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SMSFA
Features
Self-managed superannuation funds have been weathering the COVID-19 storm, writes Mike Taylor, but should be alert to the price they may be asked to pay as part of the re...
Financial planning
FPA, SMSFA, CA ANZ, CPA Australia and IPA financial adviser and registered tax agent members have been provided a template record of advice for clients looking to access ...
SMSF
The proposed changes to super would impact spousal contributions and work tests on voluntary contributions, and have been welcomed by the SMSF Association....
Financial planning
The draft legislation would be able to prevent property spruikers using self-managed superannuation funds in a one-stop shop, the SMSF Association believes....
Superannuation
Specialist advice for self-managed superannuation funds is necessary to navigate market turbulences caused by external factors, the SMSF Association says....
Superannuation
The Government is committed to removing restrictions regarding superannuation fund choice but will not prevent a default fund being specified in an award....
Financial planning
The Shadow Assistant Treasurer and Shadow Minister for Financial Services, Stephen Jones, has slammed the Financial Adviser Standards and Ethics Authority along with the ...
Policy & Regulation
Tax financial advisers must not follow existing flexible arrangements under the Tax Practitioner Board’s code if the Financial Adviser Standards and Ethics Authority’s eq...
Superannuation
The Retirement Income Review should not neglect looking at the retirement phase and needs to encourage governments to remove super policy from the budget policy cycle, th...
Superannuation
Older members of self-managed funds who are transitioning to retirement too often find themselves compelled into unwanted superannuation arrangements by enterprise agreem...
Policy & Regulation
Self-Managed Superannuation Funds should be exempted from the Government’s new design and distribution regime because they are not like other financial products, accordin...
Policy & Regulation
The exit of the major banks means the original funding source for the Financial Adviser Standards and Ethics Authority will mostly dry up in May next year with advisers t...
Policy & Regulation
A total of 53 current bachelor or higher degrees, 66 historical courses and 30 bridging courses are now part of FASEA’s accreditation....
Superannuation
The Labor Party’s confirmation on Friday that it would abolish franking credit rebates from 1 July 2019 discriminates against self-funded retirees, according to the SMSF ...
Policy & Regulation
An outright ban on limited recourse borrowing arrangements could be avoided by just addressing risk factors, according to the SMSF Association....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....