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SMSF
Superannuation
Super system changes including decreasing the concessional contribution cap will send shock waves through the SMSF sector, that was hoping parameters were bedded down. ...
Superannuation
Fiducian aims to push further into the SMSF admin space by expanding its subsidiary, Fiducian Business Services....
Accounting
Non-aligned group, Libertas Financial Planning, launches an accountants’ licensing package, with software that creates SOAs and walks them through compliance processes....
Financial planning
Fewer SMSFs are using financial planners, but trustees want advice, while accountants and planners want software to boost their relationship, according to Investment Tren...
Tools & guides
It is vital for self-managed super funds to consider their estate planning requirements and understand they may have to take additional steps when compared with those in ...
Tools & guides
SMSF trustees with large balances can think about wholesale investment opportunities but advisers must warn them that protections and tests differ for wholesale compared ...
Knowledge Centre
How can advisers help clients gain the benefits of diversification through assets such as residential property, thereby helping smooth out market fluctuations and allowin...
Tools & guides
Catherine Chivers runs through the ATO's new guidelines which seek to clarify safe harbour terms for an SMSF when they structure their LRBAs to comply with arm's length d...
Superannuation
To fill a gap in SMSF graduate programs and to lift standards in the sector, a new SMSF qualification has been established....
Financial planning
A former company director has been sentenced to over two years in jail for fraudulently misappropriating almost $300,000 of investor funds in a property development in Qu...
Policy & Regulation
Serious structural flaws have been identified as inhibitors to accountants participating in the new limited licensing regime....
Editorial
Accountants continue to drag their feet with respect to the new limited licensing regime but, as Mike Taylor reports, they risk provoking a regulatory shadow shop. ...
Features
While fixed property holdings in SMSFs can be an attractive prospect there are many debt and liquidity risks associated and advisers have a number of factors they need to...
Superannuation
BT Financial Group has selected Class Super to provide accounting software for BT Panorama’s SMSF administration offer....
Financial planning
Industry fund trustees and executives believe SMSFs are not being appropriately regulated by the ATO and should fall under the watch of APRA....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...