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SMSF
Financial planning
Trio Capital’s direct and SMSF investors not covered by the SIS Act will not be further compensated by the Government....
Superannuation
CMH Financial Group is under an enforceable undertaking after ASIC found the firm to be giving SMSF advice that was not in their clients’ best interest....
Superannuation
The SMSF Association has partnered with Kaplan Professional to launch an SMSF graduate certificate for those wanting to add a specialisation to their financial qualificat...
Accounting
While a limited licence may seem like a more cost-effective option for accountants, this may not be the case when back office, continuing support and professional indemni...
Accounting
Kaplan has announced an intensive workshop for accountants on the advice giving process, and translating that into statements of advice....
Superannuation
SMSF investors need to invest in a more diverse range of equities to grow wealth at a much faster rate, OnMarket BookBuilds believes....
Superannuation
Australian SMSF software provider, Class, has surpassed a total of 100,000 billable portfolios on its cloud platform....
Financial planning
Both ASIC and the Tax Practitoners Board have warned accountants of the potential high cost of not being licensed....
Superannuation
Taxation Commissioner, Chris Jordan, has raised a red flag with respect to related party transactions and $200 audits....
Superannuation
A Sydney-sider is facing up to 20 years imprisonment, after being charged with dishonestly obtaining a financial advantage by deception in relation to SMSF property inves...
Superannuation
SMSF Association chief executive, Andrea Slattery, has pointed to the need for super policy certainty amid the current market volatility....
Superannuation
Labor Financial Services spokesman, Jim Chalmers, says Governments should not try to favour particular super sectors....
Financial planning
Accountants have been warned they simply can’t continue to give SMSF advice as they always have....
Accounting
Accountants who do not obtain a limited AFSL before 1 July 2016, could be forced to wait until 2019 to provide SMSF advice, a legal expert warns....
Superannuation
SMSF retirees can be comforted by the fact that income layering can give a 99 per cent probability of securing their essential spending needs, according to Accurium....
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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?...