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SMSF
Financial planning
Documentation key to handling death benefit disputes within SMSFs, according to superannuation documentation provider Topdocs....
Superannuation
SPAA chief executive Andrea Slattery believes the new licensing regime set to replace the accountants' exemption would create a bigger role for the association....
Superannuation
Government outlines basis for registering SMSF auditors while ASIC will devise a competency exam in consultation with the industry....
Superannuation
Around seven per cent of all self-managed superannuation fund (SMSF) assets representing $26 billion are now held in unlisted property, according to Melbourne-based firm ...
Superannuation
Industry experts believe proposed legislation and a new licensing regime will give way to like-for-like cost comparisons between SMSFs, industry and retail superannuation...
Financial planning
The number of self-managed superannuation funds (SMSFs) using a RG146-compliant financial adviser has continued to decline, sitting at 52 per cent, according to Investmen...
Superannuation
According to the chief executive of SPAA, Andrea Slattery, ATO figures showing SMSF fees decreasing prove SMSFs are well-positioned to compete with other superannuation s...
Superannuation
Specialist SMSFs company Cavendish Superannuation says Treasury officials have confirmed a deferral of the legislation which would have impacted off-market transfers....
Superannuation
The asset segregation approach in volatile times could provide a number of tax benefits. The SMSF Academy’s Aaron Dunn explains....
Funds management
Disillusionment with the funds management industry and a hunger for transparency among clients is fuelling a move towards direct equities....
Editorial
Amid the fall-out from Trio Capital it has been suggested that financial planners be required to warn clients establishing SMSFs that they are entering a higher risk envi...
Superannuation
The SMSF Professionals' Association of Australia (SPAA) has moved to correct the "misconception" that SMSF trustees have no legal options ahead of them in the event of fr...
Superannuation
The Auditor-General has warned that the ATO's interpretive decisions on SMSFs carry less legal weight than interpretive decisions on tax matters....
Superannuation
ASIC signals a push to have SMSF trustees acknowledge the existence of a higher level of risk....
Superannuation
The idea that SMSFs tend to be pushed on clients by accountants is more of a perception than a reality, says Institute of Chartered Accountants head of superannuation Liz...
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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?...