SMSF ASSOCIATION

Financial planning

The current regulatory regime around financial planning is driving up costs by prioritising compliance and the needs of licensees over those of consumers, according to th...

Superannuation

The SMSF Association has welcomed the Federal Government’s amendments to allow the partial commutation of certain non-commutable pensions....

Financial planning

Although the removal of the Financial Adviser Standards and Ethics Authority is a huge victory for many in the industry who spent the last few years fighting for reform, ...

SMSF

Large Australian Securities Exchange listed companies should structure their capital raising offers to maximise access for all investors to a proportionate offer and set ...

Superannuation

The first step should be considering whether making a product recommendation is necessary for advisers with clients that have balances over $500,000, according to BT Fina...

SMSF

Individuals who have decided to set up their own self-managed super funds are motivated by far more than costs or investment returns, with a desire for control over their...

SMSF

The SMSF Association has flagged its intention to use the current Australian Securities and Investments Commission review of advice affordability to redesign the limited ...

Editorial

The widespread general criticism of the Financial Adviser Standards and Ethics Authority’s latest efforts around code of conduct guidance should be the catalyst for the G...

Superannuation

A Rice Warner report, to be launched later this month, will look at when self-managed superannuation funds are most cost-effective....

Superannuation

After recommendation from the Senate Economics Legislation Committee, legislation to increase the maximum number of SMSF members from four to six is expected to pass thro...

Financial planning

The code of ethics would be improved if many of the standards were amended to reflect the intent of the code, the SMSF Association believes. ...

Superannuation

Faced by the misgivings of at least one major accounting group, the SMSF Association has sought to reinforce the benefits of increasing the size of self-managed superannu...

Financial planning

The SMSF Association has launched nine compulsory online modules as part of its SMSF Specialist Advisor designation. ...

Superannuation

The bill would see the maximum allowable number of members in a self-managed super fund increase from four to six....

Funds management

Retirees who took more than the reduced minimum amount as a pension before the change became law can only treat payments made after 24 March, 2020, as lump sum commutatio...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 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 ...

5 months ago

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

7 months 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. ...

3 weeks 4 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 1 day ago

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

2 weeks 4 days ago