 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 |
Latest News
NCAs unlikely to solve retirement advice gap: HUB24, CFS
|HUB24 and Colonial First State (CFS) say the New Class of Advisers (NCA) will unlikely solve the retirement advice gap Australians face, noting the focus needs to be on helping reduce friction for those with complex advice needs.
Advised cover faces claims data test
Group superannuation insurance appears to outperform individual advised cover on some claim's measures, raising questions about the value of advice when it comes to protecting clients against disability.
ASIC stalls Sequoia bid to ditch cross guarantee deed
ASIC is again putting up roadblocks to Sequoia Financial Group's attempt to revoke the deed of cross guarantee with InterPrac Financial Planning, asking more questions and requesting more information before the group rids itself of all liabilities arising from the Shield and First Guardian disaster.
Praemium's new leadership toughens earnings yardstick
Praemium's new leadership will be keeping a close eye on costs, with new chief executive Denis Orrock noting he will make sure the technology upgrade underway translates into stronger earnings and better returns for shareholders.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
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.
Expert Feed
How technology is turning tax complexity into client clarity
What used to be a relatively simple back-of-the-envelope calculation is now much more challenging, Morningstar says.
Why Australia's financial advisers will be more valuable in 10 years, not less
Despite a rise of innovative solutions across the wealth management sector, financial advisers will prove valuable for in-person advice.
What America's $1 trillion direct indexing boom tells us about the evolution of MAs
What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
