SELF-MANAGED SUPERANNUATION FUNDS

Superannuation

SMSFs have recorded a "minor win" following the ATO's announcement on trustees that breach minimum pension standards, says Nexia Australia....

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Accounting

Over one-third of accountants who specialise in self-managed superannuation funds (SMSFs) say they will move into the limited licensing regime as soon as it begins on 1 J...

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Superannuation

APRA has signalled it regards lending to SMSFs by banks as potentially riskier than other forms of lending....

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Superannuation

APRA has sought to influence the debate around lending within SMSFs via its regulation of lending institutions....

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Superannuation

SPAA says recent data released by the ATO undermines claims of mis-selling with respect to SMSFs....

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Superannuation

Institute of Chartered Accountants urges industry to make clear to Government the implications of proposed related-party legislation....

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Accounting

Superannuation body warns of implications flowing from accountants, real estate agents, mortgage brokers and lawyers around SMSFs and property....

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Financial planning

Melbourne-based accountancy firm Matthews Steer Chartered Accountants has announced the creation of a new wealth management division....

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Superannuation

Auditors of SMSFs have been given regulatory guidance on how to register with ASIC ahead of the 31 January start date of a Stronger Super registration scheme....

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Editorial

Mike Taylor writes that legally enshrining the term ‘financial planner/adviser’ is a necessary step towards creating a barrier to an industry being tarnished by spivs and...

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Superannuation

The Government has specifically referenced SMSFs in detailing new legislation aimed at increasing the penalties around early release superannuation schemes....

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Accounting

Financial Services Minister Bill Shorten has released draft regulations outlining a limited licence for accountants, replacing the accountants' exemption replacement regu...

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Editorial

How can you tell that SMSFs are the 'hot ticket' with respect to financial services revenue generation? When virtually all sectors of the industry are competing for terri...

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Financial planning

Some investors want to "dip their toes" into the investment world by comparing their asset allocation and performance with those of their peers....

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Superannuation

Accounting and wealth advisory group Chan and Naylor has called for what it describes as "overlooked guidelines" to be issued with respect to SMSFs. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

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

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks ago