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SMSF ADVISERS
Superannuation
Financial advisers are being urged to expand their skills with specialist SMSF training as the volume of assets held in SMSFs reaches $876 billion....
Superannuation
The transfer balance cap indexation, the total super balance thresholds, and access to information for advisers need to be addressed to simplify the retirement income sys...
Financial planning
AMP Financial Planning has lost its status as the single biggest financial planning group in Australia by adviser number, according to HFS Consulting’s data from 31 Decem...
SMSF
The Federal Opposition’s move to remove franking credits may drive up SMSF membership, according to SMSF Alliance principal, David Busoli. ...
Financial planning
The new standards to be put in place under the FASEA regime present challenges for those who predominantly provide SMSF advice under a limited licence, the online advice ...
SMSF
The SMSF Association and its members have urged the ATO to adopt a quarterly reporting approach for the TBAR as there are concerns for SMSF advisers’ ability to cope wit...
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...