SMSFS

Superannuation

As the competition between SMSFs and the more mainstream industry and retail super funds continues to evolve, the solution for many Australians may lie in balancing both ...

image
Superannuation

While SMSFs may continue to experience significant and continued growth, there will be a stage in many trustees’ lives when the obligations inherent in running a fund wil...

image
Superannuation

Self-managed superannuation fund (SMSF) auditors will now be subject to a range of standards concerning their qualifications, competency and independence under the Supera...

image
Superannuation

TAL's David Glen outlines the advantages and disadvantages of holding business property in a SMSF and factors for financial planners to consider....

image
Superannuation

ATO is worried that SMSFs do not fully understand their obligations under the law when investing in property - or are taking advantage of the system....

image
Superannuation

The application of the excess contributions tax (ECT) regime continues to cause problems for taxpayers. This article looks at various strategies open to a person who is ...

image
Superannuation

A global investor study by the State Street Centre for Applied Research has found that a significant number of Australian investors harbour serious concerns over upcoming...

image
Superannuation

The growth in SMSF establishments is raising questions around the traditional role of discretionary family trusts, according to Peter Townsend, managing director of Towns...

image
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...

image
Superannuation

Accounting and wealth advisory group Chan and Naylor has called for what it describes as "overlooked guidelines" to be issued with respect to SMSFs. ...

image
Superannuation

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

image
Superannuation

ASFA questions why SMSFs are excluded from enhanced data collection requirements for superannuation funds....

image
Financial planning

ASIC action against Queensland-based SMSF advice companies results in measures impacting US-based companies....

image
Superannuation

SMSF appetite for property continues to grow, but the lack of any minimum professional standards for property investment advisers requires serious consideration from the ...

image
Superannuation

ATO assistant commissioner Stuart Forsyth has pointed to the issues still troubling SMSF trustees and warns the ATO will be cracking down on non-arm's length income issue...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 3 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....

1 week 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 5 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 3 days ago