SMSF advisers

Superannuation

Call to arms for specialist SMSF advisers

Financial advisers are being urged to expand their skills with specialist SMSF training as the volume of assets held in SMSFs reaches $876 billion....

Superannuation

TBCs and TSBs need attention to reduce super complexity

The transfer balance cap indexation, the total super balance thresholds, and access to information for advisers need to be addressed to simplify the retirement income sys...

Financial planning

AMP FP no longer tops the list

AMP Financial Planning has lost its status as the single biggest financial planning group in Australia by adviser number, according to HFS Consulting’s data from 31 Decem...

SMSF

Will ALP’s franking credits change drive SMSF membership?

The Federal Opposition’s move to remove franking credits may drive up SMSF membership, according to SMSF Alliance principal, David Busoli. ...

Financial planning

FASEA a major hurdle for SMSF advice, wealthdigital says

The new standards to be put in place under the FASEA regime present challenges for those who predominantly provide SMSF advice under a limited licence, the online advice ...

SMSF

SMSF Association urges quarterly reporting for TBAR

The SMSF Association and its members have urged the ATO to adopt a quarterly reporting approach for the TBAR as there are concerns for SMSF advisers’ ability to cope wit...