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SMSFS
Superannuation
A UBank survey of SMSF customers has revealed a third have over 50 per cent of their SMSF in cash....
Superannuation
Calls for reform in the SMSF sector reflect an agenda by some parties that would see funds diversified to the industry or retail super sectors....
Superannuation
The SMSF sector has cemented its place in the superannuation industry over the past few years. Damon Taylor looks at the issues facing SMSFs and the debate that will dete...
Superannuation
As the self-managed super fund industry continues to grow rapidly, Andrew Yee explains how to ensure your clients effectively manage their SMSFs....
Funds management
Peter Townsend explains the five perils faced by SMSF borrowers, and shows how they can be avoided....
Superannuation
The Australian Institute of Superannuation Trustees has called for stronger regulation of advisers to SMSFs and highlighted the need for funds to be fully regulated under...
Superannuation
Mercer is urging tougher rules around SMSFs including around accountants and whether people should actually be in them....
Superannuation
Financial planners need to establish self-managed super funds with reserves to create more flexibility, argues SMSF Strategies principal Grant Abbott....
Superannuation
The chairman of the Government’s Super System Review, Jeremy Cooper, said SMSFs may be the way of the future as more people seek to take control of their retirement savin...
Financial planning
Peter Bobbin argues SMSF clients are holding substantial wealth in structures that they - and even the courts - do not fully understand....
Financial planning
Coin Software has launched a new comprehensive SOA template to help financial advisers consolidate the data-gathering process and create greater efficiencies in the workp...
Superannuation
Professionalism in the SMSF industry has improved greatly, but the ATO must remain firm with the sector, said Tax Commissioner Michael D'Ascenzo....
Superannuation
The SPAA has criticised the ATO for the way it handles new SMSFs in its Super Fund Look Up system, claiming that new SMSFs do not appear to be compliant....
Editorial
Philip La Greca examines the possible impact that the outcomes of the forthcoming government reviews will have on superannuation and, in particular, SMSFs....
Editorial
The Heffron technical team take a look at the current state of play for defined benefit pensions and the social security asset test exemption rules and how they affect SM...
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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...