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SMSF

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....

Superannuation

The Federal Court has imposed a $25,000 penalty on Superannuation Warehouse Australia following ASIC action over false and misleading advertising....

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