PETER BURGESS
Financial planning
Two leading associations have called for the government’s plan for a tax on super balances above $3 million to be scrapped, as the legislation is tabled in Parliament....
Superannuation
The SMSF Association has called for a bipartisan approach to the non-arm’s length expenditure rules, strongly arguing in favour of them being appropriately targeted and f...
Features
With platform innovations providing new levels of optionality in superannuation, Liam Cormican examines whether they pose a threat to the popularity of self-managed super...
Features
The examples of failed managed investment schemes have reopened the question around the Government’s proposed model for a Compensation Scheme of Last Resort, writes Oksan...
Financial planning
Limited licence roles have contributed to almost a quarter of adviser roles lost over the financial year, making it harder for Australians to access single-issue advice....
Superannuation
Advisers have been advised to refrain from making changes to increase the number of members in self-managed super funds due to an implementation delay by the Australian T...
Superannuation
The SMSF Association has welcomed the Federal Government’s amendments to allow the partial commutation of certain non-commutable pensions....
Financial planning
The SMSF Association has launched nine compulsory online modules as part of its SMSF Specialist Advisor designation. ...
SMSF
Now it has returned to Government, the Coalition can once again focus on the self-managed super fund measures it introduced to Parliament before the election was called, ...
Superannuation
The recommendation from the Royal commission to introduce a last resort compensation scheme for consumers suffering a financial loss from advice failures is a win for SMS...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...