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AUTHOR | No. of articles: 1832

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ASIC grants FSG relief to certain authorised representatives

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ASIC grants FSG relief to certain authorised representatives

29 November 2022 • Hits: 758
ASIC has exempted certain authorised representatives from providing a Financial Services Guide. READ MORE
Trustees reminded on in-house assets traps with trusts

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Trustees reminded on in-house assets traps with trusts

29 November 2022 • Hits: 795
SMSF clients that are looking to partner with others to develop real estate or engage in other investments need to caref ... READ MORE
Advisers cautioned on generic SOAs with SMSF setups

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Advisers cautioned on generic SOAs with SMSF setups

29 November 2022 • Hits: 859
Advisers have been warned against using statements of advice for SMSF establishments that are based on generic wording o ... READ MORE
Bill to lower downsizer age passes both houses

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Bill to lower downsizer age passes both houses

28 November 2022 • Hits: 1195
The bill to reduce the eligibility age for downsizer contributions down to age 55 has now passed the Senate and awaits r ... READ MORE
ASIC places interim stop orders on two Perpetual funds

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ASIC places interim stop orders on two Perpetual funds

28 November 2022 • Hits: 695
ASIC has issued interim stop orders preventing Perpetual from offering or distributing two funds to retail investors bec ... READ MORE
New SMSFs warned on importance of meeting lodgement deadline

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New SMSFs warned on importance of meeting lodgement deadline

28 November 2022 • Hits: 799
Ensuring that the SMSF annual return is lodged on time is important for any SMSF trustee but is particularly critical in ... READ MORE
Advisers cautioned against signing off on outsourced advice

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Advisers cautioned against signing off on outsourced advice

28 November 2022 • Hits: 698
While technical services teams perform an important role in supplementing the expertise of an advisers, advisers should ... READ MORE
Poor super returns could trigger ‘knee jerk’ SMSF setups, SMSFA warns

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Poor super returns could trigger ‘knee jerk’ SMSF setups, SMSFA wa ...

28 November 2022 • Hits: 884
The SMSF Association has cautioned that the uncertainty and volatility in markets at the moment may spur a spike in trus ... READ MORE
ASIC confirms new adviser registration requirement

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ASIC confirms new adviser registration requirement

25 November 2022 • Hits: 797
Financial advisers are required to register with the ASIC Financial Services and Credit Panel in addition to being on th ... READ MORE

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