SMSFS

Superannuation

A draft ruling released by the Australian Taxation Office (ATO) has highlighted the importance of having appropriate documentation in place to ensure a pension is reversi...

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Life/Risk

When it comes to income protection, clients’ individual circumstances will dictate whether that cover is held inside or outside of superannuation. TAL’s David Glen weighs...

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Financial planning

ASIC has cancelled the AFSL of Australian Performance Financial Planning, after already suspending that licence earlier this year when the firm went into administration....

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Superannuation

More than half of superannuation fund members are disengaged, with many seeking better performance, lower fees and stronger communication, according to a report released ...

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Accounting

Barry Lambert confirms SMSFs represent a major motivator for accountants to utilise special financial advice licensing....

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Superannuation

A recent NSW Supreme Court case highlights the importance of appropriate trustee combinations as well as strategic mechanisms that assist when trustees don't agree. David...

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Superannuation

The equivalent of a large industry super fund moves out of existing funds every year and goes into new or existing SMSFs, according to Townsend Business and Corporate Law...

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Superannuation

Institute of Chartered Accountants superannuation specialist Liz Westover has pointed to new regulations having been finalised requiring SMSF trustees to report fund asse...

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Superannuation

SMSFs should be compelled to put some money into the country's infrastructure assets, according to chairman of retirement income at Challenger, Jeremy Cooper....

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Accounting

Three quarters of accountants who took part in an MLC survey intend to deliver financial advice to their clients under the proposed new accountant's licensing regime....

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Superannuation

Superannuation funds itching to stop the flow of members to self-managed super funds may find a competitive advantage in utilising the opportunities 'big data' offers, ac...

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Financial planning

Complex retail products will come under the ASIC's scrutiny due to poor market returns and growth in the self-managed super fund (SMSF) sector....

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Financial planning

By diversifying into services other than financial planning, advisers can dramatically increase the likelihood they will retain clients, says Instreet managing director G...

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Superannuation

SISFA has warned the Federal Government that the country's almost one million SMSF trustees will use their collective voting power to object to further regulatory burden....

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Superannuation

The Institute of Chartered Accountants in Australia has asked its members what they need clarified regarding the loss of the so-called accountants' exemption....

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