SMSF ASSOCIATION

Superannuation

Cutting red tape for financial advice will aid the economic recovery post-COVID-19 pandemic, says the SMSFA....

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Financial planning

Questions are being asked about whether advisers are facing greater risks of being perceived to breach the code of ethics because of the complexities inherent in advising...

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Superannuation

The changes will take effect on 1 July and advisers need to include them in clients’ end-of-year planning, according to the SMSF Association....

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Financial planning

The FPA has partnered with three fintech providers to allow advisers provide early super advice more efficiently....

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Features

Self-managed superannuation funds have been weathering the COVID-19 storm, writes Mike Taylor, but should be alert to the price they may be asked to pay as part of the re...

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Financial planning

Regulators have taken a soft approach to the implementation of Standard 3 of the FASEA Code of Ethics, but there is still concern over how proper regulation will work....

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Financial planning

Five professional bodies had teamed up to help Australians receive easy access to professional advice, given the COVID-19 pandemic....

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Superannuation

Specialist advice for self-managed superannuation funds is necessary to navigate market turbulences caused by external factors, the SMSF Association says....

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Financial planning

Limited advice documents can help create engagement from clients and better understanding for advisers rather than producing a full statement of advice after every sessio...

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Policy & Regulation

The tax office is imposing more educational directives where self-managed superannuation fund members have breached regulatory contraventions in a bid to prevent reoffend...

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Financial planning

A customer-focused financial advice framework is needed to provide consumers with affordable advice with the help of sophisticated technology, according to the SMSF Assoc...

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Financial planning

The SMSF Association wants the Government to dump its limited licensing regime for accountants on the basis of it having failed to meet its objectives and having, instead...

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Policy & Regulation

Self-Managed Superannuation Funds should be exempted from the Government’s new design and distribution regime because they are not like other financial products, accordin...

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Features

Mike Taylor writes that in the half-decade of discussion around retirement incomes policy there has been plenty of talk, multiple proposals but very little real progress....

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Policy & Regulation

Industry superannuation funds have reinforced the fact that lifting the Superannuation Guarantee to 12% has already been legislated amid suggestions that the Government’s...

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago