SMSF

Tools & guides

Catherine Chivers explores the difference between the definition of ‘dependant’ and ‘inter-dependency’ and its implications for receiving the superannuation death benefit...

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Tools & guides

While new and existing related party limited recourse borrowing arrangements need to comply with safe harbour provisions, it is not the only option, David O’Connell write...

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Superannuation

Trustees and accountants need to fully embrace new SMSF rules to avoid serious fines, according to Findex Group’s expert....

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Superannuation

Accountants who provided SMSF advice before 1 July have been urged to come clean with clients and contact their PI provider....

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Funds management

A new online platform has launched in Australia, which gives high net worth investors and early-stage companies increased tax incentives....

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Accounting

Accountants who provide SMSF advice without a licence risk not being covered by professional indemnity insurance, as insurers treat accountants and financial advisers dif...

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Superannuation

ASIC has warned 185 SMSF auditors they face deregistration if they don’t lodge their annual statements and pay their outstanding fees....

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Superannuation

Spring FG will offer its SMSF platform trustees advice, financial education and training resources....

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Superannuation

Industry consultant, John Wiseman, believes the days of low-cost SMSFs will end at much the same time as the accountant’s exemption....

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Superannuation

The ATO’s extended deadline for small businesses to become SuperStream compliant has been welcomed by an SMSF body....

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Accounting

Accountants have been warned they are entering criminal territory if they provide unlicensed advice after 30 June....

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Superannuation

Another major super organisation believes SMSFs should be made to pull their weight in paying for financial services regulation....

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Superannuation

The Australian Institute of Superannuation Trustees has questioned whether SMSFs are appropriately pulling their weight in meeting the costs of regulatory supervision....

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Accounting

The Australian Securities and Investments Commission signalled it will be scrutinising accountants giving advice after 30 June....

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Accounting

Less than half of all accountants who intend on operating under a full or limited AFSL have met the licencing requirement to provide SMSF advice, despite the looming dead...

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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....

5 days 4 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 3 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 1 day ago