 Daniel Butler Director, DBA Lawyers
 DANIEL BUTLER , WILLIAM FETTES | FRIDAY, 22 JUL 2022 How to formulate a robust succession plan. Read more DANIEL BUTLER | FRIDAY, 24 JUL 2020 This paper examine what advice self-managed superannuation fund (SMSF) advisers can and cannot provide without 'stepping over the line' especially in providing taxation, financial product, or legal advice which they may not be permitted to p ... Read more DANIEL BUTLER , SHAUN BACKHAUS | FRIDAY, 26 APR 2019 The recent case of Burgess v Burgess [2018] WASC 279 ('Burgess') continues a line of cases that consider the conflict that arises where a person acts as executor of a deceased estate while also receiving superannuation death benefits in their ... Read more DANIEL BUTLER , SHAUN BACKHAUS | FRIDAY, 22 MAR 2019 The next Federal election, according to our current Prime Minister Mr Scott Morrison, will be held in May 2019 and, if the Labor Government is elected, significant change is likely. Thus, a brief 'stock take' of what the superannuation landscape will ... Read more  JOSEPH CHEUNG , DANIEL BUTLER , BRYCE FIGOT | FRIDAY, 11 JAN 2019 If the Treasury Laws Amendment (2018 Superannuation Measures No. 1) Bill 2018 (Bill) becomes law, an individual member's total superannuation balance (TSB) may be increased by their share of the outstanding balance of a limited recourse borrowing arrangement ... Read more DANIEL BUTLER , SHAUN BACKHAUS | THURSDAY, 12 JUL 2018 While there are a large number of cryptocurrencies in existence (currently over 1600), this article will focus on Bitcoin for simplicity. Our comments contained here may apply to other cryptocurrencies with the same characteristics as Bitcoin. Read more  DANIEL BUTLER , CHRISTIAN PAKPAHAN | THURSDAY, 21 JUN 2018 We outline below the key superannuation changes announced in the Federal Budget 2018 on 8 May 2018. Some of the proposed changes will have a substantial impact on SMSFs if they are finalised as law. Read more DANIEL BUTLER | FRIDAY, 19 JAN 2018 The eligibility criteria for individuals who wish to bring forward their non-concessional contributions (NCCs) cap post 1 July 2017 is more rigorous and complex than ever before. Read more  DANIEL BUTLER , DAVID OON | FRIDAY, 6 OCT 2017 This article examines the query of whether having a second or, indeed even more than two, self managed superannuation funds ('SMSFs') would give rise to a Part IVA (of the Income Tax Assessment Act 1936 (Cth) ('ITAA36')) risk. Read more DANIEL BUTLER | FRIDAY, 24 JUN 2016 The proposed $1.6 million superannuation balance cap will, if introduced, result in substantial changes from 1 July 2017 and is likely to generate significantly more tax on the payment of death benefits. Read more PAGE: 1 |
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Advisers expect growth despite uphill challenges
Despite the current headwinds involving market uncertainties, rapid digitisation and the ageing population, financial advisers remain optimistic about what they can achieve over the next few years, a new report finds. However, the growth will not be captured easily.
Diversa drags Praemium into First Guardian lawsuit
Praemium and its subsidiaries are now caught up in the ASIC-led First Guardian legal saga, having been thrown in the mix by Diversa Trustees.
Poor succession plans expose advice firms to crisis events: Report
Most financial advice practices are ill-prepared to manage the sudden death or permanent disablement of a principal, according to new research, underscoring widespread gaps in succession and contingency planning.
Capstone joins forces with PictureWealth to form $22bn FUA planning network
PictureWealth Group has inked a landmark deal with national advice licensee Capstone Financial Planning, forming a combined business with 360 financial advisers and $22 billion in funds under advice.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
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Regional markets should not be treated as a single investment category when only a select few have the economic depth to deliver consistent performance.
