SMSF
Superannuation
SMSF members in the pension phase need to ensure they have met their minimum pension payments by 30 June, the SMSF Association warns....
Tools & guides
Marcus Evans looks at super changes and what advisers need to know when dealing with SMSFs....
Superannuation
There has been a tendency across the advice industry to use a cookie cutter model and this will need to be expanded to service the needs of SMSF trustees, according to a ...
Policy & Regulation
BGL Corporate Solutions had added 56,000 companies and 7,500 trusts to its cloud compliance software offering in its first five weeks....
Accounting
A new survey suggests many accountants providing SMSF advice were licensed well ahead of the end of the accountant’s exemption....
Superannuation
There is no trade-off between a lower interest rate and big bank safety, according to a comparison site....
Tools & guides
In specie contributions to an SMSF, means the transfer of a financial or physical asset in its current form rather than in an equivalent amount of cash....
News
The objective of superannuation lacked clarity and simplicity while definitions of adequacy remained and ambiguous and lacked consensus, the SMSF Association Conference h...
Superannuation
Figures from a Class Super report do not support fears SMSF exposure to residential property was contributing to the booming property market....
Features
Accountants remain the most trusted advisers for SMSF clients but with licensing take-up remaining low following the accountants' exemption, what will this mean for SMSF ...
Features
The Federal Government’s super reforms, which targeted the wealthy, will impact many SMSF clients. Here lies an opportunity for advisers to walk clients through the chang...
Features
SMSF clients may be more sophisticated and savvy with their investments but volatility affects them as much as anyone else. How do they invest their money? Malavika Santh...
People & Products
SMSF administration provider, Class has introduced new filters aimed at assisting clients to deal with the latest super changes....
Superannuation
The lack of SMSF trustee education required is similar to requiring an unlicensed car driver to take a driving course only if they are involved in an accident, an industr...
Superannuation
SMSFs were more likely to trade during periods of market volatility than non-SMSFs but were taking a more conservative stance, according to CommSec....
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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...