peter burgess

Financial planning

Two leading associations have called for the government’s plan for a tax on super balances above $3 million to be scrapped, as the legislation is tabled in Parliament....

Superannuation

Bipartisan support needed on NALE rules: SMSF Association

The SMSF Association has called for a bipartisan approach to the non-arm’s length expenditure rules, strongly arguing in favour of them being appropriately targeted and f...

Features

SMSFs and platforms: friends or foes?

With platform innovations providing new levels of optionality in superannuation, Liam Cormican examines whether they pose a threat to the popularity of self-managed super...

Features

InFocus: Who should offer protection to investors?

The examples of failed managed investment schemes have reopened the question around the Government’s proposed model for a Compensation Scheme of Last Resort, writes Oksan...

Financial planning

Limited adviser losses create single-issued advice void

Limited licence roles have contributed to almost a quarter of adviser roles lost over the financial year, making it harder for Australians to access single-issue advice....

Superannuation

Temporary delay to SMSF member increase

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...

Superannuation

Legacy pensions overhaul welcomed

The SMSF Association has welcomed the Federal Government’s amendments to allow the partial commutation of certain non-commutable pensions....

Financial planning

SMSFA launches online education models

The SMSF Association has launched nine compulsory online modules as part of its SMSF Specialist Advisor designation. ...

SMSF

New SMSF measures expected in parliament

Now it has returned to Government, the Coalition can once again focus on the self-managed super fund measures it introduced to Parliament before the election was called, ...

Superannuation

RC’s last resort scheme is a win for SMSFs

The recommendation from the Royal commission to introduce a last resort compensation scheme for consumers suffering a financial loss from advice failures is a win for SMS...