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SMSF ASSOCIATION
SMSF
The Royal Commission has laid groundwork to improve the financial services sector and build a more trusted industry, according to the SMSF Association....
SMSF
The SMSF Association has strengthened its opposition to any outright ban on limited recourse borrowing arrangements, instead calling for an increase in consumer protectio...
People & Products
The founder and former managing director and chief executive of the SMSF Association, Andrea Slattery, is the latest appointment to the AMP board as a non-executive direc...
Financial planning
With adviser education set to be a continued focus for the industry in the new year, the SMSF Association has welcomed the Productivity Commission’s call for high advice ...
Financial planning
Six major financial planning associations have signed on to develop a code monitoring solution for their members. ...
Policy & Regulation
The SMSF Association has claimed limited licence accountants are being disadvantaged by FASEA’s approach....
Financial planning
The Financial Adviser Standards and Ethics Authority has been urged to give professional associations leadership on continuing professional development with the SMSF Asso...
Superannuation
Treating self-managed superannuation funds differently to industry funds with respect to franking credits is un-Australian, according to financial services academic, Prof...
Financial planning
The SMSF Association has urged the Financial Adviser Standards and Ethics Authority to prioritise finding a workable solution rather than rushing to meet its implementati...
Superannuation
The SMSF Association is selling the message that you don’t need $1 million to set up a self-managed superannuation fund but regulatory uncertainty does represent a major ...
Financial planning
Self-managed superannuation funds should be excluded from the product design and distribution rules, according to the SMSF Association....
Superannuation
Assistant treasurer Stuart Robert has announced a plan to ensure that death benefits that include insurance proceeds are not subject to tax when rolled over to a new supe...
Policy & Regulation
Labor’s proposed franking credits reforms are “flawed, inequitable and fail to meet the policy intent of improving the integrity of dividend imputation for all tax payers...
SMSF
The clock is ticking for self-managed superannuation funds on a quarterly transfer balance cap schedule, with their first lodgement due in three weeks....
Superannuation
The SMSF Association has welcomed a move by Parliament to allow self-managed superannuation funds to receive digital rollovers through the SuperStream system....
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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...