SMSF PROFESSIONALS

Superannuation

Fewer concessional contributions tax breaches may be occuring but more disputes around them are hitting the Super Complaints Tribunal....

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Superannuation

Depoliticising super is a step in the right direction, according to SPAA CEO Andrea Slattery....

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People & Products

AMP has appointed SMSF Professionals’ Association of Australian (SPAA) technical director Peter Burgess as head of policy and technical across the institution’s SMSF divi...

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Superannuation

Changes to the legislation around related party transactions for self-managed superannuation funds (SMSF) could see trustees punished for unintentional breaches, accordin...

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Superannuation

The Superannuation Complaints Tribunal (SCT) is currently working through a raft of complaints about contributions tax deductions and has called for accountants to lift t...

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Superannuation

Concern that SMSF trustees do not have sufficient knowledge to diversify their portfolios....

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Accounting

The IPA has restated its intention to over-ride APES 230 while accountants remain concerned that the APESB is not moving on the issue....

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Funds management

Europe remains a key risk to investment markets as they seek to move beyond the global financial crisis, according to Vanguard European economic specialist Peter Westaway...

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Financial planning

Sundaram Business Services has announced a new offering it says is aimed at freeing up financial planners and dealer groups from administrative work....

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Financial planning

SMSF administration company superMate has launched an additional feature to its cloud-based software platform — an automated depreciation schedule feature....

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Superannuation

More than half of SMSF trustees fail to change to a more defensive asset allocation as they move into retirement. ...

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Superannuation

SMSFs may be the fastest-growing segment of the superannuation industry but there are also high exit levels, according to data provided to the SPAA national conference in...

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Superannuation

Coalition meets with senior industry figures and extends its commitments on super policy. ...

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Financial planning

How investors present evidence to the Administrative Appeals Tribunal (AAT) and how they explain them is critical to how the AAT looks at a case, according to SMH Lawyers...

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Financial planning

Fraud victims are often reluctant to report the crime, according to Australian Crime Commission director Dr David Lacey. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

4 days 12 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks ago