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SMSF ASSOCIATION
Superannuation
The Financial Services Council has lent its weight to the SMSF Association’s push to clear the way for self-managed funds to invest in infrastructure....
Superannuation
Cutting red tape for financial advice will aid the economic recovery post-COVID-19 pandemic, says the SMSFA....
Financial planning
Questions are being asked about whether advisers are facing greater risks of being perceived to breach the code of ethics because of the complexities inherent in advising...
Superannuation
The changes will take effect on 1 July and advisers need to include them in clients’ end-of-year planning, according to the SMSF Association....
Financial planning
The FPA has partnered with three fintech providers to allow advisers provide early super advice more efficiently....
Features
Self-managed superannuation funds have been weathering the COVID-19 storm, writes Mike Taylor, but should be alert to the price they may be asked to pay as part of the re...
Financial planning
Regulators have taken a soft approach to the implementation of Standard 3 of the FASEA Code of Ethics, but there is still concern over how proper regulation will work....
Financial planning
Five professional bodies had teamed up to help Australians receive easy access to professional advice, given the COVID-19 pandemic....
Superannuation
Specialist advice for self-managed superannuation funds is necessary to navigate market turbulences caused by external factors, the SMSF Association says....
Financial planning
Limited advice documents can help create engagement from clients and better understanding for advisers rather than producing a full statement of advice after every sessio...
Policy & Regulation
The tax office is imposing more educational directives where self-managed superannuation fund members have breached regulatory contraventions in a bid to prevent reoffend...
Financial planning
A customer-focused financial advice framework is needed to provide consumers with affordable advice with the help of sophisticated technology, according to the SMSF Assoc...
Financial planning
The SMSF Association wants the Government to dump its limited licensing regime for accountants on the basis of it having failed to meet its objectives and having, instead...
Policy & Regulation
Self-Managed Superannuation Funds should be exempted from the Government’s new design and distribution regime because they are not like other financial products, accordin...
Features
Mike Taylor writes that in the half-decade of discussion around retirement incomes policy there has been plenty of talk, multiple proposals but very little real progress....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...