SELF-MANAGED SUPERANNUATION FUNDS
Accounting
It may be as late as mid-2013 before the new accountants' advice regime is up and running....
Accounting
By becoming licensed to provide financial advice, accountants will be able to charge clients for advice they are currently "giving away for free", says head of SMSF Advic...
Superannuation
The ban on off-market transfers for self-managed superannuation funds will not go ahead as planned from 1 July 2012, and is likely to be delayed for one year, according t...
Financial planning
DEXX&R projects the total financial services market will grow by 8 per cent per annum to reach $3,372 billion by December 2021....
Financial planning
The number of self-managed superannuation funds (SMSFs) using a RG146-compliant financial adviser has continued to decline, sitting at 52 per cent, according to Investmen...
Superannuation
Specialist SMSFs company Cavendish Superannuation says Treasury officials have confirmed a deferral of the legislation which would have impacted off-market transfers....
Editorial
Amid the fall-out from Trio Capital it has been suggested that financial planners be required to warn clients establishing SMSFs that they are entering a higher risk envi...
Superannuation
The Federal Treasury has been asked why CGT rollover relief cannot be extended to SMSFs merging with APRA-regulated funds....
Superannuation
The Auditor-General has warned that the ATO's interpretive decisions on SMSFs carry less legal weight than interpretive decisions on tax matters....
Superannuation
ASFA suggests money to fund the ATO on Stronger Super may not meet cost/benefit benchmarks....
Superannuation
The time has come for a total rethink about how investors are looked after when there is a 'Trio Capital', according to SPAA's Peter Burgess....
Superannuation
ASIC signals a push to have SMSF trustees acknowledge the existence of a higher level of risk....
Superannuation
The idea that SMSFs tend to be pushed on clients by accountants is more of a perception than a reality, says Institute of Chartered Accountants head of superannuation Liz...
Financial planning
The Institute of Public Accountants' affiliation with MLC and AMP/AXA will not threaten its members' independence, says IPA general manager Vicki Stylianou....
Superannuation
The SMSF Professionals' Association of Australia has welcomed an Australian Taxation Office ruling clarifying the status of borrowing arrangements around single assets....
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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...