SMSF
Superannuation
Net assets per adviser in self-managed superannuation funds have more than doubled since 2019 as the adviser exodus means remaining firms are taking on more clients....
Policy & Regulation
ASIC has cancelled the registration of 10 auditors of self-managed superannuation funds who failed to lodge their annual statements....
Tools & guides
There are specific requirements that only apply to trustees of self-managed superannuation funds, writes Tim Howard, including the allocation in their investment strategy...
Financial planning
The solution to the complex and time-consuming Statements of Advice (SoA) lies somewhere between a one-page letter, as prescribed for accountants, and what exists today, ...
Superannuation
The introduction of standards has failed to prevent delays when rolling over funds from APRA-regulated funds to self-managed superannuation funds, according to the SMSF A...
Superannuation
The Retirement Income Covenant (RIC) may set a benchmark when it comes to what is good practice for retirement strategy without diminishing the value offered by financial...
Funds management
Cryptocurrency is being embraced by older investors with holdings in self-managed super funds rising by 74% in one year, according to BTC Markets, and the largest client ...
Superannuation
While many struggle with low superannuation balances, there is one self-managed super fund with more than $544 million in assets, according to Australian Taxation Office ...
Expert Analysis
Angus Crennan explains how self-managed superannuation funds can benefit from holding those assets which offer a perfectly negative correlation....
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...
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”...
Superannuation
More self-managed super fund trustees are using the Australian Taxation Office’s new ‘six-member’ rule to meet residency requirements following disruptions to internation...
Superannuation
Self-managed super funds trustees are looking at new investment options such as listed and unlisted trusts, managed investments and private real estate debt, according to...
Superannuation
Self-managed super fund specialist advisers may play a critical role in assisting investors how to avoid cybercrime and investment scams, according to the SMSF Associatio...
Financial planning
COVID-19 continued to be top of mind for advisers and their clients in the September quarter, according to BT Financial Group....
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Podcast
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...