SMSF PROFESSIONALS

Superannuation

Recently published statistics on SMSFs point to a healthy sector, according to SPAA's Graeme Colley....

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Accounting

SPAA hopes to become part of the limited advice licensing regime by offering its Public Practice Certificate to accountant members....

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Superannuation

SPAA argues against codes based purely on obviating opt-in or being approved for licensees or dealer groups....

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Superannuation

Auditors of SMSFs have been given regulatory guidance on how to register with ASIC ahead of the 31 January start date of a Stronger Super registration scheme....

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Superannuation

A number of risks are looming large on the radars of SMSF advisers, according to the principal of consultant actuarial firm Rice Warner, Michael Rice....

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Superannuation

The Federal Government has received a further call to stop tinkering with the superannuation policy settings - this time via research conducted by Rice Warner on behalf o...

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People & Products

The SMSF Professionals' Association of Australia (SPAA) has appointed Brett Kenny to the board....

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Financial planning

SMSFs perform similarly regardless of whether trustees rely on advisers, accountants or their own research, according to a Rice Warner study....

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Superannuation

The risks inherent in limited recourse borrowing are significant and should be considered carefully by SMSF trustees, according to Peter Burgess, technical director of th...

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Superannuation

SPAA has warned LRBA arrangements within SMSFs come with their fair share of risks....

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Superannuation

The SMSF sector is well placed to deal with the challenges of post-retirement, according to SPAA chief executive Andrea Slattery....

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Superannuation

The complexity of the self-managed superannuation fund (SMSF) space is rapidly outpacing SMSF auditors, according to Chan and Naylor director of financial planning David ...

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Financial planning

Professional codes of conduct should be the responsibility of financial services licensees rather than industry associations in order to be fairer to consumers, according...

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Financial planning

The Federal Government has received a mixed response to the financial services and superannuation initiatives evolving out of its Mid-Year Economic and Fiscal Outlook (MY...

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Superannuation

SPAA urges Govt not to exclude SMSFs from proposed trans-Tasman super regime....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

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

2 months 1 week ago

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

4 months 2 weeks ago

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

2 days 16 hours ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

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

1 week ago