve-out should come with separate adviser designations

An approved degree doesn’t necessarily make for a better adviser, but if the government wants to get the experienced pathway legislation right it must disclose which pathway an adviser took to accreditation.

Tahn Sharpe | 22nd Aug 2023 | More