SMSF
People & Products
Liam Shorte, a SMSF specialist adviser and financial planner from Verante Financial Planning, has been appointed to the SMSF Association board. ...
Financial planning
The Financial Planning Association said it supports the practical tips that ASIC has provided to planners to improve the quality of the advice they give to clients....
Financial planning
As much as 90 per cent of advice provided in setting up a self-managed superannuation fund was non-compliant, according to a new Australian Securities and Investments Com...
Expert Analysis
Jonathan Steffanoni looks at how the Productivity Commission’s recent recommendations regarding the superannuation industry highlight the importance of performance and ef...
Expert Analysis
Graeme Colley looks at the history of regulation on Limited Recourse Borrowing Arrangements, analysing how the most recent proposed changes will impact superannuation mem...
Superannuation
Industry funds representative organisation, the Australian Institute of Superannuation Trustees, has told the Treasury that self-managed superannuation funds should be pu...
People & Products
The self-managed superannuation fund software provider said it has delivered new functionality that allows partners to build applications that support direct access for i...
Superannuation
An additional 15 per cent tax will be applied to taxable death benefits if the benefits are paid to non-tax dependents, says the SMSF Alliance....
Superannuation
Self-managed superannuation funds are lagging on annual return lodgements compared to last year, suggesting accountants have a big month ahead....
People & Products
Retirement financial planning solutions provider, Mafematica, and software company, BGL Corporate Solutions, have formed a partnership to introduce Mafematica’s cloud-bas...
Policy & Regulation
The Australian Securities and Investments Commission has disqualified Western Australia-based Paul Tattersall from being an approved self-managed superannuation fund audi...
Policy & Regulation
The Australian Securities and Investments Commission has cancelled the registration of 117 self-managed superannuation fund auditors. ...
People & Products
SuperConcepts has launched 30 online training modules covering all the technical aspects of providing specialist SMSF advice in a scenario-based format....
Superannuation
The federal government announced it would expand the limit on the maximum number of members in an SMSF from four to six, while also making it easier to roll existing fund...
People & Products
The latest version of Optimo Financial’s Pathfinder paraplanning software includes SMSF modelling in the beta testing stage....
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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...