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SMSFS
Superannuation
The Federal Government will soon tighten regulations for related party transactions. Aaron Dunn lists some of the implications of this change....
Financial planning
Macquarie has launched a new planner-oriented product — an online application process with electronic verification to help advisers open cash accounts for their clients m...
Superannuation
The rules around the investment strategy operating standard for SMSFs have been significantly amended. Lawyer Michael Hallinan explains some of the changes....
Superannuation
The benefit of franking credits in an SMSF cannot be underestimated, especially when the fund is in pension phase, writes Graeme Colley. ...
Superannuation
MLC’s Jessica Silva outlines situations where another person can or must act as an SMSF trustee for a person who is unable to do so themselves....
Financial planning
After announcing the $32.2 million acquisition of Lachlan Partners late last week, SFG Australia has revealed it is in merger talks with another wealth management firm, W...
Superannuation
Daniel Butler and Nathan Papson note that changing an existing non-reversionary defined benefit pension to be reversionary may give rise to certain issues....
Financial planning
The introduction of the Significant Investor visa gives advisers the opportunity to provide compliance and investment advice to business immigrants, as Macquarie Adviser ...
Financial planning
Specialist provider Topdocs has launched a new product into the SMSF sector which it says is aimed at speeding up and simplifying the task of updating SMSF deeds....
Financial planning
Boutique dealer group Premium Wealth Management has launched a new service aimed at helping accountants deal with the new licensing regime replacing the accountants' exem...
Superannuation
A former self-managed superannuation fund (SMSF) adviser has received concurrent suspended sentences of 18-months' imprisonment for obtaining financial advantage by decep...
Superannuation
SMSFs now have to consider the need to hold insurance cover for their members. Michael Hallinan outlines the practical implications of this change and the issues trustees...
Superannuation
Nicholas Ali describes the rules around SMSFs claiming the exempt current pension income where the trustees have not met the minimum pension payment standards. ...
Superannuation
AMP’s decision to tap into the SMSF space created quite a buzz in the industry. Paul Sainsbury explains the decision was only logical, outlining a few factors financial p...
Editorial
Both industry and retail superannuation funds are trying to emulate SMSFs by providing more choice and flexibility for their members. But as Damon Taylor writes, many cla...
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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...