SMSF TRUSTEES

Financial planning

New data analysed by the Australia Taxation Office (ATO) has confirmed the rise and rise of the SMSF sector in Australia....

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Superannuation

SPAA has warned SMSFs need to remain cautious despite a recent ATO interpretive decision on assets used as security for personal loans. ...

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Superannuation

The Small Independent Superannuation Funds Association (SISFA) says it is pleased with the Government's recent decision to continue drawdown relief for self-funded retire...

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Superannuation

The unfolding SMSF story is an interesting one, according to Damon Taylor. The sector has enjoyed significant growth and success in recent years and is here to stay, but ...

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Superannuation

The Self-Managed Superannuation Fund Professionals' Association has denied self-managed superannuation funds are being oversold by financial planners and accountants....

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Financial planning

The Self-Managed Superannuation Fund Professionals' Association of Australia (SPAA) has sought to dispel some of the common myths about do-it-yourself super funds....

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Superannuation

More onerous auditor requirements could have unintended consequences for regional Australia, warns Institute of Chartered Accountants SMSF specialist Liz Westover....

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Superannuation

The number of SMSFs continues to grow, but the products available to them remain limited....

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Superannuation

New Roy Morgan research reveals that SMSF trustees, while happier than most, are still feeling the pinch....

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Superannuation

Borrowing to purchase within a self managed super fund (SMSF) will become an increasingly popular option for a 'new breed' of younger, higher balance SMSF trustees, accor...

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Superannuation

The Australian Taxation Office (ATO) has recently provided more clarification on borrowing arrangements for SMSFs. Stephen Bone puts into context three major areas of the...

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Superannuation

The self-funded nature of SMSFs should be reflected in their tax treatment, according to SPAA....

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Superannuation

ASFA calls for a graduated approach by the ATO on the basis that not all SMSF trustees are equally active....

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Superannuation

While recent research into the investment trends of SMSFs indicate that exchange traded funds (ETFs) are growing in popularity, for Graeme Colley, superannuation strategy...

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Superannuation

Accounting bodies have supported the Government's proposed changes applying to SMSF auditors as part of its Stronger Super package....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

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

2 months ago

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

4 months 1 week 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...

3 weeks 2 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago