ATO

Superannuation

It is vital SMSF practitioners have a thorough understanding of the in-house asset rules in order to avoid potential breaches. AMP SMSF's Peter Burgess explains how the i...

Superannuation

New processes for rollovers are proof the superannuation industry can govern itself in many areas where the Government has imposed red tape, according to Link Group....

Policy & Regulation

ATO’s approach to the segregation of pension assets aimed at SMSFs, despite implications for large APRA-regulated funds....

Superannuation

SPAA has welcomed ASIC Commissioner Greg Tanzer’s acknowledgement of the important role advisers play in the SMSF sector....

Financial planning

Count Financial’s David Lane expresses concern at the undisclosed nature of payments used to lure planners....

Superannuation

SMSF trustees have had another duty imposed on them by the Federal Government, but it appears some practitioners are taking a worryingly minimalist approach to meeting th...

Superannuation

Mercer proposes unused contributions should be credited to following years to boost voluntary super investments....

Superannuation

Daniel Butler from DBA Lawyers lists pros and cons of auto-reversionary pensions. ...

Superannuation

SMSF administration platform provider, Xpress Super has added a direct property option to its offering. ...

Financial planning

Financial Synergy has released the latest version of its Acurity platform, including what it says are the most up-to-date SuperStream rollover messaging formats. ...

Editorial

Financial planner recruitment and migration within the financial services industry is virtually on hold until after the 7 September Federal Election....

Superannuation

The adoption of lifetime super caps represent a necessary prerequisite for any future Government move to encourage income streams. ...

Superannuation

If you have advised that superannuation is tax deductible to your director-client and they do not have in place whatever their rules require, your advice will have been w...

Superannuation

The growth of the self-managed superannuation funds (SMSF) sector could be damaged by the failure of fund members to properly manage the funds and their holdings, accordi...

Superannuation

SPAA's Graeme Colley highlights the changes to death benefit pension rules....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 3 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

2 weeks ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

6 days 12 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

1 week ago