SMSFA

Financial planning

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....

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SMSF

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

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Policy & Regulation

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....

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SMSF

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

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Financial planning

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...

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Superannuation

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...

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Superannuation

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

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Financial planning

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...

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Features

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...

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SMSF

In the latest FASEA draft guidance, the importance of specialist advice for self-managed superannuation funds has been recognised, according to the SMSF Association....

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Superannuation

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

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Superannuation

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....

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Superannuation

Cutting red tape for financial advice will aid the economic recovery post-COVID-19 pandemic, says the SMSFA....

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People & Products

Peter Hogan will retire from self-managed superannuation (SMSF) representative body the SMSF Association at the end of September....

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Financial planning

The FPA has partnered with three fintech providers to allow advisers provide early super advice more efficiently....

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

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 1 week 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 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