SMSFA

Features

Self-managed superannuation funds have been weathering the COVID-19 storm, writes Mike Taylor, but should be alert to the price they may be asked to pay as part of the re...

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Financial planning

FPA, SMSFA, CA ANZ, CPA Australia and IPA financial adviser and registered tax agent members have been provided a template record of advice for clients looking to access ...

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SMSF

The proposed changes to super would impact spousal contributions and work tests on voluntary contributions, and have been welcomed by the SMSF Association....

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Financial planning

The draft legislation would be able to prevent property spruikers using self-managed superannuation funds in a one-stop shop, the SMSF Association believes....

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Superannuation

Specialist advice for self-managed superannuation funds is necessary to navigate market turbulences caused by external factors, the SMSF Association says....

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Superannuation

The Government is committed to removing restrictions regarding superannuation fund choice but will not prevent a default fund being specified in an award....

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Financial planning

The Shadow Assistant Treasurer and Shadow Minister for Financial Services, Stephen Jones, has slammed the Financial Adviser Standards and Ethics Authority along with the ...

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Policy & Regulation

Tax financial advisers must not follow existing flexible arrangements under the Tax Practitioner Board’s code if the Financial Adviser Standards and Ethics Authority’s eq...

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Superannuation

The Retirement Income Review should not neglect looking at the retirement phase and needs to encourage governments to remove super policy from the budget policy cycle, th...

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Superannuation

Older members of self-managed funds who are transitioning to retirement too often find themselves compelled into unwanted superannuation arrangements by enterprise agreem...

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Policy & Regulation

Self-Managed Superannuation Funds should be exempted from the Government’s new design and distribution regime because they are not like other financial products, accordin...

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Policy & Regulation

The exit of the major banks means the original funding source for the Financial Adviser Standards and Ethics Authority will mostly dry up in May next year with advisers t...

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Policy & Regulation

A total of 53 current bachelor or higher degrees, 66 historical courses and 30 bridging courses are now part of FASEA’s accreditation....

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Superannuation

The Labor Party’s confirmation on Friday that it would abolish franking credit rebates from 1 July 2019 discriminates against self-funded retirees, according to the SMSF ...

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Policy & Regulation

An outright ban on limited recourse borrowing arrangements could be avoided by just addressing risk factors, according to the SMSF Association....

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Robert Segue

Sounds like a schoolyard childish scrap! take it behind the shelter sheds and sort it out! Really Publicly listed compa...

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JOHN GILLIES

iN THE END IT IS THE REGULATORS FAULT. wHILE I WAS WORKING I WAS ALLWAYS AMAZED AT HOW UNTHINKING SOME CLIENTS WERE! I...

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AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago