Sitemap - SMSF Adviser

Video
- Product Spotlight: DomaCom
- Product Spotlight: Christopher Joye
- What’s in store at the SMSF Adviser Technical Strategy Day?
- What's in store from Peter Hogan at the SMSF Adviser Technical Strategy Day?
- Insights shaping the industry from the Class Annual Benchmark Report
- BGL ramps up lobby efforts against new reporting rules
- Financial adviser banned over SMSF property advice
- Integrations for SMSFs tipped to ramp up in 2018
- Unlicensed accountants facing new compliance trap
- Personnel changes at SuperConcepts
- ATO view on reversionary TRISs causing ‘havoc’ for SMSFs
- SMSFs warned on new IRS compliance campaign
- ATO highlights overlooked CGT issues
- SMSFs cautioned on temptation with super saver scheme
- Debt forgiveness clauses leading to ‘messy’ outcomes
- SMSFs embracing ethical investing, survey shows
- Superannuation system ‘failing disabled children’
- Major SMSF software firm flags hurdle with TBAR
- TRISs ‘slipping through the cracks’ with CGT relief
- Advisers neglecting aged care with retirement planning
- Technical expert proposes fix for TBAR traps
- SMSF scheme headed for Federal Court
- ATO cancels ABNs of 9,000 SMSFs
- ASIC funding model ‘unfair for limited licences’
- SMSFs failing on safe harbour provisions, says audit firm
- CGT relief nuances still plaguing SMSF industry
- SMSF firms warned on legal ramifications of CGT errors
- Government cautioned on early release of super proposals
- SMSF firms falling behind on annual returns
- Struggling CPA advice arm set for 2018 review
- Data breach laws to hit offshore SMSF service providers
- SMSF firms encountering poor advice after business acquisitions
- Half of retirees taking lump sum payments
- Lobby group proposes new policy for low income earners
- Lawyer flags SMSF deed updates for downsizer contributions
- Treasury announces consultation on remaining LRBA measures
- Expats taking risks with residency rules, warns specialist adviser
- SMSFs warned on conflict risks with multiple documents
- SMSFs at risk of ‘large penalties’ from foreign resident CGT
- SMSF industry ramps up lobby efforts on reversionary TRIS issues
- LRBA measures ‘cracking a nut with a sledgehammer’
- Blockchain tipped to eliminate rollovers, cut costs in super
- Part IVA risk flagged with TRISs and CGT relief
- ATO refers additional SMSF auditor to ASIC
- Holes found in draft legislation for TRISs
- ATO issues fresh robo-advice warning to SMSF professionals
- Trust vesting ‘rearing its ugly head’
- ‘Last golden opportunity for LRBAs’, warns lawyer
- Company deregistration errors spur litigation risk
- ATO set to contact firms over super, STP
- Outdated details causing deregistration shocks for clients
- Contribution barriers flagged with defined benefit funds
- RBA announces cash rate decision for March 2018
- ATO issues update on cryptocurrency compliance traps
- Lawyer flags considerations with chatbots and financial advice
- ‘Disturbing’ trends identified with mortgages and elder abuse
- Six-member funds an ‘administrative nightmare’, SMSFs warned
- Budget tipped to address death benefit issues
- SMSFs cautioned on traps with lodgement extension
- Straw poll reveals trends on fee models for TBAR services
- CGT compliance risks flagged with double SMSFs
- Government lobbied to include family home in assets test
- Government backs down on TSB measure for LRBAs
- Excess transfer balances surfacing with defined benefit pensions
- ASIC sets SMSF crackdown as major report released
- Industry super fund taken to court over TPD claim
- Adverse tax outcomes flagged with work contributions
- Fresh research points to licensing regime failings
- Holes found in ATO guidance on major SMSF case
- Royal Commission report makes super fee recommendations
- What do top-rated ESG companies look like?
- Draft legislation on death benefits to trigger ‘unusual’ calculations
- ‘Dangerous’ clauses surfacing in SMSF trust deeds
- RBA makes cash rate call for June
- ATO overhauls disclosure of SMSF admin penalties
- Cash flow modelling software to lower practice costs for SMSF specialists
- Advisers warned on joint entity hurdles for ‘sophisticated investor’ qualification
- SMSF crypto assets soar to over $1 billion
- ATO provides relief for resigned SMSF directors
- ABRS extends director ID deadline by two weeks
- Scaled advice key to engaging SMSF trustees
- ASFA concerned about SMSF advice licence
- SMSF market enjoys continued growth
- SMSF growth due to 'family wealth' strategy
- Trustees warned on planning risks
- SMSFs under $1m not cost effective
- SMSF advisers should fill knowledge gap
- Planners to capitalise on SMSF legislative changes
- SMSFs set to rise: HLB Mann Judd
- Advisers need to educate on SMSFs
- Advisers should nudge SMSF trustees into diversification
- Seek specialised advisers for SMSF property: PIPA
- SMSF insurance requirements may impact advisers
- Social media can fill SMSF education gap
- Advisers should jump on SMSF opportunity: Vanguard
- Poor management bane of new SMSFs
- Former SMSF adviser faces jail time
- 'Cowboy' mortgage brokers threat to SMSF sector
- SMSF confusion remains: PIPA
- ASIC directs attention to SMSF regulation
- Crisis point looms for SMSF advisers
- ASIC ramps up SMSF investigation
- Regulator obtains court orders in SMSF investigation
- Macquarie launches super toolkit
- FOFA, SMSFs driving advisers off-platform
- Rice Warner delves into likely super Budget changes
- OneVue disputes off-platform push
- Firm calls for increased property, SMSF regulation
- Burgess bolsters AMP's SMSF offering
- Super tax on wealthy SMSFs 'feasible'
- BGL partners with Schroders and Aberdeen
- Industry fund reacts to SMSF threat
- SMSF auditor registrations climb
- SMSF outsourcing compromises client confidentiality
- Compensation is licensees' responsibility: SPAA
- Regulator issues SMSF advice report card
- Property needs to be viewed as investment class asset
- SMSFs “fraught with risk”: CareSuper
- SMSF investors boost exposure to managed funds
- Super committee misses SMSF ‘elephant in the room’
- SMSF sector reaches 'tipping point'
- Education changes may impact SMSF professionals
- Credit licence cancelled for unlicensed SMSF advice
- Dixon Advisory focused on strategic advice
- APESB amends code due to auditor referral risks
- SMSF establishment rates drop
- Super needs to evolve due to longer retirements
- Off-market transfer legislation abandoned
- Greater diversity in advised SMSFs
- SMSF admin platform launched
- SMSFs pressuring industry funds
- SMSFs shunned in trans-Tasman super scheme
- Specialists' advice supports SMSF asset gain
- 'Clutter' joining SMSF advice market
- SMSFs missing global stocks 'upside'
- SMSF decline a myth
- Estate planning a pull factor for SMSFs
- Volatility ahead for SMSF investors
- SMSF advisers need insurance education
- Investors moving away from cash
- Limited licence finalised but restrictive
- Auditors struggling with registration conditions
- SMSF sector at risk of becoming too popular
- First home buyers’ market share drops
- ‘Acceleration’ of alternative assets in SMSFs
- Regulation in property investment ‘critical’
- Practitioners support specialised auditing
- ATO auditor support service extended
- SPAA explains limited licence transition arrangements
- OneVue expands to support SMSF client base
- SPAA CEO appointed to board
- SMSFs not immune from longevity risks
- Property spruiker charged with fraud
- Advice leads SMSFs to overseas investments
- BGL adds new SMSF service
- SMSF compliance breaches rising, says lawyer
- SMSF advisers missing ETF boom
- RG146 inadequate training for SMSF practitioners
- SMSF trustees ‘like punters’ says CareSuper
- Class Super launches automated property valuations
- Strategy development ‘critical’ for SMSFs
- SMSFs missing growth opportunities
- Super tax concessions methods ‘misleading and biased’: SPAA
- Platforms’ cost structure under threat
- AMP launches education website for trustees
- ECT amendment passes through Senate
- Bill for extra ATO penalty powers lapses
- SMSFs chasing currency ETFs as dollar weakens
- SMSF jargon deters prospective trustees
- ‘Alarm bells’ ringing around leveraged property and SMSFs
- SMSF growth drives technology trends
- Westpac launches investment tool with SMSFs in mind
- DIY estate planning disasters increasing
- Self-education cap could put SMSF advice at risk
- Future of super a two-horse race
- SMSF practitioners ‘unsure’ about limited licensing
- SMSFs not flagged in standards upgrade
- SMSF hype attracting ‘unsophisticated’ investors
- SMSFs provide 'control' over estate planning
- SMSFs an adviser priority: survey
- Countplus invests $2m in Class Super parent
- BGL partners with SelfWealth for SMSF tool
- Self-education cap 'short sighted', says SPAA
- Government ‘can’t refuse’ property regulation: PIPA
- OneVue’s new UMA fee structure aims for SMSF integration
- Standard asset allocation models ‘outdated’
- Compliance on ATO’s radar, warns SPAA
- SMSF advice in Senator’s sights
- Future Estate launches fund with SMSFs in mind
- Accounting firms merge to expand SMSF services
- Legal complexity an SMSF 'headache'
- SMSF investors ‘dramatically evolving’: survey
- ‘Legislative shortcomings’ remain in SMSF sector
- Planners unrealistic about SMSF revenue
- Remove accountants’ exemption immediately, says AIST
- Practitioners reject minimum balance requirement for SMSFs
- ‘Friction’ between accountants and planners to ease: IPA
- Retirees 'in the red' despite strong super result
- Praemium begins beta trial for SMSF compliance tool
- NTAA questions AMP SMSF credentials
- SMSFs ‘falling foul’ through asset allocation
- TAL enhances SMSF offerings
- Mixed reactions over five-year super freeze
- Commissioner finalises pension rulings
- ASIC highlights SMSF training gaps
- IPA repeats calls to scrap self-education cap
- OneVue improves services to 'growing' SMSF sector
- Advisers should be wary of pension starting dates
- New tax determination impacts pension assets
- Key super measures left in limbo
- Accountants to lead advice influx
- SMSFs warned on 'high level' international markets risk
- 'Ownership' of investment boosting ETF popularity
- BGL releases SMSF tool for beta testing
- 'Game changer' on SMSF horizon
- SMSF cash love affair a ‘significant issue’
- SMSFs ‘sick’ of institutional fund managers
- Practitioners, SPAA reject compulsory trustee training
- FIIG puts corporate bonds within SMSF reach
- SMSFs contribute to strong AMP result
- Class Super extends SMSF data service
- Accountants committed to SMSF sector, says SPAA
- SMSF contributions decrease significantly: survey
- No entry barrier to SMSFs, says CleverSuper
- ASIC warns investors on hybrids risk
- Retail funds most at risk from SMSFs
- Wealthtrac responds to SMSF boom with specialist appointment
- SMSFs for all a ‘dangerous’ concept, warns Dunn
- Xpress Super announces direct property option
- Beware of recent SMSF changes, warns advice firm
- SMSF sector continues ‘healthy’ growth
- AMFS will boost trustee investment diversity: ASX
- Accounting firm recruits AMP exec for SMSF division
- Focus advice on pension phase: Burgess
- Lower-balance funds ‘at risk’, says Centric
- Chan & Naylor partners with SMSF platform
- ASIC outlines ongoing SMSF enforcement work
- Accountants warming to platforms: report
- Total SMSF members approaches one million mark
- Practitioners favour compulsory association membership
- ‘Incessant tinkering’ with super a blow to confidence
- CBA targets SMSFs in equity product
- SMSF admin providers threaten insto market share
- SMSF property fears ‘overstated’: SPAA
- SMSF Strategy Day registrations now open
- FIIG opens bond raise for Cash Converters
- Corporate super fund offers ‘alternative’ to SMSF
- ASIC investigates AFSL for poor SMSF advice
- Industry pressures Coalition to deliver super promises
- MFAA responds to ASIC lending crackdown
- Associations call for tougher SMSF licensing conditions
- Automation driving SMSF sector growth
- Heffron launches SMSF compliance tool
- SMSF investors seek offshore options
- New SMSF disclosure rules released
- ATO warns trustees on related party issues
- No wholesale SMSF review needed: ICAA
- ASIC singles out SMSF advisers
- Auditors subject to 'exponential' scrutiny
- ASIC imposes licence conditions on SMSF adviser
- ASIC, RBA closely monitoring property investment
- Accountants' take up of limited licence sluggish
- Super 'too commoditised' by industry, says lawyer
- Focus on gender divide, says Cooper
- SAFs 'optimal solution' to SMSFs
- Retail fund sector to trump SMSFs
- Social media ‘critical’ to SMSF practice, says Dunn
- IPA against minimum SMSF balances
- ASIC to ‘safeguard’ SMSF sector reputation
- SFG aiming for SMSF expansion
- Trustee incapacity ‘elephant in SMSF room’
- BGL adds SMSF deed to Simple Fund 360
- Property ‘hysteria’ unfounded, experts say
- Super investment reviews vital, warns Centric
- ICAA opens merger voting
- ‘Evolutionary’ platform to allow SMSF gearing
- Trilogy seeks SMSFs for commercial property
- Burgess points to contributions cap perk
- Poor advice ‘rife’ in SMSF industry, says lawyer
- FIIG targets trustees with PMP bond issue
- SMSFs continue to vex fund managers
- Planner demand for SMSF client books rising
- ASFA calls for SIS amendments
- Wealthtrac launches SMSF app
- Online lender launches SMSF home loan
- IPA’s APES 230 breakaway condemned
- Centric expands to meet SMSF demand
- CPD points awarded to SMSF Strategy Day delegates
- Women more concerned about super than men: report
- Analyst calls for end to accountant-planner turf war
- MFAA ramps up SMSF lending program
- SMSF specialist wins AFA Adviser of the Year
- Experts warn on SMSF sector’s 'time bomb'
- SMSF Adviser aids third consecutive BRW ranking
- Mass limited licence take-up unlikely
- Industry Super warns on SMSF 'traps'
- SMSFs trump industry, retail funds in satisfaction
- SPAA welcomes Labor’s super focus
- SMSF sector plagued by generalisations
- ASIC sounds new warning on SMSF spruikers
- AMP aligned business further grows SMSF footprint
- IPA members to receive CPE hours at Strategy Day
- Multiport predicts collectibles decrease
- AMP Capital broadens SMSF involvement
- SMSF advice crucial to keeping clients, says Burgess
- AMP SMSF reports Q3 growth
- Bendzulla automates tax exempt percentages
- SPAA sheds light on common misconception
- Connect backs planner-accountant collaboration
- ATO issues warning on non-lodgement
- Study reveals SMSF referral patterns
- SMSFs seen as ‘status symbols’, says BT
- SMSFs need ‘unconventional’ investment strategies
- Property spruikers still lurk, warns PIPA
- Practitioners fear SMSF over-regulation
- Super IQ acquires Super Concepts
- SPAA continues contribution cap lobby
- SuperIQ eyes further acquisitions
- SMSFs still 'playing it safe' with equities
- Tickets selling fast for SMSF Strategy Days
- ANZ planning to grow SMSF advice arm
- Trustees ‘underestimate’ insurance needs
- Regulate property investment advice, says AMP
- AMP SMSF acquires Supercorp admin business
- ASIC warns agents on SMSF licencing obligations
- Cost of living hitting retirees, says ASFA
- Govt’s tax relief ‘creates certainty’ for SMSF market
- La Trobe launches SMSF loan
- Lawyer slams SMSF links to property bubble
- ASIC receives industry support for CP216
- ATO outlines trustee, auditor concerns
- Govt policy to encourage SMSFs: Sinodinos
- Industry professionals gear up for 7th annual SMSF Strategy Day
- Industry funds back increased SMSF disclosure
- ASIC bans jailed financial services director
- SMSF retirement assets to hit $562bn
- ATO issues SMSF tax avoidance warning
- AMP responds to ASIC’s CP 216
- Class Super appoints new CEO
- SMSFs driving ETFs towards $10bn mark
- SMSF Adviser crowned Australia’s best launch magazine
- New investment research service targets SMSF trustees
- Class Super reports 80 per cent growth for 2013
- SMSF financial adviser enters EU with ASIC
- SMSF set-up rate concerning: Cooper panellist
- AMP SMSF appoints new managing director
- Taxpayers Australia calls on ASIC for clarity
- Skaffold encourages SMSF engagement
- Trustee competency test labelled ‘elitist’
- Class now SuperStream ready
- ASIC disclosure recommendation ‘too simplistic’: SPAA
- APRA should regulate SMSFs, says analyst
- OneVue completes multi-million dollar capital raising
- SPAA reiterates calls for SMSF topic in RG 146
- Dunn offers SMSF sector predictions
- ASIC foray into SMSFs 'concerning': lawyer
- Notion of SMSF compensation levy rejected
- Software integration to ‘bridge’ accountant-adviser gap
- ICAA questions ASIC’s CP 216 proposals
- Super-switching consumers seek advice
- IPA head to chair Council of Small Business
- SMSFs missing out on global opportunities
- SMSF assets up by $77bn
- Easton Investments acquires accounting practice
- Trustees continue to shun cash investments
- OneVue restructures senior management teams
- ipac makes senior advice appointment
- SMSFs drive Bendigo acquisition
- ‘Light touch’ SMSF regulation preferable: Sinodinos
- Count outlines disclosure concerns to ASIC
- SMSFs warming to insurance
- Legg Mason eyes SMSF market
- ‘Huge potential’ in multi-service firms, experts say
- Simple Fund 360 released to BGL users
- Industry funds attempt to stem SMSF outflows
- BTIM eyes SMSF market
- AMP SMSF outlines proposed legislative changes
- Make trustee education mandatory, says lawyer
- BGL partners with Australia Post on SuperStream
- SMSFs ‘eager’ to look offshore
- ‘Stringent’ draft tax determination withdrawn
- ATO releases draft ruling on apportionment
- Defrauded trustee lodges ASIC complaint
- Challenger to acquire Bendzulla
- SMSF advice engagement up post-GFC
- LRBA draft instrument ‘creates certainty’
- Govt backs extra ATO penalty powers
- Specialisation no guarantee of business success: Dunn
- ATO releases new analysis of SMSFs
- ASIC issues penalty to SMSF property firm
- Auditor numbers continue to fall
- Accounting world set for shake-up
- BlackRock releases investment tips for 2014
- Focus on SMSF compliance risks ‘excessive’
- Industry fund fined for misleading SMSF advertising
- SPAA releases SuperStream tips
- ICAA pushing for borrowing review
- Accountants’ exemption transition period ‘too generous’
- Number of SMSFs rise as APRA funds fall
- Shelving of Labor policy good for SMSFs
- Media Super labels ASIC fine ‘over-reaction’
- SMSF borrowing growth not ‘irresponsible’
- Investors ‘coerced’ into small-balance SMSFs
- Poll reveals limited support for property regulation
- Comparing super sectors ‘futile’
- Accountants looking to offer client data online
- Trustees see property as ‘safe’ investment
- Union boss slammed over SMSF scares
- SMSF specialist joins Prescott Securities
- Tranzact issues update on sale of SMSF business
- ATO powers a warning to ‘delinquent’ trustees
- CleverSuper chief calls for SMSF admin licensing
- SPAA warns on free SMSF services
- SMSFs drawn to global equities
- Property could ‘wipe out’ SMSF savings
- Charterhill Group entities in trouble
- Market Vectors warns on SMSF cash risk
- Criticism of SMSFs and property ‘ill-founded’
- Industry fund to facilitate SMSF wind-ups
- SMSF use higher among females
- Trustees misrepresented as ‘dark force’: legalsuper
- Licensing structure inequitable, says accounting body
- Hunt begins for missing Charterhill funds
- ATO urges trustees to consider SMSF ‘risk’
- Industry fund responds to SMSF ‘challenge’
- Charterhill boss apologises for ‘shock closure’
- RBA rate announcement - February 2014
- DomaCom launches fractional property fund
- ATO encourages ‘active’ female investment
- SMSF compensation a potential ‘moral hazard’
- Fed Court freezes assets and passport of Charterhill boss
- ASX eyes SMSF investors with mFund
- Bell Direct launches new SMSF service
- ‘Risky’ SMSF compensation scheme rejected
- SMSF firm acquires financial planning company
- ‘Free’ SMSF services under regulator scrutiny
- Instreet MD launches investor tool
- ‘Gaps’ in protection for SMSFs, ASFA warns
- ‘Accurate’ costing of super tax concessions needed
- Independent planners green light DomaCom product
- SMSF leakage not a concern, says industry fund
- Class Super launches cloud-based SMSF app
- Ex-Olympics VP appointed to SPAA
- SMSF lenders join property investment platform
- BT boss eyes SMSF sector
- Major new report released on SMSF trustees
- Super changes can 'compromise' stability
- Topdocs aids access to Macquarie CMA applications
- Praemium unveils SMSF admin software
- OneVue tips mFund success
- SMSFs a ‘holy grail’ for infrastructure investment
- AMP calls for SMSF residency rules reform
- SPAA chair stands down, announces successor
- Govt rules out limited recourse borrowing review
- ATO outlines SMSF sector concerns
- AMP seeks SMSF trustee cross-sell
- SMSF specialisation ‘great news’: Ripoll
- La Trobe Financial gets ‘strong’ rating
- LRBA hype overblown, says BT
- OneVue purchases superannuation trustee
- Non-lodgement to affect property borrowing
- SMSF audit pricing ‘under threat’
- Regulators crack down on 'free' SMSF services
- ATO releases SuperStream guidance
- AMP names new chairman
- ASIC eases compliance on internet securities
- Planner group points to SMSF conflicts
- RBA's rate announcement - March 2014
- Lawyer reveals key to ATO dispute resolution
- New penalty power could expose advisers
- Govt should ‘re-think’ LRBA review rule-out
- ‘Strong case’ for reducing SMSF levy
- SMSFs’ ETF usage skyrockets
- Prime launches new property fund
- Govt says SMSFs not over-investing in property
- ATO reveals LRBA risk assessment
- Investors with SMSFs ‘happier’: RaboDirect
- Trustees overlooking commercial property
- SMSFs outperform industry funds in satisfaction
- New ATO penalty regime welcomed
- ATO ‘spread very thinly’, says AIST
- Class Super rolls out cloud-based service
- Super withdrawal rate inadequate: Finsia
- SMSF trustees warned on new reforms
- EY outlines fresh auditor considerations
- ASIC fines firm over ‘free SMSF’ setup claims
- Accountants’ exemption phase-out too short: poll
- HNWs invest heavily via SMSFs
- BGL's Simple Fund 360 released to market
- Finance minister to take on Sinodinos’ duties
- SPAA backs best interest duty changes
- Count lays out SMSF licensing options
- ATO debunks LRBA, property speculation
- MFAA hits back at ICAA on SMSF borrowing
- Andrew Hamilton to depart AMP
- SMSF trustees 'loyal' to advisers
- Trustees need to up education, says analyst
- No problem with free SMSFs, practitioners say
- ‘Superannuation is our number one challenge’: ASIC
- FOFA freeze gives ‘breathing space’: SPAA
- Fresh warning on SMSF licensing, property
- Free SMSF ‘gimmick’ slammed
- Count and SPAA to partner on SMSF training
- Multiple board changes for OneVue
- Accounting and planning bodies form SMSF alliance
- CBA recommends trustee ‘financial literacy’ program
- Further SMSF regulation ‘unwarranted’
- ATO struggling as SMSF regulator: analyst
- RBA rate announcement - April 2014
- Retirees struggle following rates hold
- ATO penalties could raise millions
- ASFA points to super ‘regulatory gaps’
- Don’t rely on ASIC for industry standards: SPAA
- Pressure on SMSF auditors set to increase
- SPAA refutes 'spurious' SMSF data claims
- SMSFOA recommends review into property, gearing
- IPA pushing for higher caps, LISC re-introduction
- SMSFs ‘bear close monitoring’: RBA
- SMSFs expensive, poorly diversified: ISA
- SPAA throws support behind ATO
- AMP warns accountants on self-licensing ‘myths’
- Class Super CEO steps down
- Have your say in the SMSF Awards
- Trustees warned on SuperStream changes
- ISA slammed for ‘self-serving’ SMSF attack
- ‘Landmark’ ATO ruling issued
- SPAA proposes financial advice licensing changes
- SuperGuardian offers new ‘end of year’ service
- Firstmac fund picks up pace with SMSFs
- Property in SMSFs not a looming 'disaster': SMSFOA
- Urgent SMSF loan clarification required
- New publication launched for burgeoning third-party mortgage distribution sector
- New ATO decision on LRBAs ‘good news’
- Calls to scrap ‘discriminative’ 10 per cent rule
- ATO warns on trustee contraventions
- Scrutinise SMSF ‘systemic risk’: Minter Ellison
- SMSF role in property bubble ‘small’
- SMSF compensation raises ‘moral hazard issues’
- Case for corporate trustee strengthens
- AMP rejects SMSF admin restriction claims
- SMSFs trigger property research demand
- Accountants should be ‘wary’ of SMSF education
- Raising pension age no ‘silver bullet’: SPAA
- Capital city property growth fades
- SMSFs seen as ‘fashion accessory’: NGS Super
- BlackRock chief praises Aussie super system
- SPAA launches professional development tool
- Lawyer outlines SMSF estate planning 'gaps'
- Accountants warned on ‘nightmare’ AFSL
- OneVue looks beyond SMSF market
- SMSFs carved out of FATCA
- Trustees cautioned on looming reforms
- Lawyer warns on SMSF ‘time bombs’
- Regulator buckling under SMSF pressure
- Rate your SMSF service providers
- SMSFs could reach 'tipping point'
- AMP Capital furthers SMSF involvement
- CommInsure launches new SMSF product
- SMSFs dodge Commission of Audit bullet
- RBA announces cash rate decision for May 2014
- BGL releases SuperStream registration service
- Super a federal revenue ‘underperformer’
- SMSFs seeking advice on LRBAs
- SMSF trustees immune to vertical integration
- mFund to foster SMSF, managed funds relationship
- AMP SMSF reports $741m growth
- Brogden predicts super, banking partnership
- Practitioners cautioned on obscure SIS provisions
- CFS outlines platform ‘roadmap’
- OneVue undergoes ‘rebranding exercise’
- Trustees cautioned on property market prices
- FOFA changes could hurt consumers: SPAA
- Unregulated advice driving SMSF set-up
- SG freeze creates industry concern
- Tougher tests for self-funded retirees
- Calls for SMSF levy reduction ignored
- Axe hangs over ATO jobs
- Govt addresses contributions concerns
- ‘Risky’ negative gearing in super slammed
- ASIC cautions brokers on LRBAs
- AMP SMSF points to new tax considerations
- Gadens calls for compulsory trustee education, advice
- Beacon planners gain access to DomaCom
- Director warns on new SMSF players
- Accountants to shun institutional licensees
- Morningstar highlights SMSF advice opportunity
- Burgess points to ‘obscure’ repair levy feature
- BoQ looking to target SMSF sector
- OneVue purchases SMSF admin business
- ASIC prompts licensee to review SMSF advice
- Hockey hints at changes to super
- New infrastructure fund launched
- Negative gearing predicted to increase post-Budget
- SMSFs continue driving ETF usage
- ATO rejects calls for improved transparency
- Budget measure to up pressure on auditors
- EQT announces mFund offering
- Heffron launches online SMSF establishment service
- SMSF property service launched by DomaCom
- ‘First of its kind’ judgement handed down
- Former Westpac exec joins SPAA
- Firm relaunches SMA service on Praemium
- CMC Markets Stockbroking’s mFund offering goes live
- Govt announces SuperStream extension
- Auditors warned on independence risks
- ATO outlines SMSF compliance focus
- Trustees advised to de-risk commercial property
- Be wary of property investment advice, says PIAA
- SuperStream delays ‘common sense’
- OneVue eyes further acquisitions
- ATO warns on late lodgement
- SMSF sector seen as ‘punching bag’
- Lawyer gives tips on waiving ATO penalties
- SPAA highlights new legislation to trustees, advisers
- ASFA cautious on SMSF investor sophistication
- ATO mulls new ruling on SMSF loans
- Report reveals SMSF growth projections
- ATO penalties could raise $100m per year
- Cooper slams criticism of ATO
- RBA announces rate decision
- ATO reiterates non-compliance approach
- ‘Solid growth’ in SMSF residential property investment
- Trustees cautioned against complacency
- Abolish preservation age, says lawyer
- Changes to SMSF annual return flagged
- Former Labor minister appointed APESB chair
- SMSF cash allocation remains heavy
- Advice body moves to counter SMSF trend
- New reforms to impact client strategy
- Chan & Naylor launches SMSF admin unit
- Modest growth in residential property market
- Asset allocation leaving SMSFs vulnerable
- Platforms ‘slow’ to meet SMSF demands
- New penalty regime prompts ATO review
- ASX dispels myths on SMSFs, options trading
- SPAA outlines tax-time strategies for SMSFs
- SMSF growth boosting LICs popularity
- Calls for mandatory trustee education rejected
- ATO outlines SuperStream concerns for SMSFs
- New COO for Class Super
- LISC scrapping slammed by industry bodies
- Accountants warned on delaying licensing
- Concerns remain after FOFA amendments: SPAA
- SMSFs outperform APRA funds: NAB report
- Senate passes key measures affecting super
- Govt’s FOFA announcement ‘positive’ for SMSFs
- ATO called on for ‘consistent approach’ to LRBAs
- Auditors firmly on ATO’s radar, says ICAA
- Lawyer outlines EOFY issues for SMSFs
- Adviser points to ETF pitfalls for SMSFs
- Asia exposure key to SMSF diversification: Seres, Acorn
- Practitioner outlines key to bottom-line growth
- BGL partners with TAG to deliver audit papers
- ASIC takes action on ISA advertisements
- Drastic changes to SMSF age profile, says Core Data
- Grant Samuel eyes SMSFs in CFS platform deal
- Sequoia considers SMSF expansion, acquisitions
- Deloitte weighs in on contribution caps debate
- SMSF firm strikes deal for CWS advisers
- Sterling director appointed to AMAA board
- Nyko outlines tips for SMSF property investment
- GBST goes live with SuperStream Gateway
- SPAA welcomes draft regulations for tax advisers
- CleverSuper to survive CWS collapse
- Lawyer issues reminder on insurance in super changes
- DomaCom backs efforts to weed out spruikers
- AMP SMSF identifies key enablers for sector growth
- RBA announces cash rate decision for July 2014
- SMSFs driving APRA funds to innovate: Mercer
- Satisfaction with SMSFs still ahead of APRA funds
- ECP Asset Management makes play for SMSFs
- MDS set to acquire Sequoia
- Cooper still cautious on leveraging in SMSFs
- Top service providers revealed in SMSF Awards 2014
- ATO reiterates ‘underlying problems’ in SMSFs
- ICAA calls for action on longevity risk
- SMSF auditors in ATO’s ‘firing line’
- Tax changes to superannuation ‘inevitable’
- Investors Mutual targets SMSFs with LIC
- SMSF popularity drives Exelsuper growth
- IPA calls for ‘improved tax regime’
- SPAA welcomes Roy Morgan SMSF engagement research
- Quantum pens client letter post-CBA scandal
- Report reveals ‘alarming’ super savings stats
- AMP launches social entrepreneurship fund
- Budget will strengthen super system: SMSFOA
- Commercial lender adds SMSF arm
- Planning firm to establish MDA structure
- Govt review recommends ATO penalty reform
- Planner adds voice to contribution cap concerns
- Software firm tips auditor-administrator collaboration
- SMSF Partners rebrands amid CWS deal
- Calastone removes manual year-end processes
- CFS warns against excess super contribution strategies
- ATO launches app for SMSF trustee use
- SMSF sector to dwindle over 30 years: report
- Outsource admin at your peril: Wealthtrac
- Recent decision prompts warning on super schemes
- FSI report flags SMSF advice standards
- Advisers ‘don’t know enough’ on SMSF property
- TAL upping focus on SMSF sector
- SMSFs in ‘firing line’ of FOFA amendments
- ASIC flags ‘concerning trends’ in limited licensing
- FSI mulls prohibition of borrowing in super
- ATO outlines new ‘emerging risks’ in SMSFs
- SMSFOA supports FSI gearing concerns
- Auditors warned on changing ACR approach
- BT plays down FSI speculation about SMSFs
- ATO includes SMSFs in new corporate plan
- SMSF-focused AFSL joins AIOFP lobby group
- SMSFs not immune from longevity risk, warns IPA
- Blocking of LISC repeal welcomed
- New research on SMSF service providers revealed
- Retirement phase of super underdeveloped, says SPAA
- Govt mulls changing drawdown limits
- ASIC obtains court orders in SMSF investigation
- Review of property schemes ‘disappointing’: ASIC
- ATO ups scrutiny on SMSF practitioner behaviour
- SMSF service provider lists on ASX
- ATO reports 300-plus auditors to ASIC
- Trustees warned on unexpected ‘toll’ of aged care
- Class reaches 10 per cent SMSF market share
- Lawyer outlines ‘critical’ incapacity planning steps
- ATO outlines ‘important’ reminders for trustee clients
- New ATO decision ‘clarifies misunderstanding’
- ‘Substantial portion’ of accountants to shun AFSL
- Registrations open for 8th annual SMSF Adviser Strategy Day
- NAB signs up to LRBA ‘best practice’ guidelines
- Accountants ‘bypassed’ in SMSF establishment
- Look to UK model to prevent ‘colossal’ SMSF losses
- Release super to first home buyers: Xenophon
- Tria critical of ‘loose’ investment strategy rules
- Bell Direct hits back at mFund critics
- Accounting bodies release SMSF education course
- ATO alert ‘pertinent’ to SMSF property investors
- AIST rejects opening super to first home buyers
- Vanguard ‘wary’ of leveraging in super
- Accountants ‘not worrying enough’ about licensing
- RBA announces cash rate decision for August 2014
- SMSFs preventing economic growth: Credit Suisse
- ASX confident about mFund benefits for SMSFs
- SMSF appetite for borrowing waning
- ASIC warns SMSFs off bitcoins
- ASIC clarifies wholesale investor test for SMSFs
- ‘Rush’ to licensing may incur additional costs
- ATO commits to cost-cutting strategies
- ASFA cites further cost ‘pressure’ for retirees
- Recent court case has ‘implications’ for SMSFs
- SPAA welcomes clarification of wholesale investor test
- New data released on SMSF licensing take-up
- SMSF sector driving Nyko sales growth
- Definition of dependant ‘evolving’
- ASIC fines firm for ‘misleading’ SMSF advertising
- Dealer group expands offering in light of new SMSF licensing
- Industry fund to ‘fast track’ SMSF wind-ups
- First SuperStream contributions processed
- ASIC penalises firm for ‘free’ SMSF set-up claims
- SMSF practitioner wins independent advice award
- SMSFs warned on portfolio risk
- Service providers begin SuperStream processing
- Skaffold makes new appointment ahead of SMSF expansion
- SMSF admin provider launches business-building tool
- First OneVue client accesses mFund
- Charterhill companies owe creditors $11.5m
- SMSFs still ‘significantly underexposed’ to global stocks
- Tria highlights ‘compelling’ SMSF value proposition
- ‘Flood’ of AFSLs for accountants never expected
- mFund threatens platform cost structure, says OneVue
- Save an extra $100K-plus in super, ASFA says
- SPAA develops new tech mentoring program
- Class collaborates to launch SMSF app
- SMSF admin provider rebukes CareSuper claims
- New research finds SMEs increasing SMSF set up
- ATO cuts could hit SMSFs, says union
- ATO to target SMSF property investors
- SPAA highlights ‘trap’ for SMSF practitioners
- AMP SMSF signals strategy change
- BGL integrates with Xero for Simple Fund 360
- ATO toughening up on market valuations
- La Trobe extends commercial loan terms
- Adviser highlights common trustee mistakes
- SMSF regulation needs ‘further consideration’
- SuperCentral, Townsends launch estate planning service
- KPMG weighs in on super, leveraging debate
- ASIC mulls ‘soft’ minimum balance for SMSFs
- CAANZ reiterates calls for review of borrowing
- Operating costs of SMSFs not a concern: SPAA
- Accountants outline ‘challenges’ in servicing SMSFs
- Major report identifies ‘sizable shift’ in SMSF sector
- ASFA calls for SMSF 'health warnings'
- New pension rules have SMSF implications
- SMSFOA reiterates gearing concerns
- Survey backs SMSF knowledge levels
- Trustee urges review of super borrowing
- FOFA changes ignore SMSF peril: MP
- Licensee reports SMSF borrowing uptick
- APRA rejects calls to regulate SMSF sector
- AMP partners with uni on research, education
- Consider limitations on SMSF set-up, says Westpac
- RBA announces cash rate decision for September 2014
- Aussies ‘confused’ about value of super
- RBA backs FSI’s concerns over leveraging in super
- Aberdeen adds funds to ASX’s mFund service
- Super to become political ‘battleground’
- Beware potential breaches with LRBAs, says lawyer
- ATO holding $19.1m in lost super
- Cavendish plays down LRBA concerns to FSI
- Deloitte rejects minimum balances for SMSFs
- AMP SMSF outlines new ‘strategic direction’
- Industry fund introduces ‘self-managed’ investment offering
- ATO outlines steps to protect SMSF bank accounts
- APRA fund launches DIY investment option
- ATO explains SMSF auditor monitoring strategy
- ATO issues significant revision of LRBA figures - September 2014
- Simple Fund 360 integrates with Auditflow
- New decision on LRBAs due by end of 2014
- Loans to members remains top concern, says ATO
- AMP Capital adds to SMSF suite
- Lawyer outlines ‘hidden’ effects of children in SMSFs
- Macquarie predicts FSI outcomes for SMSFs
- Lawyer, ATO outline keys to penalty remission
- Cleardocs partners up with Macquarie
- Technology could push accountants out of SMSF sector
- Aberdeen warns SMSF trustees on risky hybrids
- ASIC eyes SMSF loan sign-offs
- Alternatives a buffer for volatile markets, says Man Group
- SMSFs ‘vulnerable’ to market collapse
- ASIC finds SMSF advice training on the rise
- EY debunks common SMSF audit myths
- Rice Warner calls for review of leverage in super
- Advice firm warns against SMSF property investment
- CBA customers to use rollovers for insurance premiums
- SMSFs to outperform managed funds in market downturn
- Lawyer sheds light on common misconception
- Townsends issues reminder on active member test
- SPAA urges govt to consider co-regulation
- ATO issues ‘key’ clarification for SMSFs
- Benlee, Stronghold eye SMSF market
- ATO launches self-help tool for trustees, advisers
- New Bill introduced on super fund mergers
- SuperStream ‘hopeless’, says SMSF tech consultant
- Rice Warner outlines ‘multi-faceted’ challenges to super industry
- LRBAs a looming ‘disaster’, says Hewison
- OneVue and IMAP team up on managed accounts
- Fully automated SMSF audits ‘quite possible’
- Significant scope for error in new legislation, lawyer says
- Admin provider warns on senior health card ‘risk’
- SPAA slams hypocritical SMSF naysayers
- Call strengthens to release super to first home buyers
- Licensee acts on ASIC’s SMSF advice concerns
- AMP weighs in to longevity risk debate
- Chan & Naylor signs mortgage broking JV
- Skaffold offers research tool to SMSF professionals
- NAB fined over misleading PDS
- Make annuities compulsory, says Deloitte
- LRBA constraints called for to address ‘market distortion’
- Satisfaction with SMSF admin providers rising
- ATO honing in on ‘aggressive’ SMSF tax structures
- Interprac responds to ASIC SMSF concerns
- CMC Markets announces mobile trading apps upgrade
- SMSF trustees not a 'law unto themselves'
- ‘End of the road’ for leverage in super could be near
- RBA rate announcement - October 2014
- Paradigm acquires SMSF advice firm
- SMSF portfolios ‘significantly skewed’
- Change to ATO decision relevant to SMSF in-house assets
- National accounting group warns on SMSF ‘traps’
- Unanswered questions lingering over LRBAs, says Macquarie
- OneVue moves to expand SMSF reach
- Gen Y keen to access super for first home
- Mercer research confirms risk of longevity
- Count CEO warns on capacity risks for SMSF licensing
- ‘SMSF profession’ appealing to the young, says SPAA
- FIIG cautions on hybrids risk
- AMP SMSF exec resurfaces at platform provider
- Draft legislation on excess contributions tax released
- IPA merges with UK accounting body
- Count unveils online SMSF licensing tool
- ATO warns on SMSF ‘boiler room sales tactics’
- Lawyer highlights downfalls in proposed legislation
- ATO gives insight to ‘audit of auditors’ process
- APRA funds’ infighting leading to SMSF leakage
- SMSFs wrongly claiming no-TFN tax offset, says ATO
- ATO cautions on non-institutional SMSF loans
- Dodgy SMSF advice on ASIC’s radar in 2014/15
- Folkestone announces SMSF distribution team changes
- Keating calls for limits on leveraging in SMSFs
- ATO hitting accountants’ productivity: poll
- Old trust deeds create SMSF penalty risk
- Sterling Publishing acquires leading legal title
- UBS launches ‘borrow to invest’ product
- Former ASIC investigator points to SMSF ‘red flags’
- Lawyer slams Keating’s call for limits on SMSF loans
- ATO issues SG rate reminder to employers
- SPAA throws support behind govt's adviser register
- National accounting group optimistic on SMSF client growth
- AMP SMSF reports growth of $572m
- Major actuarial certificate provider expands, rebrands
- ATO urges trustees to be SuperStream-ready
- New research tackles SMSF retirement adequacy
- Lawyer flags independence issues for SMSF licensing
- New data shows SMSF borrowing, cash holdings decrease
- Instos’ entry into SMSFs a force for good, says Cooper panellist
- Wealthtrac launches app to monitor super
- SMSFs key to high-rating Aussie super system: SPAA
- Federal Court case gives insight into sole purpose test
- ATO annual report outlines SMSF enforcement action
- Dealer group 'commits' to expand SMSF specialisation
- SMSF specialist appointed to ASIC panel
- Family trusts trump SMSFs on simplicity, says HLB Mann Judd
- ASIC warns accountants on high-risk licensees
- ‘Disruptors’ continue to mount for SMSF accountants
- Practitioners' liability avoidable for estate planning 'disasters'
- Crucial Bill for CAANZ merger passes
- Consultant points to 'grey area' with compliance responsibility
- Lawyer predicts play-out of ‘dangerous’ SMSF penalties
- Cash rate decision announced by Reserve Bank
- CleverSuper boss working with Findex
- Member-direct options of ‘questionable’ value for APRA funds
- ATO may ‘explicitly’ push SMSFs to corporate trustee structures
- Ideology, self-interest driving SMSF criticism: SMSFOA
- Iress incorporates XPLAN with Class Super
- SuperCentral offers new ‘bundled services’
- New BetaShares fund targets SMSFs, retirees
- Research confirms continuing SMSF ‘threat’ to retail funds
- SMSF trustees ‘spooked’ by large-scale advice scandals
- Govt called on to look at super tax breaks
- Regulator criticised over debt collection process
- ‘Strong demand’ from SMSFs in Medibank Private IPO
- ASIC seeks court order on SMSF property promoter
- ‘Material deficiencies’ found in SMSF licensing applications
- ‘Sophisticated’ property investors eyeing SMSFs
- ASIC action on alleged SMSF property spruiker welcomed
- Exelsuper boosts SMSF specialist numbers
- Licensee eyes accountants with new business
- ‘Haven’t seen the end’ to excess contribution tax changes
- Topdocs automates ABN applications for SMSFs
- Former treasurer Costello backs super concessions
- Flexibility trumps performance for SMSF trustees
- Change legislation to boost women’s super, says ASFA
- Topdocs launches new estate planning tool
- ATO adds to approved SMSF education program list
- ‘Unintended consequences’ threaten SMSF tax reform
- One fifth of SMSF trustees lacking retirement plan
- New research finds SMSF growth boosts LIC investment
- SMSF advisers leading the charge on direct shares
- Industry fund’s SMSF wind-up service falls flat
- Australia-China agreement to boost SMSF industry exports
- Real estate body concerned by ‘blurred’ SMSF property advice
- AMP favours ‘tightening’ of SMSF borrowing rules
- Relevance of SMSF investment strategies questioned
- Firm warns on cost of ignoring SMSF licensing regime
- Business owners missing out on super benefits
- SMSF FUM growth set to slow, new research shows
- ATO confirms further restrictions for insurance in SMSFs
- Fresh warnings over ‘free’ SMSF set-ups
- Vanguard adds to ETF product suite
- ASFA continues to sound warnings on retirement savings
- ATO releases ‘commutation clarity’ for TRIS
- Perpetual LIC attracts strong SMSF interest
- Opportunity for young advisers in SMSF borrowing
- SMSF auditors need ‘shake up’ to stay relevant
- Accountants resisting insto ‘stigma’ with SMSF licensing
- SMSF trustees ‘awakening’ to different investments
- Multiport, ATO identify SMSF compliance weaknesses
- Sterling crowned Business Publishing Company of the Year
- SMSF asset growth sluggish for Sept quarter
- Change in sight for contribution reserving strategies
- BetaShares points to ‘high risk’ asset allocations
- ATO urges action on SuperStream obligations
- Industry body hits back at calls for super tax reform
- Accounting body announces new president
- ATO assistant deputy commissioner for super departs
- ASIC looks to expand SMSF supervision areas
- Forsyth’s position at ATO empty for 'foreseeable future'
- ATO’s SMSF product ruling system withdrawn
- ASIC concerned by ‘off-road’ SMSF trustees
- Govt warned against banning SMSF borrowing
- Superfund Partners integrates software with online stockbroker
- SMSF admin firm partners with Bullion Capital
- Direct property can significantly reduce volatility in SMSFs, says AUI
- SMSFs missing out on global diversification
- RBA announces cash rate decision for December 2014
- ATO to drive SMSF industry automation
- New research debunks SMSF gearing concerns
- Forsyth joins forces with super consultancy firm
- SPAA backs government’s plans for adviser register
- ‘Alarming’ increase in SMSF trustee disqualifications
- Update issued on SMSFs and non-commercial loans
- FSI hands down borrowing in super recommendation
- SPAA points to ‘enormous positive’ for SMSFs in FSI
- Limits to super tax concessions raised in FSI
- FSI backs ATO as regulator of SMSFs
- Lawyer outlines ‘critical action’ on LRBAs post-FSI
- SMSF Aussie equity holdings tipped to surge
- Proposed banking sector changes could hit SMSFs: SPAA
- ATO updates SMSF record-keeping allowances
- FSI recommendations to spur ‘retirement revolution’
- Gadens slams Murray’s call to ban SMSF borrowing
- ‘Significant’ work needed to keep LRBAs for SMSFs
- Super industry ‘vulnerable to shocks’: Tria
- AMP Capital targets SMSF market with mFund listings
- New research shows SMSFs reduce cash, property exposure
- Townsend slams FSI’s ‘bias’ stance on SMSF borrowing
- Lawyers outline common SMSF litigation triggers
- Insto lobbyists to blame for calls to ban LRBAs
- Accountants, planners urged to address ‘image problem’
- Audit automation to hit SMSF sector in two years
- MLC partners with SPAA on adviser training
- Lawyer points to 'looming issue' for trustee clients
- ATO hands down new decisions on LRBAs
- ASIC cancels registration of 440 SMSF auditors
- OneVue furthers super admin footprint
- National tax reform could see ‘radical change’ for SMSFs
- Super excess contributions tax reform in limbo
- ATO issues further LRBA guidance
- ATO data shows impact of SMSF balance on performance
- ‘Implications’ for SMSFs in recent court case
- SMSF portfolio construction under fire
- Half of all Australians uncertain about super: ASIC
- Keep LRBAs for small business owners, CEO says
- Court finds FX business pushed SMSF set-ups
- Adviser labels SMSF growth ‘frightening’
- AMP SMSF urges trustees to assess loan arrangements
- SMSFs outperform on member satisfaction: survey
- PJC recommends raising educational standards
- Banning LRBAs a ‘foolhardy reaction’
- SMSF specialist calls for regulatory stability in 2015
- Adopt technology or 'die a very slow death'
- Young trustees a positive sign for SMSFs, says SPAA
- Core of accounting industry to ‘decimate’
- Borrowing in super ‘hardly cause for panic’
- Lift super caps to ease pressure on govt, says adviser
- Number of SMSF service providers set to decline
- SMSF trustees looking to alternatives
- BGL knocks SMSF industry’s technology adoption
- Lawyer highlights tips, traps for SMSF establishment
- Finance broking associations at odds over SMSF borrowing
- OneVue launches new investment platform
- Accountants reject ban on SMSF borrowing: poll
- SMSF cloud software to see ‘enormous acceleration’
- Compulsory corporate trustee structures tipped for 2015
- ATO recovers $8m in unpaid super entitlements
- SPAA backs proposals to lift adviser education standards
- Dunn outlines key SMSF business questions for 2015
- SMSF auditors warned ‘change to stay relevant’
- Recruitment firm tips demand for SMSF accountants
- Outdated technology hitting bottom lines, says Class Super
- ‘Incredibly high’ number of trustees hold no life insurance
- Major bank scraps financial advice certificate for LRBAs
- ASFA develops new retirement standard for over 90s
- Lessons for SMSF trustees in high-profile court case
- Fully automated audits unlikely, says BGL
- Robo-advice ‘concerning’ for SMSF practitioners
- Collectibles to see further decline, says SPAA
- SMSFs in 2015 Budget’s firing line
- SMSFs an ‘expensive status symbol’, says Tria
- Fresh draft legislation ‘positive’ for SMSF borrowing
- ING Direct addition to benefit SMSFs, says Hub24
- Reform of major APRA funds’ governance gets SMSF support
- SPAA backs govt moves to protect super
- ‘Noticeable’ spike in SMSF borrowing breaches
- Sladen Legal updates SMSF documents
- Iress incorporates Cleardocs with Xplan
- Bank preparing for ban on LRBAs
- SMSF services most susceptible to automation
- ‘Forget product advice’, says BGL
- mFund gaining momentum with accountants
- Minter Ellison points to ‘danger’ in LRBA ban
- iShares launches two new ETFs on ASX
- BetaShares launches new ETF
- New cash fund added to BT Wrap
- Adviser tips SMSF borrowing to stay
- Property firm hit for false super claims
- SMSF accountants heading for ‘car crash’ in 2016
- OneVue's FUA climbs to $2.8bn
- Govt warned: don’t ‘fiddle’ with super in Budget
- Auditors at odds over future of SMSF auditing
- SMSF not ‘purely for wealthy investors’, says GSAM
- Treasury estimates 'not giving full picture' on super: AMP
- SMSF practitioners missing bottom-line booster
- SMSF trustees unprepared for new collectibles rules
- Poll tips govt to keep SMSF borrowing
- RBA announces cash rate decision for February 2015
- Super tax ‘loopholes’ under fire
- ATO issues clarity on death benefit payments
- ATO highlights billions in forgotten super
- BGL registers for electronic SMSF annual returns
- RBA’s rate cut a ‘kick in the teeth’ to SMSF trustees
- Property investment manager forms hotel trust
- Industry funds catching up to SMSFs on satisfaction
- Government may restrict re-contribution strategies says Mercer
- Latest BMR integration SMSF-focused
- Adviser tips govt to stall on super tax changes
- Former AMP SMSF manager joins DomaCom
- Mid-tier firm joins SMSF minimum balance debate
- Integrations to ‘dramatically reduce’ SMSF set-up time
- APRA funds still struggle against SMSF competition
- Tax white paper ‘casualty’ of leadership crisis
- SPAA confirms name change
- When is an unallocated contribution account a reserve?
- Rice Warner pushes for joint super accounts
- SMSF practitioners neglecting vital step in estate planning
- SPAA slams rumours of structural shift
- Trustee body blasts SPAA rebrand
- DomaCom welcomes Kidman sale turnaround
- Slash red tape for super, SMSFA tells govt
- Class launches foreign asset support for accounting software
- Limited AFSL to increase risk of unlicensed SMSF advice
- Govt makes cuts to deeming rates official
- Trustees warned on SMSF insurance strategies
- New MSCI hire eyeing SMSFs
- ATO ramping up SMSF surveillance
- SMSF interest in growth assets heating up
- Supercorp launches SMSF information portal
- Proposed ASIC powers to benefit SMSFs, says senator
- Accurium launches retirement risk assessment service
- Not enough value in super system, says Murray
- Praemium launches new SMSF compliance service
- Former High Court judge flags threats to super
- ATO hands down first-of-its-kind penalty
- AMP doubles its SMSF adviser numbers
- AMP hits back at SMSF tax criticism
- ASIC urges accountants to 'get their skates on'
- ATO sounds warning on ‘unforgivable’ auditor behaviour
- ‘Don’t backchat to the policeman,’ ASIC tells auditors
- Govt comments on proposal to ban LRBAs
- Labor points to ‘stark realities’ of super system
- Refine client offering or risk your bottom line, says Dunn
- Treasury acknowledges limits to estimates
- Govt backs FSI’s call for clearer super objectives
- ATO outlines strategies for avoiding non-compliance
- SMSF establishments down for December quarter
- SMSFOA urges treasurer to ignore calls for super tax
- SMSF industry under threat, warns planning firm
- IPA tells govt to address 'poor quality advice'
- SMSFs facing ‘income deficit’ says Credit Suisse
- SMSF trustees distracted by noise says AMP Capital
- Corporate trustee structures losing traction
- ATO to target SMSF tax compliance
- Marginal issues distracting SMSF industry
- SMSFs ahead for confidence in retirement savings
- OneVue FUA in platform services rises 45 per cent
- Greens call for super policy changes
- Costello defends LRBA borrowing in SMSFs
- Maximum super contribution base sees increase
- Consulting firm criticises SMSF asset allocation
- Super tax concessions debate intensifies
- RBA rate announcement - March 2015
- Senate votes on super contribution tax rules
- PIPA calls for alternatives to LRBA ban
- Trustees still in the dark on SMSF estate planning
- AMP responds to super contribution tax changes
- ATO to take aim at ECPI claims
- SMSF market share ‘topping out’ says Tria
- IGR hints at tax changes to super
- Beware of the contribution tax changes, warns Cavendish
- Hockey’s hints at early access to super slammed
- BGL launches automated depreciation service
- Trustee interest spikes in ETFs, managed funds
- ATO sets up taskforces to target super threats
- Frydenberg airs concerns over LRBAs
- ASIC bans Charterhill boss
- Property spruiker ordered to stand trial
- Cavendish veteran confirms departure
- Charterhill ‘may have traded whilst insolvent’
- Trustees’ lack of bonds exposure raises concerns
- Keating blasts Hockey’s super proposals
- Firm penalised for misleading SMSF advertising
- Appeal decision released on long-running SMSF dispute
- Tria’s founder Andrew Baker stands aside
- Hockey’s super proposal would ‘promote a property bubble’
- Lawyer calls on ATO for further loan guidance
- Treasurer calls for calm on super tax debate
- ATO honing in on dodgy loan arrangements
- SMSFA warns of long-term risk with super speculation
- Hockey continues push for debate on super changes
- FIIG teams up with Aussie tech company
- LRBAs could leave trustees ‘high and dry’: Frydenberg
- Abolish super tax breaks for the wealthy, says retail fund
- Lawyer challenges ATO on cross-insurance call
- BT Panorama to launch SMSF capability
- ATO urges caution on pensions
- AMP flags tax avoidance risk of new laws
- Blame poor advice not LRBAs for gearing issues: IPA
- Spruikers pursuing ties with SMSF practitioners
- Navigating the transfer of benefits with a property - March 2015
- Hockey’s super proposal a ‘double-edged sword’
- Associations push to abolish 10 per cent rule
- SMSFs targeted with $60m corporate bond offering
- Centuria launches roadshow for independent advisers
- ATO warns on contributions ‘interruption’ for SMSFs
- SMSF trustees ‘ships without rudders’, analyst claims
- Industry bodies unite to lobby govt on LRBAs
- Actuaries Institute warns on risks of ‘super tinkering'
- ATO continues ‘reinvention’ push
- Disengaged super members vulnerable to bank deals
- Deloitte plays down LRBA growth
- Auditflow partners with financial reporting company
- ATO addresses ‘common headache’ with new advice
- Australian Money Market adds Westpac to hub
- RBA warns on long-term super allocations
- Cooper warns on future of super, age pension
- CPA hits back at critics of SMSF accountants
- ASFA debunks super tax concession myths
- SMSF practitioners urged to consider public speaking roles
- Defensive SMSF portfolios lack sustainability, report says
- ATO sounds warning on SMSFs in pension phase
- ATO urges trustees to review succession plans
- SMSFs to ‘get pulled in’ to tax reform debate
- Tax professionals warned on fraud risk
- Hone in on large super balances, says new report
- Trustee lobbyist push for ‘rational’ super tax debate
- LRBA ban proposal an ‘overreaction’ to risk
- ASFA backs total ban on LRBAs
- Young Aussies upping super engagement
- ATO acts on complaints about SMSF set-up guidance
- Pressure mounts on govt to end 10pc rule
- Trustee lobbyists slam attack on high super balances
- La Trobe expands NSW distribution team
- Govt paper favours foreign investors over retirees, says lobby group
- SMSFA proposes alternatives to LRBA ban
- RBA announces cash rate decision for April 2015
- Mid-tier firm urges Aussies to up super contributions
- Firms partner on SMSF licensing service
- $100m private equity fund launch attracts SMSFs
- DomaCom partners with SMSF administrator
- Xpress Super expands trading partners
- Cavendish disputes FSI stance on borrowing
- Major bank urges govt to ban LRBAs
- 'Re-think' links between super, tax and welfare: Treasury
- SMSF demand for LICs on the up
- Super balances to plummet under new proposals, research finds
- SMSF domination of ETF market wanes
- ATO gives further guidance on LRBAs
- Young Aussies wasting thousands in super fees, says ATO
- ATO provides further clarification on SMSF pensions
- Annuity recommendations on the rise
- Govt urged to address ‘flaw’ in super system
- Rogue auditors warned of flow-on effect of behaviour
- DIY options a flop for APRA funds, bosses admit
- Tax group announces ‘major’ expansion plans
- Negligent SMSF advice finding against Westpac upheld
- Auditor points to ‘common’ independence breaches
- ASIC reveals latest on limited licensing numbers
- SMSF trustees expected to outlive average Aussie
- Bank hits back at APRA fund bosses
- AUSTRAC scraps anti-money laundering changes for SMSFs
- ATO eyeing wealthy Australians
- Abbott reiterates pre-election super promise
- Dealer group offers accountants non-aligned licence
- SMSF robo-advice open to bank manipulation
- Aussies misled on retirement needs, says Cooper
- Retail funds 'dragging down' the super system
- Calls intensify for incentives on default income streams
- Help us recognise the best SMSF businesses
- Practitioners cautioned on using LRBA alternatives
- Labor accused of ‘jumping the gun’ on super proposals
- ASIC, training providers drop the ball on licensing
- Labor’s proposal to damage confidence in super: BDO
- Real estate platform eyes SMSFs
- DomaCom signs agreement with crowdfunding site
- ASFA urges calm on super tax debate
- Keep borrowing for APRA funds, FSC tells govt
- Accountants cautioned on dealer groups' motives
- Retirement income FUM to hit $1tn by 2025
- Exelsuper appoints first franchise owner
- Lawyer points to ‘deadly sins’ of estate planning
- SMSF clients on the hunt for yield
- Alarm sounds on $1bn in unpaid super
- AAT offers clarity on jurisdictive power
- Don’t miss the chance to have your say in the SMSF Awards
- SMSF practitioners favour SMAs for clients, report finds
- Industry fund launches SMSF suitability tool
- Public perception of accountants, planners plummets
- Labor’s super proposals shunned in landslide poll
- Frydenberg hints LRBAs may survive
- Govt provides commissioner with new power
- Smarter Money Investments appoints credit strategist
- ASIC acts on firm’s ‘free SMSF set-up’ claims
- ATO issues alert on franking credits to SMSFs
- Divest from Aussie banks, says investment manager
- Philanthropic advice firm joins Omniwealth
- Lower compulsory super pension, says lobby group
- ASIC ramps up focus on SMSF property spruikers
- Reserve Bank reveals cash rate decision
- ASIC takes action on property spruiking firm
- New ATO ID to put ‘cat amongst the pigeons’
- Former ATO director joins H&R Block
- Illiquid assets reduce SMSF risk, says Charter Hall
- Major bank drops SMSF property loans
- Govt to amend early access to super rules
- Advice firm directors ordered to surrender passports
- Wealthy retirees in Budget’s firing line
- Two thirds of Australians to rely on pension
- ASFA welcomes changes for accessing super
- Industry calls for cut to SMSF Supervision Levy
- SMSFs drive surge in direct investment
- Cash rate cut costing retirees $81bn
- AMP SMSF admin accounts see decline
- ATO honing in on misuse of auditor numbers
- Practitioners warned on aged care ‘chaos’
- Govt to act on ‘redundant’ super obligations
- Age pension changes strengthen calls for super boost
- Govt pledges millions to target super fraud
- Budget a ‘good news’ story for SMSFs
- ‘Surprise’ super measure announced in Budget
- Small business to reap benefits of Budget
- SMSF trustee penalties going up
- H&R Block warns on Budget traps for small business
- SMSF administration a ‘zero-sum game’ for small practices
- ATO acts on ‘large number’ of property spruiking cases
- ASIC seeks banning orders in SMSF investigation
- SMSF practice mergers on the rise
- Expect growth in low-balance SMSFs, says adviser
- Fresh figures released on accountants’ licensing take-up
- Small business warned on Budget measure abuse
- Compliance revenues ‘immediately at risk’
- Contraventions rife among non-advised SMSF trustees
- CFS alliance offers SMSFs additional strategies
- Labor’s super proposal will get backing, says lobbyist
- ASIC directs property bubble warning at SMSFs
- OneVue enters agreement with BNP Paribas
- AMP SMSF launches education program with SMSFA
- Accountants fear career prospects have ‘stagnated’
- Bowen labels govt ‘fiscal vandals’ over super promises
- ATO decision a ‘misguided missile', says lawyer
- ATO stats show SMSF wind-ups plummet
- Training confusion causing SMSF licensing delays
- Labor’s super concessions estimates unreliable, says lobbyist
- Independence central to accountants’ licensing call
- Technology barriers curtail Labor’s proposal, says lawyer
- Practitioners warned on common ECPI mistake
- ASIC launches finance toolkit for women
- Further details released on new commissioner powers
- Govt tells retirees: run down your super
- ATO adds ‘hot issue’ to its SMSF target list
- ANZ and ETF Securities announce joint venture
- SMSF practitioners call for lower minimum pension rate
- Single-member SMSFs ‘the safest option’, says lawyer
- Lifespan warns on referral relationships
- ATO sends ‘last chance’ SuperStream message
- Dealer groups ‘scaremongering’ on limited licensing
- Court approves ActiveSuper banning orders
- SMSF trustees preventing capex growth, says Credit Suisse
- Consulting firm points to potential SMSF ‘disaster’
- Auditors point to key SMSF ‘headaches’
- ASFA calls for cuts to high-balance fund tax concessions
- SMSFs urged to have exit strategy for unlisted property
- No change to drawdown rates, govt says
- SMSFs attractive for ‘fraudulent exploitation’, says ACC
- RBA announces cash rate decision for June 15
- Vanguard offers SMSFs increased access to China
- Easton Investments to acquire stake in SMSF service provider
- Bleak outlook for accountant salaries, research finds
- ‘Innovational disruption’ to impact SMSF demand, says Deloitte
- Frydenberg hints at imminent super reform
- Super tax breaks blamed for dire retirement outlook
- ATO confirms changes for ACR lodgement
- Consultancy launches tool for SMSF licensing training
- Changes to defined benefit super to hit pensioners
- Rule changes, investment selection are trustees’ toughest battles
- 'Don’t kill super with more taxes,’ says SMSFOA
- Accounting firm launches SMSF trustee education tool
- Trustees warned on common SMSF tax traps
- SMSFs tipped as key driver of CPA’s advice move
- New ATO ID highlights tax benefit for SMSFs
- AMP warns on releasing excess contributions
- SMSFs continue to boost $18.6bn ETF market
- Poor health to hit Aussies’ retirement savings
- SuperStream deadline extended again
- New title launched for flourishing fintech sector
- ATO warns on mortgage payment schemes
- Class Super, Super IQ on board with new platform
- Super speculation sees business owners turn to SMSFs
- ATO swoops on phoenix businesses
- Super uncertainty sees contributions slashed
- ANZ ETFS lists six ETFs targeting SMSFs
- Rice Warner calls for changes to age pension eligibility
- Reduced super tax concessions to increase property prices: ASFA
- Ban non-concessional contributions, says lobbyist
- FIIG undertakes bond issue aimed at SMSFs
- Adviser warns on dangers of super speculation
- Aura Group acquires SMSF accounting firm
- SMSF lobbyist slams super tax proposals
- Big four firm warns on rising SMSF fraud threats
- ATO on track to release further LRBA guidance
- OneVue sees spike in SMSF property investment
- More delays announced to Tax White Paper process
- Banks' crackdown on SMSF lending continues
- Lawyer warns on early access to super traps
- Former ATO heavyweight joins SMSFOA advisory council
- ASIC fee hike to hit SMSFs
- SMSFA mulls support for changed tax rates
- Advice firms fumbling on expense management
- BDO reminds practitioners about ‘significant’ changes
- SMSFs forfeiting ‘tax advantages’ with property
- New opportunity for SMSF practitioners to get national recognition
- Lobbyist pushes govt to address retirement incentives
- ATO raises concerns about auditor engagement
- Actuarial service incorporated into BGL software
- Tax expert warns on recurring SMSF compliance issues
- Major bank mulls maximum super balance
- SMSFs warned on potential 55pc tax
- Lawyer points to persistent estate planning issues
- SMSFs beating APRA funds on innovation, technology
- Planning principal charged with fraud
- Class Super partners with actuarial certificate provider
- SMSF industry responds to vote quashing royal commission
- Major accounting body proposes shift of super tax ‘burden’
- Big four firm urges govt to consider range of super changes
- Contribution confusion leading to preservation rule breaches
- MYOB joins SMSF admin provider to offer new service
- SMSF stakeholders give thumbs up to new legislation
- ‘Big end of town’ capitalising on SMEs’ social media weaknesses
- Multi-million dollar SMSFs becoming harder to build
- Admin provider takes shot at accountants
- UK rules likely to stop transfers to Aussie super funds
- ‘Critical 24 hours’: ATO issues EOFY alert
- Deloitte acquires well-known SMSF firm
- Positive outlook for Aussie shares in new financial year
- New chair for SMSFA’s NSW Chapter
- Proposed legislation a win for SMSFs
- Silver lining for SMSFs with Greek debt crisis
- Top service providers revealed in SMSF Awards
- CPA looking for recruits to advice arm
- ‘We aren't ever going to increase taxes on super’: Abbott
- Mid-tier firms announce several new partners
- HSBC tips cash rates on hold for 18 months
- Partners defect to rival amidst succession issues
- Govt told super reduces incentive to own home
- Low-cost SMSF audits ‘don’t add up’, director claims
- MySuper funds tipped to outperform SMSFs
- New product features for Class
- ‘Cashed up older buyers’ could increase housing market heat
- Reserve Bank announces cash rate decision for July 2015
- BGL partners with SMSF documentation provider
- Govt warned on increasing preservation age
- Aussies ‘afraid’ to lock money into super: Costello
- AMP quashes fears of Chinese market crash derailing Aussie shares
- Steady increase in super switchers seeking advice
- Tax time warning issued to super members
- Accountants urged to address capacity needs with ageing clients
- ATO cautions on common pension misconception
- Court ruling sparks concerns around SMSF borrowing
- SMSFs bullish on retirement goals
- Scale up or leave, small SMSF admin providers told
- ATO trial points to misuse of auditor numbers
- Property investors choosing favourite SMSF adviser
- Major life insurer points to SMSF non-compliance
- ATO cautions on deeds, outlines 12-month focus areas
- Accounting group optimistic on future of compliance work
- SMSF trustee interest in cash, property wanes
- Senior leadership changes at super lobby group
- ASIC disqualifies SMSF auditor - July 2015
- Major SMSF software provider announces board changes
- DomaCom lowers minimum investment amount
- Software developer launches SMSF audit service
- Class prepares to go public
- Changes to tax on super ‘daft’, says Hockey
- Can’t be ‘half pregnant’ with SMSFs, says former Macquarie director
- AMP SMSF acquires another admin business
- AMP SMSF outlines future growth plans
- Fresh warning issued on SMSF licensing
- BGL statistics show limited SMSF balance growth
- RBA reopens debate on limiting SMSF borrowing
- CPA confirms move into finance broking
- SMSF Association applauds ASIC's auditor disqualification
- SMSF global equities investment sees ‘dramatic increase’: UBS
- Pension phase SMSFs falling into illiquidity traps, warns analyst
- Class partners with fifth actuarial certificate provider
- Fund manager cautions SMSFs on venture capital investment
- Practitioners urged to monitor unit trust tax changes
- SMSF firm pays $10,200 penalty for misleading advertising
- Major SMSF software provider appoints new director
- Super industry ‘distracted’ by default system obligations
- ATO getting tougher on ‘serial non-compliers’
- 'Double-digit days over' for Aussie equities, says analyst
- ASIC releases new SMSF advice guidance
- SMSFA launches new accreditation program
- Industry welcomes ASIC SMSF advice guidance
- SMSF trustees continue to shun planners
- Real estate franchise eyes SMSF market
- NAB announces leadership reshuffle
- ATO urges action on key compliance issues
- SMSFs warned on continuing residency rule breaches
- Consultant flags untapped opportunity for larger SMSF firms
- ATO shakes up approach to SG contributions issues
- SMSF portfolios continue to face ‘concentration risk’
- Class integrates nabtrade data feed into software
- Industry groups rally govt on super changes
- ASFA eases off on calls for super changes
- ASIC minimum balance suggestions slammed as ‘ill-informed’
- Major bank flags ‘worrying’ SMSF borrowing trends
- Fresh warnings on foreign pension transfers
- BGL partners with investment data provider
- ANZ moves to boost women’s super
- Greens call for Senate inquiry into women’s super
- Second-tier bank backs off on SMSF lending
- Executive director to depart Macquarie
- BGL adds major actuarial certificate provider
- Interest in super rising among younger Australians
- ATO outlines SMSF penalties, disqualifications for 2014/15
- AMP SMSF warns on segregated pension traps
- Procrastination about licensing to impact accountants
- ATO highlights key pension issues
- Superannuation the ‘greatest litigation game’, says lawyer
- SMSF Adviser launches new event for SMSF professionals
- Capstone FP partners with BGL to launch online tool
- ‘Feverish scaremongering’ on million-dollar balances slammed
- Increased rates could be ‘harmful’ for property market
- ATO to overhaul tax rulings process
- RBA announces monthly cash rate decision for August 2015
- Dixon Advisory hit with infringement notice
- Retirement savings confidence on the up
- Supercorp integrates InvestmentLink’s platform
- Industry disruptors to 'aggressively' target SMSFs
- New legislation could cause ‘sticky situation’ for commissioner
- Magellan launches hedged global equities fund
- Fears action on tax will be watered down
- Super system requires ‘quantifiable targets’, says ASFA
- Claims ATO proposal set to burden auditors
- ATO acts on SMSF registration complaints
- High Court judgment handed down in CPA v Chartered case
- Govt tips ‘wave of innovation’ in retirement income products
- Lawyer warns of rising death benefit disputes
- Removal of dividend imputation would hit retirees hardest
- ASIC slammed for interfering in minimum balance debate
- ‘Big step forward’ for contribution reserving strategies
- National accounting group confirms ‘major’ SMSF expansion
- IPA warns of ‘looming economic crisis’
- ASIC’s ability to cope with last-minute licensing rush questioned
- Former CPA president offers staff retention advice
- Asian small cap stocks an opportunity for SMSFs
- SMSF pricing models threaten sector’s integrity, claims adviser
- Most BDBNs don’t work, lawyer warns
- La Trobe expands distribution team
- Accounting software company enters financial services
- Lobbyist group pushes for indigenous super improvements
- Poor IT systems leading to high staff turnover
- Senator slams ASIC action on property spruiking
- ATO ruling sheds light on residency rules confusion
- Adviser calls for greater SMSF industry collaboration
- Changes to super rules greatest fear for investors
- Research reveals spike in planners’ struggle to retain SMSF clients
- Silver lining for SMSFs in market volatility
- Super system lacking ‘political cohesion’, says Rice Warner
- New wave of foreign money to hit property market
- Govt review into super imbalances welcomed
- Lawyer warns on referral relationship litigation risk
- Management changes for AMP’s SMSF licensing business
- Politicians ‘can’t give you certainty’ on super, says Nick Sherry
- LRBA uncertainty impacting brokers’ SMSF activity
- AMP SMSF reports flat organic growth
- Super assets remain steady at $2 trillion
- Frydenberg spills on franking credits future
- SMSFA appoints new director
- Super balance gender gap slowly narrowing: Roy Morgan
- Retirement prospects for SMSFs on the rise
- Light at the end of the tunnel for LRBAs
- More good news for contribution reserves
- ATO getting tough on trustees who ‘play the system’
- Offshore investment hurting Australian economy: Hockey
- The 2015 SMSF Awards
- ASIC cancels credit licence in SMSF investigation
- ASIC sets new soft deadline for limited AFSL applications
- OneVue reports another loss
- Industry must address super disengagement, says Frydenberg
- BMR launches the ‘15 minute SMSF’
- Index shows most Australians unprepared for retirement
- SMSFA joins push for licensing action
- Banks urged to update authorisation capabilities
- Flat tax rate for pension phase likely, says IOOF
- Adviser cautious on large annuity allocations
- Fintech start-up to capitalise on new licensing regime
- Major Asia-Pacific law firm cautious on LRBAs
- Nation’s favourite SMSF advisers uncovered
- Praemium extends its SMSF admin software
- SMSF service provider makes senior appointments
- OneVue appoints two senior executives
- Accountants reminded of new requirement once licensed
- ‘Very serious’ action looming for rogue SMSF auditors
- RBA announces monthly cash rate decision for September 2015
- SMSFs cautioned on short-term outlook for equities
- Bowen hits out again at super tax settings
- Govt told to use super to address housing affordability
- FOS points to red flags in SMSF disputes
- ASIC bans former SMSF financial adviser - September 2015
- Limited disputes expected with accountants in AFSL regime
- Advisers warned: ATO may be ‘knocking on your door’
- Promising news for SMSFs after UK pension scheme saga
- CFS warns: non-advised SMSFs facing behavioural bias risk
- ATO clarifies actuarial certificate confusion
- Problematic and ‘awkward’ limited licence defects exposed
- National mid-tier firm acquires SMSF practice
- SMSF property investment ‘pot luck’, says CommSec
- CPA backs competition reform
- ATO warns: ‘time is running out’ for SuperStream
- Topdocs adds new integrations with BGL
- Financial advisers have ‘won turf war’, lawyer claims
- Accountants cautioned on offshoring traps
- SMSFs' appetite for ETFs continues
- Vanguard to add new funds to ETF suite
- ATO urged to outline penalties for invalid TRIS payments
- Trustees warned: property headwinds loom
- Yield warning issued to SMSF property investors
- Beware ‘hawking’ risks, accountants told
- Senate passes new legislation on LRBAs
- Tax threat looms for SMSFs with overdue returns
- Younger trustees causing shift in SMSF models
- Equity Trustees warns SMSFs against apps for wills
- NALI not always disastrous, says AMP SMSF
- ATO sounds alarm on ‘serious threat’ to SMSF system
- Legg Mason urges retirees to rethink traditional assets
- ASFA calls for further action on SG non-compliance
- ASIC criticises promotion of DIY investment options by APRA funds
- More good news for SMSFs in QROPS saga
- ASIC warns of 'significant risk' with licensing
- APRA funds urged to heed ASIC warning
- SMSFs driving growth in peer-to-peer lending
- AMP Capital calls for calm in sharemarket panic
- Accountants not realising SMSF aspirations
- ATO warns on SMSFs’ SuperStream failings
- ‘Do nothing’ at your peril, accountants warned
- New licensing regime to see widespread technological upgrades
- ATO issues significant revision of LRBA figures - September 2015
- Cabinet reshuffle ‘positive’ for SMSFs
- ’60-second’ licensing app for accountants launched
- Usefulness of new ATO valuation form in doubt
- SMSF assets see drop of $10bn-plus
- Shorten looks to super to fund pre-election promises
- SMSFs ‘missing’ booming sectors, Invast claims
- PM disputes claims of halting Tax White Paper
- Court decision sends warning on related-party loans
- ATO appoints new deputy commissioner of superannuation
- New online SMSF advice service launched
- ASIC reports further drop in registered auditors
- IPA pushes for changes to ‘disproportionate’ SG charges
- Important changes for EPOA legislated
- New contributions scheme experiencing ‘timing issues’
- SMSF practices warned on common marketing failures
- All banks tipped to exit SMSF lending if restrictions proceed
- SuperAuditors collaborates with electronic signature provider
- CommBank ups online SMSF services
- NALI reporting causing confusion, warns technical expert
- ‘Remarkable’ turnaround in SMSF outflows
- SMSFA hits out at calculation of super tax concessions
- Clients of collapsed AFSL urged to seek redress
- SMSFs warned on impending market fall
- Proposed legislation to impact SMSF insurance
- ASIC acts following firm’s concerning super advice
- Large balance SMSFs score high on satisfaction
- SMSFs warned on misleading company results
- SMSFs told to ‘be cautious on bargain hunting’
- Accountants challenge ATO’s automation push
- Industry facing ‘superannuation tax conundrum’
- SMSFs told asset allocation 'out of line'
- SMSFs warned on emerging LRBA issue
- Timing the markets ‘fraught with risk', says Vanguard
- RBA reveals cash rate decision - OCT 2015
- Super a ‘de-facto tax avoidance scheme’
- BMR announces further integration with Class Super
- NAB and Topdocs team up for new adviser service
- Government slow to act on ‘quick and dirty’ licensing courses
- Bank eyeing SMSF property investment in Sydney
- Class announces updates to product suite
- ‘Creative’ super splitting strategy knocked back by court
- ATO backs role of accountants despite automation push
- VicSuper claims SMSF growth waning
- Accounting firms urged to bolster mental health strategies
- ATO drops proposed tax ruling after industry consultation
- ATO ramps up SuperStream take-up efforts
- Support high for cutting super tax concessions: Treasury
- New licensing venture for Smithink founder
- Limited spots left for SMSF Adviser Technical Strategy Day
- Accountants warned about serious licensing ‘bottleneck'
- Outsourcing 'here to stay,' accountants told
- SMSF practitioners failing to maximise qualifications
- Licensing regime tipped to damage SMSF appeal
- Super set to benefit from shadow cabinet move: SMSFA
- Liberals best bet to fix super taxes, says fund manager
- SMSFs at risk of ‘lawyer feeding fest’
- Major SMSF software provider announces IPO move
- Aussies losing $2.75bn in super payments
- ‘Significant increase’ in licensing applications predicted
- RBA sounds alarm again on SMSF borrowing
- Big name departure for CAANZ super division
- Poor documentation putting entitlements at risk, lawyer warns
- ATO confirms key dates for new LRBA rules
- Key departure in ATO’s SMSF division confirmed
- Govt acts on recommendation to ban LRBAs
- Court finds property spruiker gave unlawful advice
- SMSF industry applauds long-awaited response to FSI
- BT set to target SMSFs with platform launch
- IPA appoints Sterling to relaunch media platform
- ‘Shonks’ an ongoing risk to SMSFs, ASIC cautions
- Sterling Publishing takes out top gong for second year running
- SMSFs warned of banks' 'unpredictability'
- Class moves to automate SMSF audit process
- ASIC ups scrutiny of licensing applications
- BMR, Macquarie announce latest integration
- SMSFs warned on risks of banks exiting LRBAs
- Acquisition proves a booster for AMP SMSF
- Push for ‘essential’ retirement income reforms continues
- Accountants failing on marketing operations
- Big four firm calls for all-encompassing super reforms
- Count Financial firm makes licensee switch
- BetaShares quashes talk of rate cut
- Overseas bank loan results in hefty trustee penalties
- NAB boosts super spending
- ASIC suspends auditor’s registration
- Legacy product rule changes a tax benefit to SMSFs
- Investors warned about slowing market growth
- Major real estate group ramps up super business
- ASIC deregistered 300-plus SMSF auditors in 2014-15
- Tria questions if $1m is 'too much' in super
- SMSFs urged to consider unexpected gold costs
- Auditors sound alarm on compliance risks in offshoring
- AMP announces major acquisitions
- Setback for Class ahead of IPO
- BGL and CoreLogic RP Data launch property assessment tool
- Govt called on to up infrastructure investment for SMSFs
- Accountants losing clients over limited service offering
- Admin penalties fail to reduce disqualifications: CFS
- Reserve Bank announces cash rate decision for November 2015
- Firm hit for ‘false and misleading’ SMSF advertising
- SMSF beneficiaries paying unnecessary taxes, says HLB Mann Judd
- Big four firm warns banks vulnerable to disruption
- Investors missing out with large-caps bias
- OneVue grows super admin footprint
- Morrison stresses super tax breaks ‘under the microscope’
- Deloitte calls for shake-up to division of super rules
- PwC lobbies govt for major super reforms
- Lawyer flags segregation barriers with $1.6m cap
- Consider joint super accounts, govt told
- First ever drop in accounting sector profits recorded
- Government looks to scrap anti-detriment payments
- ASIC bans former adviser after SMSF investigation
- BT Panorama adds to managed portfolios offering
- Morrison flags more flexibility in super
- AMP Capital warns SMSFs about overvalued property
- Opportunity for SMSFs with aggressive tax arrangements
- Calls strengthen for equal super tax concessions
- Nobel Laureate to headline major international finance conference
- Trustees failing on contributions refund procedures
- ATO eyes SMSF voluntary disclosure service
- Former director charged over unlicensed financial services
- ‘Don’t roll the dice' with the ATO, trustees warned
- Accountants moving on licensing, says licensee
- Non-major bank flags plans for SMSF lending
- SMSFs to reduce cash holdings, research shows
- Taxing pensions will hurt annuities, says MLC
- FIIG announces bond issue aimed at SMSFs
- Lawyer warns SMSF industry about ‘litigation bomb’
- EY warns on collectibles deadline
- Accountants already failing on licensing processes, says tech heavyweight
- SMSF investors urged not to panic over markets
- Big four firm tips weakening SMSF growth
- Trustees falling into LRBA traps with bankruptcy
- Guidance on guarantees needed to stop breaches: lawyer
- Class ups education services
- SMSFs urged to increase fixed-income exposure
- ASIC reveals latest licensing numbers
- SMSFs cautioned about allocations to gold
- Super reform won’t fix gender gap, government told
- SMSFs warned about major derivatives trading losses
- IPA urges members to prepare for disruption
- Calls for SMSF opt-in requirement to prevent ‘rip offs’
- OneVue adds seven funds to its RE services
- Confidence in super system hit by tax debate
- BMR announces integration with BGL Simple Fund
- Setbacks fail to dampen Class IPO
- ASIC already shadow shopping, accountants warned
- ATO claims SuperStream cutting admin time by 70 per cent
- Accountants warned about ‘sins of omission’
- Cap contributions at $11K, says Grattan Institute
- Markets bouncing back for Christmas, trustees told
- Property investors warned on 2017 decline
- Satisfaction with major super funds dwindles
- Investors told housing upturn on 'last legs'
- AMP Capital warns on unintended super tax burdens
- PwC bolsters investment in SMSF sector
- ‘Death duties over my dead body,’ says election candidate
- ASIC disqualifies SMSF auditor - November 2015
- Supreme Court moves on property spruiker
- Accounting group warns of recurring phoenix activity
- SMSF admin to further commoditise, warns CEO
- ATO denies bypassing SMSF practitioners
- RBA announces cash rate decision for December 2015
- ASIC strikes off another SMSF auditor
- Lending officer banned over false documents
- Bowen announces support for home downsizing policy
- Non-lodging SMSFs in ATO’s sights
- ATO ‘strongly encouraging’ action on LRBAs
- Senate inquiry targeting property spruikers on the cards
- ASIC disqualifies another SMSF auditor - December 2015
- SMEs facing cyber-security risk, warns Deloitte
- Treasury told to analyse true cost of super
- Bulk of accountants still unprepared for new licensing regime
- AAT decision sounds warning for SMSFs
- Compliance is ‘dead’, says mid-tier partner
- Managed funds overtaking cash for SMSFs, report claims
- SMSFA lauds draft new legislation
- Govt releases new information on commissioner powers
- Super changes to have ‘perverse effects’
- Class closes initial public offering
- SMSFs told to beware new managed investment trust laws
- Quarter of trustees haven’t consolidated their super
- Ex-AFA president makes case for new super tax proposal
- Tax agents on the ATO’s radar in new evasion crackdown
- Accountants to face ‘onslaught of disruption’
- Gender disparity persists in super
- DomaCom spearheads multi-million dollar crowdfunding campaign
- Perpetual announces fresh acquisition
- SMSF practices cautioned on cheap licences
- Government releases exposure draft on super choice
- EXCLUSIVE: SMSFA makes official moves into trustee space
- ATO hits up 400 SMSF auditors
- SMSFs warned on risk of hybrids
- ATO ups focus on pensions for 2015-16
- First phase of SMSF offering launched for BT Panorama
- Two thirds of Aussies short on retirement savings: MLC
- Grattan Institute report on super slammed
- Younger SMSF trustees locked out of borrowing
- SMSF software provider claims major milestone
- Limited licence threatens to ‘strangle’ accounting work
- Govt taskforce to target super misreporting
- Licensed accountants warned on PI insurance trap
- PM boasts smooth passage of super bills
- Life interest pensions could see estate planning ‘trainwrecks’
- Living costs on the up for retirees
- SMSF assets under LRBAs hit $18bn
- BGL and TAG collaborate on audit working papers
- Tax office launches property crackdown
- Clarity for SMSFs with new TRIS ruling
- In-house asset rules breaches remain high
- Fence-sitters ‘caught short’ with licensing
- Practitioners cautioned on popular pension strategies
- European equities offer SMSFs value, says economist
- SMSFs ‘vulnerable’ to sharemarket correction
- Business property a concern for trustees with dementia
- CFS warns trustees on risks of living abroad
- Government urged to announce super changes
- Licensing regime to devalue accounting firms
- SMSF practitioners told to review CGT information
- Smaller SMSF practices “leading the pack” on technology
- Practitioners cautioned on traps with testamentary trusts
- Death and divorce to catch out illegal advice
- Financial advisers warned on litigation risks with tax advice
- LRBA legislation “lacking guidance”, says consultant
- ETF growth bolstered by SMSFs in 2015
- FOS highlights common SMSF dispute areas
- Gadens cautions on lasting impact of disqualification
- SMSF insurance failures a litigation risk, advisers warned
- Licensing regime tipped to cause ‘inevitable litigation’
- ‘Grave concerns’ for women’s super initiatives
- New ATO guidance ‘provides clarity’ on buy-sell agreements
- Refunds confusion leading to non-compliance
- PwC outlines major SMSF growth plans
- ‘Irrational fear’ impacting SMSF longevity risk: CSIRO
- ATO tipped to up scrutiny of tax agents
- Restructure in progress at AMP SMSF
- Non-major bank leaves SMSFs off list in lending changes
- Super industry falling behind on SuperStream
- Govt ‘not there to dictate’ on super, says O’Dwyer
- Limited licence slammed as 'band-aid' solution
- Fresh LRBA concerns surfacing for ATO
- SMSFs excluded from new loan offers by non-major bank
- Low-cost SMSF admin provider gains traction
- New super tax proposal gathers momentum
- Accountants urged to have licensing back-up plan
- Corporate tax rate cut will hit super, warns fund manager
- One non-major cuts rates for SMSF loans
- ‘Ride through’ volatility, investors told
- More warnings sound on restrictions of limited AFSL
- ETF industry tipped to gain $8bn
- ATO tipped to release new ruling on TRIS
- SMSF education standards ‘a disaster waiting to happen’
- Licensing accountants was needed, says national network
- Licensed accountants offering ‘risky’ SOAs for SMSFs
- Host of changes announced at AMP’s SMSF arm
- Top business publisher acquires My Business
- SMSF practices fumbling technology integration
- ASIC cracks down on adviser following super failures
- BGL supports DomaCom crowdfunding initiative
- AMP reveals more on SMSF arm’s shake-up
- Support grows for choice of super fund legislation
- Treasurer urged to remove tax on superannuation earnings
- Illegal early access tipped to surge with market volatility
- Experts give predictions on compliance hit list for 2016
- Folkestone calls for calm on SMSF gearing 'hysteria'
- Palmer pushes govt for investment mandates in super
- Property market decline to spur ‘SMSF failures’, warns lawyer
- SMSF practitioners warned on impact of big bank admin offerings
- Super concessions ‘unlikely’ to avoid the chopping block
- Sterling Publishing set to launch new platform for SMSF trustees and investors
- Govt called on to review minimum withdrawal rates
- SMSF Adviser to launch ‘Licensing Week’ for accountants
- Property to remain at top of ATO’s hit list
- ‘Struggle’ looms for large admin firms, major software provider warns
- Technology tipped to disaggregate SMSF admin services
- Serious concerns follow latest licensing figures update
- Treasury estimates still ‘too limited’
- Accountants optimistic about 2016 pay rise, research shows
- SMSFs advised to reduce property exposure
- Fresh guidance on the way for LRBAs
- RBA makes first rates decision of 2016
- SMSF accountant charged following ASIC investigation
- SuperConcepts upgrades superMate platform
- Class collaborates with depreciation service provider
- SMSFs warned on 'lacklustre growth' in 2016
- More consumer protection laws tipped for SMSF sector
- DomaCom closes pre-IPO capital raising
- ATO upping scrutiny on risky SMSF strategy
- Perpetual launches fund with SMSF in its sights
- SMSFs urged to utilise contributions before potential reforms
- Calls to boost contribution caps to $60k
- Turnbull stands firm amid SG freeze speculation
- Rice Warner calls for withdrawal values to be slashed
- Drive for property in super takes a hit
- Don’t get ‘trigger happy’ with CGT relief, practitioners told
- Class doubles profit in first half
- BGL announces milestone, new beta release
- AMP Capital expands SMSF offering
- Senator calls for freeze to SG rate
- ATO tipped to demand more data from admin firms
- BetaShares eyes SMSFs with new fund launch
- IPA urges government to stand firm on caps
- New platform launched for SMSF trustees and investors
- SMSFOA slams calls to remove imputation
- BMR integrates Macquarie trading account into software
- Trustees warned on aged care ‘crisis’
- BGL partners with data conversion specialist
- Trustees' take-up of global equities spikes
- AMP Capital calls for calm on credit crisis fears
- CBA research points to potential planning disaster
- New chair announced for SMSF Association
- ASFA chief executive steps down
- Accurium points to merits of 'income bucketing' strategy
- Topdocs announces integration with CBA
- Insurance no quick fix for liquidity on death, practitioners warned
- Unlicensed accountants warned on potential frustrations, breaches
- Govt again hints at imminent super system changes
- New parameters on LRBAs put to ATO
- NSW woman charged following SMSF dealings
- AMP reports growth for SMSF arm
- Govt ‘very close to landing point’ on superannuation
- Practitioners warned on traps with active asset reductions
- ‘Flimsy’ audits in ATO’s sights
- New tax proposed on death benefits
- Small APRA funds undervalued, practitioners told
- ATO issues stern warning on imminent rule change
- Backlash grows against super opt-out talk
- Insurance requirement a ‘nanny-state overreach’
- Poor asset records causing serious breaches, cautions ATO
- ASIC clamps down on SMSF social media advertising
- Cost of retirement continues to climb
- DomaCom gets green light from property research firm
- Lawyer warns on dangers of digital signatures
- ATO issues important LRBA clarification
- ASIC points to flaws in auditor applications
- Vanguard tips ‘fragile’ market returns
- Earn-outs legislation fails to address timing issues, says SMSFA
- Property giant calls for relaxed rules on SMSF borrowing
- Accountants uncomfortable in ‘world of opinion’
- Lawyer warns on issues arising from attorney conflicts
- Govt continues to foreshadow super changes
- Mid-tier firm finds gaping holes in trustee knowledge
- Living costs continue to challenge super savings, MLC finds
- FSC warns government against tampering with super
- RBA announces cash rate decision for March 2016
- Dealer group launches new insurance offering
- Class hits 100,000 billable SMSF portfolios
- ATO drills in looming deadline
- Tax ruling change could have ‘adverse’ impact on LRBAs
- Tipped cuts to concessional caps blasted
- DomaCom to crowdfund LGBTI retirement home
- Perpetual boosts SMSF licensing offering
- Former NAB adviser banned following super dealings
- ASIC tips accountants’ departure from SMSF advice
- Banking and resource stocks set for further volatility
- Practitioners urged to update super rates and thresholds
- Limited licence tipped to become ‘redundant’
- AMP’s SMSF arm restructure sees further staff shifts
- Surprising barriers to female leadership in accounting firms
- Managed funds popularity spikes as loan numbers fall
- Research points to looming client retention issue for advisers
- Don’t rely on ASIC’s leniency, accounting body warns
- Govt acts on FSI commitment
- FIIG eyes SMSFs with new bond issue
- Trustees warned over spike in SMSF cash allocations
- National accounting group looks to boost SMSF presence
- Property crash calls still ‘unlikely’
- Lawyer points to growing insurance in super issue
- Trustee lobby group disputes proposed super objectives
- Mid-tier accounting network set to disband
- Courts ‘ramping up scrutiny of executors’, warns lawyer
- Former director found guilty of ‘fraudulent misappropriation’
- Gender discrimination still stifling female accountants
- Threat of super tax cuts gains traction
- ‘Huge’ appetite for agricultural assets, says DomaCom
- SuperStream take-up in full swing
- ANZ agrees to independent review of OnePath
- Recent case sounds warning on SG payments
- Future focused
- Aussie small caps proving valuable for SMSFs
- Govt urged to review pension asset test changes
- Poor client documentation hurting sale price of practices
- SMSFs still missing out on property tax break
- Accurium eyes expansion in education space
- Accounting network sceptical of gender discrimination report
- Professionals warned on traps of certain unit trusts
- New postgrad SMSF qualification launched
- ASIC hits out over superannuation statements
- Law set to mitigate ‘severe business risk’ scrapped
- The transformation of SMSF administration
- Bond issue for litigation funder opens to SMSFs
- Disruption an enabler for SMSF accountants, says Count
- Low cash rate drives take-up of annuities
- Roadblocks surface ahead of ATO’s deadline
- Oil price rebound an opportunity for SMSFs
- Aussie shares ‘vulnerable to a pullback’
- Accountants warned on surprising practice deterrent
- ASIC accepts EU from SMSF advice provider
- CPA still bullish on licensing offering
- Employment for accounting sees steady rise
- Delays for new LRBA guidance ahead of deadline
- ASIC issues stern enforcement warning to accountants
- Govt urged to consider changes to death benefit payments
- New role for key SMSF figure in ATO
- SuperConcepts announces partnership with Topdocs
- Big four firm cautions super members on paperwork slip-ups
- Accountants ‘sold a solution’ with limited licence
- ATO cracking down on trust distributions
- Government makes call on Trio Capital compensation
- BT Panorama continues SMSF rollout
- Consolidation would up super balances by 79%
- Big four firm tips big super changes
- SMSFs a significant feature in reported disputes
- Key super figure departs role in Treasury
- Accountants warned on ownership conditions with licensees
- Infocus nabs another advice business
- RBA reveals cash rate decision - APR 2016
- ATO releases long-awaited LRBA guidance
- New research shows ETF, SMSF slowdown
- Govt pushed again on super gender gap
- ATO continuing lodgement crackdown
- Class teams up with BT Panorama on software
- Calls for changes to residency rules intensify
- Big name resignation at SMSFA
- Maximise TRIS strategy before it ‘drops dead’, advisers told
- ASIC reports spike in licences withdrawn, rejected
- Hunt begins for Colley’s replacement
- Pay rise tipped for accountants in 2016
- Mid-tier firm partners with Gold Coast SMSF service provider
- Govt pushed to expand super objectives
- Big four firm throws support behind super cap changes
- SMSFA calls for stand-alone legislation for super objectives
- ATO outlines FY16-17 SMSF compliance agenda
- CAANZ calls for salary sacrificing amendments
- Charter Hall acquires stake in Brisbane office building
- Almost half of trustees changing portfolios ‘significantly’
- New service launched for accountants seeking licences
- Restructuring an LRBA takes ‘longer than you think’
- SMSF registration process set for shake-up
- Licensee hit with ‘sharp increase’ in applications
- Push continues to limit tax concessions in super
- Alternative objective for super put to government
- Class adds new service for advisers
- Challenger weighs in on objective of super debate
- Lobby group rejects proposed rebate model for super
- Volatility sees surge in gold investment
- Specialists share tips on dealing with ‘nervous’ SMSF clients
- Tax concessions have 'little impact' on behaviour, says Grattan Institute
- Commercial law firm expands accountants’ licensing services
- New SoA tool launched for accountants
- Accountants warned on revenue disruption
- ASIC cautions SMSFs after land banking schemes' downfall
- ASIC gives green light to CPA for licences
- Court orders jail time for spruiker
- Mid-tier firm points to dire outlook for aged care
- SMSF clients prove a big practice value booster
- Specialist urges action on likely budget targets
- Deeds set to face increased scrutiny in disputes
- SMSFA launches new education initiative
- Super flagged in major ASIC crackdown
- Tipped super budget changes met with backlash
- Challenger annuity sales see jump in Q3
- Relationships with planners vital, accountants told
- ATO sets record straight on LRBA panic
- Voting now open for the 2016 SMSF Awards
- Practitioners warned on ‘grey area’ with loan advice
- Accountants vulnerable to cyber liability
- Fresh shadow shopping warnings for accountants
- IPA calls for greater transparency across super system
- Expectations for super balances declining
- ATO disclosure service to expose poor-quality audits
- AMP Capital eyes SMSFs with new funds offer
- SMSFA continues push on super caps
- ATO tweaks SMSF return rules
- Dodging new SMSF rules a possibility, lawyer says
- ATO issues taxpayer alert on SMSFs
- DomaCom applauds govt’s Kidman call
- Budget speculation leading to irrational trustee decisions
- SMSFs warned on pitfalls of last minute contributions
- Senate inquiry calls for big legislative changes
- Dodgy advisers ‘on notice’ after taxpayer alert
- Non-lodging SMSFs set to be chased
- Small business SMSF property investment on the up
- International player forecasts big returns on precious metals
- Mid-tier head scores global role
- Big changes to hit super today, tips big four firm
- RBA makes rate decision amidst cut speculation
- Existing retirement structures faced with new restrictions
- Complex provision scrapped in budget
- ‘Catch-up’ contributions proposed in budget
- Superannuation, tax wins for low-income earners
- Backlash as govt moves to slash concessional caps
- Treasurer moves to introduce lifetime cap
- Govt reaches verdict on TRIS
- Good news on scrapped ‘burden’ for super
- Surprise for super tax breaks following tipped changes
- Green light on tax exemption for income products
- Govt moves to lock in super objectives
- Older Aussies to benefit from new super change
- Advice firm eyes SMSF accountants with licensing offer
- Budget changes expected to affect SMSF growth
- Exaggerated market valuations tipped to rise
- Threat of litigation looms with new LRBA structures
- Emerging markets at risk of ‘troublesome’ times
- Budget measure set to hit LRBAs
- Surprise boost for SMSFs in budget measure
- Crucial super strategy at risk post-budget
- Big four says budget measures a ‘burden’ for super
- Treasury hands down verdict on retirement income products
- Labor lashes out on super budget measures
- Lawyer set to lobby govt on retrospective budget measures
- Research shows SMSFs moving back to cash
- Advisers exposed to liability post-budget
- SMSFs sell down top 10 ASX stocks
- Class makes major gains in wealth, accounting space
- Superannuation promise ‘torn up by major parties’
- Big four firm tips major SMSF audit shake-up
- Director charged with misappropriating SMSF monies
- Spruiker pleads guilty to $600,000 fraud
- Insurance in super ‘under threat’
- Major bank makes push in LRBA space
- AMP's SMSF arm announces Q1 results
- CAANZ points to technical issues in super budget measures
- Limited licence takes hit following budget
- Super popularity set to spiral following budget
- TRIS changes tipped to hit more Aussies than realised
- Budget to affect 85,000 SMSFs, says software giant
- ASIC flags SMSF investors in scam risk
- Major software player readies for global expansion
- ASIC accepts enforceable undertaking from advice firm
- Mid-tier firm flags early struggles with proposed laws
- Research shows super changes could hit govt’s election campaign
- SMSFs continue to drive rapid growth in ETF market
- Lenders still ‘dialling down’ on LRBAs
- Reckon teams up with big four bank
- Accountants facing compliance risks post 1 July
- Accountants encouraged to utilise data mining
- ‘Very big problem’ on horizon for accountants
- Small businesses at risk of security breaches
- ATO issues final guidance on post-reform issue
- SMSFs to ‘emerge unscathed’ from budget proposals
- ASIC drills in warning to accountants
- Licence suspended over indemnity insurance failures
- Super adviser booted from financial services
- Aussie banks undervalued: PM Capital
- DomaCom teams up with Lloyds on Kidman acquisition
- Changes announced to SMSFA board
- Move on LRBAs ahead of changes, SMSFs told
- SMSF member satisfaction sees jump in March
- Major concerns flagged with super balance records
- SMSFA partners with wealth management firm
- Trustees urged to take careful approach with budget dilemmas
- Big four firm warns of new disruption risks
- New SMSF app launched for trustees
- New assessment service launched for licensed accountants
- BGL acts following proposed lifetime cap
- ATO set to change historic data access process
- BT eyes further growth in SMSF sector
- Consider delaying contributions, trustees told
- Good news on $1.6m cap for SMSFs post-budget
- BT points to failures in retirement income system
- AFA chief critical of accountants moving to advice
- ATO extends looming LRBA deadline
- Technical details flagged as key deadline extended
- SMSF firm launches robo-advice tool
- Audit software firm launches new compliance tool
- Trustees reminded of benefits of early engagement
- Authorised rep take-up limited for accountants
- SMSF audit firm launches technical support service
- Big four firm tips good news on lifetime cap
- ASIC releases latest SMSF auditor figures
- Technical concerns surface in light of new TPB draft papers
- Good news on living costs for retiring clients
- SMEs failing on key compliance requisite
- AAT decision points to ‘surprising’ interdependency issues
- Govt gives clarity on key super budget question
- New role for accounting industry stalwart
- Lobby group finds faults in budget’s super estimates
- Coalition facing internal backlash on super changes, says Labor
- Big four firm lashes out on advice firms’ lack of tech take-up
- TPB expands services BAS agents can provide
- Kidman acquisition picking up pace
- Reserve Bank announces monthly rate decision
- New ATO-approved course available to trustees
- Cooper points to unknowns with CGT exemptions
- ASIC urging accountants to make contingency plans
- SMSFs driving up Queensland commercial property prices
- ASIC acts on ‘best interest’ breach following super issues
- Government told to double $1.6m cap
- CFS to launch new cash management service
- More compliance concerns for accountants post 1 July
- SMSFs shifting sights to industrial property
- Prepare for EOFY ‘peak’ rush period, practitioners told
- Robo-advice a lucrative ‘entrée’ for advice businesses
- Lawyer flags areas increasingly targeted by ATO
- SMSFs warned on recurring, increasing GST breaches
- Topdocs launches new service for TFN applications
- Associations join forces in anti-budget campaign
- Big-name hire for SMSF Association
- Brexit speculation set to drive up price of gold
- Lesson for accountants in new AAT decision
- ‘Critical’ EOFY strategies often overlooked, Perpetual warns
- Fresh SMSF documentation warnings surface
- SMSFs told to shake up investment expectations
- Super returns still on the rise
- Blue chips failing investors, fund manager says
- Mid-tier firm gives last-minute tax tips ahead of 30 June
- Trustees urged to consider key strategy for LRBAs
- New ASIC report a ‘prudent warning’ to SMSFs
- BetaShares launches new ETF Updated
- ATO extends looming compliance deadline
- ASIC initiates proceedings against Macquarie
- Consulting firm tips SMSFs running out of steam
- SMSFs urged to rally against critical IPO changes
- Global consulting firm points to super advice opportunity
- Brexit to offer SMSFs blue-chip bargains
- 'Doubling risk’ with bonds a danger to SMSFs
- ASIC tipped to ‘make example’ of accountants
- Financial services provider to launch SMSF admin, investment platform
- Post-Brexit ‘definitely time for caution’
- Looming election ‘heads I lose, tails I lose’ for SMSFs
- Govt told to rethink super policy in light of Brexit
- Cancelled registration warnings for 185 SMSF auditors
- Advisers struggling with face time priorities
- Relief as Treasurer eases up on NCC cap proposal
- Accountants offered tips to stay onside with ASIC
- More research points to flaws in proposed caps
- SMSFA adds to senior management team
- Super growth funds set to break even in FY15-16
- Women warned on traps of early super focus
- Door open to more relief for NCC proposal
- SMSFs drive demand in key non-metropolitan market
- Planners cautioned on female advice tactics
- Govt facing backlash over licensing changes
- RBA makes July cash rate call
- Mid-tier firm boosts SMSF offering
- Expect more prosecutions, accountants told
- RBA announces cash rate decision for July 2016
- Winners revealed for 2017 SMSF Awards
- Mid-tier firm eyes expansion in SMSF space
- Election saga reignites calls for bipartisan support of super
- Payroll tax grouping tipped to erode protections for SMSFs
- Flock to ‘safe’ assets continues
- Winners announced in 2016 SMSF Awards
- New term deposit platform launched for SMSFs
- More than 500 SMSF licensing applications in limbo
- IOOF responds to ASIC inquiry outcome
- BGL makes headway with admin provider
- SMSFs warned on looming property ‘tough times’
- ASIC finalises IOOF inquiry
- Major APRA fund admits investment missteps
- Aussie crowdfunder set to list on ASX
- Accountants facing year-long delays with ASIC
- Trustee lobby group urges govt to host internal debate
- ASIC wary of emerging SMSF misconception
- Risks flagged with new automated SMSF products
- Mid-tier head outlines ‘vital’ compliance tips
- SMSFs at risk of hefty fines, warns national network
- NAB bullish on major APRA super fund merger
- Former Wickham CEO pleads guilty to charges
- Strong economic data stablises markets
- SMSFs tipped to consider more aggressive investments
- Macquarie flags threat to SMSF investment advisers
- Class announces new product integration
- Budget causing roadblocks for SMSF software providers
- $500k cap tipped to be on the chopping block
- SMSFA welcomes reappointment of Morrison and O’Dwyer
- Rice Warner challenges super proposals criticism
- DomaCom joins with local association for $100m project
- Crowe Horwath flags compliance traps with unit trusts
- Internal backlash to super proposals continues
- Big four firm tips further exemptions for super proposal
- Accounting bodies rated in new ethics research
- Investors urged to consider alternatives to super
- Consultant calls super cap hype ‘codswallop’
- Super proposals ‘a leaking sieve’, says lawyer
- SMSFA welcomes shadow ministry appointments
- Class reveals new life insurance integration
- ATO sounds warning on illegal tax schemes
- ASIC bans property spruiker from providing advice
- Investors continue stock market retreat: OneVue
- More retirees to run down super balances
- Research report projects budget impacts on SMSF income
- Big four firm pushes government on women’s super issues
- Liquidity risk a concern in wake of Brexit
- ATO cracks down on phoenix activity
- DomaCom teams up with peer-to-peer lender
- Millions of Aussie pension dollars trapped abroad
- Fund manager provides Class software integration
- SMSF modelling technology a focus for fintech
- RBA announces cash rate decision for August 2016
- Big four firm proposes scaled caps for super
- SMSFs warned on CGT trap with capital losses
- SuperConcepts acquires major super platform
- SMSF practitioners told to flag tax avoidance
- Lawyer suggests advisers form ‘Armageddon plan’
- Class joins forces with fintech company
- White label service launched for unlicensed accountants
- Catch-up contribution threshold ‘fraught with danger’
- AMP Capital and BetaShares expand ETF suite
- UK pension transfers facing further setbacks
- Perpetual flags ‘hidden hurdles’ with SMSF advice
- Separate SMSFs underutilised in estate planning
- AAT restricts tax agent from lodging SMSF returns
- Transition to retirement strategy still valid, says BT
- Federal court hands down $40k penalty
- SMSFs targeted in launch of online fintech market
- ATO cracking down on ‘reciprocal audits’
- Productivity Commission report to include SMSFs
- SMSFOA criticises transfer cap retrospectivity
- Implemented Portfolios extends white label IMA offering
- Superannuation assets lagging behind personal investments
- Court decision reaffirms protections around super
- SuperConcepts appoints technical manager
- Class introduces client messaging capability
- Auditor flags traps with insurance for collectables
- Trustee lobby group blasts lottery exemption
- ASIC unveils ‘targeted surveillance’ plans for licensing
- Trustee dissatisfaction provides an opportunity for planners
- ATO uncovers ‘significant’ dividend-stripping arrangements
- SMSF wind-ups a risk to Centrelink benefits
- DomaCom increases minimum raising ahead of IPO
- Tax consultant sheds light on in-specie transfer uncertainty
- Fintech start-up to launch platform for SMSF advice
- Class announces profit jump in year-end results
- Demand for diversification boosts annuity growth
- Technical trap set to face ATO scrutiny
- ASFA tells ATO to keep hands off lost super
- AMP set on further SMSF growth
- ASIC cancels 133 SMSF auditor registrations
- Treasurer directly hints at more NCC cap exemptions
- Portal for NCC balances set for release
- Lawyer warns on ‘adverse’ death taxes with insurance
- Financial services the ‘biggest circus tent in town’: CPA
- Property markets set for hot water
- New litigation risk surfaces post-budget, election
- Big bank hits out at govt over super tactics
- Bank’s super slammed for ‘chronic underperformance’
- Firm hit following ‘free SMSF set-up’ claims
- SMSF software provider continues fintech moves
- ‘Shift in liability’ flagged in SMSF documentation
- Central bank policy poses risk to SMSFs, warns economist
- State of super savings dire without voluntary boosts
- Labor’s super stance ‘concerning’ for SMSFs
- Liberals lash out at Labor superannuation proposals
- Advisers accused of manipulating super clients
- Court rules on early retirement benefit clause
- ATO issues guidance on NALI confusion
- Insurance dispute highlights trap with SMSF advice
- Delays with super proposals to have knock-on effects
- Problems flagged with new tax agent’s portal
- SMA usage spikes among SMSF professionals
- SMSF specialist launches new communication strategy
- Cooper defends unpopular super tax measure
- Class lauds ‘industry first’ achievement
- PwC casts serious doubt over ATO’s records
- More guidance, surveillance flagged for ECPI
- Super sector set for ASIC crackdown
- Court winds up SMSF service provider, bans directors
- SMSF market share tapering off, warns SMSFOA
- Property spruikers persist with swindling SMSFs
- Resources allocated to SMSF licensing crackdown
- Advisers urged to capitalise on accounting shortfalls
- ATO highlights ‘intensive compliance’ areas
- PwC cautions on creative tax-cutting strategy
- Changes announced to SMSF auditor registration
- Grattan Institute tips more major changes to super
- Reserve Bank announces monthly rate decision - September 2016
- BGL partners with SMSF document provider
- Government releases exposure draft of super changes
- ASIC’s super crackdown sees retail fund exposed
- Lawyer warns against deliberate excess contributions refunds
- Class announces new partnership with Aussie fintech
- Demand for compliance services still strong
- Accountants warned about licence ‘spot checks’
- SMSF contributions take hit amid budget uncertainty
- Short, mid-term cautions for SMSF property investors
- Kaplan reports ‘healthy’ licensing numbers
- Lobby group pushes govt to extend consultation on super proposals
- ATO eyeing super in ‘lifestyle’ assets crackdown
- ‘Watershed’ year for trust deeds requires action
- Jail time for SMSF property spruiker
- ISA launches offensive against retail funds
- SMSF property investor numbers plateau
- Lessons in ASIC insurance crackdown for super
- Former AMP planner banned following super issues
- $500k lifetime cap set to be scrapped
- Class data reveals inconsistencies between member balances
- Accountants quick to report dodgy advice, lawyer says
- New super changes ‘bring back an old problem’
- Professionals creating inadvertent PI insurance traps
- Major banks falling behind on term deposit rate offers
- Rice Warner flags ‘winners and losers’ from new super proposals
- Trustee lobby group slams govt super definition
- New pensions guidance set for release
- ATO signals new SMSF auditor clampdown
- Treasury confirms further details on new NCC bring forward cap
- AAT upholds ASIC’s decision to disqualify SMSF auditor
- Another former AMP adviser banned over poor super advice
- ‘Costly’ and common LRBA mistakes flagged
- ATO hints at new service for auditors
- Government considers national default for super scheme
- Reversionary pensions predicted to escape $1.6m transfer cap
- SMSF establishments see steady increase
- Accountants losing out to online SMSF service providers
- Big four tells auditors of rising security needs
- Special offer for SMSF Adviser Technical Strategy Day ends soon
- Property spruikers still ‘run the industry’
- Property firm penalised for SMSF advertising
- AMP Capital predicts ‘rough months’ ahead for markets
- Unmet SMSF advice needs at record highs
- Super software provider picked up by IRESS
- Prominent SMSF firm announces merger
- ATO releases new tax determination on LRBAs
- ATO opinion paves way for broader use of super monies
- ‘Surprise’ for SMSFs in latest round of super reforms
- Former SMSF financial adviser charged over fraud
- Grant Abbott exits SMSF documentation business
- New ATO ruling on LRBAs welcomed
- Cash still king for Baby Boomers
- Limited AFSLs likened to defunct ‘nuclear weapons’
- SMSF audits threatened by consolidation
- Major super funds under fire over investment choices
- Budget reforms ramp up demand for SMSF advice
- ATO affirms intentions for new auditor service
- Class facing headwinds with accountants
- Major SMSF licensing delays for accountants
- Reserve Bank announces monthly rate decision - October 2016
- AMP restructures advice arm
- Banks accused of questionable super dealings
- Upping SG rate ‘not obviously right’
- SMSF insurance headed for regulatory scrutiny
- ASIC on licensees’ case with annual obligations
- Trustees brace for further rate cuts
- Rise in advisers falling into SMSF insurance trap
- Super reforms to cause compliance mayhem, govt warned
- Spike in SMSF professionals pushing licensing boundaries
- LRBAs still facing roadblocks after tax determination
- ‘Increase of litigation risk’ for SMSF auditors
- SMSFs expected to drive ‘skyrocketing’ annuity demand
- Super a focus in CommInsure investigation
- ‘Enormous appetite’ remains for Aussie agribusiness
- Licensing storm brewing ahead of super changes
- SMSFs tipped to be hardest hit by pension changes
- Fresh data released on impact of $1.6m transfer cap
- KPMG floats super changes for Indigenous Australians
- Govt slammed over proposed changes to segregation method
- Deloitte calls on superannuants to reassess portfolios
- Licence applications facing delays into next year
- Latest round of super reforms breeds new complexities
- Markets caution advised as economic bubbles loom
- DomaCom on verge of IPO
- SMSFA applauds new standards for advisers
- Quarter of SMEs risking SuperStream non-compliance
- SMSF advice firm announces expansion
- Misuse of SMSF auditor numbers surfacing
- Lawyer highlights ‘hidden gem’ in tranche 3 of super reforms
- ASIC spot checks, shadow shopping imminent
- Super funds accused of fee delaying member transitions
- Compliance risks flagged with LRBA bank documents
- Evolv announces new SMSF audit offerings
- Govt urged to clarify ‘structured settlement amounts’
- Property spruiker activity on the rise, adviser warns
- Housing market tipped to drive rate cuts in 2017
- SMSF practitioners told to urgently address TRIS issues
- ASIC disqualifies SMSF auditor - October 2016
- SMSFA hits back at regulation myths
- Professionals use of ETFs for trustees spikes
- Big four firm pushes for shake-up of super rhetoric
- Property touted as portfolios’ ‘stable anchor’
- Estate planning issues flagged with $1.6m pension transfer cap
- Treasury set to simplify deductions for contributions
- Practitioners cautioned on liabilities with catch-up contributions
- Super changes tipped to enter lower house next week
- Research calls into question super data analysis
- RBA announces cash rate for November
- Super industry reacts to ASIC insurance crackdown
- Unlicensed SMSF advice continues to surface
- APRA tipped to target low-balance SMSF loans
- SMSFs warned on ‘off-the-plan nightmares’
- Contributions take a big hit amid uncertainty
- Caps confusion plaguing advisers, BT finds
- Possible shake-up looms for ANZ’s super business
- Court dismisses property spruiker’s appeal
- SMSF practice parts ways with AMP
- DomaCom set to list after IPO completion
- Suncorp partners with Challenger to launch annuity product
- SMSFs warned on ‘kneejerk reactions’ to US election
- ATO releases draft guidance on fixed entitlements
- BT reports strong growth for Panorama platform
- SMSF law firm ramps up online services
- Super switching at seven-year low
- DomaCom gets green light from Lonsec
- ATO eyes real-time SMSF reporting for next year
- Actuarial certificate requirements in line for significant shake-up
- Trustees delaying advice amidst reform uncertainty
- Former Gold Coast company director jailed
- Lawyer warns on ‘epidemic of super death disasters’
- Moves to bin actuarial certificates ‘unlikely’
- Mid-tier firm flags reoccurring issues with trustee incapacity
- ‘Crowded trades’ catching out SMSFs
- New licensees warned on labelling risks
- Warnings issued on traps with CGT transitional rules
- SMSF investors eye overseas markets for infrastructure opportunities
- Tougher barriers flagged for new entrants to SMSF advice
- Lawyer flags conflict of interest issues with $1.6m cap
- Adviser banned over suspect super switching
- ATO announces plans to enhance ‘self-service’ capabilities
- SMSFs ‘heavily underweight’ on defensive assets
- Labor stands firm on opposition to catch-up contributions
- SuperConcepts forms partnership with DomaCom
- ATO ramps up focus on dodgy contributions
- NowInfinity announces new tech partnership
- More warnings surface on dodgy contribution strategies
- Instos losing out in battle for SMSF assets
- ATO flags new SMSF property concerns
- Super reform bills passed by both houses
- SMSFs warned about ‘problematic’ contribution strategies
- Super reforms a ‘missed opportunity’, says Greens
- NowInfinity partners with New Zealand regulator
- Former CBA exec argues case for less SMSF regulation
- SMSF software company partners with HSBC Bank
- Financial advisers branching into ‘personal wellbeing’ advice
- Treasurer fends off claims super reforms will cost next election
- SMSF practitioners told to take immediate action on CGT relief
- Involve children in financial planning earlier, warns CFS
- Super reforms tipped to shift more wealth into property
- SMSFs warned on hasty superannuation withdrawals
- SMSFs warned against large allocations to income products
- Spooked investors warned off panic-selling bonds
- Big four hits out at super policymakers
- Super reforms tipped to spark ‘wave’ of automation
- Treasury called on to clarify confusing pension terms
- Class announces new portfolio management partnership
- SMSF platform adds e-signature capability
- Tackle super reforms now, SMSF practitioners told
- Big four bank overhauls super insurance
- Wave of accountants tipped to expand SMSF services
- Recent super fund benefit decision a lesson for SMSFs
- Super changes tipped to hit 300,000 pensioners
- ATO to scrutinise valuations for overseas property, private trusts
- Accountants ‘sticking their head in noose’ on licensing
- Basic failings seeing SMSF auditors scrapped
- Retirement costs outpace rise in CPI
- RBA announces cash rate decision for December 2016
- ASIC bans adviser following super failings
- ASIC hits out at SMSF sector over resource drain
- ATO set to scrutinise CGT relief claims
- Spike reported in scrapped SMSF auditors
- SMSFA chief exec steps down from uni board role
- ASIC set to eye pension wind-ups for illegal advice
- Lawyer hits out at tipped restrictions on SMSF lending
- Warnings for SMSFs with bank stocks under pressure
- ASIC releases new guidance on SMSF licensing
- Government tipped to ramp up automatic reporting requirements
- SMEs cautioned on traps with CGT caps
- PwC urges SMSFs to overhaul estate planning strategies
- Dip reported in satisfaction with SMSFs
- Treasury set to consult on actuarial certificate reform
- Accountants gaining SMSF market share
- Govt takes next steps on retirement income promises
- ATO’s major online outages hitting SMSF sector
- SMSFs targeted in proposed reforms for elder abuse
- ASIC bans former financial planner following super activity
- Adviser banned following SMSF recommendations
- Non-major bank raises interest rate on SMSF loans
- Data feeds a ‘double-edged sword’, warns auditor
- Class joins forces with high-profile SMSF education provider
- New industry fund move a 'competitive threat to SMSFs'
- ATO set to scrutinise asset valuations
- Defined benefit pensions ‘a sleeper issue’
- Total SMSF assets jump to $622bn
- SMSFs urged to address compliance issues with collectibles
- End of financial year posing ‘real danger’ for SMSF trustees
- Big name weighs in on actuarial certificate proposal
- Auditor flags issues with incorrect expense payments
- 3,000 accountants still undecided on licensing
- SMSF trustees mixing up $1.6m caps
- Trustees being caught out by ‘risky’ property contracts
- Serious pressure to meet ‘looming’ LRBA deadline
- Mass licence migration tipped for accountants
- Major bank targets non-advised in new SMSF launch
- CGT confusion seeing unnecessary sell-offs
- NAB quashes fears new SMSF services will replace advisers
- ‘Devastating’ property investments hitting SMSFs
- ‘Huge’ requirement for SMSF advice imminent
- Complaints against SMSF professionals spike
- Big spike in contributions ahead of super changes
- Class reports boost in SMSF figures
- Academics fear pension changes will trigger risky investments
- Asset valuation crackdown imminent for SMSFs
- SMSF platform providers facing headwinds
- SMSFs defended in super benefits saga
- Shift flagged in super funds’ insurance approach
- Contravention reporting helpful for SMSF risk profile, says big four
- National tax group finds trustees acting on scrapped laws
- New SMSF rules tipped to force widespread tech upgrades
- Super reforms exposing unsuitable SMSFs
- SMSFs cautioned on 2017 growth forecasts
- CPA launches new course with super focus
- Super changes spark more conservatism with SMSFs
- Gadens flags key focus areas for SMSFs in 2017
- SMSF professionals reject ATO reporting changes
- SMSF professionals warned on insurance shortcomings
- Deadline looms for LRBA compliance
- Big four firm urges SMSFs to update trust deeds
- Big name hits out at ‘Centrelink bureaucracy’ for retirees
- Changes seeing accountants exit SMSF advice
- TRIS changes tipped to trigger migration to retirement
- Lawyer flags traps with changes to reversionary pensions
- Super reforms to ‘test SMSF industry’, prompt systems overhaul
- Risks flagged with delay of notional capital gains
- New cap tipped to encourage ‘unnecessary spending’
- Govt drills in message on SG non-compliance
- ‘Irrevocable’ CGT mistakes loom for SMSFs
- Draft regulations to resolve market-linked pension headaches
- SMSF doc firm launches new trust feature
- CGT tactics on ATO’s radar following rule changes
- Major industry fund eyes SMSFs with service launch
- ‘Trump effect’ overblown amid sluggish growth
- ‘Most active disruptor’ looms for SMSFs
- SMSFs warned on risky clauses with hybrid securities
- SMSF firm acquires financial advice business
- SMSF specialist flags pensions strategy post-reform
- Popular investment fails to sway SMSFs from safe havens
- ‘Shonky’ operators eye SMSFs as trustees shun advice
- Relief for SMSFs in dodgy tax arrangements
- Mid-tier defends tax-effectiveness of super amid changes
- SMSF doc provider to launch new data cleaning tool
- Reporting changes tipped to delay pensions
- SMSF Association CEO steps down
- NAB’s superannuation trustee under review
- SMSF market share sees modest rise
- Smaller SMSFs underperfoming, says SuperConcepts
- SMSF practitioners warned on timing traps with CGT relief
- Practitioners told to review SMSF client insurance
- BGL launches data filter tool for SMSF reporting
- Application of CGT relief causing trustee confusion
- SMSFs warned on hasty pension changes
- SMSF firm partners with national accounting network
- Non-major pinpoints emerging TRIS strategies
- Major bank paints bleak picture for Aussie super savings
- More traps flagged with CGT rules
- RBA makes cash rate call for the month
- ASIC gives green light for new products to hit SMSF market
- Auditors seeing spike in SMSF loans to members
- Class adds new feature ahead of super reforms
- Exodus from bank’s licence foreshadows major licensing switch
- Treasury called upon to clarify uncertainties with legacy pensions
- Govt ‘going after’ super in place of tax reform
- PI exclusions leaving SMSF licensees vulnerable
- Class chairman announces resignation
- Aussie fund manager snares high-profile accounting exec
- Evolv launches outsourcing tool for auditors
- Bitcoin: The New Asset Class
- BGL to release cloud-based compliance software
- AMP bullish on SMSF arm’s growth
- Class profits jump by 28 per cent
- Draft regulations tipped to simplify property transfers
- SMSFA welcomes improved financial advice standards
- Government passes ATO commissioner remedial powers
- Financial adviser banned over ‘reckless’ super comparisons
- Accounting firms tipped to further integrate with advice firms
- Documentation provider joins forces with ASAP Advice
- SMSF practitioners facing ‘CGT volcano’
- ‘Reality hitting accountants’ on licensing front
- Contributions skyrocket as reform panic sets in
- GPS Wealth adds pre-retirement tool to software
- Class launches mobile app
- Government urged to simplify CGT concessions for small business owners
- SMSFs ‘front and centre’ of government review
- Turnbull touts reform in SMSF industry address
- Slattery delivers emotional farewell speech as SMSFA head
- ASIC targeting SMSF advice in major shadow shopping project
- Class sees drop in small-scale SMSF firms
- Deloitte points to ‘red flag’ SMSF patterns
- ATO firms up ties with SMSF sector
- ATO reports on cheap audits swoop
- Count Financial reveals cost impact of licensing for firms
- TPB braces for registration renewals for tax financial advisers
- ATO braces for errors as new reforms roll out
- Class launches consolidated portfolios tool
- Super still vital for protection despite concession cuts, says lawyer
- Govt told to up ATO budget for SG audits
- Trouble brewing with flexi-pensions confusion
- Govt called on for better fraud protections in super
- Upwards swing for total super savings pool
- Deed change tipped to help prevent unwanted taxes
- High court judgement a lesson for ‘puppet’ SMSFs
- ATO set for new round of non-lodgement clampdown
- CGT consideration essential to estate planning, advisers told
- Actuaries Institute highlights further legacy pension issues
- Fintech company launches online client management tool
- Government urged to rectify ‘legislative shortcoming’ with CGT relief
- Newer SMSF investment products facing APL constraints
- Government slammed over actuarial certificate plans
- High-level departures at AMP’s SMSF licensing arm
- Majority of accountants still unlicensed, survey reveals
- BT adds new super, insurance functions to platform
- ATO reports on top contravention areas for SMSFs
- PwC warns SMSFs on CGT timing issues
- SMSFs cautioned on multiple pension consolidation
- SMSF firm set to acquire advice business
- Kelly O’Dwyer rules out further super tax changes
- Slow economic growth key concern for retirees
- Data concerns surface as SMSF real-time looms
- Penalty rate hike sparks corporate trustee push
- Accountants dropping the ball on SMSF advice
- CGT relief posing valuation traps with divorce cases
- SMSF admin firms make ground on data post-reform
- ATO tipped to target additional SMSF set ups
- DomaCom buoyant after first move in new venture
- SMSF documents ‘ripe for elder abuse’
- RBA makes March cash rate call
- CGT relief creating conflicts for accountants
- Welcome clarity on CGT election dates
- ASIC flags concerns over adviser's website
- AIST calls for removal of $450 monthly income threshold
- SMSF practitioners warned to avoid CGT liability trap
- Mid-tier flags post-reform contributions strategy
- DomaCom signs major agreement
- ATO finalises CGT guidance
- ATO eyeing lump sum withdrawals, mid-tier warns
- SMSF industry makes moves to adopt mobile applications
- Fresh CGT relief details for TRIS applauded
- SMSF firms in high demand from buyers
- ASIC bans adviser following super issues
- SMSFs warned on risky conflict clauses in trust deeds
- SMSF admin firm points to death benefit rollover trap
- Survey reveals disparities in cash returns for SMSFs
- SMSF law firm introduces estate planning course
- ATO finalises guidance on transfer balance cap
- Drop in trustee numbers tipped amid advice, reform sagas
- DomaCom signs off on new crowdfunding deal
- HSBC highlights income-splitting strategies for retirees
- Technical experts find gaps in new guidance
- MYOB reacts to reports of SMEs dipping into super
- Auditor warns on administrative trap with CGT relief
- Practitioners cautioned on clients ‘seeking revenge’ for CGT decisions
- Asset manager eyes SMSFs with listing of ethical LIC
- ATO tipped to scrutinise backdated pensions
- SMSF sector suffering from lack of fintech development
- SMSFs urged to review segregation clauses in trust deed
- Survey reveals growing pessimism among retirees
- Lawyer warns of dangers of mistranslated rules in deeds
- Calls for calm over pending CGT amendments
- ASIC ramps up surveillance tools for SMSF licensing
- Dwindling confidence an opportunity for advisers
- Government dodges Keating’s smackdown of super for first home buyers
- High-profile appointments for SMSFA committee
- NowInfinity bolsters team post-reform
- Industry funds hit back as government takes aim
- Low take-up tipped for new government retirement initiatives
- Big insto addresses CGT misconceptions
- Calls for ATO funding to audit businesses over super
- SMSFs told to review express powers in trust deeds
- SuperConcepts partners with accounting outsourcing firm
- Fresh licensing figures surface as 31 March looms
- AIST announces new CEO
- Big four bank eyes further SMSF growth
- ATO draft ruling to impact SMSF residency, warns lawyer
- Major bank announces rate hikes for SMSF loans
- Non-major finds investment mismatch in SMSF portfolios
- ATO, ASIC ramp up shadow shopping process
- SMSFs told to take urgent action on QROPS changes
- BGL hits out at outdated software
- ASIC investigates hundreds of SMSFs at random
- Risk profiling a ‘pain point’ for licensed accountants
- SMSFs pinpointed for cyber security attacks
- Prep for SMSF loan changes, practitioners told
- Verdict reached on future of actuarial certificates
- Report tips housing price spikes to wipe out super savings
- ‘Nonsense outcome’ surfaces in new regulations
- ASIC appoints SMSF specialists to new initiative
- Professionals set to bear new regulatory costs
- Charter Hall eyes SMSFs with direct office fund
- Government floats major changes for SMSF loans
- AMP announces leadership change at SMSF Advice
- Government to ‘put to bed’ uncertainties with TRIS
- New APRA lending measures tipped to impact SMSFs
- Big name appointed to Class board
- SMSF services set to expand, says CBA
- SMSF industry told to expect further ATO downtime
- Licensed SMSF firms fined over registration failures
- Reserve Bank makes monthly cash rate call
- Federal Court rules following firm's super failings
- Treasury lobbied for ‘urgent’ action on foreign super transfers
- Voting now open for the 2017 SMSF Awards!
