SMSF ASSOCIATION

Financial planning

Career changers, such as accountants and teachers, are a valuable demographic for potential advisers as industry commentators say adviser numbers are “not touching the si...

People & Products

Christine Franks has been appointed to the SMSF Association’s board as its governance expert in replacement of a former board member....

Financial planning

Two leading associations have called for the government’s plan for a tax on super balances above $3 million to be scrapped, as the legislation is tabled in Parliament....

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....

Financial planning

According to advisers, the decision to streamline ongoing document requirements following the Quality of Advice Review will alleviate much of the red tape involved in the...

Superannuation

Indexing the $3 million threshold and using actual earnings to calculate tax are among suggestions from associations to the Treasury super concession consultation, descri...

Policy & Regulation

The Albanese government’s proposed changes to super tax breaks risks unintentionally burdening half a million Australians, according to a new analysis from a peak industr...

Financial planning

Prescriptive Professional Year requirements are hampering the advice industry in a time of declining adviser numbers, say two industry associations....

Superannuation

The SMSF Association has called for a bipartisan approach to the non-arm’s length expenditure rules, strongly arguing in favour of them being appropriately targeted and f...

Features

With platform innovations providing new levels of optionality in superannuation, Liam Cormican examines whether they pose a threat to the popularity of self-managed super...

Superannuation

The Self-Managed Superannuation Fund Association deputy chief executive, Peter Burgess, has laid out exactly what changes advisers should be paying attention to in the SM...

Features

The examples of failed managed investment schemes have reopened the question around the Government’s proposed model for a Compensation Scheme of Last Resort, writes Oksan...

Financial planning

The SMSF Association said recent bipartisan support for a 10-year adviser experience pathway did not meet the “original policy intent of enhancing professional standards”...

Financial planning

One-third of advisers are likely to have their rating downgraded as the firm incorporates more focus on education and professional standards....

Policy & Regulation

Eight consumer groups have united with eight industry bodies in opposition to the compensation scheme of last resort (CSLR) legislation in its current form....

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