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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
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...