- ATO ruling ‘bad news’ for TRIS lump sum strategies
- Robo-advice provider to launch CGT relief tool
- Lawyer pinpoints flaws in pension documents
- Automation push driving software take-up
- Government told to fix ‘fundamental flaws’ in super system
- Newer SMSFs opting for independent advisers
- Licensing posing succession challenges for SMSF firms
- ‘Unrealistic views’ on ASIC’s expectations surfacing
- Latest LRBA changes blasted as ‘retrospective’
- ASIC’s SMSF guidance spurs tax advice confusion
- ATO finalises lifetime pensions guidance
- Major bank finds most Aussies shun super advice
- Treasurer goes on the record with super, housing links
- ATO mulls pushing govt on problem regulation
- New professional standards board welcomed
- Estate planning may be ‘radically different’ beyond July
- Labor comes out swinging at super housing proposals
- Bank’s wealth arm notes major spike in CGT issues
- CFS pinpoints equalising strategies for SMSF clients
- Fund manager eyes SMSF investors with global expansion
- ATO tipped to release guidance for valuation issues
- Draft legislation released on TRIS amendments
- Editorial: In defence of super, from a first home buyer
- Lawyer sheds light on pre-2015 pension concerns
- Unlicensed accountants turning to automated tools
- Government ‘jumping at shadows’ with LRBA reforms
- SMSFA calls for softer approach to elder abuse reforms
- Robo-advice service joins forces with SMSF admin firm
- Financial services firm launches SMSF portal
- Technical expert provides clarity on death benefit confusion
- Former property developer arrested and charged
- Lawyer calls for unified e-signature laws
- Ambiguities with CGT guidance still plaguing industry
- Lonsec upgrades ratings for two fixed interest funds
- Practitioners told to watch for division 293 triggers
- Govt's super for housing policy not off the table
- Common back-filling method 'fraught with danger'
- Grant Abbott resurfaces after NowInfinity departure
- ATO provides clarity on CGT timing for segregated funds
- Labor’s proposal to ban LRBAs slammed by SMSFA
- SMSF establishments tipped to dwindle
- CFS highlights top-up strategies for super
- ATO set to release guidance targeted for SMSF clients
- Topdocs revamps trust deed update process
- SMSF services provider announces leadership restructure
- New actuarial certificate firm up and running
- SMSF practitioners told not to delay client consultation
- Death benefit pensions in line for tax trap
- Govt releases draft legislation on LRBA changes
- BGL joins forces with trading platform
- Research house debunks touted super for housing benefits
- Topdocs Legal nabs senior SMSF lawyer
- NowInfinity locks in new strategic partnership
- SMSFs warned on budget threat with CGT relief
- ATO issues ‘most important’ super reform guideline
- Advised SMSFs outshine self-directed funds
- ATO finalises guidance for capped defined income streams
- ‘Good and bad news’ in proposed LRBA changes
- Vital procedure flagged for SMSFs post-reform
- Super policy ignites campaign to replace O’Dwyer
- Tax terminology causing trustee confusion
- Last chance to ‘ramp up super balances’, SMSFs told
- Class introduces new commutation feature
- RBA announces cash rate decision - May 2017
- Former director convicted over illegal SMSF scheme
- Government lobbied for stability in super
- Myths debunked on 'confusing' reform detail
- Events-based reporting a ‘live issue’ for SMSFs
- SMSFA highlights important differences with indexation
- SMSFs warned on short-term dip for US equities
- Lawyer warns on trap with trust deed updates
- Older SMSF members hit hardest by reforms, says Class
- ATO clarifies position on key post-reform issue
- ATO highlights important mechanics with CGT relief
- ASFA floats proposals for housing affordability
- Lawyer pinpoints Part IVA risks with CGT relief
- SMSF industry braces for 2017 budget
- BT Panorama sees jump in funds under administration
- ATO finalises guidance on death benefits
- Govt's super, downsizing measure open to manipulation
- Opening super to first home buyers met with caution
- Govt dodges LRBA concerns in budget papers
- Related party transactions set for more scrutiny
- Govt pushed on LRBA amendments
- CFS flags complexities with insurance considerations
- Deduction scrapped for SMSF property investors
- Inconsistent asset values set for ATO scrutiny
- Admin hurdles surface with home super saver scheme
- Super body finds holes in new complaints authority
- SMSFs warned on tax evasion with CGT relief
- ATO extends crucial deadline for SMSFs
- SMSF outflows dent cash flows for AMP’s wealth arm
- Penalty unit hike passed by both houses
- Class partners with robo-advice provider
- Licensed accountants facing ‘mounting disincentives’
- SMSF tech giant criticises budget changes for super
- Labor slams government’s ‘poison’ super scheme
- New UK pension transfer service launched for Australian advisers and accountants
- Urgent 30 June estate planning strategies flagged
- Evolv releases new SMSF audit offering
- Cash flows on the rise among SMSFs
- ASIC bans former advisers from providing advice
- ATO busts common super reform myths
- Robo-adviser hits out at minimum balance arguments
- Pension commutation decisions still causing confusion
- SMSF practitioners warned on ‘sham principle’
- Benefit payments spike ahead of 1 July changes
- Software heads facing roadblocks with budget changes
- ATO flags ‘imminent’ release of new guidance
- Lawyer points to benefits of AFCA for SMSFs
- Timing issues flagged with pension commutations
- SMSF real-time reporting slated for FY2018-19
- Software provider releases super reform-focused services
- ATO poised to ramp up focus on key compliance area
- Caution advised on ATO’s new super balance tool
- ATO sheds light on LRBA reporting requirements
- Superannuation unattractive for moderate earners, says CA ANZ
- ATO guidance provides clarity on death benefit confusion
- LRBA amendments to hit SMSF lending by banks
- SMSF loans facing ‘double whammy’, says broker
- Spike in SMSF assets for March quarter
- CFS eyes SMSF investors with portfolio service
- SMSF member bodies confirm merger
- New Investment Product For High Net Worths set to Disrupt The Industry
- AMP pushes SMSF arm in broad growth strategy
- Midwinter releases superannuation calculators
- Positive exclusion as LRBA amendments introduced to Parliament
- Merged association poised to shake up member services
- Medicare levy rise spurs estate planning considerations
- CFS highlights flaw in housing super saver scheme
- Lawyer warns on ‘practical difficulty’ with TRIS commutations
- New data points to spiralling retirement costs
- SMSF software firm partners with share registry
- ‘Tremendous’ new oversight looms for SMSF professionals
- Salary sacrifice concerns flagged with housing saver scheme
- ATO provides clarity on segregated pension issue
- ASIC rectifies ‘regulatory anomaly’ with licensing
- Technical expert identifies traps with TRIS conversion
- ATO sheds light on uncertainty with refinanced LRBAs
- ‘Technical glitch’ surfaces in SMSF guidance
- SMSFA appoints non-executive director
- Class adds data feed for ING cash account
- DomaCom seeks Federal Court declaration
- ‘Nuisance’ requirement lingers for SMSFs
- SMSF loans ‘not off the table’ in ASIC’s fraud project
- CPA's licensing arm poised for recruitment
- ATO ups grilling on new SMSF trustees
- Lawyer warns of ‘pitfalls with property development’
- SMSF trustees told to take action on contributions
- Accountants pursue SMSFs in fight for fees
- Treasury confirms tweak to pension plans
- RBA announces cash rate for June
- Professionals urged to take up ATO ‘lifeline’
- SMSFs told to consider tax outcomes in asset selection
- ATO reveals further details about events-based reporting
- ATO sheds further light on TRIS conversion
- Higher cash allocations hurting SMSF returns
- KPMG finds SMSF growth steadies as retail funds plummet
- Vital technical step flagged for commutation requests
- ATO speaks out on outage impact on super sector
- New research reveals conflict in SMSF, accounting services
- Principal partner for industry-first event unveiled
- Half of young Aussies have ‘vague or no idea’ about super balance
- New super fund set to rival SMSF offerings
- Advisers falling behind with super advice disruptors
- Big bank finds knowledge gap with SMSF loans
- Aussie super system beats rivals on return, growth
- SMSF sector ripe for identity theft, professionals told
- New awards launched for women in financial services
- Adviser warns, gives tips on ‘last-minute mayhem’
- BGL teams up with finance platform
- Action needed as ‘rubber hits the road’ with pensions
- Estate planning strategies flagged for 30 June
- IOOF to acquire trustee services provider
- ATO stresses position on actuarial certificates ahead of EOFY
- Vital SMSF bills pass both houses
- SMSF industry applauds passage of regulatory amendments
- Survey reveals ‘worrying’ retirement trends for Aussies
- ATO reports on auditor numbers swoop
- Leadership change locked in at major actuarial certificate firm
- LRBAs still facing ‘two-pronged attack’
- Younger Australians drawn to SMSFs
- Law Reform Commission releases final report on elder abuse
- ASIC tipped to bin limited AFSLs
- Documentation overhaul
- Software provider prepares for super reforms
- Mid-tier points to contribution issues with EOFY
- Non-major tightens the screws on SMSF loans
- ATO set to target reserves strategies
- ATO outlines notification requirements for TRIS conversion
- SMSF assets climb to $648bn for March quarter
- SMSFs warned on timing traps with unit trust transfers
- CGT relief still plaguing trustees, says former ATO exec
- Consultancy firm predicts low take-up of SMSF robo-advice
- ATO sets compliance targets for auditors in 2017-18
- Westpac veteran and SMSF exec set to depart
- SMSF practitioners told to reassure clients in 30 June lead up
- SMSFs warned on 30 June cut off for electronic transfers
- Trustees reminded of ‘positive’ CGT news as EOFY looms
- Adviser banned over super fund insurance dealings
- ASFA assess impact of super changes on 1 July
- ATO reports on key contraventions for 2016-17
- Technical expert clarifies CGT relief requirements for TRISs
- Last-minute EOFY relief gets mixed reviews
- SMSFs reminded of upped interest rate for LRBAs
- Over 50s neglecting super, survey finds
- Big dealer groups tipped to exit limited licensing
- SMSF services provider to acquire mid-tier licensee
- Former ATO exec departs consultancy firm
- Major bank tightens lending policies for SMSF loans
- Class releases CGT relief applications in software
- Appetite increasing for mobile financial services, says BT
- Westpac’s subsidiaries also implement SMSF loans changes
- Major SMSF administrator announces expansion in SA
- ASIC disqualifies SMSF auditor - June 2017
- SMSFs warned on last-minute CGT relief traps
- Major SMSF administrator scales back Victorian operations
- ATO identifies red flag areas with cheap audits
- SuperConcepts flags vital CGT record-keeping procedures
- Practitioners told to ‘dig deeper’ for pension information
- Government’s review of super system to include SMSFs
- BT addresses misconception with defined benefit pensions
- SMSFs warned on risks with foreign exchange trading
- ATO tipped to target income attribution strategies
- ASIC identifies problem areas for APRA funds
- DomaCom launches crowdfunded residential community
- SMSF practitioners told to take action on valuations
- ASIC finds 15% of super funds fail on transparency
- Technical expert flags estate planning strategies for 2017-18
- CGT timing myth debunked for SMSFs
- Shift to automation boosts market share for Class
- SMSFs cautioned on trap with BDBNs
- Consultancy firm launches workshops with CPA
- ASIC scrutinising SOA templates, warns lawyer
- Adviser ban for dodgy super dealings upheld by AAT
- SMSFs told to review salary sacrificing arrangements
- SMSFs warned on traps with child pensions
- More revealed about new plans for major SMSF administrator
- Super software veteran ups ATO systems fight
- DomaCom completes property acquisition on platform
- ASIC down to final batch of limited AFS applications
- Tech heavyweight disputes ATO outages impact
- Government shuts down lump sum ‘loophole’
- Lawyer pinpoints snares with reversionary pensions
- ‘Substantial deficiencies’ flagged with important client test
- Class partners with automated advice provider
- Lawyer warns on ‘skewed’ death benefits
- Commutation decisions spur industry disagreement
- Tax effect accounting tipped to rise with CGT relief
- Super members told to review minimum pension payments
- ‘Tens of thousands’ of SMSFs at risk with ECPI
- SMSF audit firm integrates One-Click Audit service
- ATO grants more deadline relief for SMSFs
- Deadline for exclusive awards opportunity fast approaching
- Post-deadline commutation requests labelled ‘risky’
- ATO provides clarity on audit reporting process
- Government to shut down salary sacrifice loophole
- CFS announces upgrades to FirstTech app
- SMSF trustees uneasy about offshoring, survey reveals
- BGL releases new software upgrade
- Hold fire on family trusts planning, practitioners told
- Lawyer warns on ramifications from ATO draft ruling
- ATO sheds further light on events-based reporting
- Tech firm launches automated SMSF assessment tool
- ASIC reports on SMSF crackdown
- Deloitte unveils robotic technology for SMSF audits
- ASIC bans former SMSF financial adviser - July 2017
- Auditor flags ECPI concerns with events-based reporting
- Adviser banned over dodgy super withdrawals
- Class upgrades data feeds for real-time reporting
- Audit software firm joins forces with BGL
- Judges revealed for inaugural awards program
- Lawyer pinpoints estate planning concerns with TRISs
- ATO flags bring-forward rule as ‘risk area’
- SMSFs hit as ASIC moves to wind up scheme
- SMSF industry facing ‘structural issues’ with staffing
- Super for housing draft legislation released
- Government moves to boost consumer protections in super
- ATO rules out further lodgement extensions
- Financial services firm fined over misleading marketing
- Lawyer pinpoints traps with ‘hard-wired’ pension rules
- SMSF software veteran slams new reporting requirements
- Government told to remove income threshold for super
- Labor calls for further action on ATO outages
- Submissions closing soon for industry-first awards program
- Lawyer flags identification traps with CGT relief
- Pressure on ATO to fix portals saga continues
- CEO warns on threat of super fund start-ups
- SMSF firms cautioned on unpredictability of super
- ATO reveals penalties for real-time reporting failures
- Accounting firms neglecting client advice needs
- ATO to delay enforcement activity on EPCI calculation
- SMSF firms told to prepare for intergenerational wealth transfer
- ‘Industry practice’ could create tax bill for SMSFs
- ATO warns on dangers of delaying events-based reporting
- Prominent SMSF audit firms announce merger
- RBA makes cash rate call for August - August 2017
- BGL releases growth stats for FY16/17
- Accountants hitting roadblocks with SOAs
- LRBA changes spurring industry confusion
- Super reforms diverting attention from investments
- SMSFs to be hit by Labor’s trust tax, lawyer predicts
- Licensing costs outstripping revenue benefits
- Alternative investment platform eyes SMSFs
- SMSFs warned on retrospective lump sum payments
- Software data reveals uptick in SMSF firm acquisitions
- ASX looks to expand infrastructure funds on mFund
- ATO responds to real-time reporting backlash
- Government pushed on super for housing legislation
- Heffron announces high-profile acquisition
- Re-contribution strategies vital for ‘future-proofing’
- SMSFs warned on hidden estate tax
- Finalists announced for Women in Finance awards
- Software company points to ‘admin firm chasm’
- Accounting licensing provider joins forces with HUB24
- Reversionary TRISs at risk of serious breach, warns CFS
- Class partners with national accounting network
- CFS pinpoints complications with child pensions
- BDBN case a lesson for SMSFs, cautions lawyer
- Finalists revealed for industry-first awards program
- AMP bullish on SMSF revenue growth
- SMSF auditor disqualified for independence breach
- SMSFs with unmet needs surges, licensing gap festers
- ATO mulls changes to events-based reporting time frames
- Regulatory changes still plaguing SMSFs
- SMSF investors still neglecting fixed income
- Technical expert flags key pension reporting rules
- ‘Compare the pair’ campaign to relaunch
- ‘Unintended consequences’ of super changes tipped to surface
- SMSF professionals warned on key client test
- Class gains market share in financial year results
- SMSF auditor disqualified for misconduct
- SMSF firms underprepared for events-based reporting
- Contribution limits restricting future balances, warns mid-tier
- Qld succession law changes tipped to impact SMSFs
- Industry questions ATO’s capacity for new reporting
- Tax component confusion spurs potential tax liabilities
- Contributions triple in June quarter, survey shows
- Data feeds unreliable for new reporting, says mid-tier
- ATO locks in details, addresses panic on real-time reporting
- Lawyer challenges ATO view on two fund strategies
- Risks flagged with real estate appraisal values
- SMSFA appoints high-profile Australian as patron
- Top investment mechanisms for tax savings revealed
- ATO releases position paper, penalties approach
- SMSFs cautioned on ECPI trap with excess amounts
- Finalists announced for landmark new awards program
- ATO targeting illegal retirement schemes
- Contributions spike for 2016-17 financial year
- Contentious views on segregation locked in
- TBAR reporting tipped to expose illegal advice
- Transfer balance cap confusion posing risks for practitioners
- 'No apparent benefit' in ATO position on ECPI
- Critical disclosures flagged for US expat clients
- Industry association hits out at ‘legislative anomaly’ with SMSFs
- Court case provides clarity on bankruptcy protections
- Regulatory oversights to challenge APRA funds, KPMG predicts
- TPB flags concerns about registration failures
- SMSF firms told to revaluate pricing for new reporting
- SMSF accountants cautioned on disclaimer risk
- New investment service launched for advisers
- ATO flags big intervention on SG non-compliance
- SMSFs cautioned on death benefit compliance trap
- Retirement costs rising faster for modest incomes
- Lawyer criticises heavy focus on cost with low balances
- Passive investments triggering large tax bills, warns expert
- Further snares identified with downsizer contributions
- SMSF audit firm flags trap with GST
- SMSFA loses head of education
- TBAR events to triple, software firm predicts
- Tax regulators ramping up data exchange, SMSFs warned
- Responsibilities, time commitments for SMSFs ‘overblown’
- SMSF auditor disqualified over evidence requirements
- SISFA lobbies against performance benchmarking for SMSFs
- U.S. TAX TREATMENT OF AUSTRALIAN SUPERANNUATION
- Women prioritising superannuation investments, report reveals
- Consultant clarifies technical issue with preserved benefits
- Lack of regulatory action on licensing spurring complacency
- ASIC independence blitz claims another auditor
- SMSF industry warms to ATO ‘carve out’ for TBAR reporting
- Gaps found with PI insurance for licensed accountants
- RBA announces cash rate for September
- Exciting awards program sells out
- AMP expands retirement income product range
- SMSFs to be monitored daily under TBAR, warns software firm
- SOA hold-ups still plaguing licensed accountants
- SuperConcepts locks in new director following big departure
- Former advice firm principal pleads guilty to fraud
- SMSF firm acquires financial planning practice
- SMSFs on ATO’s ‘hit list’ with trust crackdown
- ASFA lobbies for extension of SG to self-employed
- Super for housing measures introduced into Parliament
- Risks flagged with software-generated pension documents
- Accounting firms facing roadblocks with full AFSLs
- Pension commutation timing ‘critical’ with new rules
- SMSF software companies look to invest in TBAR solutions
- Part IVA risk flagged with re-contribution strategy
- Tech specialist departs SuperConcepts team
- Satisfaction in super system declining, survey shows
- ASIC bans financial adviser over SMSF advice failures
- Government introduces bill for recovering super
- Trusts at risk of ‘CGT relief mismatch’, warns lawyer
- SMSFs accused of ‘inflaming the property market’
- DomaCom poised to launch equity release product
- Policy issues still plaguing licensing regime
- ASIC contacts unlicensed firms, demands quick action
- National network on SMSF acquisition trail
- SMSF service providers lock in partnerships with Xero
- Class nominates high profile industry figure
- Cloud over future of CPA's advice licence
- SMSF specialists awarded top honours
- Key strategies flagged for simplifying ECPI
- Advisory firm flags concerns with proposed performance measure
- The next generation of practice efficiency for advisers
- Licensing space seeing further movements, says mid-tier firm
- SMSF firms underestimating demand for ethical investing
- SMSFs cautioned on ‘brutal’ trap with pension minimum
- SMSFs facing weaker investment outlook, report reveals
- Treasury still bullish on six-member fund measure
- Sluggish wage growth ‘undermining super savings’
- Government likely to review licensing regime, consultant predicts
- Government rules out tax cut for family trusts
- Super saver scheme to benefit wealthy, says consultant
- ‘Execution only’ approach with SMSFs high-risk for accountants
- SMSF firms told not to ‘antagonise ASIC’
- ‘Robo-advice’ reference turning SMSF investors away
- ATO to release further guidance on reserves
- Lost and unclaimed super climbs to $18 billion
- Lawyer flags subdivision trap with downsizer contributions
- ATO urged to address ‘unknowns’ with LRBA reporting
- Male SMSF investors ‘bigger risk takers’, says report
- ASIC permanently bans SMSF property spruiker
- ATO flags common errors with TBAR cancellations
- AIST slammed for ‘prejudiced views’ on SMSFs
- Audit firm reports ‘tsunami’ of CGT errors
- The “Super” Reason Australians Are Renouncing Their US Citizenship
- Survey results point to major concerns with new reporting
- Consultant flags strategies to negate complex ECPI calculations
- Tax advice exemption discrepancy driving away accountants
- Statistics reveal full impact of events-based reporting
- Big 4 firm says property, unit trusts in ATO's sights
- ATO set to add new items to SMSF watch list
- Doubts cast over ATO ability to cope with new reporting
- PSC: Three letters that mean so much (and about to mean a whole lot more)
- SMSF auditors in clients’ firing line
- Aged care advice gap an opportunity for SMSF firms
- ATO releases updated LCGs for consultation
- TBAR forms tipped to cause delays with new reporting
- One in five advisers risk losing TPB registration
- Amazon threatening property investments, SMSFs warned
- ATO mulls further transitions for new reporting
- Common SMSF ‘stuff ups’ persist
- Lawyer flags contentious issue with pension transfers
- Establishment exemption rife with pitfalls
- Court decision sheds light on critical BDBN issues
- RBA makes cash rate call for October
- Bequests a low priority for retirees, survey shows
- Advisory firm calls for additional SMSF qualifications
- SuperConcepts CEO joins fintech board
- SMSFs warned on snares with personal contributions
- Onerous CPD process for SMSF professionals blasted
- ATO pushed on low balance carve outs from TBAR
- Simple Fund 360 sees uptick in funds over September quarter
- NSW stamp duty changes to benefit SMSFs
- Reserves missing from super legislation, says consultant
- New tool launched for managing CPD requirements
- New complaints trends an ‘alert’ for SMSFs
- SuperConcepts gears up for TBAR with new software release
- Demand for advice ramps up amongst older Australians
- Industry reaction to TBAR labelled as ‘overkill’
- SMSF auditors spared from new ASIC levies
- Insurance policies in SMSFs plummet in FY16/17
- DomaCom gears up for launch of new gearing products
- SMSFs told to take timely action on pension trap
- Hybrid securities spurring CGT relief woes
- SMSF document provider launches new platform
- Low balance threshold for TBAR a ‘dangerous’ proposition
- DomaCom to raise $4.3m for bio-product project
- Survey points to bleak retirement outlook
- Robo-advice firms facing hurdles with SMSFs
- SuperConcepts distances business from jailed tax agent
- New guidance imminent as regulators, associations meet
- New payments platform to shake up SMSF automation
- Lawyer flags technical issue with dual fund strategies
- Robo-advisers to expand into retirement advice
- Data feed issues creating hurdles for SMSF automation
- ATO criticised for anti-adviser bias
- IOOF to acquire ANZ pension business
- SMSF admin firm sets sights on real-time auditing
- Evolv White joins forces with tech company
- Government introduces bill to restrict use of company tax cut
- Further red flags raised with partial commutations
- Super for housing measures enter Senate
- BGL slams ATO 'big brother' moves
- ATO loses veteran super director
- Winners announced for inaugural awards
- ATO’s independence swoop continues
- ‘Continually in excess’ pensions linger for SMSFs
- Raft of superannuation measures enter Parliament
- SMSF sector ‘playing catch-up’ with automated advice
- Big concessions looking likely for TBAR regime: ATO
- Tax Institute rejects ATO position on reversionary TRISs
- ASIC licensing crackdowns see uptick in robo-advice demand
- 40,000 SMSFs set for chopping block
- ATO calls on SMSF ‘circuit breakers’
- Costs predicted to soar for administration of TRISs
- Lawyer flags high-risk area for disputes
- Super reforms increasing risk of elder abuse
- ‘What a shemozzle’: tipped changes divide SMSF sector
- Women gaining ground on superannuation balance front
- SuperConcepts sees uptick in funds over third quarter
- Delays with disputes handling causing PI claims issues
- Federal Court penalty a warning for SMSF professionals
- BT Panorama joins forces with BGL
- SMSFs warned about looming CGT relief deadline
- Treasurer rules out further super changes
- ASIC continues unlicensed advice blitz
- 1 in 10 SMSFs failing regulatory obligations
- SOA mismatches leading to compliance issues
- Superfund Wholesale announces rebrand
- Charges laid in messy SMSF, proceeds of crime case
- Events-based reporting to revitalise SMSF services
- Women’s balances higher in single member SMSFs
- Critical steps flagged with pension commutations
- Association marks big changes with personnel moves, new services
- ATO eases position on second SMSF strategies
- Straw poll reveals preference for onshore services
- NSW winners announced for inaugural awards!
- Millennial super quadruples over past decade
- Lawyer points to ‘gaping holes’ with safe harbour rules
- ATO pinpoints 70 advisers in lodgement swoop
- BGL adds insurance filters to SMSF software
- BT sheds light on confusion with asset segregation
- ATO to contact trustees, practitioners in reserves crackdown
- SMSFs warned on ‘messy’ property developments
- RBA announces cash rate decision for November 2017
- Practitioners cautioned on risks with downsizer contributions
- SMSF firms told to cater to rising aged care needs
- SMSFs warned on catch with residential property purchases
- TRIS issues continue to plague industry
- ATO provides clarity on valuing complex assets
- ATO issues verdict on events-based reporting
- Reserves confusion leading to ‘serious tax consequences’
- SMSFs told to protect for rising inflation rates
- 'Surprising outcome' from ATO gets mixed reaction
- A case of hanging on
- New service line an opportunity for SMSF firms
- Big four accounting firm enters agreement with Class
- SMSFs in rugby legend’s sights as licensing numbers stagnate
- The fintech transforming the cash investment sector for advisers
- ASIC accepts enforceable undertaking from adviser - November 2017
- ATO facing ‘catch-22’ with delinquent SMSFs
- Sage moves tax lodgement software to the cloud
- Former planning boss jailed after SMSF dealings
- ATO adds schemes to watchlist, flags compliance focus
- Consultant highlights client segmentation strategy for TBAR
- TBAR to expose document backdating, adviser warns
- Victorian winners announced for inaugural awards
- Segregated method for CGT relief still spurring confusion
- Brace for reporting changes in five years, SMSFs told
- CGT relief advice to cost clients thousands, says lawyer
- ATO floats proposals for common TBAR concerns
- Fears around cloud technology still lingering
- New TBAR timeframes to complicate death benefits
- Class estimates total reach of TBAR threshold
- SMSFs warned on ‘ticking time bomb’ with outdated deeds
- Vanguard launches new suite of diversified ETFs
- Gaps found in ASIC’s latest guidance for limited licensing
- Statutory wills underutilised in estate planning
- ASIC letters inbound for unregistered licensees
- Advisers warned ‘time running out’ to renew TPB registration
- TBAR tipped to shake up SMSF admin services
- SMSFs warned on overlooked trap with trust deeds
- CGT relief for retirement phase TRISs under threat
- Reporting trap flagged with accumulation members
- Shadow shop findings to be released early 2018
- Adviser banned for three years over SMSF advice blunders
- New platform launched for SMSF investment products
- Fintech firm to undertake study into financial advice
- SMSFs warned on ‘misleading’ wording in TBAR form
- Total number of SMSFs jumps to almost 600K
- ASFA hits back at superannuation critics
- WA winners announced for inaugural SMSF and Accounting Awards
- Heffron announces integration with BGL
- CPA missed major deadlines, business targets with SMSF licensing
- ASIC reveals full extent of delays with limited licences
- SMSFs warned on insurance snare with LRBAs
- TBAR hurdles flagged with smaller credit unions
- Spike in private lending posing risks for SMSFs
- Deadline looms for excess TBC amounts under $100K
- Promising signs for super’s gender gap, software firm finds
- RBA announces cash rate decision for December 2017
- ATO to issue excess transfer balance determinations in January
- Accounting bodies slammed for poor lobby efforts
- SMSF firms hitting roadblocks with licence upgrades
- European regulations to impact SMSF transactions
- Government broadens scope of super for housing measure
- Investment bonds ‘back in vogue’ for older SMSF trustees
- Wholesale client tests cause havoc for SMSF firms
- SMSFs warned on impact of royal commission on bank stocks
- Treasury to review early release of superannuation
- BGL locks in two more partnerships with actuarial firms
- Total superannuation balance a ‘sleeper issue’ for SMSFs
- SMSFs told to protect against ‘erratic spending’ of benefits
- Same-sex couples warned on BDBN traps
- Foreign-backed network acquires SMSF firm
- SMSF software company lands ex-Accurium CEO
- Bitcoin triggering SMSF compliance issues
- Robo-advice platform to expand SMSF modelling services
- Critical steps flagged for documenting commutations
- Consultancy firm highlights further issues with tax advice guidance
- SMSF software provider updates transaction features
- Government pushed on personal contributions review
- SMSF uptake by wealthy on the rise
- BGL announces partnership with fintech firm
- Out with the old, in with the new
- Licensee in hot water over super switching advice
- SMSF data vulnerable to overseas hackers, software company warns
- Flimsy property valuations exposing SMSFs to risks
- SMSF services provider acquires WA dealer group
- US asset manager acquires stake in SMSF lender
- Technical expert flags top 3 traps with CGT relief
- Why a 13.22C unit trust makes super sense
- ATO investigating SMSFs that invest in professional practices
- ASIC accepts enforceable undertaking from adviser - December 2017
- IPA hits out at ‘exorbitant’ fee hike for SMSF auditors
- Government urged to retrospectively review SMSF lending
- SMSFs hitting roadblocks with reducing reserves
- Accounting firm market sees uptick in buyers
- Total super balance ‘twist’ to spark questioning from clients
- Estate planning strategy flagged with partial commutations
- SMSFs underestimating CGT record keeping
- ‘Clean handover’ critical for sale of client book
- Trustees still puzzled by transitional bring forward rules
- Tech specialist highlights challenges with commutations
- Regulation the ‘greatest threat’ to SMSFs, says lobby group
- SMSFs neglecting documentation for retirement
- Business owners forgoing sale of practice
- SMSF assets held by wealthy stays steady
- Consultant flags key technology challenges for 2018
- SMSF advice firm acquires regional practice
- Lawyer warns on ‘botched’ changes of trustee
- Practitioners facing ‘crunch time’ with CGT relief
- Property, debt stress prompts clients to take tax risks
- ATO releases data breach guidance for professionals
- Big real estate lobby pushes to open up super to home buyers
- Super changes in 2018 a ‘windfall’ for members, says NAB
- Licensed accountants to be hit by new education requirements, lawyer predicts
- Government pushed to extend grounds for early access to super
- Super for housing policy labelled ‘confusing’
- Bitcoin craze distracting SMSFs from poor investments
- Lawyer pinpoints flaws in proposals for accessing criminal super
- SMSF firms urged to ramp up technology focus this year
- Satisfaction with SMSF performance sees slump
- High dividend stocks facing volatility risks, SMSFs warned
- Federal Court makes interim orders against financial services firm
- Stability in a volatile market
- Trading platform eyes SMSFs with expansion into international equities
- DomaCom to integrate with major real estate platform
- Reforms see SMSF jobs spike, but salary growth remains flat
- Proposed LRBA measure ‘heavy-handed’
- SMSF auditor fee hike faces further backlash
- Government urged to address Indigenous retirement gap
- SuperConcepts consolidates software systems
- LRBA measures tipped to limit SMSF loans
- Cryptocurrency in ATO’s sights as ‘FOMO’ seeps into SMSF sector
- SMSFs attracting younger members, says ATO
- SMSFA proposal spurs industry contention
- Adviser receives 5-year ban for poor super advice
- Home loan provider in hot water over super switching advice
- ATO extends major SMSF deadline
- SMSFs warned on bitcoin-related scams
- ASIC swoops on dodgy BDBN practices
- Tech execs concerned by software 'fail rate'
- WHY SMSF’S OUTPERFORMED APRA FUNDS
- Uncertainty lingers for TRISs and CGT relief
- ATO issues email scam warning
- Platform provider launches contributions tracker
- Major bank warns on ‘aspirations’ with SMSF property development
- Research reveals full impact of career gaps on super balances
- BGL locks in integration with Topdocs
- Mid-tier flags strategy for strengthening inheritance protections
- Lawyer pinpoints common flaw in TRIS pension documents
- Treasury releases draft legislation for SG measures
- Parents subsidising SMSFs for adult children, says mid-tier
- First home buyers told to tread carefully with Super Saver Scheme
- ASIC identifies ‘significant concerns’ with superannuation platform advice
- SMSF firm launches new insurance business
- Government cautioned on extending early access to super
- Topdocs integrates with major accounting software company
- ‘Read the tea leaves,’ brace for cryptocurrency regulation, advisers told
- SMSFs urged to consider excess transfer balances with estate planning
- Australians losing faith in super, says Tax Institute
- ‘Don’t use super as a substitute for public health,’ government warned
- OPTIMISING DEATH BENEFITS & SUPER
- Mid-tier warns on snares with business succession and SMSFs
- SMSFs cautioned against heavy exposure to long-duration bonds
- New SG rules 'add insult to injury' for employers
- Consolidation of SMSF industry gaining speed
- Cryptocurrency attacks exposing SMSFs to fraud risks
- Aussies failing to plan finances for final phase of life
- ASIC undertakes further action with Heritage Group investigation
- Government told to extend fair entitlements guarantee to SG payments
- Court case a lesson for SMSFs on sole purpose test
- SMSF veteran acquires boutique admin firm
- SMSF Academy marks expansion plans with new brand
- RBA locks in first rates decision of the year
- Advisers bullish on aged care advice services
- Super funds attracting demand for retirement advice
- Critical audit requirement flagged for cryptocurrency
- Simple BDBN traps catching out SMSF trustees
- Government told to boost resources for cryptocurrency regulation
- BGL locks in integration with actuarial firm
- BPO Connect acquisition boosts market share for SuperConcepts
- Crypto in your SMSF
- Class reports jump in profits for first half
- Financial services ordered to pay penalties for super switching advice
- Prominent SMSF auditor and partner departs Deloitte
- Total super balance miscalculations putting ECPI at risk
- Super tax breaks to intensify gender retirement gap, says Grattan
- Heffron creates new data specialist role
- Fund manager launches voice activated assistant
- Jo Heighway details reasons for Deloitte departure
- SuperMate launches automated management system for documents
- The real cost of lazy cash
- Royal Commission receives influx of complaints about super
- IOOF weighs in on access to super proposals
- SuperConcepts locks in big acquisition
- Treasury proposes fix for reversionary TRIS headaches
- ATO tipped to scrutinise ‘untoward’ actions with TRISs
- ASIC issues warning on shadow shopping scam
- New SMSF Association chair locked in as Gale finishes term
- Sizable portion of SMSFs at risk of running out of savings
- Extending access to super to ‘muddy the waters’ warns BT
- ASFA lobbies for extending super benefits to domestic violence victims
- LRBAs, low-balance SMSFs could be drawn into royal commission, SMSFA says
- SMSFA unveils latest 'strategic direction' moves for 2018
- ATO reveals figures on excess transfer balance determinations
- FASEA foreshadows approach to licensed accountants with new standards
- SMSFs the focus of new taxpayer alert
- ATO set to release official guidance on reserves
- Hundreds of SMSF auditors singled out for an ATO visit
- ATO issues fresh caution on cryptocurrency, SMSFs
- SMSFA sees spike in early access requests for weight-loss procedures
- ASIC reinforces property, SMSF focus in 2018
- Director facing restrictions over lost superannuation advice
- ‘A serious concern’: 61 dividend stripping cases escalated
- Auditors cautioned on distorted asset valuations
- Zero touch transaction matching on the horizon, BGL predicts
- SMSF firms warned on litigation risks with elder abuse
- Passing the buck
- PwC sees uptick in residency queries
- Class appoints data feeds operations manager
- Lawyer highlights hurdles with reversionary pension issue
- LRBA amendments 'inequitable' says Tax Institute
- Bitcoin: how you can make the most of the market correction
- Lawyer flags risks with unanswered correspondence
- Treasury floats legislation for transfer of early release powers
- Government’s plans for study into elder abuse applauded
- Former financial adviser banned for dodgy dealings
- CFS provides clarity on retirement definition for directorships
- Non-lodgement numbers slashed, 30,000 funds still in ATO’s sights
- FOS disputes arising from elder abuse incidents
- IPA labels penalties for SG non-compliance ‘excessive’
- Tax trap surfaces in death benefit rollovers
- Diversification Within Diversification – Crypto and Precious Metals
- KPMG sells super admin business
- Adviser banned over super switching advice
- SMSFs bullish on equity markets, survey reveals
- ASIC seeks Deloitte as liquidator to SMSF spruiking firm
- Industry funds turn the heat up on SMSFs
- 'Shades of grey' surface in BDBNs, pension strategies
- Older women at greater risk of elder abuse
- SMSF auditor booted after handling own fund
- When the Big Money Enters – Crypto and Gold Bullion
- Living with children a ‘perfect storm’ for elder abuse
- ISA slammed over ‘distorted SMSF analysis’
- New superannuation category announced at Australian Accounting Awards
- ATO SMSF leader replaced with KPMG exec
- Increased super thresholds flagged for 2018–19
- SMSF investors selecting ‘sub-optimal’ cash accounts
- Grattan Institute predicts low take-up of super saver scheme
- Moodys Gartner Tax Law on “US Tax and Renunciation Seminars”
- ATO’s robo-advice update cops backlash
- Lawyer sees spike in queries for SMSF estate planning, incapacity issues
- Federal Court hands down unexpected decision on SG case
- New awards program launched to recognise new SMSF talent
- Technical expert pinpoints TBAR trap with transitional rules
- Succession tipped to be the focus of reserves crackdown
- Young women in the lead for super consolidation, says ATO
- NALI traps identified for unit trusts in proposed measures
- Industry divided over early access to super proposals
- ATO issues warning on dodgy super downsizer claims
- Fed Court gives wind up orders to SMSF spruikers
- Financial abuse concerns flagged with access to super proposal
- Accounting body lobbies government on QROP issues
- Labor’s tax plan hits SMSFs hard, has major knock-on effects
- Super advisers falter on data compliance as guidance lacks
- The Impact of Select US Tax Reform Provisions on Australian Superannuation Funds and Its Beneficiaries
- CGT ‘technical hitch’ plaguing SMSFs
- Law firm questions Duties Office position on stamp duty, SMSFs
- SMSFs remain bullish on ETF investments
- ATO issues new guidance, cautions on reserves
- Government lobbied to address legacy pension issues
- BGL announces data feed with Praemium
- ATO guidance on reserves a ‘hard line’ position, says expert
- SuperConcepts extends TBAR capability
- Jailed SMSF auditor struck off ASIC's list
- Small business retirement exemption under threat
- Fresh figures released on SG non-compliance
- ATO provides clarity on CGT technical hitch
- BGL releases first stage of TBAR tool
- Gaining stability in a today's market
- New mandatory training ‘not reasonable’ for SMSF professionals
- SMSFs look to global trends for investment growth
- ATO clears up confusion over CGT relief detail
- Practitioners skipping over CGT relief, warns mid-tier
- Low balance SMSFs to 'bear the brunt' of Labor's tax policy
- Another SMSF auditor booted as ASIC knuckles down
- Storm Financial directors escape maximum penalty
- Win for retirees as big insurer to refund almost $1m
- SMSFs’ appetite for food, beverage stocks grows
- Accountants' SMSF exodus feared as new advice laws unfold
- 100 pages ‘turn-off’ clients: SMSF advisers told to get smart with SOAs
- Big new acquisition for SuperConcepts
- Gig economy spike prompts calls for super policy changes
- Bitcoin fuels flurry of SMSF set-up enquiries
- ‘It’s very hard’: OneVue speaks on SMSF admin exit
- Labor tipped to float exemptions for pensioners in tax plan
- Navigating the fixed interest market
- Labor confirms policy exemptions include SMSFs
- Predators feared as govt to introduce new super changes
- ‘Two-tiered and complex’ proposals a blow to SMSFs
- Former Macquarie director joins Class
- CGT failures triggering ‘unnecessary tax bills’
- Labor’s tax measure could favour the rich, analysis shows
- Government moves on new SG compliance powers, penalties
- Property funding struggles surface for SMSF clients
- ‘Jargon’ taints funds management for clients
- Government scraps ASIC’s public service hiring focus
- Reserve Bank makes April cash rate call
- New rules capture SMSFs trading big with cryptocurrency
- ‘Not too fussed’: rate holds look likely until 2019
- ATO to send super alert to thousands of taxpayers
- SMSFs tipped to ‘flirt’ with risk as rates could lower again
- Opposition builds to new education standards’ criteria
- More alerts surface for off-the-plan investors
- SMSFs called out again in Labor’s policy plans
- $10bn super fund born from national merger
- Professionals eye new strategies as returns soften
- ‘I’ve opposed it always,’ says Keating on SMSF borrowing
- Cloud computing, automation, and innovative accounting firms
- SMSFs ‘key target’ in low-cost ETF launch
- Government told to make advice a tax deduction
- Longstanding CEO of Xpress Super, SuperGuardian departs
- Modern SMSF Administration
- 'The key is to be wary': SMSF property investors cautioned on market changes
- More auditors booted for handling their own SMSFs
- ‘Unnecessary’ SMSF contraventions flagged with ATO
- Keating era Treasury heavyweight speaks on Labor’s tax plans
- Super fund’s troubles a lesson in ‘alarm bells’ for super switchers
- New education standards body loses CEO mid rollout
- ‘Nip it in the bud’: catches lurk with deemed contributions
- Property exec spies shift in buying trends for SMSFs
- Hundreds of planners fight mandatory education standards
- SMSF auditors to face $2K registration fee
- Common EOFY slip-ups flagged for SMSFs
- $130bn industry fund launches new advice process
- ‘More than a barbecue conversation’: trustees react to Labor’s tax plans
- Leadership change at dealer group targeting SMSF professionals
- 18-fold increase in fees leaves SMSF auditors ropeable
- 90% fail rate in ASIC’s SMSF compliance swoop
- SMSFs in Vanguard’s sights with low-cost offering
- Clients paid out $2.5m as dealer group has licence conditions lifted
- Disqualification cheapest exit option for SMSF auditors under ASIC's new model
- SMSF advice set to lose senior execs under proposed education laws
- Leadership change locked in at Westpac's wealth arm
- BGL makes artificial intelligence play with latest release
- Australian Accounting Awards finalists revealed
- ASIC makes a show of banks’ SMSF, super advisers
- Ex-SMSFA boss Andrea Slattery joins fund manager
- Look before you move | Limited time offer by Class
- Westpac admits to bad SMSF advice as client fronts royal commission
- Don't jump ship as bank shares tumble, investors told
- SG 'sleeper issue' could see unexpected bills for employers
- Criminal penalties upped as SMSF scandals unfold at royal commission
- SMSF wind-ups slows push towards 600,000 funds
- ATO systems backfire again mid-transition
- Digital advice provider launches white label service
- More banks admit to poor super advice at royal commission
- Budget tipped to see aged care policy changes
- Current climate calls for renewed focus on client engagement
- Further ‘reckless’ SMSF property advice surfaces in royal commission
- Omniwealth appoints specialist as head of SMSF
- Clients urged to take action with complying pensions
- Digital advice provider teams up with Heffron
- Advisory firm CEO in hot water over SMSF advice
- ASIC updates guidance on licensing exemption for SMSF services
- Government announces plans to expand SMSF member limit
- Data breach laws exposing firms to new litigation risks
- ATO statistics show jump with super balances
- Grattan Institute slams plans to increase SG rate
- Cooper joins SMSF Association public policy committee
- Labor’s tax policy to spur shift to accumulation
- When Fear is in your favour
- RBA locks in interest rate decision for May
- ASIC cancels over a hundred SMSF auditor registrations
- SMSF auditor disqualified over independence breaches
- ATO issues tax assessments for excess transfer balance tax
- Fee hikes for ASIC funding model unjustified, says IPA
- Government announces appointments to AFCA board
- Lawyer flags inheritance traps with non-family members
- Countplus appoints new chief operating officer
- ASIC releases findings of SMSF advice review
- Lawyer highlights impact of accounting methods on TSB
- Government lobbied on retirement outcomes for older women
- ATO to clarify reporting requirements for TBAR
- TBAR spurs wider shift to quarterly reporting for SMSFs
- SMSF industry awaits 2018 budget
- DomaCom completes crowdfunding campaign for mortgage backed loan
- Alliance formed in response to Labor franking credits policy
- Rice Warner proposes rebate for imputation credits
- ASIC commences court proceedings against adviser
- Work test measure to add flexibility
- ‘Good news’ measure announced for preventing concessional cap breaches
- Budget takes aim at super fund fees and charges
- Testamentary trust measure a ‘sleeper issue’ for SMSFs
- Government announces plans to ramp up super consolidation
- Three-year SMSF audit cycle to spur ‘practical hurdles’
- Tax deduction process for contributions set for shake-up
- High-net-worth investors bullish on corporate bonds
- Are you and your clients ready for the new world of actuarial certificates post 1 July 2017?
