SMSFA

Financial planning

Express pathway launched for specialist SMSF training

The SMSF Association, in partnership with the Financial Planning Association (FPA), is set to release an express pathway for the SMSF Specialist Advisor (SSA) program....

SMSF

Deakin and Kaplan to offer SMSF adviser designation

The SMSF Association has entered into new partnership agreements with Kaplan Professional and Deakin University to offer its SMSF Specialist Advisor designation (SSA)....

Policy & Regulation

Industry bodies unite against CSLR draft

Eight industry associations say the compensation scheme of last resort will become a “go to” rather than a last resort and excludes product providers from accountability....

SMSF

Limited licences on SMSFA's regulatory wish list

Lowering regulation costs and an improved regulatory framework for limited licences is among the items on the Association’s regulatory wish list....

Financial planning

Cost of FSCP need to be kept under control

The cost of the single disciplinary body needs to be kept under control otherwise it will be another factor in driving up the cost of financial advice, according to indus...

Superannuation

Temporary delay to SMSF member increase

Advisers have been advised to refrain from making changes to increase the number of members in self-managed super funds due to an implementation delay by the Australian T...

Superannuation

Retirees need to be careful relying on franking credits

Dividend income, with the help of franking credits, may not continue to be a reliable method of income for retirees, according to a panel....

Financial planning

Stop prioritising compliance over client needs says SMSF Association

The current regulatory regime around financial planning is driving up costs by prioritising compliance and the needs of licensees over those of consumers, according to th...

Features

InFocus: Will commercial reality drive consolidation of planning organisations?

The two largest financial planning organisations have increasingly been singing from the same hymn book in delivering their policy messages to Canberra but they are still...

SMSF

Specialist SMSF advice recognised by FASEA

In the latest FASEA draft guidance, the importance of specialist advice for self-managed superannuation funds has been recognised, according to the SMSF Association....

Superannuation

SMSF Association welcomes SMSF member increase

The bill would see the maximum allowable number of members in a self-managed super fund increase from four to six....

Superannuation

FSC backs SMSFs on unitised infrastructure investment vehicles

The Financial Services Council has lent its weight to the SMSF Association’s push to clear the way for self-managed funds to invest in infrastructure....