SMSF PROFESSIONALS

Superannuation

The growth of the self-managed superannuation funds (SMSF) sector could be damaged by the failure of fund members to properly manage the funds and their holdings, accordi...

Superannuation

Concerns have been expressed that badly-run SMSFs may yet impose costs on Federal Budget. ...

Financial planning

ASFA chief Pauline Vamos urges Commonwealth departments and agencies to continue working on the implementation issues around financial services legislation despite the Go...

Superannuation

SPAA's Graeme Colley highlights the changes to death benefit pension rules....

Superannuation

Sequencing risk can have a catastrophic impact on a SMSF, according to Michael E. Drew, professor of finance at Griffith University and partner at Drew, Walk & Co. ...

Superannuation

A number of important legislative changes for the self-managed super fund (SMSF) sector were not implemented before Parliament rose, according to Peter Burgess, head of p...

Superannuation

SPAA argues that this year’s ATO compliance focus makes getting appropriate advice even more essential....

Superannuation

SMSF investors are getting younger, according to new data contained in a study undertaken via Macquarie Bank and the SMSF Professionals' Association of Australia....

Financial planning

SMSF investors have a higher propensity to seek out and value advice than non-SMSFs, while nearly half of recent SMSF investors are under the age of 30....

Superannuation

SPAA’s Graeme Colley sees positive outcome from changes to non-reversionary pensions settings....

Superannuation

SPAA welcomes changes to the tax treatment of non-reversionary pensions....

Superannuation

The SMSF Professionals' Association of Australia (SPAA) has welcomed the passage of amendments to allow refunding of excess concessional contributions, but says it should...

Superannuation

SPAA welcomes excess concessional contributions amendments...

Superannuation

The methodology used to measure superannuation tax concessions is "fatally flawed", according to SPAA's Andrea Slattery....

Superannuation

The Board of the SMSF Professionals' Association of Australia (SPAA) has returned its founder and chief executive Andrea Slattery to the body for the second time citing g...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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