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SELF-MANAGED SUPERANNUATION FUNDS
Superannuation
Self-managed superannuation funds (SMSFs) have been hit by a surprise in the Budget which will require accumulation funds to allocate all contributions and fully vest ben...
Financial planning
The Australian Securities and Investments Commission (ASIC), the Australian Prudential Regulatory Authority (APRA) and the Australian Tax Office (ATO) will walk away from...
Superannuation
A new professional accreditation for advisers on self managed superannuation funds (SMSF), who meet higher standards higher in the area than the minimum under PS 146, is ...
Financial planning
The Financial Planning Association has expressed deep concern at the Federal Government’s decision to allow accountants relief under the Financial Services Reform Act to ...
Accounting
The Institute of Chartered Accountants (ICAA) and CPA Australia (CPAA) have urged the Federal Government to bring the superannuation treatment of self employed people in ...
Superannuation
Challenger-owned adviser group Garrisons has struck a deal with education provider Tribeca to provide its authorised representatives with the opportunity to offer advice ...
Financial planning
When Peter Leggett says he believes in an holistic approach to financial planning, he means an approach within which an investment strategy is only a part of the broader ...
Superannuation
The findings of the Australian Taxation Office’s recent SMSF Compliance Review benchmarking study requires closer consideration, says Kevin Smith....
Superannuation
The Australian Taxation Office (ATO) has issued a blunt message to self-managed superannuation funds (SMSFs) warning the honeymoon period in its regulation of the sector ...
Superannuation
Trustees of self managed superannuation funds have been warned by the Australian Taxation Office that it intends progressively moving beyond education to enforcement....
Financial planning
Potential changes in legislation have made dealing with reasonable benefit limits (RBLs) for superannuation more complex, despite Government claims it is simpler, says To...
Financial planning
While most financial planners probably understand the essentials of handling the accumulation phase of self-managed superannuation funds (SMSF), they will need to know a ...
Superannuation
With all the attention self-managed superannuation funds are attracting from the Australian Taxation Office, are your clients really better off running their own fund? Be...
Superannuation
How do you transition clients in self-managed superannuation funds (SMSFs) into retirement? Michael Hutton reports....
Financial planning
Australia’s industry based superannuation funds have strongly rejected what they regard as the Federal Government’s “pre-emption of due process” by regulating for superan...
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Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...