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SMSF PROFESSIONALS
Superannuation
Fewer concessional contributions tax breaches may be occuring but more disputes around them are hitting the Super Complaints Tribunal....
Superannuation
Depoliticising super is a step in the right direction, according to SPAA CEO Andrea Slattery....
People & Products
AMP has appointed SMSF Professionals’ Association of Australian (SPAA) technical director Peter Burgess as head of policy and technical across the institution’s SMSF divi...
Superannuation
Changes to the legislation around related party transactions for self-managed superannuation funds (SMSF) could see trustees punished for unintentional breaches, accordin...
Superannuation
The Superannuation Complaints Tribunal (SCT) is currently working through a raft of complaints about contributions tax deductions and has called for accountants to lift t...
Superannuation
Concern that SMSF trustees do not have sufficient knowledge to diversify their portfolios....
Accounting
The IPA has restated its intention to over-ride APES 230 while accountants remain concerned that the APESB is not moving on the issue....
Funds management
Europe remains a key risk to investment markets as they seek to move beyond the global financial crisis, according to Vanguard European economic specialist Peter Westaway...
Financial planning
Sundaram Business Services has announced a new offering it says is aimed at freeing up financial planners and dealer groups from administrative work....
Financial planning
SMSF administration company superMate has launched an additional feature to its cloud-based software platform — an automated depreciation schedule feature....
Superannuation
More than half of SMSF trustees fail to change to a more defensive asset allocation as they move into retirement. ...
Superannuation
SMSFs may be the fastest-growing segment of the superannuation industry but there are also high exit levels, according to data provided to the SPAA national conference in...
Superannuation
Coalition meets with senior industry figures and extends its commitments on super policy. ...
Financial planning
How investors present evidence to the Administrative Appeals Tribunal (AAT) and how they explain them is critical to how the AAT looks at a case, according to SMH Lawyers...
Financial planning
Fraud victims are often reluctant to report the crime, according to Australian Crime Commission director Dr David Lacey. ...
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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...