SMSF
Superannuation
New research has confirmed most SMSFs are on track to generate a comfortable retirement but advice is needed to maintain momentum through volatile times....
Superannuation
SMSFs appear to have retreated to the relative safety of cash and term deposits in the face of continuing market uncertainty....
Financial planning
ASIC has banned a NSW property spruiker from providing financial services for four years for unlawfully advising clients to invest in property through their SMSFs without...
Superannuation
Family trusts may become the new SMSFs and replace them as the preferred private wealth investment vehicle, according to SuperCentral....
Policy & Regulation
A firm has launched a series of packages for accountants who wanted technical training, compliance documents, and templates for their limited AFSLs. ...
Accounting
Contrary to accountants’ fears that financial planning firms would take a clip of their fees, GPS Wealth suggested the two professions working together could increase pro...
Tools & guides
Catherine Chivers explores the difference between the definition of ‘dependant’ and ‘inter-dependency’ and its implications for receiving the superannuation death benefit...
Tools & guides
While new and existing related party limited recourse borrowing arrangements need to comply with safe harbour provisions, it is not the only option, David O’Connell write...
Superannuation
Trustees and accountants need to fully embrace new SMSF rules to avoid serious fines, according to Findex Group’s expert....
Superannuation
Accountants who provided SMSF advice before 1 July have been urged to come clean with clients and contact their PI provider....
Funds management
A new online platform has launched in Australia, which gives high net worth investors and early-stage companies increased tax incentives....
Accounting
Accountants who provide SMSF advice without a licence risk not being covered by professional indemnity insurance, as insurers treat accountants and financial advisers dif...
Superannuation
ASIC has warned 185 SMSF auditors they face deregistration if they don’t lodge their annual statements and pay their outstanding fees....
Superannuation
Spring FG will offer its SMSF platform trustees advice, financial education and training resources....
Superannuation
Industry consultant, John Wiseman, believes the days of low-cost SMSFs will end at much the same time as the accountant’s exemption....
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