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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 3 days ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 2 days ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

3 weeks 2 days ago