- Property development risks flagged following member limit proposal
- Audit proposal to see harsher penalties, increased fees
- Event-based reporting experiencing slow take-up
- Government steps up fight against elder abuse
- Finalists revealed for inaugural awards program
- ATO sheds light on CGT relief query with reversionary pensions
- Tech expert pinpoints insurance snag for SMSFs
- Survey reveals strong opposition to retirement system changes
- BDBN complications flagged with increased member limit
- CGT eligibility trap found with IPO
- Parent company of Dixon Advisory lists on ASX
- Audit cycle proposal ‘a snow job’ by the government
- Auditor lobby group formed in response to new measure
- ATO set to revise approach to TSB calculation
- SMSF sector growth predicted to slow
- BGL releases new feature on compliance software
- ATO provides further details on SG exemption measure
- SMSFs boost growth for BT Panorama platform
- ATO confirms important view on TBC treatment of insurance proceeds
- Meghan Markle and the long reach of the IRS: What US citizens living abroad need to know
- ASIC cancels AFS licence over super switching advice
- Survey identifies gaps with diversification for SMSFs
- ATO view posing ‘double counting’ issue for market-linked pensions
- Diverse commercial investment key to property success
- Neglected reserves causing headaches around death, incapacity
- Mixed phase SMSFs holding greatest assets
- Deductions for contributions flagged as ‘big tax planning tool’
- Hidden complexity found with CSS reversionary pensions
- SMSFs hit with extra SIS Act obligation under new proposals
- Government pushed to provide answers on audit cycle proposal
- Looming deadline for public trading trust distributions
- ASIC intensifies scrutiny of AFS licence applications
- Latest Class Benchmark Report: SMSFs continue to fuel ETF growth
- Wealth platform launches new services with View Legal
- Elder abuse risks flagged with increased member limit
- SMSFs told to tread carefully with contribution reserves
- Class releases bulk reporting on TBAR console
- ATO sets ‘sharp focus’ on high-balance SMSFs
- SMSFs told to implement contingency plans for new members
- Cost of six members on par with second SMSF, says tech expert
- ATO sheds light on CGT confusion over property, corporate restructures
- Government unveils victims of crime proposals for super
- Fintech company joins forces with BGL
- Class announces new actuarial certificate integration
- CGT schedule wording posing snares for SMSFs
- Quality of SMSF advice ‘questionable’ says Productivity Commission
- BGL releases multi-fund reporting for TBAR
- 'Light bulbs going off' with member extension says ATO
- SMSFs urged to maximise NCCs ahead of federal election
- Aussie equities lagging global markets, SMSFs warned
- Cryptocurrency investments a liability risk for SMSF firms, law firm warns
- ASIC provides disclosure relief ahead of AFCA commencement
- Commutation authority issues surfacing for APRA funds
- Federal Court approves settlement for SMSF class action
- Treasury, ATO seek to resolve double counting issue for legacy pensions
- Information gaps identified with TBAR
- ATO flags potential losses with flexi-pensions
- Westpac tips proposed policy to hit listed income securities
- ‘Inadequate’ new SG proposals cop union backlash
- ‘Welcome surprise’ for accountants in fresh super changes
- RBA makes cash rate call for June 2018
- Key salary negotiations flagged with new SG opt-out
- Quarter of a million trustees flag new, unmet advice needs
- New provisions pave way for big NALI bills
- SMSF firm cops ASIC action following record-keeping, compliance holes
- ASIC tipped to widen SMSF surveillance net
- Delays with SMSF lodgements ahead of ‘double-whammy’ deadline
- Lump sum payments gain ground over pensions
- KPMG confident in super win for wealthy clients
- Liability risk for tax agents posed in new audit cycle
- Critical steps flagged for related party loans ahead of new provisions
- SMSFs holding $50bn in excess cash, says Vanguard
- SMSFs eye cyber security stocks for long-term growth
- Spate of SMSF auditor changes prompt new membership launch
- ‘Little known’ 2019 deadline tipped to hit SMSF accountants
- Protecting your client’s SMSF savings in the event of a divorce
- Next steps locked in for early super release reform
- SMSF trustees, accountants hit by messy licensee closure
- Real estate super fund rallies for blocks on low-balance SMSFs
- SMSF and Accounting Awards launched for 2018
- Class Benchmark Report: SMSFs continue to fuel ETF growth
- Class makes moves in direct investor market
- BGL boss knocks back SMSF cash concerns with 140,000 funds as evidence
- Accounting network eyes SMSF firms in major overhaul
- SMSF advisers, accountants up for thousands with new rules
- US, tech-focused ETFs top performers as SMSFs invest millions
- ATO confirms treatment of pensions headache
- ‘A slap in the face’: Big backlash to more mandatory training continues
- Win for accountants over planners in new ATO, super feature
- ATO issues tax-time tips, black spots for SMSFs
- Dealer groups, SMSF advisers brace for licensing switches
- The superannuation gender gap and your clients
- Term deposit reforms see SMSFs eye bonds, managed funds
- New SMSF audit proposals divide hundreds in new poll
- ATO, Treasury’s take on TRIS ‘gives rise to a lot of cost’
- Misuse of SMSF funds sees adviser convicted
- BGL announces new SMSF services, integrations
- Brand new eBook: Navigating Technology Choices
- KPMG flags potential premium hike for insurance in super
- 'Widespread dissatisfaction’ revealed with age pension process
- Government pushed to raise income threshold for super
- SMSF loan restrictions intensify for off-the-plan, new properties
- US tax reform a windfall for Canadian businesses
- Understanding the strategy landscape in 2018
- Firm valuations tipped to take a hit under new education rules
- ‘Rorts and rip-offs’ targeted as new super bill enters parliament
- Trustee behaviour in focus as ATO wins in Administrative Appeals Tribunal
- Low-balance SMSFs under fire, but SMSF sector fights back
- Trustee favourite takes a hit, but jumping ship not advised
- ‘It’s irrevocable and important’: ATO issues CGT reminder
- Awards night recognises young SMSF, advice professionals
- CBA demerger set to impact big super, wealth brands
- Last minute EOFY tips, traps flagged for super
- More ‘unintended impacts’ with super, insurance measures
- Race to EOFY as 35% of SMSFs still lodging
- ATO sounds alarm for SMSFs in new taxpayer scam
- Software quirk flagged with transfer balance account
- Super savings gap for women stuck at 30%
- ‘It just won’t happen’: SMSFs struggle to hit EOFY deadline
- AMP set for court for insurance in super failures
- ‘Pointless’ move for SMSFs slammed
- Dishonest SMSF dealings see Sydney woman jailed
- ASIC issues alert over big gaps in SMSF trustee knowledge
- Bill passes to allow SMSF auditor fee hikes
- Adviser banned for 4 years over super switching advice
- Service providers brace for ‘biggest ECPI changes in a decade’
- SMSF lodgments see last minute surge
- SMSF advice review to impact new compliance schemes
- Small business owners to be caught by Labor’s tax policy
- 'Difficult' new ECPI calculations prompt update from Class
- 'Surprise' cap breaches tipped to ramp up
- Triple A Super loses director of technical services
- SMSF firms announce merger
- RBA reveals cash rate decision - JULY 2018
- SMSF firm heads to court as $1.4m in question
- More concerns over approved degrees for SMSF advisers
- Touted $1m minimum for SMSFs cops more heat
- ASIC assessment shake-up tipped to impact SMSF accountants
- Mounting costs bode ‘unsettling times ahead’ for SMSF firms
- BGL announces integration with fintech firm
- Moodys Gartner Tax Law on “Accidental Americans”
- Tax ruling a warning to SMSFs on ‘rubber stamping’
- Accounting degrees’ recognition cut in new lobby to government
- Winners of 2018 SMSF Awards revealed
- Winners reveal their secrets in securing a 2018 SMSF Award
- Treasury proposes framework for three-year audit cycle
- Major banks get $1.2m bill over unauthorised super advice
- ‘Tsunami-like’ shift in SMSF firms as real-time hits
- New details of three-year audits slammed as ‘naïve and messy’
- Property value risks flagged with audit measure eligibility
- ‘Duplicated’ ethics standards tipped to spur adviser exodus
- Holley Nethercote appoints new head of compliance
- High-profile appointment and departure for SMSFA board
- 'Significant upswing’ in licensing activity as changes loom
- ATO homes in on SMSFs in early access crackdown
- New conveyancing rules to impact SMSFs
- Another bank tightens loan conditions for SMSFs
- New services dealing with pensions headaches hit the market
- Mobile app in the works from SMSF software giant
- Industry shakeup tipped to benefit SMSF professionals
- Guidance issued on compulsory exam for advisers
- Forced exam a ‘false sense of security’ for clients
- Diversification in fresh focus following ASIC report
- St.George Bank set to exit SMSF loans
- SMSF sector feels the pinch of new, compounding costs
- New litigation case sees SMSF auditor responsible for losses
- Fresh tips for incapacity issues for SMSF professionals
- Major bank scraps all SMSF loans
- The psychology of money to better serve clients – client behaviour stories from Behavioural Economist, Morgan Housel
- SMSF auditor loses appeal after major breaches
- Former SuperGuardian boss resurfaces at advisory group
- Important tax time decision flagged for SMSF insurance
- More banks ditch their SMSF loans offering
- New draft SuperStream regulations ‘overkill’ for SMSFs
- Advice firms see decline in client numbers
- Moodys Gartner Tax Law on “New IRS Campaigns on Withholding and International Individual Tax Compliance”
- Govt pushed on exemptions to avoid SMSF advice exodus
- Second SuperGuardian manager surfaces at Prime Financial
- Remuneration tipped for shake-up under new guidelines
- Submissions closing soon for annual awards program
- SG amnesty could trigger excess contributions, lawyer warns
- ATO issues alert on super, tax scams
- ASIC claims scalp in wake of SMSF report
- BGL updates software to tackle ECPI changes
- Spike in queries for contribution deductions in June
- SMSFs caught up in ABN reforms
- CPA Advice to shut down by December
- Tickets released for premier SMSF specialist event
- SMSF sector cops further heat from ISA, ASFA
- CPA Advice fallout sees accountants scramble to stay compliant
- Further lenders tipped to drop SMSF loans
- Court case an estate planning lesson for blended families
- SMSFs lose thousands in property, investment scams
- BGL announces integration with document provider
- FASEA floats proposals for CPD, foreign qualifications
- SMSF performance ‘grossly misrepresented’ in PC report
- 50-hour CPD requirement tipped to spur ‘poor quality training’
- ATO issues over 500 commutation authorities
- Clients falter as accountants hamstrung under SMSF advice rules
- ASIC set to contact clients in new super shadow shopping mission
- Govt told to raise minimum SMSF balance recommendations
- Retrospectivity issues flare up for SMSF professionals
- ASIC winds up companies in land banking scheme
- BGL joins in fight against minimum SMSF cap
- CGT withholding regime spurring ‘real hassles’ for SMSFs
- SMSFs lose ground to industry funds on satisfaction
- Royal commission ‘more than a hiccup’ for bank shares
- Ex FASEA boss spots 'interesting challenge' for SMSF advisers
- SuperConcepts’ CTO set to depart by December
- Non-major bank set to further tighten SMSF lending policy
- Lodgement double-ups surfacing as TBAR confusion sets in
- Report finds profit sweet spot with SMSF client numbers
- ‘Tectonic shift’ in SMSFs’ tax-free status after reforms
- Advisers get extensions under new ASIC guidance
- BGL set to launch new SMSF services, partner integrations
- ASIC raises red flags for SMSFs in new ETF report
- ATO updates tax return form for legacy pension taxes
- ‘It’s a really big risk’: Ripoll hits out at growing SMSF advice model
- Phoenix clampdown sees 'coordinated strike' on tax agents
- Productivity Commission proposes new licence for advisers
- Six-member fund limit gets traction with SMSF clients
- Software boss gathers lobby to revive accountants exemption
- Low-balance SMSF debate ignores estate planning
- Royal Commission reveals details on dodgy super fees
- TPB announces shakeup to structure and leadership
- RBA makes cash rate call for August - August 2018
- $9.4m boost for ASIC to target super as more 'poor outcomes' exposed
- Strategy flagged for total super balance accuracy, ease
- Half of adviser population tipped to exit when new standards hit
- AMP reports big drop in SMSF Advice rep numbers
- BT launches new SMSF insurance service
- SMSF audit cycle rallying ‘falling on deaf ears’
- System error sees trustees hit with incorrect determinations
- ASIC obtains court orders against dealer group owner
- SMSF fraud case prompts new compliance measures
- SMSF practitioners falling behind on TBAR lodgements
- AustralianSuper grilled over ‘fox in the henhouse’ campaign
- Bank stocks headed for short-term dip, SMSFs warned
- Court hands down judgement in critical sole purpose case
- Investment manager eyes SMSFs with new ethical fund
- NAB interrogated over compensation, dealings with ASIC
- Industry fund under fire as millions in insurance under threat
- Accurium reports $1 million dip in revenue
- ASIC cracks the whip as another SMSF auditor handles their own fund
- CBA admits to further failures with super product distribution
- IPA joins lobby to restore accountants' exemption
- ‘Take responsibility’ SMSF trustees told as advice scandals unfold
- ANZ probed about enforceable undertaking for super advice
- Independence crackdown claims another SMSF auditor
- ATO releases fresh figures on lodgements, CGT relief
- FASEA rules out further consultation on standards
- ASIC grilled over ANZ dealings with super advice
- SMSF firms told to manage litigation risks with divorce
- LRBA ban feared following ‘horror stories’
- Ban on advice fees from super mulled at Royal Commission
- ATO acts on transfer balance errors, gives tips to fix mistakes
- SMSFs outperform MySuper funds for FY 2018
- NALI rules tipped to impact SMSF property development
- Missing clause burdening SMSFs for FY 2017-18
- Carve-outs for SMSFs under fire post Royal Commission
- CGT deferral ‘nightmares’ set to surface for SMSFs
- Court case to determine critical EPOA, death benefit issues
- Government to meet with IPA over accountants’ exemption
- Touted $1m SMSF cap dealt a blow with new survey
- Fresh modelling shows big cost hit of investment picks
- ATO issues 2000 excess determinations to SMSF members
- The leadership change and SMSFs
- Court hands down key judgement on attorney powers, BDBNs
- Alarm bells sound for SMSFs over property hotspot
- Audit firms facing ‘strangulations’ from both sides of politics
- ‘Big increase’ in amendments to SMSF financial statements
- SG changes ‘won’t happen’, lawyer predicts
- Cabinet reshuffle sees Kelly O’Dwyer lose financial services portfolio
- SMSF auditor insurances tipped to rise after landmark case
- SMSF software giant ups AI play
- Bank unveils new services, features on SMSF platforms
- Finalists revealed for SMSF and Accounting Awards
- Critical reporting deadline looms for SMSFs next month
- Fight against audit cycle measure heats up in final days
- Big adviser drop-off foreshadowed in new poll
- SuperConcepts eyes broader reach with new service launch
- ‘Death by 1000 cuts’ as LRBA changes loom
- ATO speaks on risk factors, surveillance triggers for FY19
- 'Kick in the guts': Clients react to opposition's reform plans
- KPMG finds defects in cost promises for proposed audit cycle
- Accountants question CPD value in new industry poll
- Treasurer allocates portfolios for super policy, financial services
- Insurance confusion spurs ‘unfortunate repercussions’
- ‘Doomed to fail’: Eligibility for audit measure slammed
- SMSF accountants targeted with new compliance product launch
- Major bank switches off commissions on super products
- RBA reveals cash rate decision for September
- Court upholds adviser termination over insurance, SMSF advice
- Fresh hope for SMSF audit lobby in leadership shakeup
- More flaws spotted with three-year audit eligibility
- ‘Adverse’ tax risks for SMSFs in newer finance options
- Relief for lower balance SMSFs in PM’s new pension measure
- Emerging insurance strategy on the rise for SMSFs
- Software giant unveils new SMSF notification features
- Pension, deductions blunders feed multi-million dollar SMSF tax gap
- More Triple A Super directors jump ship
- ECPI miscalculations in ATO firing line, says top auditor
- Major bank facing court over super fees
- Dodgy insurance in super practices busted in ASIC review
- Super advice earmarked by ASIC’s FY19, SMSF advisers on notice
- Contributions an emerging trouble spot for SMSFs
- Major bank finds SMSFs turning from blue-chip holdings
- Reporting Australian Superannuation Funds as Foreign Trusts for Tax Purposes
- LRBAs pegged as hotspot for ATO’s new data tools
- SMSF industry receiving ‘mixed messages’ on quality of advice
- Senator pushes for criminal penalties for super industry
- CGT relief error rate highlights small firm struggle
- Hundreds of insurance in super disputes exposed in RC
- Retail super funds targeted in $1b class action campaign
- Full agenda revealed for SMSF Summit
- NALI changes 'awkward,' implicate SMSF firms' employees
- Contribution rules prompt SMSFs to drop cash in FY18
- ATO called on to change ‘grossly inefficient’ TBAR declarations
- Court decision raises questions about missing SMSF documents
- Raft of superannuation legislation languishing in Senate
- Ex Westpac adviser loses appeal in SMSF advice case
- Lump sum payments continue to climb under super reforms
- ‘Major CGT issue’ surfacing in 2017-18 returns
- SMSFs trump APRA funds on returns for FY18
- Monthly TBAR reporting ‘inevitable’ as clashes crop up
- Non-lodgements continue to drop following ATO crackdown
- Holes in guidance leaves ECPI open to manipulation
- Industry super fund cops heat over insurance clauses
- Dealer group boss, director of SMSF firm set for Federal Court
- All majors exit SMSF residential lending
- ATO rules out concessions for TBAR declarations
- SMSF software firm unveils new privacy, data controls
- New SMSF software tie-up set to boost client collaboration
- If you’re a US expat living in Australia, it’s time to start thinking about renouncing your US citizenship
- ASIC announces new insurance product relief for limited licences
- Contentious franking credits proposal set for review
- ‘Inventive’ early access schemes top SMSF disqualifications list
- Accountants’ exemption revival ‘not going to happen’, CA ANZ tips
- Labor plans to drop divisive SG threshold if elected
- CA exodus flagged as FASEA pushed to fix education woes
- ‘Hatchet job’ on SMSFs blasted as inquiry looms
- Fix for death benefit rollover trap at a standstill for SMSFs
- 76% of accountants give SMSF advice, but numbers are sliding
- SCT hands down landmark decision in fees for no service case
- Common traps flagged with excess determinations
- How artificial intelligence is standardising the SMSF audit process and boosting bottomlines by 30% instantly
- BGL boss tells CA ANZ to help lobby or 'butt out'
- ATO set sights on 27,000 funds in ongoing crackdown
- ‘Huge' professional risk in SG delays, big four firm warns
- New SMSFs opt for administrators over accountants
- SMSFs drop top 10 ASX stocks
- Super tops the list for significant breaches in ASIC review
- ASIC report a ‘big impact’ on SMSF death benefit advice
- ATO makes moves to fix ‘unworkable’ TBC data access
- SMSF software firm launches automatic SMS alerts
- Another bank drops all SMSF loan products
- Tax traps surface in delayed death benefits payments
- Selling super products gets support from APRA fund lobby
- Double prison time, five-fold penalties for misconduct on the cards
- Mistakes with new TRIS rules tripping up practitioners
- ATO swoop on high-balance SMSFs exposing Part IVA schemes
- SMSF accountants in ‘unique position’ following RC
- Major advice gaps identified for SMSF clients
- ATO zones in on hundreds of newly created reserves
- Checklist released for SMSF firms as November deadline approaches
- Fears simmer about repeat of Storm Financial fallout
- RC report released, raises serious questions about advice laws and regulations
- ASIC releases guidance on compliance schemes for new standards
- Insurance in super up to 40% pricier than other policies, firm finds
- RBA locks in interest rate decision for October
- ‘Surprising’ take-up with first home super saver scheme
- New SMSF admin offering hits market from fintech firm
- Major case prompts fears of sole purpose breaches spiking
- Treasury releases work test reform changes
- ‘Significant event’ for SMSFs as regulations locked in
- SMSFs warned on looming TBAR deadline
- Major court decision prompts debate over sole purpose test
- TSB trap flagged with super fund expenses
- ATO slashes warning time for audit file reviews
- ‘Square peg in a round hole’ as SMSF firms falter on cloud implementation
- Govt called on for legacy pension amnesty
- Bad news for SMSFs with cash-heavy portfolios
- Capital stable investing – the devil is in the detail
- Spike in reserves likely due to complex pension arrangements
- Poorly documented member withdrawals a risky move
- ASIC floats LRBA ban, SMSF advice policy changes
- ATO position on legacy pensions, reserves clarified
- Adviser banned after insurance in super failings
- Major bank backs ban on grandfathered commissions from super
- ATO reveals appeal decision for Aussiegolfa case
- ‘Out-of-balance-holdings syndrome’ tackled in SuperMate updates
- Stamp duty confusion sees SMSFs pay unnecessary tax
- Valuations Guidelines for SMSF
- Small relief as profession 'anxiously awaits' education certainty
- Wait on ATO before acting on landmark case, SMSFs told
- Professionals cautioned on tax strategy with super saver scheme
- ATO tipped to scrutinise smaller trust structures post Aussiegolfa
- Legacy pensions causing TSB headaches for SMSFs
- Timing miss-match flagged with pension values
- SMSF advice failures found in high-profile adviser’s review
- SMSF software firm unveils new retirement notification tool
- ECPI compliance burden tackled with new AI feature
- What’s next for SMSF audit technology?
- ‘Adverse’ tax outcomes flagged with misconduct compensation
- ‘Knee-jerk’ reaction to bank stocks feared
- Superannuation gender gap narrowing, research shows
- Another litigation case finds SMSF auditor liable for losses
- Leadership changes announced for SuperConcepts' tech team
- Fresh ATO stats point to slowdown in LRBA growth
- SMSFs targeted with new commercial property fund
- SMSFs, individuals singled out in vacant land tax reforms
- Court case highlights conflict of interest issues with death benefits
- ‘Difficult territory’ ahead for SMSF industry on reform front
- Overseas pension transfers in doubt as ‘minefield’ forms
- BGL adds daily data feeds from investment platform
- Guidance for SMSF auditors released as one-third set for review
- Lost and unclaimed super drops to $17.5 billion
- Winners revealed in Queensland’s SMSF and Accounting Awards
- ATO zones in on benchmarking for related party loans
- Downsizer hurdles flagged with subdivided property
- Bringing Wall Street to Main Street: Technology innovations that enhance liability matching strategies
- Younger SMSF trustees still bullish on property, says mid-tier
- Treasury mulls fixes for legacy pension headaches
- SMSF Software Selection Checklist
- Fresh litigation prompts SMSF auditors to consider protections
- Mischief with reserves unfounded, says software giant
- Government stalls on accountants’ exemption discussions
- Downsizer contributions prompt flood of queries in first quarter
- TSB measure growing ‘problematic’ amid tighter SMSF lending
- Over 100 SMSFs singled out in auditor number crackdown
- Rise in SMSF loans from second tier lenders sparks concern
- Tips flagged for super saver scheme as $13.5 million released
- Class CEO steps down, search begins for new leader
- ASIC bins firm’s AFSL after finding SMSF advice holes
- ATO claws back $850m in unpaid SG in FY 17-18
- New ‘little known’ reporting, pensions quirk surfaces
- SMSF and Accounting Awards winners announced for South Australia
- ATO audit swoop lands tax agents in hot water
- ‘Hefty penalties’ with TRIS payment failures, SMSFs warned
- ASIC reveals figures on SMSF auditor enforcement action
- New services launched to combat SMSF loans gap
- Three-year audits’ chances slim as ‘small window’ remains
- Act faster this year on pensions to avoid ‘can of worms’
- ASIC crackdown claims more SMSF auditors
- Franking credit proposal to cost SMSFs $11k-plus: report
- Government to fix tax liabilities with death benefits
- OCR in SMSF Audits – What is it And Why is it a Breakthrough?
- Government makes moves to speed up raft of super measures
- Calculation issue raised with fix for legacy pensions
- ATO to review SMSF program after interrogation complaint
- ASIC removes 155 SMSF auditors from register in FY17-18
- Independence clampdown claims another SMSF auditor
- Hundreds of SMSF ABNs cancelled following ATO surveillance
- Fresh data emerges as rally against mandatory minimum continues
- Gold Coast adviser jailed for dodgy super dealings
- Four-fifths of clients in the dark on estate planning and super
- FASEA standards inflicting ‘study for study’s sake’ on accountants
- SMSF performance on government’s radar after PC report
- Super switching scheme sees firm hit with $9m penalty
- Clarity provided on tax confusion with lump sums
- Red flags raised for proposed work test legislation
- The REAL impact of the 3-year SMSF audit proposal
- Super advice regulation in need of shake-up, says ASIC
- Greens propose shifting super, advice regulation to ACCC
- Court orders issued over early release scheme
- Investing after divorce: Who gets the mine and who gets the shaft?
- Webinar: Don't get left behind
- Court upholds SMSF claim over misappropriated monies
- SMSF trustees left with difficult choice with NALI measures
- You May be Taxed on Your Worldwide Income as a US Green Card Holder
- CA ANZ hits out at ‘unnecessary licensing restrictions’
- ASIC floats proposed changes for advice licensees
- More administrative hurdles flagged with work test exemption
- ATO pinpoints Part IVA hotspots for the SMSF sector
- Things you didn’t know about SMSF data feeds
- Audit cases prompt fears with new NALI measures
- FASEA, licensing weeding out good accountants, warns mid-tier
- Franking credit policy to dent retirement savings by 15 per cent
- ‘Hit and miss’ access to TSB data continues to cause gripes
- ASIC calls for greater powers to deal with SMSF promoters
- SIS Act ‘due for overhaul’, says APRA
- Adviser banned for stealing client super
- Trumping geopolitical uncertainty in SMSF portfolios: Thinking global and acting local
- SMSF receives favorable ruling in legal action against insurer
- IPA flags dangers with piecemeal changes to franking credits
- ASIC toughens stance on hired responsible managers
- SMSF advice failures land adviser with $50k fine
- Lower balance SMSFs shutting down super for simplicity
- Victorian winners announced for SMSF and Accounting Awards
- Are you a US citizen or green card holder living abroad?
- Important lessons for directors in SG case
- Tax, Centrelink snares flagged with TRIS conversion
- Practitioners warned on curveballs with TBAR time frames
- Compliance, tax advice in strongest demand from SMSFs
- Admin blunder sees super fund launch investigation
- Major CPD mismatch for SMSF professionals
- New platform for trustees, investors gets SMSF Association’s support
- ATO pushes back delivery date for TBC data access
- Government makes moves on early access measure
- Webinar: Moving your practice to regular processing
- Licensing regime set for ‘problems down the track’
- Government unveils new data system for superannuation assets
- ‘Mind-blowing’ further study details released for SMSF advisers
- Early release rules set for shakeup with new consultation
- New data feed to boost SMSF visibility for advisers
- ASIC issues warning on ‘execution-only services’ for SMSF setups
- Advice exam to inflict ‘onerous, irrelevant study’ onto accountants
- SMSF professionals warned on looming registration deadline
- SMSF and Accounting Awards winners announced for NSW
- Liability traps flagged for SMSF professionals
- CA ANZ optimistic after latest round of FASEA guidance
- Super admin fees tipped to spike with Labor’s policy
- Last chance: SMSF Summit nearly sold out
- Section 17A clauses causing havoc with incapacity
- Incoming CPD requirements cop further backlash
- Return of accountants’ exemption ‘doubtful’, says industry veteran
- Quirks with residency rules pinpointed for SMSFs
- SMSF professionals targeted in non-lodgement crackdown
- SMSF software firm slams Grattan report as ‘false hope’
- US expats warned on hefty tax bills after prominent tax dispute
- Potential breaches flagged with employee share schemes
- ‘Overlooked’ benefits with segregating assets in accumulation
- FASEA issues further guidance on foreign qualifications
- Adviser charged for dishonest conduct with SMSFs
- Wide conflict clauses exposing SMSFs to future troubles
- Final round of winners revealed for SMSF and accounting awards
- Chief executive to depart major SMSF admin provider
- ATO releases decision impact statement for Aussiegolfa
- ASIC cancels AFSL over super switching scheme
- New documentation tool launched for unlicensed accountants
- ASIC cancels AFS licence over SMSF loans scheme
- Crucial piece still missing from FASEA guidance
- Mixed views on caps and carveouts for franking credit policy
- Win for bankrupt SMSF member in WA court
- Litigation risks surfacing as trustees look to outsource responsibility
- ‘Long road’ for new entrants under FASEA standards
- Incorrect charges, admin errors top complaints for super
- Industry funds targeting SMSF trustees in set-up process
- Senate passes bill to rectify reversionary TRIS issues
- Reporting errors with commutation authorities surfacing in APRA funds
- Welcome change in new work test regulations
- Tax tips flagged for US pension transfers
- Government floats proposals for retirement product disclosure
- ASIC highlights problem areas with dispute resolution
- ATO sounds alarm on emerging auditor risk
- New TPB blitz circles 2,700 SMSF trustees
- Dwindling time frame left for ‘high stakes’ adviser exam
- Software provider adds new data feeds for banks, brokers
- Reporting quirk with pensions spurs advice struggles
- Government open to licensing regime discussions, says IPA
- SMSF establishments bounce back in September quarter
- ‘Conflict of interest’ risks raised with new CPD requirements
- Labor election win tipped to see 2 budgets in 2019
- ASIC clarifies transition process for new education standards
- CGT relief errors still surfacing in annual returns
- Auditors warned on critical obligation with threatening behavior
- SMSF professionals to fork out hefty fees for exam
- Labor unveils new policy for protecting super
- ASIC orders wind-up of firm over SMSF advice failings
- Adviser banned over illegal early access scheme
- Charges laid over dishonesty offences with super fund money
- Associations join forces ahead of looming education standards
- ATO issues fresh warning on valuations after major cases
- SMSFs on alert as agency zones in on terrorist funding
- SMSF software provider adds property valuation tools
- SMSF software firm unveils new security features
- ‘Significant concerns’ raised for accountants as critical deadline looms
- ATO sheds ‘welcome light’ on proposed NALI changes
- ATO swoops on funds with NALI issues in major project
- FASEA releases final instrument for professional year
- Alternate director strategies posing risks for SMSFs
- FASEA announces transition period for CPD policies
- ASIC sounds alarm on SMSF promoters
- Time frame for three-year audit measure fast dwindling
- Actuarial firm reveals top queries for ECPI
- ATO pushed to improve access to lost super information
- ECPI changes causing CGT headaches
- Low-cost audit providers tipped to shake up pricing model
- Strong demand for accountants’ exemption in new poll
- Data feed bugs the ‘biggest challenge’ for real-time reporting
- Currency conversion rules causing ‘unfair’ outcomes for UK pensions
- Land tax considerations highlighted for SMSFs with multiple properties
- Federal Court hands down judgment in major super case
- Admin, BDBN errors flagged for SMSFs this year
- Tribunal makes decision in SMSF stamp duty case
- Tax troubles cropping up with super withdrawals
- Qualified audit reports tipped to rise for SMSFs this year
- Accounting body lobbies for extension to adviser exam
- Deloitte ordered to provide documents for SMSF lawsuit
- Tribunal upholds ASIC’s refusal of limited AFSL
- ‘Retrograde’ Labor policy cops heat from ex-ATO exec
- ASIC floats changes to advice fee disclosure for super members
- Coalition pushes Senate to pass superannuation bills
- Mandatory exam causing ‘great angst’ for SMSF professionals
- Spate of changes for SMSF advice in final PC report
- Mixed reviews for PC report’s minimum threshold
- SMSFs warned on basic slip-ups with transfer balance accounts
- Major questions linger for reversionary TRIS issues
- Power shift feared with 3-year audits
- ATO outlines compliance approach for next TBAR deadline
- Relief coming for U.S. citizens living abroad? Unfortunately, we don’t think so.
- Important safeguards flagged for SMSF auditors
- SMSF industry told to brace for ‘interesting’ times ahead
- Labor’s $3k tax affairs cap tipped to hit SMSF trustees
- ATO begins rollout of new super services for tax agents
- Election battle lines drawn over women’s super policy
- IPA calls for greater accountability from super fund trustees
- Fresh battle launched in SMSF, property case
- ATO to issue 90,000 division 293 assessments
- ‘Limited time’ left for passage of 6-member SMSFs
- ‘More work’ needed with comparison of SMSFs and APRA funds
- APRA funds warned on TBC system error
- Labor pushes ahead with trust tax
- ASIC imposes licence conditions on SMSF firm
- 12-month window for SG amnesty fast evaporating
- Court winds up SMSF firm over misuse of funds
- Tribunal rejects appeal against enduring guardianship decision
- PC report proposals tipped to benefit industry funds most
- Five things you should know about major changes in US Immigration
- Labor flags cuts to super tax concessions in budget repair policy
- Adviser banned for ‘deceptive conduct’ with binding nomination forms
- PC proposal to require ‘serious documentation’ from SMSF advice firms
- Months left for government to address ‘unfinished business’ for super
- Submissions pour in as franking credits inquiry heats up
- Common BDBN ‘pitfalls’ flagged in wake of ASIC action
- Non-taxpaying SMSFs a ‘system anomaly’, says Bowen
- Rice Warner sceptical of PC report proposal for SMSFs
- MLC announces fee cuts, family pricing for super products
- ATO flags common errors with contribution deductions
- SuperConcepts announces interim CEO
- AMP finalises wind-up of SMSF Advice licence
- Grant Abbott launches SMSF-focused political party
- Case law points to ‘growing importance’ of SMSF document chain
- FASEA reforms tipped to cause spike in advice fees
- SMSF admin firm eases concern over trust tax impact
- Andrea Slattery appointed to bank board
- Labor win tipped to have ramifications for transfer balance cap
- BGL releases automated fund transfer feature
- SMSFs ‘singled out’ in PC report recommendations
- Major debt and bankruptcy concerns raised with commission ban
- Three-quarters of accountants to exit advice under FASEA: poll
- ASF Audits acquires Melbourne-based audit firm
- Former adviser pleads guilty to theft of client money
- SuperConcepts announces shakeup to leadership team
- The SMSF Party set to register after reaching 500 members
- Loss of franking credits is a game changer
- Government to adopt RC changes for advice fees, super
- SMSF firms ‘a low hanging fruit’ for ASIC action
- Mixed phase SMSFs see greatest jump in growth
- Federal Court disqualifies officers over failed land banking scheme
- RC proposal for best interests duty pegged as win for advisers
- ATO urges members to ‘tidy up’ multiple super accounts
- Tribunal upholds decision to reject AFSL for SMSF firm
- CA ANZ calls for shake-up to actuarial certificates for SMSFs
- Super lobby group tells government to lower lost super threshold
- Early release measures ‘a job half done’ for SMSFs
- Dodging Labor’s trust tax may trigger ‘murky taxes’, SMSFs warned
- RC’s soft stance on vertical integration ‘a missed opportunity’
- Industry super fund launches points offer after fee hike
- Critical carveout date flagged as election looms
- Employers still the main channel for super survey shows
- RC proposal boosts protection for SMSFs hit by advice failures
- An investment grade portfolio lets your clients sleep at night
- TRIS headache rectified as new legislation passes
- Adviser numbers spike across SMSF-focused licensees
- Legal disputes feared with uncertainty around death benefits
- New auditor tool launched for title searches, ASIC extracts
- Prominent SMSF industry figure takes up new role at Deloitte
- Bill to increase SMSF member limit enters Parliament
- Franking credit proposals prompt spate of buy-backs, dividends
- SMSF software firm automates tax statement processing
- AMP reports ‘signs of deterioration’ in loans to advisers
- ATO to contact members about deductions for contributions
- SMSF service providers review fee arrangements post RC
- SMSF property spruiker cops court orders
- Association calls for overhaul of TRIS rules
- Advisers warned on sole purpose breach with advice fees
- Mixed reviews to changes in government’s ‘rorts and rip-offs’ bill
- Admin firm launches SMSF strategy and compliance aid
- Class announces new CEO
- Labor’s tax advice cap to limit SMSFs from fighting ATO
- FASEA ‘another nail in the coffin’ for limited licensing
- 9 considerations for building a diversified bond portfolio
- ASIC to appeal Federal Court decision on major super case
- SMSF accountant in hot water, enters EU with ASIC
- Certain super wraps, funds could be hit by franking credit changes
- Victorian court hands down decision in SMSF estate planning case
- Consulting firm to launch client onboarding tool for advisers
- SMSF software firm launches new support platform
- ATO flags changes to notice of compliance process for SMSFs
- Government makes moves to pass insurance in super measures
- SMSF software firm unveils new integration for managed accounts
- ASIC outlines priorities for SMSF advice space
- ATO spies illegal early release patterns, readies for new crackdown
- Auditor population set for ATO campaign as false declarations continue
- Draft ruling for NALI provision lacking clarity on 17B and retirement
- SMSF software company launches new adviser dashboard
- Investing in bonds can cushion the loss of franking credits
- Hope for accountants, advisers as big new education regime rolls in
- ATO reports back on top 100 SMSFs probe
- ATO to introduce register of disqualified SMSF trustees
- Government to have ‘one last crack’ at passing 6-member bill
- SMSF professionals in the spotlight as ATO continues non-lodgement crackdown
- ‘Blips on the radar’ for SMSF industry as set-ups decline
- Tax and estate planning traps flagged with pension restructures
- More SMSF auditors caught by ATO’s independence crackdown
- Industry funds gaining further ground on SMSFs, says consultancy firm
- CPA takes aim at fee hike for SMSF auditors
- ‘Missing SMSF’ case dismissed by Tribunal
- Government has ‘given up’ on SG amnesty measure
- ATO reveals red flag areas for SMSF contraventions
- Key lessons on conflict of duty in SMSF death benefit case
- Draft legislation released to fix tax trap with death benefits
- SMSFs warned on potential pitfalls with Airbnb rentals
- Quirks with ECPI and software clarified
- Excess balance concerns raised with legislative fix
- Advisers told to take action on legacy pensions to prevent ‘nasty’ taxes
- High-risk LRBAs, TBAR on the ATO’s radar this year
- SMSF investor optimism has ‘fast evaporated’: Report
- SMSFs central to AAT backing limited licence refusal
- FASEA’s impact on adviser attrition ‘overstated’
- CGT cap to jump by $35k in FY 2019–20
- SMSF software firm teams up with managed account provider
- ASIC stands by AFSL assessment process after recent cases
- SMSFs ‘unfairly targeted’ in vacant land tax changes
- ATO flags common TBAR failures for SMSFs
- Sole purpose guidance needed following recent fund offers
- SMSFs cautioned on potential tax trap with Duties Act
- Government told to introduce pooled thresholds for super
- ASIC takes action against 7 SMSF auditors in misconduct crackdown
- More misuse of auditor numbers surfacing as ATO campaign kicks off
- BDO lobbies government for lifetime contribution cap
- ‘Ridiculous complexity’ with changes to small business CGT concessions
- AAT reviews ATO decision on lump sum payment
- Early access to super tops the list for adviser queries in February
- ASIC provides update on super fees compensation
- UK expats warned on Brexit impact on pensions
- IPA ups support, education focus with new launch
- SMSF trustee takes insurance company to court
- FSC urges government to act on legacy super products
- Advisers told to revise SMSF set-up process ahead of SuperStream
- How ethical funds benefit client portfolios
- AAT finds ATO tax decision ‘unreasonable’ in SMSF case
- Full pension SMSFs to lose $5k under Labor policy
- ACTU’s push for SMSF inquiry cops heat from SMSF industry
- Liability risks highlighted with 6-member SMSFs
- BGL hits back at AustralianSuper’s attack on SMSFs
- Adviser sentenced to jail for losing $5.1m in SMSF client money
- Tax commissioner sceptical of Labor’s $3k tax affairs cap
- SMSF service provider flags priorities for improving ECPI
- Westpac restructures SMSF services, exits advice
- SMSF software firm adds new management and document services
- Accountants exemption axing created ‘gap’ in SMSF advice: ATO
- Over 40 SMSF firms to be hit by Westpac’s restructure
- Adviser banned as ASIC continues BDBN document swoop
- ATO flags PAYG obligations for SMSFs with legacy pensions
- Trust deed updates flagged for 6-member SMSFs
- Federal Court winds up parent company of SMSF firm
- Licensees reminded on important CPD deadline for FASEA
- ‘Inappropriate’ Medicare outcome flagged with franking credit denial
- There’s hope for yearly audits, says ATO
- 6-member SMSFs ‘a solution looking for a problem’
- Federal budget tipped to bring ‘sweeteners’ for super
- Common adviser practices with SMSF documents posing liability risk
- Andrea Slattery to take up new role on AMP audit committee
- Senate committee gives 6-member SMSF bill green light
- FASEA’s verdict on FPA designation good news for accountants
- Personal super contributions flagged as key EOFY strategy
- ‘Little sympathy’ for advice firms stung by commission ban, says Labor MP
- Advice regulations plagued by structural issues, says SMSFA
- SuperGuardian appoints former SuperConcepts senior manager
- Meg Heffron steps into managing director role
- Federal Court hands down decision in family trust case
- ATO to contact 100 SMSF auditors with inactive audit periods
- Campaign launched to boost Senate support for 6-member SMSFs
- Government announces new super contribution measures
- Higher levies, more reporting tipped to follow ASIC, APRA measures
- Budget measure to delay SuperStream for SMSFs
- Government to bolster ATO’s compliance activity on unpaid super
- ECPI measures proposed to target tax manipulation
- Top budget measures impacting SMSF professionals
- 6-member SMSF measure falls flat
- ATO provides update on TBAR services for tax agents
- Tax Institute calls for raft of changes to TBAR
- ASIC imposes licence conditions on SMSF Advisers Network
- Government fails to pass NALI, SG opt-out measures
- Strategy considerations flagged with accessing super benefits
- SuperConcepts announces new CEO
- Protections and risks highlighted with ATO publications
- Labor flags women’s super as priority in budget reply
- Government committee hands down franking credit report
- Labor tax proposal to hit over 2m APRA fund members
- Attend a Class demo webinar. Get a FREE Google Home Mini
- WA court case highlights lessons on death benefit conflicts
- SMSF software company gears up for new ATO services
- New APRA powers a potential win for SMSF sector
- Accidental withdrawals highlighted as red flag area for financials
- SMSF satisfaction leads overall despite industry fund pressure
- Software firm launches new SMSF administration service
- Costello says SG doesn't cut it, backs bigger voluntary contributions
- Non-major bank sells off specialist SMSF firm
- BGL locks in new integration with cash investment platform
- ASIC issues warning on advice fees from super accounts
- Election date locked in as battle over super policy continues
- $100m in SG recovered in proposed SG amnesty period
- Andrea Slattery leaves SMSF Association board
- Australia’s $4bn SG blackhole impacting self-employed workers most
- Proposed levy tipped to impact taxation to SMSFs
- SMSF Party fails to register before election deadline
- $75k pension exemption limit still ‘a possibility’ under Labor
- Lack of detail on proposed LRBA ban causing strategy roadblocks
- Bill Shorten cops heat over attack on deductions for tax affairs
- Adviser receives ban over inappropriate superannuation advice
- ‘No plans to increase taxes on super’, says Bill Shorten
- Changes to super contributions ‘not a tax increase’, says Shorten
- ATO issues reminder on upcoming TBAR deadlines
- Personal super contributions the biggest adviser query for March
- Bill Shorten cops further backlash over super, accountant comments
- 6-member SMSFs flagged as election policy by Liberals
- FOFA architect appointed to SMSFA board
- Federal Court hands down decision in bankruptcy case
- Labor’s $3,000 tax affairs cap to hit new businesses, migrants
- ‘Major issues’ with supply of SMSF documents in certain states
- Critical steps outlined for dealing with loss of capacity, EPOAs
- Labor rules out plans to introduce death taxes
- Superannuation policy divides voters in lead-up to election
- SMSFs reminded on pension payment deadline for EOFY
- TBAR a ‘big issue’ for SMSFs in next 12 months
- Bowen clarifies figures used to support franking credit policy
- ASIC’s tougher approach to responsible managers causing problems
- BGL adds new provider to its actuarial wizard
- ATO sticking to SuperStream deadline for SMSF rollovers
- SMSF Association makes 2 new board appointments
- AAT upholds TPB decision to end tax agent’s registration
- ATO responds to gripes over access to TBAR services
- CountPlus acquires stake in SMSF advice firm
- Regulatory burden impeding access to super advice, says CPA
- ATO outlines causes for missing TBAR info on online services
- ‘No plan to lift Medicare levy’, Labor promises
- ATO flags key lodgement dates for SMSFs
- TBAR lodgement errors causing processing delays, says ATO
- Submissions now open for the Women in Finance Awards 2019
- Franking credit recipients reliant ‘on public purse’, says Shorten
- Franking credit changes ‘won’t be the death of SMSFs’
- ATO issues audit checklist for events-based reporting
- Unpaid super still ‘an epidemic’, recent analysis shows
- ATO releases disqualified trustee register
- SMSFs, retirees ‘made to feel like tax cheats’, says Frydenberg
- Average age for establishing SMSFs sitting at 48.9: Report
- Consider a juicier alternative, that may better suit you SMSF business needs
- PAYG case provides clarity on pension payments for SMSFs
- ATO outlines plans to upgrade digital services for SMSF auditors
- PM talks superannuation promises as election draws nearer
- Accounting industry ‘already subsidised’: Labor defends childcare proposals
- Industry super fund pays penalty notice for misleading claims
- Leaders clash over contributions for self-employed in final debate
- ATO urges SMSFs to prepare for ‘protecting your super’ changes
- SuperConcepts CEO announces leadership restructure
- Labor’s franking credit, super policies to raise $88bn
- IPA tells Labor to come clean on accounting service fees
- Industry group lobbies for changes to franking credit policy
- SMSF lodgements at 60% as deadline looms
- BGL adds new SMSF loan application feature
- ASIC takes action on 58 licence holders over dual authorisation
- Contribution strategies outlined in lead-up to EOFY
- Attend a Class demo webinar. Get a FREE Google Home Mini
- ATO figures show jump in starting balances for SMSFs
- SMSFs to be hit with higher admin penalties under Labor
- SMSF investors told not to panic about election result
- CA ANZ launches campaign against Labor’s tax affairs cap
- SMSF industry gears up for federal election result
- Approvals of diplomas, bridging courses by FASEA at a standstill
- SMSF firm clarifies TBAR reporting for family law splits
- Past convictions still a trap with SMSF set-ups, practitioners warned
- ATO provides compliance checklist for SMSF wind-ups
- FASEA opens registrations for adviser exam
- Major superannuation changes off the table following Liberal win
- NSW Court upholds appeal in estate planning case
- ATO scrutinising contributions ‘paid in error’, SMSFs warned
- Lapsed measures to be reintroduced after Coalition win
- Outlook for equities ‘positive’, SMSFs told
- Labor needs to rethink franking credit policy, says MP
- Adviser exam the next ‘hurdle’ for advisers with new standards
- Federal election a ‘lesson’ on jumping the gun on policy proposals
- SMSF investors tipped to transition to commercial property
- LRBAs, guarantees in need of review after property market falls
- SMSF lodgments spike in final weeks to deadline
- Election result tipped to boost property, high-yielding shares
- Financial adviser banned for failing director duties
- Division 7A amendments a ‘hidden danger’ for related party SMSF loans
- Joint accounting and advice firms predicted to dominate advice space
- SMSFs reminded on PAYG obligations for legacy pensions
- Franking credit debate far from over, says KPMG
- FASEA begins assessing foreign qualifications
- Accountants look to planners to outrun SMSF admin firms
- SMSF professionals face licensing, insurance holds ups
- Government reveals new line-up for financial services, super
- ATO updates valuation guidelines for pension reporting
- ‘Grey clouds lift’ from catch-up contributions
- SMSF assets climb to over $746bn, new data shows
- Superannuation savings ‘less risky’ compared to negative gearing
- Last chance to enter the Women in Finance Awards
- Timing of transactions critical to maximising ECPI
- Loans to unrelated trust or companies to ‘invite auditor scrutiny’
- SMSFs warned on complications with asset test exemption
- Class action filed against AMP over super fees
- SMSFs reminded on deadline with protecting your super measures
- ECPI proposals predicted to see return of old regime
- ASIC bans adviser over SMSF property, loans advice
- Accountants’ exemption debate ‘back on the radar’, says IPA
- Important tax return inclusions flagged for downsizer, super schemes
- Stock market slows ahead of speculated rate cut
- Franking credit discussion should be ‘dead and buried’, says BGL
- CGT strategy highlighted with work test exemption
- ‘Serious ramifications’ with slip-ups under trustee-member rules
- ATO reports back on late lodgement swoop for tax agents
- SMSF software firm announces release for tax time
- Top 10 tips to SMSF Compliance
- Former accountant sentenced for defrauding SMSF investors
- ATO systems suffer major outage amidst key SMSF deadline
- High dividend shares still a vital part of SMSF portfolios
- ASIC permanently bans adviser over inappropriate SMSF advice
- Reporting mismatch with reversionary pensions causing excess TBCs
- Law firm announces plans to launch class action over super fees
- Non-bank lenders see surge in refinancing for SMSF loans
- eBook: The 7 things your SMSF clients are judging you on
- EOFY checklist items outlined for SMSF clients
- ATO provides update on lodgements impacted by outage
- Zuper targets SMSF professionals with super fund offering
- Global equities facing ‘darkening outlook’, SMSFs warned
- First Home Super Saver Scheme changes to rectify admin hassles
- Planning strategies highlighted with contributions ‘beyond the caps’
- Proposed retirement income review ‘missing the point’
- SuperConcepts announces new appointments to leadership team
- Incorrect determinations issued following system error
- Practitioners cautioned on liability risks with reviewing insurance
- Decline in property prices slowing in pace
- APRA fund transfer process expected to cut SMSF admin burden
- Adviser demand for technology, data science courses on the rise
- Members in the dark about changes to superannuation insurance
- Federal Court orders removal of corporate trustee
- ASIC launches court proceedings over conflicted SMSF advice
- Clarity provided on in-specie contributions and unallocated reserves
- Trustees warned on CGT events with family trust changes
- Major bank to sell accountant-focused advisory firm
- Sole practitioners vulnerable with insurance in super changes
- Extra requirement for tax agents with 2019 SMSF returns
- APRA imposes licence conditions on bank-owned super fund
- FASEA approves first round of graduate diplomas, bridging courses
- SMSFs warned on trap with TBAR cancellations
- Critical documentation steps flagged with switching SMSF loans
- Bank stocks looking strong on the back of APRA guidelines
- The Contributions Conundrum
- Court awards damages in SMSF property development case
- Failure to pay minimum pension ‘diabolical’ for reversionary pensions
- SMSFs reminded on upcoming PAYG withholding obligations
- Vital compliance steps flagged for contribution deductions
- Software firm alerts SMSFs to changes in 2019 SMSF return
- Government looks to ease burden of ABN system changes
- Recession in Australia ‘unlikely’ following promising signs
- Industry fund targets SMSFs with new investment offering
- ATO to use new tax return label for SMSF risk profiling
- Digital signatures still posing risks despite legislative changes
- SMSFs to be spared from new STP reporting obligations
- Interest rate for SMSF loans set to rise under safe harbour terms
- ATO confirms next TBAR deadline for quarterly reporters
- Fees and maintenance costs detracting from property returns
- Finalists revealed for Women in Finance 2019
- Clarity provided on contentious issue with contribution reserving
- Safe harbour law leaving consumers vulnerable with conflicted advice
- Morrison government outlines priorities for super sector
- Australian stock market tipped to hit all-time high
- eBook: Endangered Practitioner or Industry Leader?
