smsf association

SMSF

Deakin and Kaplan to offer SMSF adviser designation

The SMSF Association has entered into new partnership agreements with Kaplan Professional and Deakin University to offer its SMSF Specialist Advisor designation (SSA)....

SMSF

Limited licences on SMSFA's regulatory wish list

Lowering regulation costs and an improved regulatory framework for limited licences is among the items on the Association’s regulatory wish list....

People & Products

SMSF Association appoints board members

Retirement Income Review panel member Deborah Ralston and BT’s Bryan Ashenden have been appointed to the association’s board....

Financial planning

Cost of FSCP need to be kept under control

The cost of the single disciplinary body needs to be kept under control otherwise it will be another factor in driving up the cost of financial advice, according to indus...

Financial planning

FASEA needs overhaul under ASIC

The continuing profession development guidelines need to be addressed to remove duplication for tax financial advisers and there needs to be a consultation process which ...

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

Retirees need to be careful relying on franking credits

Dividend income, with the help of franking credits, may not continue to be a reliable method of income for retirees, according to a panel....

SMSF

Maximum SMSF members moves up to 6

Self-managed superannuation funds will be allowed to have up to six members and the SMSF Association has welcomed this change as it will provide additional flexibility an...

Financial planning

Adviser ASIC registration should be own responsibility

Licensees should not be responsible for individual financial adviser registrations to the corporate regulator as it makes clear these are a statutory obligation and not a...

Features

Will SMSF advice be a test-bed for limited advice changes?

Mike Taylor writes that the popularity of self-managed superannuation funds and the failure of the so-called limited licensing regime may make SMSFs the test-bed for prop...

Superannuation

SMSF advice largely scaled

While the industry is working towards scaled SMSF advice, the Royal Commission and code of ethics has created a confidence issue in the industry, according to BT....

Superannuation

Focus on super ‘frustrating’: panel

The industry should be discussing retirement income rather than superannuation and the super guarantee as it does not encompass the broad range of issues of the retiremen...

Superannuation

PM mulling plan to cut SG rise: Opposition

Members of Parliament earn more super in one term than many retirees can expect to earn during their working lifetime, according to Shadow Minister for Financial Services...

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...