SMSF
Accounting
Most accountants have not started their licence application or made a decision on what SMSF licensing path to pursue, according to a survey....
Superannuation
ASIC has disqualified a third person this week from being an approved self-managed super fund auditor....
Policy & Regulation
ASIC has disqualified Abe Samuel from being approved as an SMSF auditor on the grounds of a breach in auditor independence requirements. ...
Superannuation
Manoj Abichandani has been disqualified from being an approved SMSF auditor by ASIC after providing deliberately misleading statements....
Life/Risk
ASIC has secured orders permanently restraining a real estate group from encouraging clients to establish an SMSF in order to invest in property....
Superannuation
Robo-advice today is “not holistic” and cannot be considered as personalised advice, according to Rebecca Sullivan, co-founder of SMSFCheck....
Superannuation
ASIC is investigating reports of property developers offering advisers commissions to encourage SMSFs to invest in their projects....
Tools & guides
Limited recourse borrowing arrangements do not necessarily have to be limited in opportunity for self-managed super fund trustees but there are various requirements to ad...
Accounting
Accountants are faced with growing pressure to remain relevant or risk becoming “obsolete” in the face of cloud-based and self-service accounting tools, RSM believes....
Life/Risk
Increasing numbers of SMSF trustees are turning to direct property investments offering yields of more than twice those available through term deposits, Charter Hall reve...
Funds management
Despite willingness from SMSF trustees to move from cash to other global investment options, lack of financial advice and education was preventing them from doing so. ...
Financial planning
A former Perth-based financial adviser has been permanently banned from the financial services industry over her conduct in advising SMSF clients....
Accounting
Many accountants are sitting on the hands not knowing what to do ahead of the expiry of the Accountants’ Exemption, according to one AFSL holder....
Superannuation
With Government attention firmly focused on meeting Australia’s growing infrastructure needs, now is the “opportune time” to open up infrastructure investment to the SMSF...
Financial planning
Count Financial tells accountants they are trusted by clients and therefore need to understand the size of the advice pool....
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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...