- ATO updates online services for SMSF members
- SMSFs cautioned on breaches with unpaid trust distributions
- Processing time frames with clearing houses ‘catching out’ clients
- Control considerations flagged with death benefit pensions for children
- ATO issues correction about late lodgement emails to tax agents
- Government still mulling over 3-yearly audit cycle
- Adviser receives permanent ban over super switching advice
- Second class action filed against AMP over super fees
- High-risk SMSFs under increased pressure with new return labels
- Changes to SuperStream deadline creating confusion for SMSF sector
- SMSFA receives RPL credit for specialist designation
- Another adviser banned over super and insurance advice
- Prominent SMSF lawyer joins SMSF Association board
- SMSF investors initiate legal action against audit firm
- Big four firm outlines new financial year checklist for SMSFs
- ATO taking tougher action on late lodgements
- Younger SMSF clients seeking transparency, ethical investment focus
- ‘Ride to hell’: SMSFs dump blue-chip stocks
- Super fund in hot water as class action looms
- Funds eye merger to create 320k-plus member pool
- RBA reveals cash rate call for July
- Hostplus enters into MoU with Club Super over possible merger
- Enshrine super objective: SuperConcepts
- Class eyes accounting, financial services with expansion plans
- Federal Court rules against SMSF admin firm in recent dispute
- Property development attracting regulator attention, SMSFs warned
- ASIC rejects calls for levy changes for advisers under limited licences
- Delayed start to SuperStream rollovers for SMSFs confirmed
- Document provider outlines traps with auto-reversionary pensions
- ASIC expected to toughen licensing application process
- Winners announced for SMSF service provider awards
- Downsizer contributions see strong take-up
- SMSF Summit and Awards launched for 3rd year
- SMSF court case sheds light on trustee appointments
- Big four firm urges government to take decisive stance on LRBAs
- Class announces raft of appointments to leadership team
- Pension documentation, valuations marked as compliance hotspots
- Advisers, trustees warned on ‘hidden’ platform fees
- SMSFs cautioned on administrative traps with foreign property
- Risky behaviours with cryptocurrency and SMSFs on ATO’s radar
- Tax agents warned against ‘inappropriate use’ of myGov
- Tribunal upholds ATO decision on excess transfer balance
- Adviser receives 10-year prison sentence for stealing SMSF client money
- Deeming rates cutting pensioner incomes by a third
- FPA lobbies government to extend FASEA deadlines
- Accountants gaining SMSF market share from planners
- Bank-owned super fund facing class action over advice fees
- ‘Complex and unforgiving’: SG regime in need of overhaul
- 1 in 5 SMSFs consider winding up fund
- ATO updates guidance on conversion of TRISs
- ASIC takes action against licensees over AFCA membership
- Dealer group appoints regional business manager
- ATO reveals findings on misuse of auditor numbers
- Hundreds of SMSFs cancelled over illegal early release
- ATO contacts 50,000 SMSFs in late-lodgement swoop
- AMM announces integration with myprosperity to make 12 Financial Planning Software Partners
- Death benefit dispute highlights role of fund guardians
- ASIC cancels AFSL over failures with licensee obligations
- ATO releases ‘welcome guidance’ on death benefit income streams
- Contravention report changes to impact SMSF auditors
- FASEA approves RPL credits for CPA, CA ANZ designations
- ATO flags tax return inclusions for legacy pensions
- ATO set to release guidance on SMSF property development
- Accountants urged to do FASEA exam to ‘keep the door open’
- Tax Office outlines process for ineligible downsizer contributions
- Law firm loses appeal against SMSF in contract clause case
- ASIC disqualifies 3 SMSF auditors in major swoop - July 2019
- ASIC adviser levy impacting licensing decisions by accountants
- FASEA’s education pathways a complex ‘matrix’
- ATO’s death benefit pension guidance sparks new questions
- Reforms to superannuation insurance trigger mixed views
- SG freeze to prolong reliance on Age Pension, says ASFA
- ASIC bans adviser over licence breach, superannuation advice
- Compliance traps outlined with UPE reinvestment
- Government revives NALI and LRBA measures with new bill
- SMSFs outperform APRA-regulated funds in fresh analysis
- Movement between licensees ramps up as advisers consider options
- Updated guidance on death benefit pensions spurs more confusion
- ATO updates instructions and guidance for TBAR
- ATO releases decision impact statement on early access to super case
- SMSFs told to hold fire on new reporting for LRBA, NALI measures
- Details locked in for SMSF Summit agenda
- Adviser numbers drop for second quarter in a row
- Court rules against SMSF firm in employment contract case
- Problem areas flagged with SMSF business property
- ‘Retrospective’ LRBA measures tipped to cause headaches
- Guidance on pension minimums missing key issue
- Government pushed to rectify SG loophole
- NALI changes may catch advisers with an SMSF
- APRA super funds under scrutiny for ‘improper inducements’
- Advisers ‘undeterred’ by increasing regulation and compliance
- Trustees forced to wait till 2020 for SG opt-out
- Superannuation advice fees under scrutiny by regulators
- SMSF professionals facing ‘unprecedented challenges’ as compliance rises
- Superannuation professionals recognised in major awards event
- Retirees facing major ‘conundrum’ with LRBA measures
- Advisers urged to reassess clients for senior heath card eligibility
- Work test exemption rules still causing confusion
- Former adviser banned for deceptive conduct with SMSF accounts
- ATO contacts SMSF auditors over concentration risk concerns
- ‘Few signs’ of global recession in near term
- Software firm launches mobile app, announces new integration
- Treasury floats revival of accountants’ exemption in TPB review
- Stamp duty a sticking point for Victorian trustees
- SMSFs warned on timing traps with private company shares
- Audit software firm launches new features for SMSF accountants
- SMSFs told to keep ‘eyes wide open’ with 13.22C unit trusts
- BGL to enhance AI, phase out desktop
- IPA urges government to fix ‘FOFA’s failures’
- SuperConcepts delivers steady revenue despite dip in market share
- Shades of robo-debt scandal in SMSF penalty disclosure
- BGL announces raft of new appointments to management team
- Court rules in favour of widow in death benefit case
- AAT refuses stay application for director of SMSF firm
- FASEA announces 90% pass rate for first exam round
- Tribunal upholds ATO decision to disqualify trustee
- ATO warns trustees with poor diversification to review strategy
- Limited licensing failed ‘to achieve policy intent’, says consultant
- Australian Money Market’s platform extends to over 25 financial institutions
- Government lobbied on SMSF carveout for vacant land tax bill
- Double counting issue with pensions ‘taking many by surprise’
- SMSFs warned on traps with property co-ownership
- SMSF cash flow modelling gives the numbers you need for the best decisions
- Valuations key to avoiding NALI restrictions
- SMSFs told to hold fire on TSB double counting issue
- Practical issues with SMSF death benefits still causing confusion
- ATO clarifies downsizer guidelines as contributions rise
- Accountants Daily launches industry-first 30 Under 30 Awards
- Case highlights value of planning for death benefit conflicts
- SMSF Association policy head resigns
- Investment strategy documentation poor among SMSFs
- Queensland Supreme Court rejects SMSF investors’ appeal
- ATO clarifies next steps on double counting
- Corporate trustees key to combating penalty rise
- Tax relief possible for reversionary pensions
- ATO no longer accepting spreadsheet TBARs
- Audit uncertainty weighing on trustees
- BGL overhauls software support
- Costello resigns as SMSF Association patron
- ATO outlines compliance guidelines for diversification probe
- ASIC bans SMSF property scheme director for 8 years
- Looming indexation will make TBCs more complex
- ATO diversification review reveals strategy disconnect
- SMSFs a value-add for rural clients
- Tax, estate planning considerations in benefit payouts
- ATO provides voluntary disclosure update
- ATO enhances electronic audits
- 6-month leeway on deceased member pensions
- Can you integrate your SMSF advice into your client’s wealth journey?
- Timing key for trustees on death benefit pensions
- Ruling reveals grey areas for dependant death benefits
- BGL launches mobile app
- Financial planning customers want more SMSF advice
- NSW Supreme Court orders SMSF trustee reinstatement
- ATO clarification needed on investment strategy
- Death benefits trusts create estate planning flexibility
- Options available for underpaid pensions
- Warning to deed suppliers on e-signature validity
- Melbourne, Sydney retirees most affected by LRBA changes
- ASIC increases SMSF education focus
- Bionic advice key to SMSF take-up
- Complexities abound in SMSF succession planning
- Advisers should heed restrictions on downsizer contributions
- Document flaws can allow BDBN challenges
- Industry associations welcome FASEA’s deadline extension
- Mistaken contribution refunds cause trustee headaches
- Manual trading puts SMSF advisers under pressure
- Child members raise deed, director issues for SMSFs
- Benefit payment timeline can be extended
- Planning transactions can maximise ECPI
- Industry association calls for SMSF advice inquiry
- ATO diversification probe may cause audit headaches
- BDBNs, separate funds worthwhile for blended families
- Concerns overblown around ATO diversification review
- SuperConcepts expands to Adelaide
- SMSF advice shift needed on aged care
- ‘Don’t let the naysayers kill good ideas’: ATO’s plea to practitioners
- BGL launches Smarter SMSF document integration
- ATO diversification focus unjustified
- Corporate trustees see surge in member interest
- Rise in SMSF auditor referrals to ASIC
- Diversification probe highlights sticking point for accountants
- Topdocs launches estate planning service
- LEI deadline approaching for SMSF traders
- Carry-forward brings opportunities for younger trustees
- SMSF clients see little value in full advice
- SMSF member TSBs overstated
- Recession could create SMSF boom
- Concerns unfounded around ATO diversification penalties
- CPA president extends tenure
- Industry education veteran joins SuperGuardian
- ATO beefs up verification for SMSF rollovers
- ATO cracks down on FHSSS release times
- BGL launches tax statement tool
- Trustees risk legal action from lack of investment strategy
- Return of accountants’ exemption hits a snag
- PSTs raise complexity for ECPI calculations
- AAT upholds banning of SMSF lender
- Government floats changes to downsizer contributions
- ATO releases updated guidelines on SMSF changes
- Late-lodging SMSFs to have contributions suspended
- Member outcome scrutiny threatens SMSF viability
- Exemption return a start to fix SMSF advice
- Interest rising in SMSF set-up
- SG amnesty resurfaces in Parliament
- ATO confirms LRBA focus in diversification probe
- CA ANZ, CPA defend accountants’ exemption decision
- Late lodgement rules point to sector-wide issues
- NALI, LRBA measures pass Parliament
- Rethinking your client engagement
- New lodgement rules help accountants to chase up clients
- Last chance to nominate your rising stars for the 30 Under 30 Awards
- CGT complexities in scrip-for-scrip rollovers
- Class enhances TBAR, TSB functionality
- SMSF trustees look beyond planners
- Are you looking for alternative ways to grow your client's capital?
- ATO turns focus towards ‘software one-stop shop’
- Financial Services Minister contemplates accountants’ exemption proposal
- ATO confirms lodgement rules won’t apply to deferred returns
- Trustee interest in SMSF property transfers on the rise
- Abbott rekindles SMSF Party plans
- ATO releases new online service updates
- ATO avoids big stick with lodgement rules
- Auditors on notice to check SMSF assets line-up
- Dixon case could see super taxed in US
- Government kicks off retirement income review
- ATO opens applications for SG exemption
- ATO diversification probe puts onus on trustees
- Tax agent’s ‘cavalier attitude’ leads to registration termination
- Grey areas in related-party property agreements
- ‘Real crisis’: CPA details $112k cost of providing holistic advice
- Self-funding disincentives should be high on retirement probe’s list
- Guidelines released as ATO ramps up SMSF auditor focus
- Multi-generational SMSFs require careful consideration
- Family home pension exclusion should be capped
- ATO clarifies application of NALI changes
- Complications arise for SMSF property purchases post-exchange
- Bowerman succeeds Ralston as SMSFA chair
- Wording key to reversionary pension nominations
- Accountants given transitional relief on general NALI expenses
- SMSF numbers triple in 20 years
- ‘Get started now’: Practitioners cautioned on short SG amnesty window
- ATO unveils SMSF annual return changes
- SMSF professionals at risk from investment strategy advice
- Total Super Balance Mistakes You Don’t Want To Make
- IPA warns SG amnesty could be blocked by opposition
- SMSFs should consider small caps allocations
- Tax agent appointment useful for late-lodging SMSFs
- Limited licensing driving accounting firm acquisitions
- ATO confirms online TSB updates
- FASEA provides update on exam dates and venues
- SuperConcepts restructure sees closer AMP ties
- LRBA criticism overblown
- ASIC flags concerns with inappropriate SMSF set-up
- ATO letter campaign around SG obligations set to debut
- SIS Act key to investment strategy compliance
- Morrison dumps adviser associations on code monitoring
- Professional, personal distinction key in NALI changes
- Regulation making SMSFs less viable
- SMSFA points to ASIC fact sheet inconsistencies
- Rebrand brings new opportunities for SMSF law firm
- House arrest for accountant who misled clients, misused funds
- Make-or-break year for accountants as FASEA deadline looms
- ‘Unprecedented level of visibility’: ATO announces first use of STP data
- Non-SIS dependants cause estate complications
- SMSFs next in line for ATO’s super guarantee focus
- Ex-director of SMSF advice firm charged with dishonesty
- BGL, Crestone in integration deal
- New LRBA holders should maximise contributions
- TPB eyes 2,000 agents responsible for $1bn overclaimed deductions
- Legal actions ramp up pressure on SMSF auditors
- ASIC SMSF fact sheet makes exaggerated claims
- Tax, super robo-advisers shut down following ASIC concerns
- NowInfinity partners with RSM, GreatSoft
- AAT unmoved by ATO website’s ‘poor use of language’
- SuperConcepts customer GM departs for AMP Capital
- SMSF spruiker cops 3-year prison sentence
- CA ANZ, CPA reveal advice advocacy plans
- Vacant land tax bill passes with amendments
- Wealth management investigations up by 216%
- BGL integrates with will provider
- ATO urges quick action on transfer balance caps
- Signed declarations not enough to prevent client litigation
- No more changes needed to fit-for-purpose super system
- ASIC overestimates SMSF running costs by $8,000
- ‘Community expectations have changed’: TPB signals new regulatory focus
- There is a new way to grow practice income by ceasing to offer audit insurance to clients!
- Super system maintains high world ranking
- Steer clear of managing tax affairs cap, government told
- ASIC SMSF management data skewed by professional investors
- Hold off on account closure during SMSF wind-up
- AFCA recruits customer service head
- Current pension documents key to avoid legal risk
- Australians’ wealth increasing as debt rises
- Downsizer contributions offer more than meets the eye
- Impact of a mortgage improves engagement with super
- Is your team ready?
- Real-time TBAR necessary for APRA fund rollovers
- ATO considers non-compliance notices for lapsed lodgers
- Late SG contribution tax deductibility issue flagged
- Practitioners resisting change on investment strategy
- Hopes for further ‘wiggle room’ on NALI application
- ‘The time has come’: Joint accounting bodies lobby for regulatory framework overhaul
- FASEA grilled on treatment of experienced advisers
- ECPI bonus from reversionary pensions
- Royal Commission driving financial services complaints spike
- The Devil is in the Email
- Using existing companies as SMSF trustees too risky
- Preservation age, work test in government’s sights
- Vacant land tax changes could hit SMSF developments
- Rising interest in deductible contributions
- Inquiry mute on dedicated compensation for ATO outages
- 2 SMSF auditors disqualified
- Industry split on best way forward for SMSF advice
- ASIC supportive of less regulation for TFAs
- ATO provides clarity over portal closure
- Adviser cops 4-year ban over SMSF advice
- The Security Risk of Social Media
- Advisers should be on guard for section 55 breaches
- AAT denies 30-year-old death benefit appeal
- Risks abound in small business CGT exemption
- FASEA releases September exam results
- New rules impacting Victorian LRBA holders
- LightYear Docs launches specialist SMSF will
- Class announces integration with Cloudoffis
- ATO details myGovID implementation roadmap
- SMSFA to propose super transfers for couples
- Evolv launches new features focused on risk
- ‘More secure than any credential’: ATO plays down myGovID security concerns
- ATO to contact trustees around SMSF bank accounts
- Interdependency key to tax-free benefit payment
- SuperAA, SUPERCentral unveil new appointments
- Superannuation body CEO defends current system
- Catch-up contributions reignite attraction of TTRs
- ASIC relieves AFSLs from compliance scheme
- ATO won’t police NALI general expense rules
- New fact sheet provides relief for accidental cap breaches
- Top 10 suburbs reporting greatest super loss
- Complexities abound in SMSF employee share transfers
- ATO unveils further details on TBC indexation
- AAT reduces agent’s registration disbarment period
- 0-100% asset ranges ‘not acceptable’: ATO
- FPA backs accounting bodies on reducing advice red tape
- SMSF Party essential to protect retirees’ wealth
- SMSF property expense claims carry risks
- WA Supreme Court denies appeal to gain 70% of couple’s super
- Diversification not limited to SMSF investments
- ASIC concedes Hayne error on personal advice
- SG increases linked to higher wages
- ASIC hands down 6-year ban over dodgy SMSF advice
- Take note of trustee job changes for new LRBA rules
- ATO reminds trustees on commutation due dates
- ATO NALI consultation raises more questions than answers
- Tax Office sounds warning on 8 types of super schemes
- The Best of Three – Liquidity, Yield and Capital Growth
- SMSF clients reject licensed advice
- The SMSF for clients on the hunt for yield
- Help your clients obtain a high 7% yield
- Balmain deliver monthly income with online first mortgage investment
- Retirees face uncertain future
- Benefit cashing rule causing confusion
- ATO provides further trustee instructions on myGovID
- ASIC urges advisers to flag FASEA concerns
- A third of high-balance SMSFs in ATO’s sights
- Complications abound in death benefit gifting to grandchildren
- Commissioner acts on deceased estates dilemma
- Retirement review leaves door open to pension tweaks
- SMSF Adviser Editor’s Choice Awards 2019 winners revealed
- FASEA CEO defends code of ethics amid scrutiny
- ATO to roll out myGovID to SMSF auditors
- Three Investment Diversification Strategies to Minimise Potential Losses and Improve Investment Return Over the Long Term
- Navigate limited licensing exemptions with caution
- SG amnesty clears lower house, ATO urges employers not to wait
- Structuring key to business purchase using LRBA
- FSC calls for TPB adviser monitoring to be scrapped
- Catch-up contributions can release assets from defined benefit pensions
- New degrees to be added to FASEA-approved course list
- Family home not off the table in retirement review
- BGL adds accounting work papers to Simple Fund 360
- End of year tax scams set to spike as ATO issues warning
- Federal Court orders release of documents around bankrupt trustees’ assets
- ASIC commences civil proceedings against SMSF scheme operator
- Government called to improve Treasury, tax profession relations
- Tax Institute calls for delay to enforcement of NALE rules
- Digital could fill advice gaps for ageing SMSF trustees
- Online learning hub could assist unengaged trustees
- Only one in four retirees seek advice, report finds
- Super growth hampered by low interest rates
- Australians not prepared for ‘largest’ transfer in history
- Disqualified trustee granted stay from TPB termination decision
- Why Australian solar investment opportunities are in high demand
- ATO to ‘hand-hold’ larger firms through myGovID transition
- Illegal release scheme operator cops fine and 7-year ban
- Regulatory actions improved SMSFs in 2019
- ATO flags delays to SMS alert system
- BGL announces training partnership with The Outsourced Accountant
- Super fund, advocacy groups partner on super splitting
- How useful is APRA’s heatmap?
- Future of advice could shift to ‘naked pricing’ model
- ATO, TPB look to new suppliers to future-proof IT systems
- SuperConcepts floats carve-out for NALE laws
- ATO reveals more details of SMSF audit failings
- SMSF borrowers still waiting for cheaper rates
- New bill could assist with restarting market-linked pensions
- Commissioner acknowledges imminent ‘disruptions’ to tax profession
- ATO flags Christmas shutdown for SMSF functions
- Death benefit types affect minimum payments for pensions
- TPB readies for register transparency push
- Super bills in limbo as new year approaches
- Federal Court makes further orders around SMSF scheme
- SMSF adviser accuses banned planner of misrepresentation
- ‘Reasonable expectation’: ATO explains myGovID change
- ATO ruling raises questions around SMSF property improvements
- SMSF lifestyle asset breaches under the microscope
- AUASB to update SMSF audit standard
- ECPI changes looming in 2020
- Advisers should outsource portfolio management: SSGA
- ‘Visible, valued and owned’: ATO outlines super priorities for new year
- SMSFA unveils 2020 priorities
- Full Federal Court rules in SGC test case
- Surprising insights into Christmas Day workaholics
- ‘No guarantees’: Commissioner urges practitioners to temper expectations for ATO systems
- FPA launches guide on the future SOA
- New legislation to correct penalties for death benefit rollovers
- Super could help address financial stress for drought, bushfire victims
- Time running out for 2019 budget changes
- Government action on complying pensions essential in 2020
- New year offers estate planning opportunities for trustees
- SG loophole changes come into force
- New contribution opportunities for trustees in 2020
- Will low wage growth stop Aussies from reaching their financial goals?
- 2020 audits to focus on investment strategy
- SMSF adviser cops 5-year ban for best interest breach
- Are mortgages the key to holistic financial advice?
- FASEA director resigns from board
- Use caution when making bushfire donations from super
- ATO outlines tax relief for bushfire victims
- ASIC fact sheet causing anxiety for trustees with mid-level balances
- AFCA opens online bushfire support hub
- Act2 to donate proceeds to bushfire relief
- SMSFA calls for phase-out of limited licensing
- Women more likely to access low-income super contribution
- Industry hopes for sensible resolution to NALE in 2020
- Government consults on ASIC-APRA cooperation
- Advisers must prepare for TBC indexation
- A rare feel good opportunity for SMSFs
- Victoria’s stolen super adds up to $1.4bn a year
- FASEA reveals update on adviser exam for 2020
- 4 financial changes to prepare for in 2020
- SMSFA calls to reinstate higher contribution cap for over 50s
- A SMSF Diversification Opportunity
- Is bank mistrust breeding financial criminals?
- Federal Circuit Court dismisses rig worker’s case for additional super
- Heffron urges ATO to democratise SG contribution treatment
- Travelling trustees can retain complying fund status
- SMSF Alliance joins financial services bushfire relief efforts
- BGL attains data security certification for Simple Fund 360
- SMSFA reveals more conference details
- Accountants underestimating depreciation for SMSF properties
- NowInfinity, View Legal terminate partnership
- SuperConcepts announces free assistance for bushfire victims
- NALE guidance leaves unit trusts in limbo
- ATO updates disaster relief fund list
- Arm’s length rules key for bushfire-damaged properties
- Most retirees fear outliving their savings: Research
- ATO extends bushfire relief to SMSF lodgments
- Industry Super blasts ANU SG research
- New software saves trustee accounting costs
- SMSF property damage will cause death benefit complications
- SMSFs a key area for jobs growth in 2020
- Ageing SMSF members trapped in legacy pensions
- SG non-payment over public holiday could attract large debt
- FSC renews calls to extend choice of funds
- Education, efficiency to dominate the ’20s for SMSFs
- Are we heading for a retirement crisis?
- SA super scammer charged with 69 counts of deception
- Retirement trap hurting saving Aussies
- SMSFA moves to trim licensing restrictions
- Class acquires NowInfinity
- Unforeseen consequences in ATO late lodgement policy
- SMSF trustees could live longer than other retirees
- FPA seeks removal of ‘conflicted’ stamping fees
- Restructured code of ethics will ‘stand the test of time’
- Inflation figures confirm TBC won’t be indexed in 2020
- Rise of robo-advice presents challenges for auditors
- Retirement review should nail down super objective: SMSFA
- 14k employers, $230m in super: Financial Services Minister defends proposed SG amnesty
- Non-standard costs distorting ASIC SMSF figures
- Property deduction errors down to ‘lack of understanding’: ATO
- SISFA warns against special treatment for accountants in advice reform
- SMSFA announces first accredited educators
- Penalties and pitfalls of the early release of super
- SMSF investment strategies on AFCA radar
- Topdocs launches new integration with BGL
- FPA cautious on new laws applying 22 Hayne recommendations
- myGovID concerns not ‘insignificant’ as deadline looms
- Dodgy SMSF adviser cops permanent ban
- ATO launches SMS alert service for trustees
- Retirees feeling let down by retirement income system
- FASEA updates approved degrees standard
- SMSFs a case study for retirement success
- New SMSFs could face challenges as return deadline looms
- ATO to commence ‘field visits’ in myGovID push
- Compensation scheme must extend beyond advice: AFCA
- Employees didn’t receive promised wage rise from SG freeze
- Beware of using SMSFs to fund retirement property purchases
- Banks follow suit on beefing up SMSF account security
- Deakin University integrates CFP program into degree
- Government urged to consider fiscal stimulus measures ahead of federal budget
- ASIC defends SMSF fact sheet following trustee feedback
- Lump sums offer benefits for excess pension payments
- Quarantining of capital gains an option for NALE rules
- Small advice firms punished for bank misconduct: Ombudsman
- SuperAA rebrands to Seamless SMSF
- BGL integrates new features into Simple Fund 360, CAS 360 platforms
- myGovID deadline set for 27 March: ATO
- Contribution reserving worth considering to avoid cap breaches
- Succession plans must be consistent across SMSFs, family trusts
- FPA welcomes Labor backing of FASEA extension
- Co-ownership agreements key for joint property purchase
- FSC seeks end of ‘scourge’ of multiple super funds
- Tread carefully around electronic SMSF deeds
- SuperConcepts business tumbles as AMP cuts super product range
- Commissioner allays concerns around myGovID
- ATO investigating errors in SMS alert service
- Inefficiencies blocking retirement income access for Aussies
- ASIC disciplines SMSF auditors for misconduct
- Labor can’t blame “dodgy advisers” for stamping fees: FPA
- Starting a new SMSF an option to overcome lost deeds
- Regulators welcome greater ASIC oversight of super
- Adviser numbers reach a 4-year low
- Beware the pitfalls of underpaying death benefit pensions
- Advocacy group seeks consumer input in retirement review
- Reckon launches cloud accounting initiative with IPA
- ASF Audits announces new platform integrations
- ATO resolves errors in SMS alert service
- Retirees taking on increasing cost of living
- FASEA gives tick of approval to more prior learning
- SMSF Association names chair to lead board
- ATO releases investment strategy guidance
- Topdocs provides estate planning course for advisers
- Working with Millennials
- Minister asserts potential of fintech to boost SMSF sector
- New laws mean 65-year-olds should hold off on large contributions
- Accurium announced as accredited educator by SMSF Association
- Advisers face drastic CPE changes under TPB proposal
- Heffron calls downsizer contributions a ‘new best friend’
- Out-of-office myGovID access control in the works
- OpenInvest partners with global investment manager
- Opposition keen to address advice gap, repair industry
- ATO defends investment strategy guidance despite ‘communication issues’
- Advisers at risk under TPD education standards
- CA ANZ announces master’s degree partnership
- Director pleads guilty to dodgy SMSF property deals
- ATO to auto-subscribe new trustees to SMSF news service
- SG amnesty to become law after passage through Parliament
- Where to turn in a yield-starved world? By Russel Chesler, director – investments, VanEck
- Allan Gray launches new super fee calculator
- The most common mistakes in SARs flagged by the ATO
- Adviser permanently banned for misuse of client SMSFs
- Simplification of CGT system could hurt SMSF trustees
- Family trust tax ‘trap’ lurks beneath the surface
- FPA says compensation scheme should not replace regulation
- IPA hails legislation of SG amnesty bill
- Discretionary trusts now have ‘substantial sting in the tail’
- Advisers left in dark with FASEA code: AFA
- ATO investment strategy guidance ‘unnecessary’: SUPERCentral
- Advice opportunity exists with lack of retirement information
- FASEA extension bill delayed
- ‘Stealthy’ TPB investigation tactic could catch accountants out
- ATO treading fine line between enforcement and support
- BDBNs don’t remove trustee decision-making: Smarter SMSF
- ESGs: A new kind of investment
- SuperConcepts names new chairman
- Class Limited announces new CTO
- Inquiry recommends auditor tenure disclosure, new tendering regime
- CGT relief review worthwhile when selling SMSF assets
- ATO rates itself a ‘good’ regulator despite fall in key metrics
- RBA makes cash rate call for March 2020
- It’s hip to be bonds
- AFA blasts annual renewal, FDS reforms
- Beware the complexities of SMSF control in case of member death
- TPB makes register more ‘transparent’
- BGL partners with head of bookkeeping firm
- HALO launches equities research app
- SMSFA reinforces need for advice amid turbulence
- ESGs poised to become mainstream
- AFA sounds alarm at reforms to breach reporting
- Allianz Retire+ teams up with fintech on retiree tool
- Trustees warned on property co-ownership through SMSF
- SMSFA backs new legislation outlawing product ‘hawking’
- Government releases work test draft legislation
- Wealth group moves to BGL cloud platform
- SMSF conference postponed due to coronavirus
- Asset valuation still problematic within SMSF sector
- ATO cracks whip on crypto transactions
- Industry body reinforces freedom to choose super fund
- CGT cap hike of $50k expected in 2020–21
- Huge tax hit awaits trustees ignorant of NALE changes
- Female SMSF investors gaining ground
- Work test changes receive industry body approval
- Why cash flow matters?
- Law firm adds 2 accredited SMSF advisers to stable
- Director permanently banned for illegal release scheme
- Calculating CGT in SMSFs more complex than 10% rule
- Court case highlights uncertainty of tax on selling shares
- Heffron hires industry leader to lead strategy
- SG amnesty given September deadline
- 30 June a key date for strategies around TSB
- Uncertain times calls for more strategic measures
- New myGovID functions to be given weekend update
- ‘High’ chance of franking credit reform this decade
- ATO to release tax gap estimates for high-wealth earners
- BAS agents given free pass on SG amnesty services
- ATO provides update on SAR lodgements
- Software platform rebrands following acquisition
- Simplicity forgotten in current tax reform, says Costello
- Hold off on drawdowns until end of 2019–20
- ATO details COVID-19 assistance
- FASEA April exams still proceeding but may cancel ‘last minute’
- Concerns flagged on property development through SMSFs
- Financial regulators work to weather COVID-19 storm
- Changes made to managing super online for trustees
- Accountants free to choose ATO communications preferences
- SMSF industry adjusts to realities of COVID-19
- Investment strategy compliance still applies to single-member SMSFs
- Accounting bodies respond to COVID-19 impact
- Estate planning ‘taboo’ with Asian clients can be overcome
- Valuing high-risk SMSF assets
- How to tie up LRBA loose ends
- Most common super advice complaints revealed
- FASEA cancels April exams
- RBA makes call on further cash rate cut
- Agreement can minimise property co-ownership risks
- Work test exemption ‘quite powerful’ for certain clients
- ATO issues myGovID reminder to desktop software users
- Industry body backs FASEA changes in response to COVID-19
- Government urged to review TBC as super balances plummet
- SMSFs to fare better during current market woes
- ‘More help’ issued for SMEs and sole traders
- Federal budget delayed to October
- Super changes in COVID-19 measures — what it means for SMSFs
- Industry bodies united behind super changes
- AFCA to ‘fast-track’ COVID-19 complaints
- ‘Compulsory reading’: Coronavirus omnibus bill passes
- Early access to super ‘a last resort’, says industry body
- New SMSF audit service to respond to queries in 2 days
- Royal commission reforms on hold as Parliament set to close
- Government warned to tighten early access to super criteria
- ATO launches dedicated COVID-19 resource
- FASEA impact to see orphaned clients skyrocket
- Trustees warned to avoid early release scams
- COVID-19 rent relief fraught with SISA compliance risks
- SAN misuse figures for 2017 and 2018 revealed
- TPB relaxes requirements in COVID-19 response
- Check fund balances as TBAR deadline looms
- Clarifying ‘arm’s length’ crucial in COVID-19 rent relief
- Halving drawdown rates to benefit certain client groups
- Advisers most trusted source of financial info amid pandemic
- AAT confirms longstanding agent registration termination
- Dixon super claim dismissed by US court
- ATO clarifies COVID-19 rent relief concerns
- Historic $130bn wage subsidy to cover 6 million workers
- SMSFA hails rent relief, $130bn stimulus
- COVID-19 rent relief has LRBA complications
- Advisers ‘dumbfounded’ by lack of FASEA exam feedback
- Over 50% of advisers may retire in 2020
- Super splitting prone to common misconceptions
- ATO unmoved on SG amnesty deadline
- ‘We have to be more available than ever’
- Advisers to guide clients through COVID-19 stimulus maze
- Franking credits ‘on the table’ to fund stimulus, says Geoff Wilson
- Avoid SISR traps in early access to super scheme
- COVID-19 business confidence survey launches
- Audits on early super release need ‘common-sense’ approach
- ASIC fires up over unlicensed super ‘advice’
- Government reveals more details on rent relief measures
- ATO cuts trustees some slack on SAR lodgements
- Trustees warned against using claims of release loopholes
- Director served with 10-year jail term
- FASEA approves additional qualifications
- ‘Swift action’ on tax agents illegally accessing COVID-19 stimulus
- COVID-19 creating SMSF residency grey area
- Former SMSF adviser permanently banned
- Treasury updates JobKeeper guidance
- Government announces mandatory code for rent relief
- Drawdown revisions lead to better investor returns
- FASEA releases February exam results
- ATO reveals simpler work-from-home deduction method
- In-house asset limits at risk of being breached
- Loan relief guidance expected ‘in the coming days’
- $130bn JobKeeper legislation passes
- ‘Seriously deficient’: Rent relief code missing key element
- SG amnesty tension mounting for virus-affected businesses
- Industry body refutes consumer group attack on advisers
- NSW announces 25% land tax relief for landlords
- Wrong calculation for JobKeeper could turn ‘ugly’
- SMSFA throws weight behind ASIC’s affordable advice push
- ASIC puts regulation on backburner
- Over $100bn liquidity needed for super system
- ATO releases initial JobKeeper guidance
- No compliance activity for loan relief in FY20, says ATO
- FASEA deadline can’t be assumed
- AFCA gives extra leeway to respond to complaints
- Victoria announces tax relief for landlords
- Tenants without JobKeeper can still seek rent relief
- 5-day limit set on early super release
- Super, investments ombudsmen added to AFCA ranks
- ATO updates JobKeeper guidance for sole traders, trusts
- SMSF offshoring issues to worsen amid COVID-19
- ATO updates turnover test guidance
- 2 factors key to effective crisis pension strategy
- ‘Fast-tracking’ of e-signatures inevitable, auditor says
- Rent relief guidance given on non-geared unit trusts
- Advisers brace for COVID-19 recession
- LRBA relief limited in practice, says law firm
- ATO highlights cash-flow boost lodgement timing issue
- Court dismisses appeal of SMSF death benefits decision
- Industry fund data suggests early super figures overblown
- ATO lists out fraudulent COVID-19 schemes
- SMSF auditors disciplined by ASIC
- SAR lodgement due date extended
- SuperConcepts AUA down in March quarter
- ATO withdraws cash-flow boost lodgement timing guidance
- Trustees seeking liquidity should be cautious
- Accountants see further revenue hit due to pandemic
- FASEA reports 98% connectivity for April exam
- Consumer satisfaction up for SMSFs, down for industry funds
- ATO releases JobKeeper alternative test
- ATO addresses document signing concerns amid COVID-19
- Important document often missing in pension puzzle
- JobKeeper to address service entities
- Marsella case a major win for SMSF advice
- Rent relief with 13.22C unit trusts needs ‘paramount’ care
- Security concerns raised over FASEA exam platform
- Victorian rent relief protections may exclude SMSFs
- ATO extends initial JobKeeper payment deadline
- Audit requirement for rent relief relaxed
- Marsella different to Katz, says law firm
- AFP teams up with ATO, Treasury in COVID-19 tax fraud taskforce
- SMSFA releases record of advice template
- FSC joins calls for tax treaty flexibility
- Adviser hit with permanent ban for SMSF misconduct
- ATO’s ‘well-meaning’ JobKeeper GST guidance backfires
- ASIC bans drop by 50% in second half of 2019
- Vendor financing with 13.22C trusts fraught with danger
- ATO reveals new SMSF property development bulletin
- ATO, ASBFEO to clarify JobKeeper concerns
- No further JobKeeper eligibility changes, says Treasury
- More cases can guide court removal of trustees
- $7.1bn paid in early release scheme: ASFA
- ATO reveals JobKeeper compliance approach
- Super funds tipped to hoard cash, earn less after early release
- Shunning rent relief for tenants could have NALI risks
- Rent deferral could lead to in-house asset issues
- FASEA remote exam guidelines released
- SMSFs ‘high on the radar’ for cyber scams
- Marsella to have wider implications for advice provision
- SMSF lender joins mortgage aggregator panel
- Businesses qualifying for JobKeeper to stay eligible: ATO
- SMSF Association hires deputy CEO
- Surge in super switching, new data finds
- FASEA remote exam provider refutes security concerns
- Topdocs to offer COVID-19 documents free of charge
- Establishing SMSFs for illegal access on ATO radar
- SMSFs moving ‘further up the risk curve’
- Up to 150 fund members affected by early release scam
- ‘Sympathetic’ approach vowed on JobKeeper turnover review
- ATO clarifies stance on in-house asset breaches
- $9.4bn paid in early release scheme: ASFA
- BGL brings sales director to leadership rank
- FASEA extension bill poised to pass Parliament
- Hayne royal commission reforms given 6-month delay
- Trustees with new pensions may be in breach of TBC
- NALI for no rent relief has ‘no sound basis’
- COVID-19, royal commission take toll on practice values
- JobKeeper speculation dismissed by PM
- Marsella puts trustees on notice around good faith duty
- AFA signals defeat on FASEA bill
- JobKeeper documentation ‘absolutely critical’ in ATO audit
- LRBA variation likely to trigger NALI
- Industries seeking early super ‘in line with expectations’
- Post-COVID recovery for SMEs depends on key factor
- Joint bodies look to capitalise on ASIC’s licensing ease
- COVID-19 may favour preservation age ‘retirees’
- Tax Institute hires former ATO executive as new director
- FSU hits back at FASEA bill stalemate
- Job losses spike as JobKeeper exceeds capacity
- Early super access possible while under JobKeeper
- Corporate trustees set for electronic deeds
- BGL includes COVID-19 changes in 2020 SAR documents
- Tax agent deregistered for false SMSF declarations
- ATO makes changes to independent auditor’s report
- Advice group in receivership amid growing complaints
- Members warned on TBC risks with pension strategies
- Lodgement extensions critical as 3 out of 4 agents fall behind
- SMSFs to emerge from COVID-19 as largest super sector
- Deed suppliers may be prone to shortcomings
- Licensees ‘flying blind’ on professional year
- Agents regain access to deceased estate data
- Intermediary LRBA legislative instrument registered
- SMSF property development prone to ‘slippery slope’
- SISFA expands lobbying effort with revamped trustee offering
- ATO broadens commutation authority support
- Queensland passes new will signing regulation
- SMSF entitlements retained in asset splitting decision
- TPB warns on COVID-19 scams
- Patience urged on non-concessional contributions
- ATO extends JobKeeper monthly declaration deadline
- Corporate trustees advised to update constitutions
- JobKeeper ‘significant errors’ see estimated take-up halved
- 74 tax agents found to have lodged incorrect SARs
- Retirement income framework deferred due to COVID-19
- Court decides on taxable capital gains distributions
- 5-year ban handed down for inappropriate LRBA advice
- FASEA releases April exam results
- Tax storm looms for super
- ATO rent relief approach raises questions, says SISFA
- Tax agents could be ‘misled’ by JobKeeper turnover guidance
- SMSF market declined by 9.4% in March quarter
- Recession calls for ‘plan B’ pension drawdown strategy
- Correct family trust distributions critical as deadline approaches
- ATO updates JobKeeper compliance approach
- SuperConcepts backs calls for further lodgement extensions
- Key super splitting requirements often overlooked
- Aussies prone to misconceptions of super investing
- Early super release reform widening gender gap
- AFCA reports soaring complaints amid crisis
- ASIC bans directors of closed parent company of SMSF firm
- COVID-19 leaving SMSF wind-up a more viable option
- Advisers at risk due to FASEA technicality
- Prime Minister flags possible stimulus extension
- Queensland passes rent relief code
- SISR amendments create new ‘opportunity zone’
- ATO reveals approach to NALE under NALI provisions
- Vale Paul Drum
- Landmark nature of Marsella under question
- SMSFA gives thumbs up to work test changes
- FPA calls for abolishment of AFSL system
- Class completes integration of NowInfinity
- Deferred ATO ruling leads to hopes of better NALE approach
- Deadline extended for future JobKeeper enrolments
- Right idea, wrong time: Associations reject FPA move
- Trustees may have been given wrong ATO notice
- TPB to go ahead with COVID-19 registration fee hike
- Businesses warned ahead of JobKeeper review
- ATO issues warning of scams targeting SMSFs
- SMSF providers recognised in Australian Accounting Awards
- The FPA’s policy platform explained
- Means test knocks mid-income retirees, actuary warns
- Vulnerable retirees at risk from drawdown changes
- ATO finalises initial cash flow boost credits
- COVID-19 opens up possible early release condition
- Administrator releases new portal amid fee pressures
- Innovation for Accountants
- Accountants looking to broaden SMSF involvement
- FPA shrugs off AFSL debate
- ATO SMSF commissioner moves to new role
- JobKeeper turned off for childcare sector ahead of midway review
- Think tank blasts ‘self-interested’ calls for SG increase
- Government won’t rule out early JobKeeper withdrawal
- ‘Severe’ repercussions for in-house asset breaches
- SMSF property valuation crucial after ‘significant events’
- Adviser charged following misrepresentation offences
- AMP releases digital application for SMSF accounts
- JobKeeper public register ruled out as payments reach $13bn
- Investment strategy advice needs cautious approach
- Submissions open for Women in Finance Awards 2020
- FASEA extension bill in jeopardy again
- ATO flags work-related deduction hotspots
- Consider LRBA rates ahead of new financial year
- ASIC gives end date for SOA relief
- Where to next for the FASEA extension bill?
