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SMSF
Tools & guides
SMSF trustees with large balances can think about wholesale investment opportunities but advisers must warn them that protections and tests differ for wholesale compared ...
Knowledge Centre
How can advisers help clients gain the benefits of diversification through assets such as residential property, thereby helping smooth out market fluctuations and allowin...
Tools & guides
Catherine Chivers runs through the ATO's new guidelines which seek to clarify safe harbour terms for an SMSF when they structure their LRBAs to comply with arm's length d...
Superannuation
To fill a gap in SMSF graduate programs and to lift standards in the sector, a new SMSF qualification has been established....
Financial planning
A former company director has been sentenced to over two years in jail for fraudulently misappropriating almost $300,000 of investor funds in a property development in Qu...
Policy & Regulation
Serious structural flaws have been identified as inhibitors to accountants participating in the new limited licensing regime....
Editorial
Accountants continue to drag their feet with respect to the new limited licensing regime but, as Mike Taylor reports, they risk provoking a regulatory shadow shop. ...
Features
While fixed property holdings in SMSFs can be an attractive prospect there are many debt and liquidity risks associated and advisers have a number of factors they need to...
Superannuation
BT Financial Group has selected Class Super to provide accounting software for BT Panorama’s SMSF administration offer....
Financial planning
Industry fund trustees and executives believe SMSFs are not being appropriately regulated by the ATO and should fall under the watch of APRA....
Financial planning
Trio Capital’s direct and SMSF investors not covered by the SIS Act will not be further compensated by the Government....
Superannuation
CMH Financial Group is under an enforceable undertaking after ASIC found the firm to be giving SMSF advice that was not in their clients’ best interest....
Superannuation
The SMSF Association has partnered with Kaplan Professional to launch an SMSF graduate certificate for those wanting to add a specialisation to their financial qualificat...
Accounting
While a limited licence may seem like a more cost-effective option for accountants, this may not be the case when back office, continuing support and professional indemni...
Accounting
Kaplan has announced an intensive workshop for accountants on the advice giving process, and translating that into statements of advice....
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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...