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SMSFS
Financial planning
More trustees are willing to seek professional advice than before the COVID-19 pandemic, but that has not resulted in physical uptake, according to research from Investme...
SMSF
Self-managed superannuation funds will be allowed to have up to six members and the SMSF Association has welcomed this change as it will provide additional flexibility an...
Superannuation
The scammers are promising high returns of 8% to 20% per annum if the investors moved their super balance to a new self-managed superannuation fund. ...
SMSF
Large Australian Securities Exchange listed companies should structure their capital raising offers to maximise access for all investors to a proportionate offer and set ...
Superannuation
The first step should be considering whether making a product recommendation is necessary for advisers with clients that have balances over $500,000, according to BT Fina...
Financial planning
Sydney University research has suggested that accountants and financial advisers will be beneficiaries of the Government’s move to increase the maximum number of SMSF mem...
Financial planning
The SMSF Association has launched nine compulsory online modules as part of its SMSF Specialist Advisor designation. ...
Financial planning
Since 2007, the number of self-managed super funds using a financial planner has not grown at the same level as the amount of new trustees. ...
Funds management
The Australian Tax Office has confirmed that a part disposal of a home can be claimed as downsizer contributions and this has been extended to DomaCom’s senior equity rel...
Superannuation
New data has revealed the degree to which Self-Managed Superannuation Funds are facing a decade of struggle as the COVID-19 pandemic and associated measures undercuts the...
People & Products
The fintech platform acquired by Class has passed more than 500,000 entities on its platform. ...
SMSF
Accountants want to expand their role in the self-managed superannuation fund space but have cited their biggest challenges as regulatory related, according to a report....
Policy & Regulation
Seventy-four tax practitioners are going to have to explain themselves to the Tax Practitioners Board over possibly fraudulent SMSF annual returns and face sanctions if t...
Superannuation
Uncertainty caused by COVID-19 has lowered satisfaction levels with industry and retail super fund members but self-managed super fund and public sector fund member satis...
Superannuation
The Australian Securities and Investments Commission has announced it has disqualified, suspended or added conditions to the registration for a number of self-managed sup...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...