- Critical EOFY items flagged for SMSFs
- ATO to issue guidance on tax loophole with early super release
- High-growth asset allocations leaving SMSF retirees exposed
- Data collection tool launched for COVID-19 requirements
- ‘Tough love’ approach required for illegal early access issues
- FASEA extension bill in deadlock after Senate vote
- Beware of ‘locking in losses’, SMSFs warned
- SMSF industry welcomes passage of FASEA extension bill
- SMSFs urged to make pension payments as 30 June looms
- Adviser numbers tipped to halve by end of 2021
- Australia’s retirement income system ‘riddled with flaws’
- Financial uncertainty throws retirement plans into jeopardy
- Passage of bill delivers ‘good news’ measures for SMSFs
- SMSFA unveils details for virtual Technical Day event
- New guidance to clear the ‘murky waters’ of auditor independence
- Documentation critical for mitigating risks with rent relief
- FASEA schedules remaining exam sittings for 2020
- Home equity product launched for self-funded retirees
- ATO ramps up focus on COVID-19 compliance issues
- SMSFs told to review previous reporting following new laws
- Early super payouts climb to $15.9bn
- New ATO figures throw light on ASIC’s financial fact sheet
- Lesser known change, and an unfortunate delay, leave their mark
- Amendments to bring-forward rule in limbo
- ‘Unfortunate timing’ with admin penalty increase
- ATO to issue guidance on ‘high-risk’ arrangements
- ASIC takes major bank to court over conflicted remuneration
- ATO releases additional guidance on reporting contraventions
- ATO to contact audit firms over new independence guidance
- Intra-fund super advice on APRA’s radar
- Trust deed issue flagged with new accounting standard
- Critical SMSF issues surface from new trust income rules
- Property lease issues surfacing for SMSFs with COVID-19 relief
- FASEA announces CPD relief
- New laws give rise to Part IVA issue with downsizer contributions
- ATO reminds SMSFs on looming TBAR deadlines
- TPB and FPA to share misconduct information
- New identification initiative to boost integrity of SMSF sector
- Limited relief for limited recourse borrowing arrangements (LRBAs)
- New laws prompt review of SMSF estate plans
- SMSF software firm announces digital signature integration
- Vanguard adds SMSF account to personal investor offer
- New financial year to bring new rules for super
- Division 7A reforms still in limbo as new financial year starts
- ATO figures show shift towards shares by SMSFs
- Early release of super sees ‘high take-up’
- New AI tool launched to assist with family law disputes
- SMSFs warned on pension payment issues with rent relief
- Government revises start date for ECPI measures
- SMSFs urged to review leases before granting rent relief
- IPA questions eligibility of 2.3m early release recipients
- Eligibility traps with second wave of early release payments
- ATO pushed to deliver practical outcomes in final NALI ruling
- ATO’s online systems fail as new financial year kicks off
- AFCA receives hundreds of COVID-19 complaints for super
- Advisers warned on ‘catch’ with CPD extension
- ATO outlines key tax return changes for SMSFs this year
- APRA imposes licence conditions following investigation
- Legacy pensions expected to hit solvency issues this year
- Prominent SMSF specialist to retire from SMSF Association
- Regulator predicts surge in early release of super applications
- Court decides on family law dispute over missing SMSF money
- ATO statistics highlight challenges in regulating SMSF sector
- Government tipped to delay response to retirement income review
- RBA makes first cash rate announcement for new financial year
- ATO responds to investigation into death and taxes
- Adviser platform launches new rebalancing tool
- SMSFs reminded to recalculate TSB with new financial year
- Concerns raised with SMSFs self-assessing for early release
- Missing trust deed case a lesson for SMSFs
- 1 in 4 looking to withdraw retirement savings
- Court dismisses negligent advice claim against accountant
- Advisers cautioned on electronic execution of deeds
- SMSF registrations experiencing processing delays
- Huge spike in early super withdrawals for new financial year
- Financial advice improving mental health outcomes in COVID crisis
- SMSFs warned on reclassifying pension payments
- Actuaries Institute lobbies for low-cost super advice
- Heffron launches toolkit for SMSF investment strategies
- Contravention risks flagged for SMSF rental properties
- FASEA closes exam venues for Melbourne
- Investment strategies, documentation on ATO’s radar
- Regtech firm expands advisory board
- SMSFs apply for $280m in early super release payments
- FASEA standards creating potential conflict for managed accounts
- COVID-19 predicted to have ‘lasting impact’ on super balances
- ATO set to release legislative instrument on rent relief
- ATO set to take firmer stance on admin penalties
- Tax Office increases focus on SMSF incapacity issues
- ASIC provides update on misconduct with early super release
- Government flags possible SOA relief extension
- FASEA registers CPD relief instrument
- Surge in SMSF registrations raises alarm for ATO
- Nearly a quarter of SMSFs yet to lodge return
- Division 7A relief available to SMSFs, ATO confirms
- Implications for SMSFs with phase 2 of ABA’s loan relief
- SMSFs ‘walking a thin line’ with property development
- Tracing death benefit payments critical after recent law change
- Senator pushes for cost reductions in super system
- Gold Coast tax agent banned for systemic SMSF lodgement abuse
- Cloudoffis announces new integration with BGL
- How a cloud faxing solution can improve workflows, record keeping, and productivity
- ATO announces plans to review safe harbour rules
- SMSF services firm hires former Deloitte partner
- Budget could see big changes to tax and super, warns BT
- TBAR errors still a major concern, says ATO
- Important considerations highlighted with testamentary trusts
- Industry body lobbies for direct payment for super fund advice
- APESB guidance represents ‘significant shift’ for SMSF audits, says ATO
- Property valuations under increased scrutiny by SMSF auditors
- Government urged to review taper rates and asset testing for pension
- Liberal MP slams ‘absurd’ FASEA exam process
- ‘Practical issues’ flagged with fix for death benefit rollovers
- Total number of SMSFs now close to 600,000
- Government announces extension to early access to super scheme
- ATO’s focus on incapacity a timely reminder about EPOAs
- COVID-19 ‘exacerbating’ exodus of advisers from industry
- Tax strategy highlighted with reduced pension minimums
- Early super extension sparks stability concerns
- Excess TBC issues surfacing with reduced pension account values
- Government told to simplify financial advice regulation
- Voluntary transfers of super to improve outcomes, says ASFA
- Court orders wind-up of SMSF investment scheme
- Potential concession flagged for SMSFs hit by market volatility
- Government lobbied on expanding infrastructure investment for SMSFs
- Testamentary trust changes prompt need for tax rulings, guidance
- SMSFs with derivatives cautioned on compliance risks
- BGL moves to closed beta with Simple Invest 360
- Rounding errors flagged with reduced pension minimums
- Franking credits expected to be spared in budget
- ATO reports back on auditor compliance programs
- AMP advisers file class action
- Common issue flagged with triggering benefits before death
- COVID-19 to spur increased audit confusion this year
- ATO investigation uncovers ‘serious’ cases of SAN misuse
- Issues on the horizon for related party loans
- More advisers join class action against AMP Financial Planning
- Treasury underestimates early super by $15bn
- MyGov troubles arising with early release of super
- Managed funds a ‘lucky dip’ for SMSFs
- Timely action required for market-linked pensions
- Falling adviser numbers sees rise in wholesale investors
- Government extends relief for electronic execution
- Former adviser sentenced for dishonest conduct
- RBA announces interest rate decision for August
- ATO to scrutinise ‘evidence of skills’ with new audit standards
- Important eligibility condition flagged for early release
- FASEA reveals June exam results
- ATO kicks off compliance blitz for early super access
- ASF Audits announces new head of education role
- Tax Office clarifies position on loans on hold during COVID-19
- ATO releases draft determination on in-house asset exclusion
- Super guarantee amnesty deadline fast approaching
- MyBusiness to host 100% virtual, entirely free event for all business owners
- Valuations a ‘critical’ part of audits this year, SMSFs told
- Large-scale reciprocal auditing expected to be on ATO’s radar
- La Trobe Financial partners with valuation platform
- FASEA adds new courses to approved degree list
- BGL launches AI-powered document reader
- TBC issues flagged with stopping a pension
- Labor demands early super investigation
- Data feeds critical for new independence standards, says mid-tier
- SMSFs warned on sole purpose ‘blunders’ with business property
- Melbourne lockdown posing compliance concerns for advisers
- Early super payments surge above $30bn
- Demand for SMSF loans remains steady amid economic downturn
- Negligence risks surfacing with SMSF property advice
- BGL pushes ASIC to remove ‘misleading’ SMSF fact sheet
- Cloudoffis releases major update for its SMSF preparation software
- TPB ramps up terminations with 129% spike
- Advisers warned on ‘double duty’ traps with unit trusts and property
- Technical expert eases concerns with NALE rules and ATO audits
- Industry body calls on government to end policy tinkering with super
- FASEA downplays adviser exodus as graduate enrolments surge
- Class to acquire documentation provider
- BGL announces integration with practice management software firm
- SMSF Awards winners revealed for investment categories
- Further clarity needed on in-house asset exclusion
- AMP CEO defends changes to AMP’s BOLR terms
- Adviser fee focus creating conflict with best interests duty
- SMSF Awards: Cash and term deposit winners announced
- Clarity provided on NALI risks with reduced insurance commissions
- Less than a third of advice graduates entering industry
- PwC defends superannuation system with new research
- Actuarial certificate & ETF provider winners revealed
- Former adviser loses appeal against 10-year sentence
- BT outlines common traps with personal super contributions
- Tribunal overturns SMSF auditor disqualification
- Part disposals of homes eligible for downsizer, ATO confirms
- ATO expands early super release investigation to 2,000 applicants
- SMSF Awards: SMSF audit and document provider winners announced
- Tribunal refuses stay order for terminated tax agent
- Government lobbied on boosting access to tax portals
- More than $31bn paid under early super release
- Winners revealed for technology categories in SMSF Awards
- ASIC obtains interim orders against sole director
- SMSF lender & SMSF administration provider winners revealed
- ASIC swoops on SMSF auditors over experience requirements
- ATO urged to adopt educative SG approach post-amnesty
- Late lodgers, new SMSFs reminded on looming due date
- Over 650,000 members lose insurance from early super
- Tax Office reports back on SAN misuse investigation
- ATO provides further clarity on part disposals and downsizer
- Adoption of financial advice declining among SMSFs
- SMSF investors maintain steady asset allocations amid volatility
- ASIC targets Westpac subsidiaries over fees for no service
- Court makes orders in SMSF estate case
- Final round of winners revealed for SMSF Awards
- In-house SMSF audit services ‘not worth the risk’, says law firm
- Further accountability for FASEA unlikely: Van Manen
- Court hands down decision on gifted money in estate case
- Dealer group facing court over alleged cyber-security failures
- ATO apologises for database failures
- Government pushed on SG rise amid ‘grim forecast’ for wages
- ATO confirms important issue on pension payments
- Further guidance needed on reporting of rental deferrals
- ASIC issues ban over inappropriate SMSF investment advice
- Age pension increase not likely until budget, says BT
- Accounting firms’ loss could be financial planning’s gain
- Former financial adviser pleads guilty to dishonest conduct
- Downsizer contributions remain steady amid property downturn
- Super fund selection now enshrined as law
- Legal risks flagged with popular methods of documenting rent relief
- Court hands down important decision on administrator powers
- Evolv Super Audits develops new automated risk tools
- Industry funds reveal intra-fund advice spend
- Victorian rent relief extension prompts review of documentation
- COVID presenting ‘unique challenges’ for SMSF audits this year
- ATO’s SMS alert service causing ‘unnecessary concern’, says mid-tier
- MLC Super trustee hit with licence conditions
- SMSF trustee ordered to give security for costs for defamation action
- Former adviser charged with fraud involving SMSF money
- ATO interpretation to impact borrowing strategies with trusts
- IOOF announces plans to acquire MLC
- BGL announces integration with document provider updated
- CPA calls for amnesty for early release errors
- SMSFs urged to act on compliance issues ahead of tougher penalties
- RBA reveals September cash rate
- New dates announced for SMSF Adviser virtual masterclass
- Bring-forward measure still stuck in Senate
- Government lobbied on SG amnesty extension in wake of COVID-19
- FASEA consults on draft amendments to prior learning
- 6-member SMSF bill introduced into Parliament
- Exercise caution with rollovers in market downturn, advisers warned
- ‘Set pensioners free’ from costly legacy pensions, government urged
- Superannuation taxes predicted to be a ‘soft target’ in budget
- Tribunal upholds decision to refuse limited AFSL
- Deed considerations highlighted with 6-member SMSFs
- Taxpayers will foot early release bill: ISA
- Government pushed to release Retirement Income Review
- Growing profits should support super guarantee raise: ASFA
- ATO extends deadline for reviewing market-linked pensions
- SMSF firm taken to court over alleged advice failures
- ATO monitoring new compliance item in SAN misuse mailout
- TPB extends concessions for CPE, renewals
- Government extends relief for distressed businesses
- Tribunal decides on banning order appeal
- ATO reverses changes to SMSF auditor instructions
- Commissioner’s remedial powers a ‘solution’ for market-linked pensions
- FASEA approves additional graduate diploma subjects
- COVID period sparks SMSF interest in OTC derivatives
- FASEA confirms details for 2021 exams
- ATO confirms post-SG amnesty approach
- SMSFs cautioned on rent relief carve-out under Victorian law
- Bring-forward measure to be stalled until November, BT predicts
- Pension payment guidance causing confusion for mixed-account SMSFs
- ATO cancels hundreds of newly registered SMSFs
- Class extends mental health assistance program to clients
- ATO reveals jump in contraventions reported for FY20
- Winners revealed for 2020 Women in Finance Awards
- Industry funds grilled over secrecy
- ASIC planning to appeal AAT decision on SMSF auditor registration
- ATO flags SMSF auditor priorities for FY2021
- ASIC commences civil proceedings against former Linchpin directors
- New report justifies compulsory super system
- Bank hit with $57.5m penalty over fees for no service
- ATO sheds further light on ‘routine and mechanical’ services
- Coalition promises ‘no adverse tax changes’ to super in budget
- Support service extended for SMSFs with commutation authorities
- AMP CEO says BOLR decision ethically, legally right
- ATO flags potential changes to SAR following APESB guidance
- SMSFs reminded on GST considerations with newly built homes
- SMSFs expected to be spared in October budget
- SMSFA pushes for de minimis threshold with NALI rules
- ATO reveals ASIC outcomes for SMSF auditors in FY2020
- Tax Office gears up for 6-member SMSF bill
- Heffron launches COVID rent relief tool
- ATO confirms stance on reciprocal audit firm arrangements
- Tax traps highlighted with transferring overseas super benefits
- Early release amounts for SMSFs climb to $341m
- Advice fees, costs top inquiries for unadvised consumers: FPA
- SMSF firm completes acquisition
- Court orders reinstatement of super fund trustee
- ASIC imposes conditions on 2 SMSF auditor registrations
- ATO targeting 1,200 taxpayers over early release tax strategy
- Bring-forward measure opens opportunities for recontribution
- SMSFA optimistic about single-issue advice improvements
- ATO clarifies SMSF auditor obligations with NALE
- SG amnesty returns half a billion in unpaid super
- ‘Gone are the days of in-house audits’, ATO warns
- SMSF trustee takes private investor to court over unpaid returns
- BT outlines TBAR implications with 6-member SMSFs
- ASIC extends COVID-19 relief for early release advice
- OpenInvest adds BlackRock to its investor marketplace
- Regulator tipped to scrutinise 6-member funds for best interests
- Investment strategy breaches tipped to see rise in disputes
- Diversification risks to remain firmly on ATO’s radar, says SMSF expert
- SMSF member satisfaction sees significant decline
- Low returns pushing SMSFs into riskier assets
- Major banks predict October rate cut
- Estate planning opportunities highlighted with work test changes
- Early super raiders unclear on long-term impacts
- Auditor independence standards posing ‘logistical conundrum’
- Limited lifespan left for Chinese wall SMSF audits
- Trust deed issues highlighted with non-trustee services
- AAT upholds decision on family tax benefits case
- Early release of super payments climb to $33.5bn
- Time to evolve your firm’s approach to SMSF audits
- SMSFA calls for longer transition period for APESB standards
- Independence standards to impact 54% of SMSF accountants, survey shows
- Court hands down decision in superannuation insurance case
- 6-member SMSFs to reduce compliance costs, says IGTO
- Government could dismantle super: Hewson
- Budget predicted to deliver good news for pensioners
- Offshoring considerations flagged with outsourcing decisions
- IGTO outlines top SMSF complaints
- ATO flags potential issues with audit pooling arrangements
- Government ‘prioritising the wealthy’ with 6-member SMSF bill, says ACTU
- FASEA releases August exam results
- The role of technology in managing the new independence standards
- ATO further clarifies evidence requirements with APESB guidance
- ATO provides clarity on offshoring and independence standards
- New ATO assistant commissioner appointed for SMSF risk and strategy
- Senator Hume flags further possible relief for advisers
- Professional indemnity risks flagged with delaying new independence standards
- Low interest rates driving related-party loan refinancing
- Assessing Audit Candidates
- Government lobbied on boosting contribution threshold
- Court dismisses family claim provision in estate case
- Adviser charged with dishonest conduct relating to superannuation
- Budget day cut still up in the air
- ASIC investigations hampered by COVID crisis
- Support for super increase craters
- RBA hands down rate decision for budget day
- Potential breaches flagged with retirement home purchases
- Accurium creates new head of education role
- SMSF firm acquires regional accounting firm
- New super measures announced to tackle fund underperformance
- AAT upholds decision on disqualified status waiver
- Property still a significant draw card for SMSFs, new research shows
- ATO issues reminder about October TBAR deadline
- FASEA releases draft Code of Ethics for consultation
- APRA clarifies work test rules for JobKeeper payments
- Further technical detail needed on new super measure
- ATO provides guidance on payment of death benefit rollovers
- Adviser exodus still a possibility despite positive signs, says BT
- Court dismisses appeal case against SMSF accountant
- Former adviser sentenced over accessing client super accounts
- Audit pools may ‘ultimately fail’, audit firms warned
- Law firm flags potential FASEA code breaches with intra-fund advice
- AGI revamps SMSF insurance offering
- Class launches new trust accounting software
- ATO death benefit guidance removes unnecessary admin burden
- Clients warned on hasty decisions on super after new tax cuts
- ATO close to completing guidelines on allocation of profit issues
- Tax Office statistics point to uptick in SMSF establishments
- SAN misuse mailout now finalised
- Super reforms contain ‘glaring anomaly’
- ASIC suspends SMSF firm’s AFSL over PI obligations
- ATO issues updated auditor independence guidance
- Small caps predicted to outperform as economy recovers
- Senator Hume flags compensation scheme of last resort
- Critical planning outlined for death benefit and lumpy assets
- Testamentary trust tax issues flagged with super death benefits
- ATO’s new admin penalty approach to see ‘hefty penalties’
- Further clarity provided on evidence requirements for valuations
- ASIC to consult industry on limited advice solutions
- Fixed Fee Playbook: How to implement fixed fees in your accounting firm
- Dual purpose corporate trustees placing SMSF assets at risk
- Banks may reinstate advice offerings in future, IOOF predicts
- Senator Hume sheds light on disciplinary body reforms
- Common lessons for SMSF professionals in succession case
- 6-member SMSFs may spur residency requirement benefits
- SMSF lender announces $600m mortgage-backed securitisation
- Income challenge ‘intensifying’ for SMSFs
- From our small business to yours: how to outsource your SMSF audits
- Gaps identified in ATO auditor independence guidance
- SISFA calls for tweaks to legislative instrument for rental deferrals
- [Free trial] Stop chasing debtors and get paid for your work on time
- Sam Henderson sentenced over dishonest conduct
- ASIC reveals further detail about scaled advice consultation
- Potential Part IVA risks surfacing with TSB, COVID relief
- Advisers still fearful of ASIC overreach with advice regulation
- ‘Quirks’ with contribution rules causing client confusion
- Capital preservation front of mind for SMSF returns
- SMSFs hitting valuation hurdles with lack of data
- Implications for real business property in recent cases
- Monitoring super performance critical in light of new measures
- FPA outlines concerns about single disciplinary body
- SMSFs warned on quirks with personal guarantees, contributions
- SMSF auditors challenged ‘on several fronts’ with new penalty regime
- ASIC concedes failure of early super SOA relief
- ISA outlines concerns about ‘loopholes’ in super fund performance measures
- ASIC strengthens CFD protections for retail clients
- BT flags potential FASEA code breaches with SMSF advice
- Accountants call for unity with pandemic response
- Corporate regulator faces scrutiny over unlicensed advice
- Federal Court orders wind-up of unlicensed SMSF firms
- SMSFs struggling with SAR deadline urged to obtain deferral
- Tax Practitioners Board takes further action on SAN misuse
- APRA faces heat on industry fund donations
- Over 200 SMSF auditors exit the industry
- Red flags raised with wholesale clients and FASEA ethics code
- Advisers scared off SMSFs to the detriment of clients
- ASIC planning to release scaled advice paper by end of year
- Former SMSF property spruiker found guilty of fraud
- Majority of retirees expected to fall short on retirement savings
- Court makes orders in family trust dispute
- Government change of heart could stop adviser exodus
- AAT upholds commissioner’s decision in excess contributions case
- Critical considerations highlighted with timing of death benefits
- ASIC faces fresh questions on industry super campaign
- Lonsdale partners with SMSF Adviser for virtual masterclass event
- NALI traps flagged with in-specie contributions
- Critical steps outlined for preventing setbacks for executors
- CFS highlights potential issues with SMSF property transfers
- Scaled advice unworkable under best interests duty
- Court dismisses appeal in SMSF property development case
- NALE changes tipped to spur rise in audit costs
- RBA announces rate decision for cup day
- Law firm offers strategies for combating in-house asset hurdles
- Early release of super payments climb to $34.6bn
- Proposed SMSF reporting measures slammed as ‘unreasonable’
- Practical issues raised with TPD insurance payouts in super
- AFCA outlines transition approach for remaining superannuation complaints
- ATO flags processes for early super release during shutdown period
- ATO sheds light on Part A qualification reporting
- ATO pencils 2022 income year as start date for SAR change
- SMSFs reminded on repercussions, career impacts of disqualification
- Senate committee gives 6-member SMSFs bill green light
- Former adviser convicted for dishonest conduct
- Law firm offers tips on compliance issues and PI insurance
- ATO addresses outsourcing queries with auditor independence
- ‘No safe harbour safety net’ for best interests duty, advisers warned
- Standard 3 of FASEA’s ethics code still ‘unworkable’, says association
- FASEA urged to fix ‘incompatible’ wording in guidance
- SMSFs cautioned on implications of short-term related party loans
- ATO ramps up SMSF auditor compliance activities
- Tougher penalties needed for dud funds: AustralianSuper chief
- Tax implications of Biden win for SMSF properties in US
- AAT upholds ASIC’s decision to ban adviser
- SMSF Adviser Technical Strategy Masterclass Day 1 wrap: Procedure critical to mitigating disputes with electronic documents
- FASEA code of intent, guidelines at odds
- Indexation uncertainty creating conundrums with contributions
- SMSF Adviser Technical Strategy Masterclass Day 2 wrap: ATO reports spike in high-risk, unrectified ACRs
- Proposed SMSF reporting requirement cops further backlash
- ASIC reports on SMSF auditor registrations for FY2020–21
- Super reforms could worsen consumer outcomes
- Court makes orders in family trust case involving beneficiary clauses
- Investment strategies critical in mitigating property development issues
- ATO flags concerns with lodgement rate for 2019 return
- [Free templates] 40 most popular Accounting and Bookkeeping services – with pricing benchmark
- ASIC mulls further action on industry fund ‘advice breach’
- Super benchmarks are counterproductive: IFM, Mercer
- SMSFs warned on outdated ATO rulings on NALI
- Proposed reporting requirement to place ‘undue pressure’ on auditors
- Government introduces further royal commission recommendations into Parliament
- Regulators must co-operate to allow scaled advice
- Federal Court grants leave for director of corporate trustee
- Electronic execution measures expected to clarify case law issues
- ‘Enforcement and definition’ issues with prescribed timeline for financials
- Former Financial Circle director charged following ASIC investigation
- ASIC flags limited AFSL, superannuation advice issues as focus area in consultation
- Financial adviser pleads guilty to misappropriating $2.9m
- Draft reporting regulation to exacerbate late lodgements, penalties
- Hume stands firm on super crackdown
- Bring-forward measures unlikely to be passed this year
- Auditors in financial advice firms warned on independence threats
- Significant audit date errors identified from SAN misuse mailout
- Industry fund CEO lashes super critics
- Accounting bodies join in fight against proposed reporting measure
- SMSF Association appoints new vice-chair
- Government pushed to rule out 3-year audits
- BGL lobbies Treasury to drop 45-day reporting proposal
- 5 Reasons to Off-shore your SMSF Audits (to Tasmania!)
- Retirement Income Review highlights ‘inequity’ issues with tax concessions, bequests
- Division 7A issues surfacing with COVID loan relief
- ATO finalises SGC Part 7 penalty remission guidelines
- Liberal MP blasts ASIC hypocrisy on intra-fund advice
- Retirement costs rising despite COVID impacts
- Fresh research challenges ASIC guidance on SMSF costs
- Research report highlights hurdles with super insurance
- ASIC initiates Federal Court action against SMSF accountant
- ATO pushed for clarity on unit trusts in final NALI ruling
- SMSFs warned on ‘pain points’ with deathbed payments
- Retirement Income Review reforms unlikely to happen till mid-2022
- Industry fund faces questions on soaring advice costs
- New SMSF advice model gaining government momentum, says CA ANZ
- Desire for control top reason for SMSF set-ups, survey shows
- COVID-19 reveals ‘flaws’ with account-based pensions
- Barriers to tax and financial advice costing economy $630bn: CPA Australia
- The impact of FASEA’s Code of Ethics on SMSF advice
- Government urged to fix ‘ridiculous’ advice exemptions
- ATO flags key deadlines for early release of super
- SMSF property spruiker sentenced in Brisbane District Court
- Pass rates for adviser exam see drop in October sittings
- Advisers cautioned on best interests duty following SMSF costs data
- Wholesale investor definition in need of shake-up
- Associations lobby government to ‘level the playing field’ with capital raisings
- Government targets fund expenditure, best interests in new super reforms
- ASIC flags new claims handling restrictions for advisers
- ATO issues SuperStream reminder to SMSFs
- Instrument for in-house asset exclusion now registered
- Government to review advice issues for SMSF accountants
- SMSF service provider further debunks myths on SMSF costs
- Court extends freezing order against SMSF trustee
- Last rate call of the year revealed
- Critical steps outlined with property transfers and trust cloning
- SuperConcepts to unveil new AI functions, trustee app
- Advisers crucial to amending retirement gender gap
- Deadline to amend discretionary trusts fast approaching
- ATO issues draft legislative instrument for SMSF rollovers
- Structure of related party ‘crucial’ with related-party loans
- AAT upholds decision to refuse AFSL to adviser
- ASIC looks to overhaul ‘occupation classification’ in super insurance
- Capital losses a critical consideration with transitional CGT relief
- ATO tipped to extend lodgement deadline for 2019–20 return
- Government pushed for confirmation on claims carve-out
- SMSFs warned on sole purpose breaches with education costs
- Death benefit rules ‘due for an overhaul’
- Former director charged over dishonest conduct with super money
- Wholesale investor definition in need of review
- Early release applications jump by 200k in November
- Court determines taxation issues in invalidity payment case
- Advisers warned on limitations with life expectancy estimates
- ATO issues alert on imputation benefits and derivatives
- Off-market transfers a ‘catalyst for future NALI issues’
- SuperConcepts to downsize Sydney office
- BT calls for transitional relief for bring-forward amendments
- Court orders wind-up of unregistered investment scheme
- Traps ‘lurking’ with conditions of release, recontribution strategies
- Intra-fund advice ‘held to same standards’, says ASIC
- New bill introduced to increase transparency of advice fees in super
- AMP’s BOLR terms impacting practice values
- SMSF insurance policies see significant drop
- SMSF satisfaction levels ‘turning a corner’
- New awards program to recognise digital leaders in advice, accounting space
- Canning of FASEA to bring new prominence to ASIC
- Practical implications for SMSFs in best financial interests reforms
- ATO prepares SMSFs for potential indexation of transfer balance cap
- Anti-hawking provisions for super, insurance passes both houses
- ASIC releases updated remuneration guidance
- [On Demand Webinar] Why engagement letters matter in 2021
- Indexation of TBC tipped to trigger surge in excess amounts
- ASIC identifies ‘significant variation’ in outcomes for superannuation insurance
- SuperConcepts to adopt open banking services in new year
- Retail super dodges performance test: ISA
- Heffron honours warm, kind-hearted leader
- Implications for franking credits in US tax case
- Senate amendments to bring-forward bill called into question
- Practical hurdles highlighted with use of related-party builders
- Government abandons proposed 45-day reporting requirement
- ACCC won’t oppose IOOF, MLC deal
- SMSFs cautioned on Division 293 payment blunders
- Super funds rank dead last on disclosure
- [Free] 40 service templates for accountants and bookkeepers – with pricing benchmarks
- ‘No marked increase’ in illegal early access issues despite COVID
- Class eyes new markets, industries as part of expansion plans
- SuperConcepts CEO to depart business
- Industry welcomes ‘common sense’ decision to bin 45-day accounts proposal
- Harder Than It Looks? How To Trade High-End Stock As A First-Timer
- Industry fund reports surge in demand for digital advice
- Accounting network acquires SMSF accounting firm
- SMSF trustee granted leave to initiate proceedings against Linchpin
- Senator Hume promoted to ministry
- ‘Welcome proposal’ for legacy pensions in MYEFO
- Victorian rent relief extension prompts further evidence requirements
- SuperConcepts appoints new interim CEO
- Government looks to modernise SMSF record keeping
- FASEA releases updated legislative instrument for degrees
- Adviser exam now completed by over half of all advisers
- FASEA adds new degrees to approved list
- SMSF professionals urged to take time off following disruptive year
- Industry warned on potential for ‘big stick’ policy approach to retirement capital
- ASIC obtains orders against property developers targeting SMSFs
- Advisers in ‘difficult position’ with bring-forward measure delay
- Standard 3 guidance muddies the water on conflicts
- NALI provisions still a key ‘audit challenge’
- Superannuation strategies outlined for 2021
- Change of trustee can trigger ATO ‘risk assessment’
- FASEA wind-up unlikely to see standards change, advisers told
- SMSFs warned to tread carefully with purchase of building materials
- Mid-tier launches new SMSF service for accountants
- Options for clients in ‘tricky position’ with bring-forward measure
- Former SMSF auditor sentenced for contempt of court
- Benchmarking reforms for super cop further criticism
- ATO issues reminder on early release of super
- ASIC commences proceedings against SMSF fintech firm
- ‘Unfinished superannuation business’ to watch for this year
- Wealth giant hit with class action on advice commissions
- Is your SMSF protected?
- Critical compliance checks flagged with family law splitting process
- Firms warned against delaying audit decisions for ATO letter
- Retirement the ‘number one trigger’ for financial advice
- 6-member SMSFs still sparking client interest
- Reforms won’t fix super underperformance
- NALI barriers outlined with property development and related unit trusts
- Prominent technical expert reaches 20 years at Heffron
- Returning expats reminded on tax snares with pensions, investments
- Technical expert lists ‘new year’s resolutions’ for super
- Retirement time bomb requires complex thinking
- Wound-up trusts impacted by new foreign surcharge laws in NSW
- ‘Consistent approach’ critical to reforming SMSF advice model
- ATO issues reminder on January deadline for TBAR
- SMSF Advisers Network overtakes AMP as biggest licensee
- Scaled and limited advice hampered by ‘confidence issue’
- Government pushed for details on proposed payment restrictions for super
- Advisers warned on ‘nuances’ with aged pension post-pandemic
- ASIC responds to questioning on super advice breaches
- Pooling arrangements ‘no holy grail’ for auditor independence
- SMSF audit independence – the time to act is now!
- ATO provides update on timeline for auditor independence guidance
- Evolv bolsters management team ahead of independence standards
- Common shortfalls highlighted with SMSF company constitutions
- FASEA defends 3-month exam lockout
- Best financial interests measure tipped to spur higher compliance costs
- Proposed super measures could lead to ‘unacceptable’ NALI breaches
- Proposed opt-in measure for SG increase slammed by industry bodies
- Fear of ASIC retribution stopping scaled advice take-up
- ATO issues reminder on triggers for SMSF alerts
- SMSFs warned on tax traps with divorce and splitting fund assets
- ‘No justification for overreach’: ASFA
- Jane Hume reaffirms commitment to fixing retirement advice regulation
- SMSFs reminded on looming due date for SMSF annual returns
- War of words rages over opt-in super
- Auditors warned on independence threats with partners of client firms
- Increased strain on SMSF firms sees consultancy expand team
- Common dispute areas outlined with SMSFs, unit trusts
- ASIC’s ‘inconsistent approach’ an impediment to scaled advice
- FPA calls for repeal of safe harbour provisions for best interests duty
- Licensees restricting SMSF advice with ‘burdensome compliance’
- Important factors for clients in ‘grey area’ with super accounts
- Audit exchange service launched ahead of independence standards
- ASIC probes ex-director of collapsed advice firm
- Is your firm making the best use of its resources?
- SMSF engagement letters due for overhaul under new APESB standard
- ISA lobbies ASIC to expand role of intra-fund advice
- SuperConcepts completes migration to new consolidated platform
- Adviser body calls for new ASIC advice unit
- SMSF firm wins court appeal in dispute over sale of client list
- AFCA amends rules following court judgment
- ASIC lobbied on ‘private ruling service’ for new advice offers
- FASEA grilled on education double standards
- APES 305 to improve due diligence with auditor independence standards
- Retirees proceeding with downsizing plans as confidence rises
- Up to 6,000 advisers at risk as FASEA deadline nears
- Government expected to adopt simpler election method with ECPI measure
- Smoothing the journey to SMSF audit independence
- General transfer balance cap set to rise to $1.7m
- Raiz eyes SMSF market with new investment service
- FASEA defends decision on CPD recognition
- State of SMSF advice model needs ‘urgent wholesale review’
- Rollout of director ID regime ahead of schedule
- Strong pipeline of IPOs expected as economy bounces back
- CA ANZ flags challenges to affordable SMSF advice
- ATO launches new online services for super obligations
- ATO to issue follow-up mailout on SAN misuse
- Timing key to navigating market volatility and transfer balance cap impacts
- Hume reaffirms changes to commutations for legacy pensions
- Complexities arising from indexation of TBC should prompt a rethink
- SMSF advice firm expands to Tasmania
- Does super need ‘rough justice’?
- RBA makes first cash rate call of the year
- ATO flags changes for employee super options
- Evolv appoints new chair
- Ongoing COVID-19 compliance issues yet to play out for SMSFs in 2021
- Westpac loses High Court appeal on super rollover advice
- APRA reveals priorities for 2021
- Early access boosted interest in advice
- Reducing super complexities crucial, says SMSF Association
- New GM joins State Super
- Adviser outflows slow, zombie licences grow
- Approaching ECPI ahead of draft legislative changes
- SMSF trust deeds need to be more guarded in increasingly litigious environment
- Limited licensing framework needs to be removed and transitioned, says SMSF Association
- Making the leap to keep advice affordable
- New platform head joins BT
- Taking a deeper dive into indexation of the transfer balance cap
- Cloudoffis makes major updates and integration to SMSF platform
- ASIC suspends AFS licence of SMSF investment firm
- Understanding ATO’s new admin penalty approach
- Advice fees jump over 20%
- $36bn stripped from super during COVID-19
- SMSFs cautioned on key compliance risk areas for 2021
- CPA Australia pushes for rethink of ASIC funding model
- Scale – the must-have factor for SMSF audits
- A volatile year for the Australia 200's healthcare companies but vaccine brings new hopes
- Additional licence conditions imposed on financial advice firm
- New ATO investment strategy guidelines can benefit trustees amid uncertainty
- ASFA pushes for removal of TBC
- SAPEPAA appoints new directors
- Former accountant who defrauded SMSF investors appeals convictions
- Indexation of TBC ‘a nightmare’, says BGL
- TPB raises the bar on CPE requirement
- Halting 12% SG rise to add $33bn to pension spending
- ASIC permanently bans former financial adviser
- Super giant calls for intra-fund advice expansion
- Dealing with breaches of NGUT causing unnecessary costs, says SMSF Association
- SMSF loans speeding towards efficiency after major banks exit
- Law firm warns of trusts traps with estate planning
- ASIC puts funds on alert over Westpac case
- 12% SG rise a right idea at a wrong time, says CA ANZ
- Class acquires ReckonDocs
- Critical NALE issues need to be addressed by ATO, says SMSF Association
- Scaled advice is the future: ASIC
- New SMSF changes highlight coming reforms in government’s super plan, says Hume
- ‘Embrace technology to cut SMSF red tape’
- Non-bank lender targets SMSF sector
- Just 1 in 5 advice complaints resolved early
- ATO commits to educative approach around in-house audits
- Your Future, Your Super introduced to Parliament
- Scaled advice the future for SMSFs
- ATO outlines guidance on reporting obligation impacts from COVID-19
- Streamlining the audit process
- FASEA concedes code change may not be relevant
- ATO highlights continued strong partnership with SMSF sector
- ‘Proposed MYFEO changes to legacy pensions not a cure-all’
- ‘3 strikes and you’re out’: ATO eyes 80,000 late SMSF returns
- SMSF firms handed fresh resource on independence changes
- Advice body urges Senate amendments to renewals bill
- SMSFs with LRBAs ‘not penalised’ for capitalising interest
- ASIC reveals next steps on affordable advice for SMSFs
- Wilson makes ‘no apologies’ for superannuation campaign
- Self-funded retirees make up 10% of PLS reverse mortgages: Pension Boost
- Tax trap considerations when splitting illiquid assets for SMSFs
- ‘We need to have a different system’: Roadblocks limiting accountants from driving SMSF sector forward
- SMSFs warned on building contract traps that breach super rules
- Industry bodies jostle for royal commission bill amendments
- ATO flags top errors to avoid for SMSF annual returns
- Arising capital gains tax complexities for SMSFs ahead of TBC indexation
- SG freeze ‘a tragedy’ for advice clients
- Future of SMSF investment strategies must be ‘trustee-driven’
- Key NALE areas that need to be resolved ahead of ATO ruling
- Super contribution caps set to increase from 1 July 2021
- Annual renewals advice bill passes Parliament
- How a withdrawal and recontribution strategy can benefit a non-dependant
- Frydenberg flags super freeze
- ‘Problematic’ SMSF splits creating court headwinds
- ASIC grilled on process for banning announcements
- SMSFs flagged on allocation drawbacks from asset separation
- Former financial adviser charged over illegal access scheme
- Key strategic considerations arising from contribution cap changes
- RBA sets official cash rate for March as JobKeeper end looms
- ‘Call a spade a spade’: Industry body urges renaming of general advice
- SG debate an opportunity to move past super system complexities
- Drawing clear lines in subject matter crucial to tackling grey areas in sole purpose test
- Super payouts surge by 39.4%
- ASIC red tape strangling advisers: Labor
- DomaCom completes integration with BGL
- Uncertain future for attorneys of SMSFs making BDBNs for their principals
- ATO outlines guidance on preparing for transfer balance cap indexation
- Experienced adviser salaries on the rise
- ASIC takes Statewide to court in 2nd super fund legal battle
- Cost of retirement up in December quarter
- Related party valuations could be next COVID challenge for SMSFs
- ‘Start acting promptly’: ATO flags next steps for SMSFs exceeding transfer balance cap
- ASIC defends higher industry levies
- Navigating the post-pandemic challenges and pathways of super for young women
- Financial advice firm hit with $1.4m penalty
- SMSFs flagged on deeper TRIS restrictions impacting pension standards
- Industry bodies call for immediate review into ASIC funding model after ‘shameful’ fee hike
- 90% of advisers stressed about compliance
- ATO flags additional updates on information accessible ahead of TBC changes
- What SMSFs need to know about evening out spousal super
- Timing strategies to navigate risky thresholds in contribution cap changes
- Choosing the perfect SMSF audit partner
- Could the adviser exodus be turning around?
- Real estate trusts continue strong performance ahead of COVID recovery
- Considering the flexible approach to protect SMSF death benefits
- Navigating key compliance issues SMSFs face under ATO’s investment strategy change
- BT members head for the door after upgrade delays
- Ensuring correct processes crucial when appointing EPOA for an SMSF
- ASIC expands new super litigation plans
- SMSF sector continues steady expansion
- False lodgement declarations see tax agent terminated
- AFA urges government action on advice tech
- AFCA reports increased COVID-19 disputes
- Retirement phase and fund income changes biggest determinant of ECPI choice
- Advice model needs more innovation: IOOF
- Sydney lawyer reprimanded, fined for trust account violation
- Pension Boost questions Retirement Income Review report outcomes
- ASIC obtains compliance orders for SMSF accountant
- The advisers profiting from ASIC actions
- Melbourne adviser permanently banned
- Finding opportunities for tax deduction strategies during contribution cap changes
- ATO flags continued crackdown on illegal SMSF retirement planning schemes
- Industry body blasts ‘discriminatory’ exam processes
- What SMSFs need to consider when losing the EPOA
- Urgent review needed on SMSF loan offset dangers
- Long-awaited ATO auditor independence guidance released
- APES 305 – the impact on SMSF audit terms of engagement
- SMSF tech provider achieves data security recertification for 2021
- Back-to-back loans an arising issue for related-party SMSF loans
- Busting insurance myths around SMSF collectables and personal use assets
- Uncertain forms of SMSF trust spark deeper implications in court conflicts
- Specialist education pathways not necessary
- Raiz Invest targets SMSFs in growth trajectory plans
- TBC indexation to create various complexities in death benefits
- Building a fit-for-purpose mantra for advisers crucial across SMSF life stages
- New chairman appointed for Colonial First State
- ATO makes changes to communication updates for SMSFs
- Heffron launches new personal transfer balance cap tool
- New SMSF quarterly statistical report shows healthy uptick
- Justifying prospective strategies to break through asset segregation intricacies
- Why ASIC can’t get its funding from the big end of town
- ISA slams ‘rigged modelling’ from Retirement Income Review
- ‘A strategic asset structure’: Townsends spills on 6-member SMSF benefits
- SMSF treading differently in retirement income paths compared to super funds
- Why the value of your practice could take a hit
- Electronic document execution measures hit roadblock
- Understanding the reportable breach process in ATO’s new investment strategy changes
- More deeper, specialised processes required to fully measure SMSF operating cost
- When onboarding is easy
- BDO expands partnership with SuperConcepts to bolster audit offering
- ATO sees highest response rate after SAN misuse mailout
- Consistency needed when determining best methods for apportioning SMSF expenses
- ‘Too many Band-Aid approaches’: Super contributions more complex with increasing changes
- ATO makes extension relief on NALI
- Low-fee clients kneecapping practice values
- ASIC outlines advice fee consent requirements
- ATO’s reciprocal auditing benchmark not a ‘get-out-of-jail-free card’
- ASIC throws hands up at levy
- ATO flags changes to SMSF member verification service
- Unusual year means defying conventional strategies when it comes to pensions
- Integrated approach key to navigating SMSF legal headwinds
- Advisers handcuffed by licensee lookbacks
- Revenue model rethink to boost practice profits and lower cost of advice
- ATO releases updated guidance on LRBA and Division 7A interaction
- Understanding impacts of TBA on strategies to maximise personal transfer balance cap
- FASEA exam processes revealed
- Heffron launches new Pension Pack tool
- ASIC admits failures in SMSF operating costs fact sheet
- Staying on top of uncertainty ahead of looming bring-forward measures
- Managing change for APES 110
- Westpac case to call advice distribution into question
- New research finds majority of Australian retirees exhaust their super savings
- Evolv enters strategic alliance with AuditMatch
- Navigating SMSF compliance risks and best approach when facing the ATO
- ATO updates guidance on reciprocal auditing arrangements
- Regulation, fee-for-service model blocking annuities
- New super benefits rollover form published
- Taking a closer look at the unsegregated method for calculating ECPI
- Multi-member SMSFs: What to prepare for ahead of the next financial year
- RBA sets official cash rate for April
- Aussies ‘get nothing’ without super increase: Keating
- SMSFs flagged on TBAR reporting deadline
- Joint bodies take aim at ATO’s guidance on professional firm profits
- Auditor referral sources guidance requires further review
- ‘They weren’t just doing it to me’: Ex-AMP planner reveals terminated advisers’ stories
- Cloudoffis releases all-new automated SMSF workpaper solutions
- Can an SMSF member with a majority interest expel another member?
- New super contributions changes give rise to TTR strategy comeback
- A superannuation train wreck looms
- SMSFs looking to ride the crypto wave
- Advisers hit with ASIC late fees over FASEA exam
- SMSF investment strategy set to attract auditor, ATO scrutiny
- Fix regulators, not the law: AIST
- BGL launches CAS 360 in Singapore
- What SMSFs are buying ahead of 2021
- SAN misuse sees SMSF tax agent convicted
- Treasury grilled on missing detail in super overhaul
- FASEA chair reappointed
- ‘The devil is in the detail’: What to remember when combining contribution splitting and reserving strategies
- Increasing legal complexity requires greater preparation for SMSF super splitting
- Is AFCA causing vexatious complaints?
