ATO

Superannuation

It is vital SMSF practitioners have a thorough understanding of the in-house asset rules in order to avoid potential breaches. AMP SMSF's Peter Burgess explains how the i...

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Superannuation

New processes for rollovers are proof the superannuation industry can govern itself in many areas where the Government has imposed red tape, according to Link Group....

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Policy & Regulation

ATO’s approach to the segregation of pension assets aimed at SMSFs, despite implications for large APRA-regulated funds....

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Superannuation

SPAA has welcomed ASIC Commissioner Greg Tanzer’s acknowledgement of the important role advisers play in the SMSF sector....

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Financial planning

Count Financial’s David Lane expresses concern at the undisclosed nature of payments used to lure planners....

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Superannuation

SMSF trustees have had another duty imposed on them by the Federal Government, but it appears some practitioners are taking a worryingly minimalist approach to meeting th...

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Superannuation

Mercer proposes unused contributions should be credited to following years to boost voluntary super investments....

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Superannuation

Daniel Butler from DBA Lawyers lists pros and cons of auto-reversionary pensions. ...

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Superannuation

SMSF administration platform provider, Xpress Super has added a direct property option to its offering. ...

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Financial planning

Financial Synergy has released the latest version of its Acurity platform, including what it says are the most up-to-date SuperStream rollover messaging formats. ...

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Editorial

Financial planner recruitment and migration within the financial services industry is virtually on hold until after the 7 September Federal Election....

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Superannuation

The adoption of lifetime super caps represent a necessary prerequisite for any future Government move to encourage income streams. ...

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Superannuation

If you have advised that superannuation is tax deductible to your director-client and they do not have in place whatever their rules require, your advice will have been w...

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Superannuation

The growth of the self-managed superannuation funds (SMSF) sector could be damaged by the failure of fund members to properly manage the funds and their holdings, accordi...

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Superannuation

SPAA's Graeme Colley highlights the changes to death benefit pension rules....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 days 23 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks ago