- ASIC takes action to wind up companies behind SMSF scam
- Advisers urged to keep up with shifting preferences of HNW investors
- 6-member funds could spell a ‘recipe for disaster’
- What’s the ‘magic number’ to service clients profitably?
- Annual consent means more than a ‘yes’ for advisers
- Next phase underway in business registration modernisation
- Drawing a clear line in NALE, NALI impacts on property
- No two SMSF audits are the same
- ‘The most disruptive we’ve ever seen’: Almost 8,000 advisers gone in 2 years
- ATO flags June SAR lodgement deadline
- ASIC extends temporary financial advice relief measure
- Timing liquidity risk impacts on the SMSF property investment strategy
- Wilson’s latest super play fails to take flight
- ATO ‘intimidating’ firms under new partner profit guidelines: IPA
- New breach reporting regime a substantial increase in complexity: AFA
- SMSFs flagged on LRBA contributions traps
- James Mawhinney’s ‘reprehensible conduct’ earns 20-year ban
- SMSFs to receive additional consolidation payments from Reuniting More Super changes
- Trustees warned on arising complications from bankruptcy claims on property
- SMSF auditors urged to proactively identify SAN misuse
- Government reveals details of new financial advice disciplinary body
- 2021 Budget opportunities to enhance women’s super
- SG freeze could be Coalition’s Achilles heel: Hewson
- Former adviser hit with 4-year ban
- AAT affirms next steps on disqualification of SMSF trustees
- Small business CGT concessions a continued missed opportunity for SMSFs
- Former financial adviser pleads guilty over illegal access scheme
- ‘Where’s the strategic thinking’: Hewson slams Coalition advice reforms
- Widening gap between SMSF providers may lead to future intervention
- Hume concedes FASEA strangling industry
- ASIC releases draft guidance on breach reporting reforms
- Defining compliance metrics to navigate audit issues in business real property
- SMSFs flagged on Div 7A relief implications from ATO’s updated guidance
- Adviser numbers to plummet by 30%
- New SMSF legal, compliance product launched
- Law firm offers insights into ATO dealings
- ‘Extremely versatile’: Carry-forward concessions a key strategy heading into end of financial year
- Adviser focus shifting back to pre-pandemic strategies as COVID relief ends
- CA ANZ pushes back against ATO’s ‘outdated’ personal services income approach
- ATO switches on Online services for business
- Advice ‘deficiencies’ found in IOOF after ASIC probe
- Advisers to be ‘extra cautious’ around TBC impacts on death benefit income streams
- AFA confirms claims carve-out for advisers
- WA woman faces jail term over early access to super fraud
- ATO flags audit requirements for accepting downsizer contributions
- SMSF advisers rally against proposed ECPI changes
- Which licensees are shedding advisers fastest?
- New draft regulations released for Your Future, Your Super
- SMSF property development issues to see continued ATO, auditor scrutiny
- Disruption to advice tech increasing at pace
- Adviser banned for 5 years for misleading super advice
- Government appoints new ASIC chair
- SMSF Association clarifies NALI issues around pension phase assets
- Is a fixed-term better than an ongoing fee arrangement for advisers?
- SMSFs flagged on audit requirements around precious metal assets
- ATO, TPB unveil new client verification standard
- New auditor independence standards to create fresh perspectives on investment strategies
- SMSF refinancing a ‘missed opportunity’ for brokers
- Financial adviser faces more dishonesty charges over super misconduct
- Segregating large assets more complex during ECPI calculation
- SMSFs flagged on key pitfalls facing the bring-forward strategy
- RBA announces cash rate decision for May
- Superannuation industry to see the dominance of mega funds
- Superannuation industry to see the dominance of mega funds
- Dealing with compliance complexities impacting overseas SMSF property
- Wealth costs still weighing on Westpac
- ASIC rejects ‘general advice’ change
- SMSFs encouraged to begin planning for new director ID regime
- Most Australians support 12% super
- SMSF firms should not try and ‘run the gauntlet’ on auditor independence
- ‘Expect carnage’: New reporting requirements could cause mass exodus of AFSL licensees
- Former adviser hit with 8-year ban for falsifying BDBNs
- Determining the best splitting approach ahead of increasing complexity in super splits
- Contribution reserving flagged as active strategy: CFS
- Questions raised on AFCA use of ‘experts’
- New myGov scam surfaces
- SMSFs warned on control limits impacting BDBNs
- Federal budget hoped to bring about SMSF changes
- Is your onboarding process turning off clients?
- New defensive advice approach needed to solve cash conundrum
- Greater planning required when dealing with potential SMSF residency changes
- Budget tipped to tackle super cap and threshold complexities
- Government to improve the Pension Loans Scheme
- Superannuation boost for 300k workers as government scraps minimum SG threshold
- Government extends access to downsizer contributions
- Government scraps work test for voluntary superannuation contributions
- SMSF residency rules relaxed
- SMSFs to see changes in legacy pensions
- Super industry bodies react to federal budget
- Budget falls short on gender super gap, industry says
- SMSF Association applauds federal budget measures
- Changes in work test to rejig SMSF contribution strategy
- Hume moves to tackle ‘inflexible’ super system
- What was missed for SMSFs in the budget
- Downsizer extension a great opportunity for SMSFs but caution required
- AAT sets aside disqualification on non-complying SMSF
- Independent watchdog to scrutinise ASIC, APRA
- CrowdProperty launches into Australia with sights on SMSFs
- ASIC sounds alert on scams targeting SMSFs
- Central management and control tests still tricky despite SMSF residency changes
- AFCA appoints new chair
- Accountants should seize upon financial advice to add value
- SMSFs reminded to seek deferrals immediately for annual returns
- SMSFs cautioned on income stream uncertainties ahead of legacy pensions changes
- SMSF winners for Australian Digital Technology Awards announced
- New pension loan scheme changes can level the playing field for seniors
- Funds ramp up robo-advice
- Advisers encouraged to go beyond the ‘average’ retirement strategies
- New advice disciplinary body welcomed but extra costs, ASIC role a great concern
- Reducing the risk of compliance breaches
- ATO clears the air over lodgement support bungle
- Advice considerations for clients entering next phase of social security measure changes
- Adviser registration should be centre of new disciplinary model
- Legacy pension changes create uncertain sting in treatment of pension reserves
- ASIC takes action against SMSF property ‘one-stop shop’
- ASIC’s hands tied on affordable advice
- Budget measures designed to give retirees control in increasingly ‘opaque’ super environment
- ATO embarks on new SMSF research survey
- What changes will ASIC make from its affordability review?
- Labor calls for inquiry into FASEA
- Government releases draft legislation for ECPI changes
- ATO flags SMSF TICK response requirements
- ASIC concedes levy estimates were ‘badly wrong’
- ASIC revokes 2 AFSLs
- ATO flags correction on audit contravention reports
- SMSFs in blended families face new approaches to deal with legal uncertainties
- Adviser numbers tipped to sink below 10k
- Submissions open for Women in Finance Awards 2021
- ATO issues final warnings on outstanding SARs
- Bring-forward changes confirmed to align with federal budget measures
- New SMSF quarterly statistics highlight continued post-COVID recovery
- Former SMSF adviser sentenced for misappropriating funds
- ‘Advisers are traumatised’: Industry body to query planner mental health
- TBAR, TBC impacts to affect timing of winding up SMSFs in 2021
- Caution needed on contribution reserving strategy when managing the TSB
- ASIC suing AMP for charging deceased customers
- Industry body warns on ‘critical’ renewal error
- SMSFs reminded about new accounting standard changes for trust deeds
- ATO updates auditor obligations on NALE compliance relief
- TBC impacts require early management of reporting frequency in TBAR
- Almost three-quarters of advisers suffer burnout, stress
- Cloudoffis releases new automated workpapers and audit automation updates
- SMSFs warned on commutation traps when managing a child pension
- Why the legacy pension changes should not include taxing reserves
- ‘Surprising and disappointing’: Greater innovation needed in retirement strategies
- WealthO2 responds to increased Super Simplifier demand with lower fees
- Draft legislation released on improving visibility of super assets
- Halving of minimum pension drawdown rates extended
- RBA reveals June cash rate call
- CPA, CA ANZ cast doubt over Your Future, Your Super reforms
- Changing and enhancing the property development process for SMSFs
- New adviser registration should not blur the obligations of the individual and the AFSL
- Is your SMSF’s cash allocations working hard enough?
- Sage Asia Pacific appoints new managing director
- SMSFs flagged on differentiating tax deduction opportunities and traps for property
- FASEA to amend Standard 3
- Deadline approaching on final timing opportunities from NALI pension asset CGT exemption
- New ASIC chair ‘concerned’ about regulatory burden on advice sector
- Former adviser banned for 3 years
- SMSFs flagged on new SuperStream changes impacting rollover management
- SMSFs need to consider ECPI ‘choice’ outcomes affecting income stream strategy
- Your Future, Your Super still has flaws despite passing house
- Tribunal confirms administrative academic rule for TPB registrations
- Managing the total super balance to enhance contributions for this EOFY
- ‘Reality doesn’t match the dream’: LRBA surges cautioned on lurking dangers
- Fitzpatricks bolsters Queensland advice team
- Advice sector billed for ASIC IT, property costs
- Identifying pension opportunities and traps approaching this EOFY
- Approaching ‘delicate’ control when managing unit trusts in SMSFs
- ATO reveals Business Portal retirement date
- Sequoia acquires client books through subsidiary
- Sydney adviser cops permanent ban over $5m fraud
- FASEA uncertainties shroud potential code rework
- More IOOF, MLC firms abandon ship
- SMSFs flagged on defining clear income purpose and intention for land tax deductions
- Advisers risk being misaligned with timing of education standards
- SMSFs reminded over need to establish clear wealth structures to avoid difficult funds tracking process
- Younger clients ‘changing the dynamic’ with crypto
- Zenith introduces dedicated index fund rating
- SMSFs reminded on pension income stream PAYG obligations
- Navigating SMSF compliance processes for employee share schemes
- Crypto crackdown underway as ATO locks in data-matching program
- Ongoing fee reforms a positive step: Hume
- ‘Sit tight and wait’: SMSFs impacted by bring-forward rule setback urged not to rush avoiding excess determination
- Caddick’s SMSF auditors face potential class action
- Differentiating risk impacts for unit trusts in unitholder agreements
- SMSFs flagged on planning opportunities for EOFY concessional contribution strategies
- ‘Wikipedia for auditors’: AUASB launches interactive portal
- Should you get your FASEA exam re-marked?
- Accountants, ATO officers honoured on the Queen’s birthday
- ATO to delay eSAT retirement
- Time for an annual review for related-party lease arrangements
- ASIC’s ongoing fee guidance explained
- IOOF completes first migration to new super platform
- AAT dismisses adviser banning appeal
- ATO confirms updated personal transfer balance cap availability date
- Pressure on reluctant exam sitters as deadline looms
- Standard approach to electronic document execution in the works
- SMSFs warned on traps from legal processes after death of the last trustee
- Bring-forward measures and 6-member SMSF bill passes Parliament
- FASEA clarifies loophole for exam-shy advisers
- AFCA sticks to Supreme Court decision after rule change
- ATO confirms deadline for SMSF member verification service changes
- SMSFs flagged on arising pitfalls from complex valuations approaching EOFY
- Persecution of advisers must stop: AFA
- ATO introduces new SMSF rollover alerts
- Accountants cautioned on ‘one size fits all’ approach to trust distribution
- Downsizer and bring forward combination creates new opportunities for super strategy
- Pension payment standards for SMSFs – the importance and the implications
- Advisers ‘concerned’ late compliance changes will impact FASEA exam
- Advisers flagged on shifting focus to long-term wealth thematics for current market climate
- ATO fixes Super Fund Lookup issue affecting over 30,000 SMSFs
- ATO extends Division 7A relief
- ASIC grilled on fine print of industry funding
- SMSFs reminded on investment strategy review for shifting allocations
- Super changes offer greater flexibility but alternatives still required for wealth generation
- APESB releases draft fee provisions for auditor independence
- Treasury confirms bring-forward age application
- Government announces ‘limited’ FASEA exam changes
- Better Advice Bill introduced into Parliament
- ATO issues new SMSF independent auditor report form
- Why Do Auditors Always Ask For A Property Title?
- Financial regulators ASIC, APRA to be regulated by new authority
- Hobart adviser banned for 4 years
- Utilising TRIS strategies ahead of TBC indexation
- ATO issues alert on missing unique bank account details for SMSFs
- AFA chief blasts advocacy group’s ‘baseless claims’ on SMSF recommendation
- Government unveils new changes to electronic document execution
- Top superannuation accounting strategies this EOFY revealed
- ATO continues crackdown on SAN misuse
- Unlisted SMSF investments – auditor collaboration is key
- ATO doubles down on wealthy and private groups
- SMSFs reminded on July TBAR lodgement deadline
- Wills flagged for a review to guard against foreign beneficiary impacts on the estate plan
- SMSF auditor disqualified for breaching independence standards
- BT names new super chair
- ATO to implement system changes for new increase in SMSF membership
- Intergenerational report highlights big role for super and self-funded retirees
- Winners revealed for 2021 SMSF Awards
- SMSFs advised on capturing upside and downside trends to assess risk impacts on portfolio
- Regulators urge trustees to get tough on fee consent
- ATO releases YourSuper comparison tool
- Showcasing the Education and ETF Provider winners at SMSF Awards 2021
- SMSF Awards: Showcasing Advice Platform and Insurance Provider winners
- New year, new super changes
- SMSFs warned on compliance traps facing transactions with former spouse
- Assessing best timing approaches for death benefit payments to satisfy ATO compliance
- Increased Managed Fund Offering on AMM
- SMSF Awards: Showcasing SMSF Document and Global Equities Fund Manager winners
- EOFY Summary & What to Look out for in 2022
- ‘Political suicide’ inheritance tax gains growing support: Research
- ATO delays personal transfer balance cap availability date
- ASIC previews feedback on affordable advice review
- SMSF Awards: Showcasing Administration and Audit Providers of the Year
- RBA sets official cash rate for start of new financial year
- ASIC says unlicensed advice costs ‘recovered from industry’
- FASEA reveals May exam results
- Review contributions opportunities this financial year: Experts
- SMSF Awards: Showcasing Fixed Income and Cash and Term Deposit Platform winners
- SuperConcepts appoints new CEO
- Colonial First State confirms senior hires ahead of sale
- SMSFs flagged on reviewing opportunities for minimum pension drawdown changes
- SMSF Awards: Showcasing Technology Provider winners
- Industry bodies blast ‘unreasonable’ fee consent guidance
- Balancing discretion and direction approaches for death benefits
- Evaluating tax opportunities arising from the removal of excess contributions charge
- SMSF Awards: Showcasing final round of investment provider winners
- BT Panorama tops $100bn
- VanEck strengthens ETF team
- FASEA scraps 3-month registration requirement
- SMSF firm forks out $7.2m to resolve ASIC court proceedings
- Non-compliant advisers remained in AMP ranks
- Class launches new SMSF auditor search tool
- ATO urges preparation for incoming SuperStream changes
- Finalists revealed for Women in Finance Awards 2021
- Ord Minnett poaches Pitcher Partners wealth director
- Ex-director pleads guilty to false super document charges
- SMSFs flagged on insurance review alignment for new financial year
- BDBN reviews needed to guard against continued exposure to legal risks
- The what, why and when of death benefit nominations
- New research shows advisers can play key role during family breakdown
- FASEA consults on 3-month exam relief
- SMSF scams are on the rise: Here’s how to fight back
- Proposed ECPI measures tipped to create increased complexity and burden for SMSFs
- Industry body questioned over direct insurance tie-up
- BGL launches SMSF auditors panel
- SMSF trustees turn to risk in low-yield environment
- ATO defines ‘appropriate reviewer’ approach to independence threats
- FASEA slammed for not recognising previous study
- AMP escapes ASIC charges for ‘fees for no service’ scandal
- 6-member SMSF registration availability to begin mid-August
- ATO issues reminder for SMSF trustee disqualification checks
- 6 Member SMSF – Is it Worth it?
- Government releases further royal commission legislation
- Personal registration system to impact changes in regulatory obligations for advisers
- Government releases retirement income covenant paper
- Timing issues from ATO’s TBC information to create ‘significant problems’ for SMSFs
- Treasury still vague on Better Advice detail
- ASIC releases new reference checking protocol for advisers
- ATO zeroes in on SMSF lifestyle assets
- New contribution caps to impact SMSF TTR strategies
- ASIC concedes further levy cost blowout possible
- SMSFs flagged on transitioning approach for new electronic processes for companies
- Gold Coast adviser banned over failures in super advice
- Transfer balance cap changes to impact outcomes on segregating pension assets for ECPI
- Adviser urges lawmakers to bypass industry ‘gatekeepers’
- SMSF Association appoints 2 new board members
- SMSFs flagged on technical requirement challenges for SuperStream changes
- SMSF property fraudster loses appeal
- Inheritance tax could address questions of financial inequality: The Tax Institute
- ASIC levy to soar for new financial year
- Solicitor reprimanded for trust account breaches
- Accountants call for changes to proposed ECPI measures
- ASIC funding levy must be addressed or more practices will close: FPA
- BT and Asgard fork out $3m for charging fees for no service
- ASIC revokes licence of SMSF advice firm
- Regulators worried about arising uncertainty on sole purpose test alignment for super trustees
- Government slammed for ‘forcing’ advisers to pay ASIC fund levy
- Financial advice industry bodies make new leadership changes
- What the COVID-19 loan repayment relief extension means for related-party loans
- New research underway for SMSFs on investment returns
- Industry body calls for urgent review of ASIC levy model
- Managed accounts delivering better efficiencies to advice firms during disruption
- SMSF auditor banned after neglecting personal tax obligations
- ATO releases final ruling on NALI
- 1 in 4 yet to switch to Online services as Business Portal retirement looms
- IOOF adviser departures see increased outflow
- ATO to upgrade Online services for SMSF auditors
- ‘Mammoth consequences’: ATO’s NALI ruling draws ire from accountants
- MP calls for royal commission laws to be scrapped
- Former wealth director hit with false statement charges
- Advice fee consent not applicable for SMSFs
- New audit firms require greater safeguards to manage fee referral benchmark
- Melbourne accountant sentenced over $135k GST fraud
- Gold Coast advisers banned for 5 years
- SMSFs flagged on managing duty traps for discretionary trusts
- SMSFs warned on increasing compliance risks affecting property valuations
- RBA hands down cash rate for August
- ASIC cancels licence of Victorian SMSF adviser
- Wealth director and officer hit with 6-year ban
- ‘A direct attack on the profession’: Labor called to ditch $3k deduction cap on tax agent fees
- Recontribution strategies tipped to change bring-forward approach
- Calls renewed for major banks to foot ASIC levy
- Court finds advice group failed to supervise adviser conduct
- SMSFs flagged on asset protection alignments for estate plan
- Greater care needed on balancing excess contribution impacts on SMSFs
- ASIC needs to get tougher on dodgy funds: Industry body
- Major institutions pay almost $2bn for financial advice misconduct
- SMSFs flagged on key evidence required from auditors for downsizer contributions
- ECPI ‘choice’ conflicts to create different impacts on segregation
- How to get SuperStream ready
- Liberal Party slammed for treating advisers ‘so appallingly’
- TPB prepares to usher in new era of regulation
- Education standards to exacerbate advice business sell-off
- The evolution of new processes reshaping BRP applications for SMSFs
- Better Advice Bill passes lower house
- ASIC bans accountant over $73m failure
- Court imposes conditional release on former superannuation wealth director
- ‘Retirement income covenant provides no practical benefit for SMSFs’
- The importance of succession planning and SMSFs
- NAB eyes HNW expansion with global banking buy
- Calls for ASIC to address dire impacts of reporting changes on AFSL holders
- ATO resolves system issue affecting additional tax on concessional contributions
- New strategic tax opportunities to impact SMSF recontribution implementation
- TPB extends CPE support through new mental health program
- Leaving advice review to 2022 ‘does not make sense’
- Temporary relief extended for electronic execution of documents
- Changes to ECPI and visibility of super assets before Parliament
- ATO flags requirements for SuperStream changes affecting dependent beneficiaries
- Advisers charged for Westpac general advice case
- ASIC to commence royal commission financial advice reforms in October
- SMSFs flagged on managing lodgement issues affecting private entities
- ASIC initiates court action against property developers targeting SMSFs
- Super funds hit back at government retirement claims
- ATO to finalise COVID-19 recontribution form
- ABR updated to allow 6-member SMSFs
- Compensation scheme of last resort may be ‘last straw’ for financial advice industry
- How to invest in Cryptocurrency for your SMSF - The right way
- Listed wealth manager acquires boutique firm
- BGL launches integration with digital signing tool
- SuperConcepts makes new appointments to leadership team
- ATO issues administrative arrangements for COVID-19 recontribution amounts
- SMSFs warned on new non-arm’s length consequences facing unit trusts and LRBAs
- What ASIC charged advisers to take Westpac to court
- Establishing control approach to create effective succession planning in SMSFs
- Class acquires Topdocs
- SMSF investment strategy scrutiny to force rethink
- ‘It will be up to clients’: ASIC says no leeway for sole practitioners on exam
- SMSF trustees warned on increasing exposure to compliance risks affecting collectables
- SMSFs to see increasing value in regular reporting for compliance requirements
- ATO extends SuperStream compliance obligations
- Why ASIC took 12 months to act on Caddick
- Lonsec unveils new CEO
- ATO releases draft ruling on NALI interactions on super contributions
- Retirement income covenant creates impractical outcomes on SMSF advice
- ASIC walks back comments on advice sector refunds
- Key processes affecting enduring power of attorney change
- Navigating challenges affecting SMSF record-keeping requirements
- ATO releases guidance on advice compensation impacts on contribution caps
- ATO to offer new lodgement support in September
- ATO flags SuperStream compliance statement for employers and SMSFs
- Reversionary pensions no longer a ‘set and forget’ strategy
- Accountants reject need for retirement income covenant
- What progress has been made since the royal commission?
- ATO flags preparation for October SAR lodgement date
- Westpac hit with $10.5m penalty for super rollover advice
- SAN misuse mailout to commence early September
- ATO releases draft ruling on expenses associated with vacant land
- Best financial interest changes tipped to increase burden of proof for trustees
- Employee share scheme report lands in the House
- Greater clarity needed from ATO on nature of recurrent expense in NALE and NALI
- Judge, jury and executioner’: Industry body rebukes ASIC’s silence on CP 332
- NAB hit with $18.5m penalty for fee disclosure statement failures
- CA ANZ takes aim at ASIC’s indicative levies
- SMSF advice complaints trending upwards: Report
- Better Advice bill in limbo after Patrick amendment
- ATO issues alert on rising investment schemes targeting super
- SMSF auditors reminded on changes to fee provisions
- Former SMSF adviser charged for breaching ASIC ban
- SMSFs flagged on new Victoria COVID-19 rent relief requirements
- ASIC’s considerations for small advice practices ‘disappointing’ – MP
- SMSFs warned on dangers in arm’s length and related-party investment acquisition process
- Government announces temporary relief on ASIC levies
- 3 in 5 candidates pass FASEA July test
- SMSFAAA makes new appointment to board of directors
- Government welcomes ASIC red tape reduction unit
- Further clarity needed to better define fee provision changes for SMSF audits
- Calls for share scheme reform mount in the face of ‘economic crisis’
- ATO flags availability of COVID-19 early release super recontribution
- SMSFs warned on legal hurdles when selling collectables to related party
- Retirement income covenant can improve outcomes for SMSF retirees
- ATO unveils new lodgement deferral phone service
- Timing opportunities to utilise shares as contributions for SMSFs
- Changes to ECPI and visibility of super assets passes Parliament
- SMSFs show resilience and sustained growth during COVID-19
- ATO hits pause on ‘firmer’ tax debt collection
- Arising incapacity dangers can impact EPOA process for SMSF trustees
- Planning for impacts facing SMSF members with terminal condition
- SMSF assets cross $800bn mark
- Taxpayers left in the lurch on appeals, complaints channels: IGTO
- Life settlements can become fixed income alternative for investors
- Managing carry forward impacts on spousal contribution splitting strategy
- New asset statistics point to changing picture of the typical SMSF
- RBA sets cash rate for September
- Why have ASIC’s regulatory costs doubled in 2 years?
- SMSFs warned on related party hurdles affecting estate transactions
- SMSF Adviser Technical Strategy Day 2021 launches
- Fee threshold may create unintended consequences for SMSF audit firms
- Colonial First State facing penalties for misleading superannuation members
- ATO prosecutions fall by 70% in FY21
- Superannuation pensions can be subject to risks in ‘pension grandfathering’
- SMSFs seeing increased challenges around managing assets and income streams strategies
- ASIC must ‘take the foot off our throats’ for advice industry to thrive
- Retirees warned on arising risks affecting investment planning outcomes
- Assessing situational impacts affecting taxable components on pension payments
- 6 member SMSFs may provide alternative strategic approach for aging members
- Former Macquarie CEO to chair the Financial Regulator Assessment Authority
- Wealth directors facing criminal charges following $26m debt to ATO
- Changes to governing rules in trust deed update can affect fund protection
- SMSFs warned on managing changing ATO processes for fund establishment and compliance
- Is the ATO’s final NALI ruling the result of a solution looking for a problem?
- Adviser numbers dwindle as big advice groups lose 1 in 5 members
- Commercial landlords and tenants may face rent determination risks in lease process
- Different SMSF reporting types can impact timing of updates to myGov
- SMSFs warned on coordination hurdles when managing SuperStream changes
- Advisers flock to ETFs for reduced costs
- ATO reminds October TBAR lodgement for SMSFs
- SMSFs flagged on ATO processes in new super visibility changes
- SMSFs still have ‘fair way to go’ on managing evolving estate disputes frontier
- BT appoints new CEO to start next month
- Government scraps ‘nil complaints’ requirement ahead of DDO start
- Increased capital access needed for SMSFs to level the playing field
- Momentum’s new cyber security podcast hits the mark
- SMSFs getting increasingly comfortable with crypto
- Carbon Group expands in WA
- Advisers warned on inflation impacts on equity portfolio protection
- Navigating arising traps unravelling SMSF contribution plans
- Related party commercial leasing increasingly risky for SMSFs
- Poor advice customer compensation to cost industry $60m
- New SMSF trustees cautioned on fund history impacts on compliance
- Practitioners warned on key hurdles when utilising SMSFs to buy property
- Former SMSF adviser hit with permanent ban
- High-yield bonds to be increasingly attractive as volatility expectations rise
- SMSF Association expands education partnerships for industry specialisation
- Financial adviser numbers hit 5-year low
- Changes around restructured market-linked pensions still uncertain for SMSFs
- ATO eyes foreign income disguised as gifts, loans
- ASIC to establish new financial adviser hub for regulatory guidance
- SMSFs can face situational traps affecting related-party transactions with former spouse
- Joint SMSF audit firms call for change to fee threshold
- ‘This has to be a 2-way street’: What advisers can do to help industry
- ASIC bans former wealth manager for market manipulation
- ASIC releases guidance on transitional exam timeframes for advisers
- Navigating CGT strategy impacts on business real property transfer
- Advisers caught up in a ‘pincer’ movement, says AFA CEO
- ASIC releases new guidance on hawking reforms
- Navigating discretionary trust variation protections affecting beneficiary outcomes
- ATO extends COVID-19 relief for SMSFs
- ATO sets out recommended approach to legal privilege claims
- ASIC issues warning on social media led ‘pump and dump’ campaigns
- ATO issues reminder on making BDBN updates for SMSFs
- Practitioners face evolving compliance demand impacts on SMSF templates
- ASIC releases report on competition in the managed funds sector
- AMP hit with lawsuit from former licensee
- ASIC bans Queensland adviser for 4 years
- SMSFs flagged on managing ATO corrections process on personal contribution errors
- SMSFs spared from retirement income covenant
- Sydney tax agent disqualified over fraudulent cash-flow boost claim
- New super rules and growing appetite for SMSF to drive demand for advisers
- Navigating unexpected traps for SMSFs from investments in unlisted companies
- SMSFs urged to focus on retirement income strategy despite covenant exclusion
- Advisers face additional scrutiny as YFYS oversight grows
- ATO makes new changes to strengthen ID security in myGov
- ‘Catch-all’ approach can face challenges for interdependency application in death benefits
- Government unveils new regulations for incoming Better Advice Bill
- 'Excluding banks from CSLR is a travesty of justice'
- ATO updates register of SMSF messaging providers for SuperStream changes
- Navigating SMSF structural changes when utilising corporate trustee
- Government needs to ‘stop saying’ it’s making advice accessible and act on it
- Service NSW releases guidance on commercial rent relief
- Advisers face timing changes to benefit payments with SuperStream implementation
- Industry body launches petition to delay DDO
- FASEA exam fee hike a result of declining adviser numbers: AFA
- SMSFs warned on navigating after-tax impacts from six-member changes
- Regional house price surge sees boost to retirees in PLS
- Increasing compliance scrutiny against digital advice a ‘myth’: Ignition
- RBA sets October cash rate
- Struggles of FASEA exam creating ‘self-doubt’ for advisers
- LightYear Docs appoints new chief sales officer ahead of platform release
- Advisers warned on reversionary ABP timings impacting TSB strategies
- ATO fixes issue affecting SuperStream implementation
- ‘It’s a lot to cope with in one hit’: What new regulations mean for advice industry
- Heffron Super Intensive Day returns for the 15th year
- Major associations rally for stronger compensation scheme
- Fake SMSF adviser who stole client funds sentenced to 8 years in jail
- New software launched to tackle compliance challenges for advisers
- Advisers face ‘notoriously difficult’ challenges in private business valuations
- Government sets director ID deadline for SMSFs
- New time frames to test SMSF ability in meeting SuperStream rollover requirements
- From flipping burgers to CFO: ‘keep learning and seize opportunities’
- ‘Advisers have had enough’: What is driving planners out of the industry
- Advisers flagged on navigating pitfalls from breach reporting obligations
- Navigating bare trust considerations when paying out an LRBA
- New director ID requirements to create new process challenges for SMSFs
- Federal Treasurer backs economic recovery as NSW emerges from lockdown
- Current ASIC compliance more concerning for advisers than FASEA exam
- ASIC launches Federal Court action against super fund over banned adviser
- SMSFs need to seek new investments or accept possibility of ‘humble retirement’
- SMSFs urged to increase document trail safeguards to protect BDBN strategy
- ATO doubles down on lodgement benchmark ‘support’
- ASIC revokes licence of former tax accountant
- Managing hurdles impacting SMSF residential property transition to business
- ATO issues alert on SMSF verification delays impacting SuperStream rollovers
- Treasurer calls out labor’s ‘war on aspiration’
- Financial advisers ‘invaluable’ during COVID-19 pandemic
- FSC plans major reforms to overhaul compliance and cost burdens for advice
- Navigating unexpected situational challenges affecting cap breaches on SMSFs
- ATO sets compliance relief on PAYG instalments for SMSFs
- Prior study of advisers should be recognised after 2026 FASEA transition: FSC
- CrowdProperty oversubscribes seed round for $200m focus on SME developers
- ASIC extends further COVID-19 financial advice relief
- SMSFs warned on ignoring valuation difficulties in unlisted securities and trusts
- Further ATO guidance needed on accumulation interest timing from new ECPI changes
- New proposed advice framework highlights current ‘tick-a-box’ approach to compliance
- Practitioners warned on changing developments in LPP scrutiny
- Navigating arising pitfalls that can impact the full commutation strategy for pensions
- New ATO ruling to reshape strategic thinking on certain contributions for SMSF practitioners
- ASIC cracks downs on distribution of super products
- SMSF auditors reminded of actuarial certificate requirement changes for ECPI
- HUB24 completes deal to acquire Class
- Government to look into fix for ‘broken’ non-arm’s length tax rules
- AAT varies ASIC ban on former wealth director
- ATO updates SuperStream enabling and release authority instructions
- COVID relief top of mind for SMSF advisers
- Dixon Advisory hit with lawsuit over poor SMSF advice
- CountPlus acquires Accurium
- Heffron launches on-demand education program
- Adviser hit with 6-year ban after ‘significantly eroding’ clients super balance
- SMSF Adviser Technical Strategy Day 1 wrap: New legacy pension changes to challenge practitioner strategies for SMSFs
- Government introduces virtual AGM and electronic combinations bill to parliament
- Licensing regime to enable advisers to advise on crypto deemed unnecessary
- SMSFA backs FSC white paper on advice reforms
- SMSF Adviser Technical Strategy Day 2 wrap: New work test changes to set strategic contribution changes for advisers
- Better Advice Bill passes Parliament
- BGL completes successful implementation of SuperStream changes
- SMSF Adviser Technical Strategy Day 3 wrap: Navigating protection strategies affecting contributions from NALI
- ATO circles increasing high-risk behaviours in SMSFs
- FASEA September test pass rate remains low
- Class adds electronic signatures to administration product suite
- ATO urges regular investment strategy review for SMSFs
- SMSF firms face increasing cost and compliance navigation post-auditor independence
- Looking to provide your clients with exposure to Global Markets?
- Funds push back against ‘nationalised super’ proposal
- SMSF Association launches 2022 National Conference
- Practitioners warned on YFYS performance indicators on SMSFs
- ATO flags concerns with SMSF non-lodgement rate for 2020 return
- Fractional investing an increasing practical solution shaping investment landscape
- 1 in 4 FAR-listed advisers yet to pass FASEA exam
- SMSFs cautioned on pre-non-concessional contribution consequences on caps
- Government introduces bill to implement new budget measures for SMSFs
- ASIC looks to pursue opportunities for ‘smarter regulation’
- New FAR regime and CSLR changes before Parliament
- Managing timing challenges in partial commutation affecting pension strategy
- QSuper confirms ATO audit
- ASIC releases new guidance on crypto investment products
- ATO flags tips on streamlining SuperStream administrative process
- Advisers warned on situational traps affecting recontribution strategy process in SMSFs
- SMSFs flagged on updates to contribution measures in upcoming super bill
- Super funds flunk readability test
- Managing uncertain changes from simultaneous death of trustees in SMSFs
- Director IDs now available online for SMSFs
- Class partners with Cloudoffis to launch free workpapers solution
- RBA makes November cash rate call
- Warning issued as super stapling begins
- BGL makes new CAS 360 product updates
- Assessing strategic changes to death benefits for non-tax dependants
- New rules to reduce choice complexity for SMSFs when calculating ECPI
- FASEA consults feedback before Standard 3 amendments
- ASIC sues timeshare company for poor financial advice outcomes
- Advisers flagged on SMSF investment strategy alignment with new DDO changes
- SMSFs warned on trends impacting discretion approaches in death benefits
- Advisers aren’t the only ones wanting clearer communication on regulations
- AIOFP seeks new amendments to CSLR
- ASIC bans adviser for 3 years over high-risk investments
- New Federal Court spousal asset ruling to have profound impacts for asset protection
- ASIC obtains Federal Court orders against major SMSF rollover investment scheme
- Financial services set to increase uptake of AI and blockchain
- ASIC and ATO circle 21 directors as part of illegal phoenixing surveillance campaign
- ATO flags awareness on rising scams across the year
- Class action launched against Dixon Advisory over conflicted SMSF advice
- ASIC releases guidance on ROAs
- ATO updates guidance on FHSS conditions of release and SuperStream application
- Emerging contribution opportunities to create new alignment for ABP strategies
- Specialist advisers have key role to play in preventing SMSF scams
- Advisers favour option 1 ahead of FASEA’s Standard 3 redraft
- Post-COVID landscape to drive changes in retirement approach for real assets
- Navigating EPOA traps affecting residency tests on SMSFs
- SMSFs warned on pinpoint valuations uncertainty for NALI pricing safeguards
- Is ASIC to blame for Australians being reluctant to seek financial advice?
- BGL launches integration with Colonial First State’s FirstWrap platform
- Balancing member benefit timing challenges against SMSF tax position
- SMSFs see millennial and Gen Z surge
- MySuper members keep money in failed funds
- ASIC to recover $25m from advice sector
- Managing compliance checks for investment strategy changes impacting SMSFs
- ATO to streamline transfer balance cap reporting framework
- Government liable for ‘deliberate attempt’ to abolish advisers, says AIOFP
- Government finalises new super portfolio holdings disclosure rules
- New automation developments to drive changes to SMSF accounting efficiencies
- Accountants see increased revenue expansion from SMSF clients
- October regulatory changes not ‘set and forget’, says ASIC
- Heffron adds new features to Super Toolkit
- Managing trustee criminal record impacts on fund compliance hurdles
- New TBAR system changes can enhance accuracy in SMSF pension commencement
- FSC to consult with industry groups following criticism of proposed advice framework
- ATO flags issues with processing super transfer requests
- SMSF executors warned on administration liability traps for estate plan
- ‘Perfect storm’ of upheaval to start driving sector-wide changes for SMSFs
- 690,000 trustees to apply for Director ID – are your clients ready?
- ASIC eyes improvements to remediation in financial services industry
- ATO reminds use of SMSF early engagement disclosure service
- ‘Not just about ECPI’: Evolving super changes to enhance segregation use for SMSFs
- ATO flags action on overdue October SAR lodgement
- Returns you'll feel good about
- Super mergers hit new high
- Former adviser pleads guilty to dishonest conduct
- ASIC releases new guidance on superannuation forecast tools
- Navigating emerging compliance breach hurdles facing crypto in SMSFs
- 7 in 10 advisers bullish about future growth prospects
- Electronic signing measures to become permanent in NSW
- ATO issues reminder on SMSF valuation preparation
- Industry bodies hopeful on reasonable outcomes to NALI changes
- ‘Meaningful improvements underway’: ATO outlines priorities ahead
- Former WA adviser charged with dishonest conduct
- Specialist input needed on COVID-19 relief for SMSFs
- AAT upholds penalties on SMSF over breaching borrowing restrictions
- LightYear Docs launches partnership with FuseSign
- SuperConcepts unveils next generation of SuperMate
- Why advice sector is primed for another ‘mass exodus’ in 4 years
- New ATO focus on CGT relief to increase compliance risks on SMSFs
- SMSF National Conference to home in on emerging technical issues
- Former adviser sentenced to jail over illegal early release scheme
- Government uses FASEA ‘as a weapon against advisers’
- ATO releases new draft laws on rent relief extension for SMSFs
- Navigating an SMSF when a member develops dementia
- Australians planning to work longer to achieve retirement satisfaction: Fidelity
- Total super assets rise to $3.4 trillion
- ‘A new decade in tax administration’: Chris Jordan speaks of challenges ahead
- ATO updates information on providing SMSF details for employers
- Inflation expectations hit 7-year high
- Why more millennials are turning to SMSFs
- New updates to online services for SMSF auditors to begin next year
- Court dismisses claim against SMSF in contract case
- FASEA urged to fix confusing wording in standards
- Advisers cautioned on statistic variations on investment allocation for SMSFs
- SMSFs warned on balancing ‘tightrope’ expense risks from NALI
- Research and invest on more than 30 global exchanges, with one cost-effective solution
- SMSF assets continue to climb in September quarter
- Major bank facing legal proceedings over insurance in super fees
- Buoyant markets drive changes in asset trends for advisers
- ATO issues warning on investment scams targeting SMSFs
- SMSFs hitting ‘roadblocks’ with rollovers under SuperStream
- SMSF industry poll launches ahead of upcoming federal election
- ASIC releases guidance on limited advice
- Navigating in-specie traps when transferring assets to SMSF
- ATO releases new guidance on SMSF life cycle management
- How Evolv’s client portal delivers valuable SMSF audit benefits
- Family trust case raises big questions for SMSFs
- Evidence requirements in tax cases causing unnecessary ‘burden’
- ATO provides deadlines for early access to super over Christmas
- Budget measures for SMSFs delayed till 2022
- 3-day time frame for SuperStream still proving challenging
- New platform tackles affordability of advice issue
- Practitioners warned on impact of NALI changes on in-specie transactions
- Draft legislation released to rectify legacy pension issues
- Bankruptcy case raises key SMSF compliance lessons
- AAT reduces adviser ban for false BDBN witnessing
- SMSFs warned on increase in trust and SMSF legal disputes
- ATO releases new checklist for SMSF management
- High Court decision could spark new BDBN legislation
- RBA makes last cash rate call for the year
- University of Melbourne launches intensive SMSF subject
- Cryptocurrency assets facing increased scrutiny, SMSFs warned
- Further hurdles flagged with SMSF SuperStream rollovers
- Important timing considerations outlined for SMSF strategies in 2022
- Limited number of ESA providers creating difficulties for SMSFs
- ASIC files charges against former CBA subsidiary over superannuation fees
- ATO releases new tips for navigating SuperStream rollovers
- BGL to launch corporate compliance software in Hong Kong
- ATO updates SMSF alert messages to increase transparency
- SMSFs reminded on upcoming TBAR lodgement deadline
- FPA announces new chief executive
- ThinkTank closes record $750m issue
- SMSF industry still hopeful for fix for NALI rules
- Labor promises to scrap university degree for experienced advisers
- Winners of the 2021 Women in Finance Awards unveiled
- SMSFs warned on looming federal election disruption for new super measures
- SuperMate releases last major software update for 2021
- SMSFs face structural challenges with large benefit transfers in pensions
- ATO flags scheduled maintenance for SMSF services
- SMSFs reminded of auditor requirements
- SuperStream posing potential compliance issues with court orders
- Gain exclusive access to HALO’s out-performing thematic share portfolios
- New amendments to help fix ‘unintended consequences’ for legacy pensions
- ATO provides further clarity on director ID process
- SMSF Association appoints new board member
- SMSF expert highlights key contribution strategies for 2022
- ASIC bans financial advisers over SOA compliance issues
- Court makes determination in bankruptcy case involving SMSF
- Industry fund launches new tool to boost access to advice
- Auditor flags lingering ‘teething problems’ with independence changes
- ASIC sues OnePath over fees for no service misconduct
- SMSFs warned on emerging compliance challenges with NFTs
- SMSFs expected to be spared from major changes in budget
- ATO outlines Commissioner’s discretion on super benefit breaches
- Advisers reminded of closing education pathway
- Advisers cautioned on ‘fundamental flaw’ impacting SMSF investment allocation
- ‘Advice sector is in turmoil’: Labor MP
- ‘Extremely limited’ rollover options for defined benefit pensions
- Superannuation advice to be examined under Quality of Advice Review
- Government proposes an ‘experience pathway’ for existing advisers
- ATO releases final PCG on professional firm profits
- ASIC announces 2022 financial adviser exam dates
- ATO provides further guidance on SuperStream issues
- Sydney adviser hit with two-year ban
- ATO releases update on reporting of market-linked pensions
- New director ID regime reaches nearly 200k applications
- Government to make changes to super co-contribution regulations
- BT to cease SMSF administration service
- Additional ID checks causing SuperStream rollover delays
- Proxy advice reforms to impact outcomes for super members
- Further clarity provided on SMSF breaches with SuperStream
- CSLR changes to add ‘significant cost and complexity’, says IPA
- ASIC to release guidance on operation of FSCP early next year
- ASIC cancels licence of wealth management firm and bans 2 advisers
- Further details released on transition process for BT’s SMSF clients
- ‘Unnecessary complexity’ must be removed to simplify advice process
- Important details highlighted with power of attorney decisions
- Death benefit payments flagged as key technical issue for 2022
- SMSF sector headed for big ‘period of transition’ next year
- Important checklist items for reviewing SMSFs
- Advisers playing bigger role in mental health, family advice
- Property valuations still 'high on the audit hit list'
- Important steps highlighted with lump sum payments, death benefit pensions
- Documentation critical with rental relief, SMSFs reminded
- Advice regulation predicted to see ‘significant change’ this year
- Advisers warned on liability risks with director ID process
- ASIC releases guidance for tax (financial) advisers
- CPA Australia flags concern on CSLR ‘shortcomings’
- Property valuations still causing SMSF audit delays
- ‘Clearly articulated policies’ around services vital with NALI
- 6-member SMSFs proving popular for older trustees
- Audit firm flags concerns about identifying NALI issues
- Adviser numbers predicted to see further reduction ahead of 2026
- Issues flagged with use of external SuperStream providers
- Financial burden of COVID sees rise in illegal loans to members
- Government’s super fund comparison tool records 1m visits
- ‘Election years rarely bode well for superannuation’: SMSF Association
- Headaches arising for deceased estates without administrators
- SMSF professionals warned on NALI traps with bundled fees
- Financial services company acquires Topdocs Legal
- BT highlights top priorities for advisers this year
- AFA CEO steps down after 5 months
- NALI outcomes still unclear for certain related-party loans
- SMSFs turn to unusual investments in low-return environment
- AIOFP calls advice industry to unite ahead of election
- SMSFs warned against relying on potential NALI changes
- Critical considerations highlighted with pension commencement
- ATO urged to address ‘super rip-off’ impacting Qld workers
- Latest COVID wave ‘creating chaos’ for SMSF audits
- Investment strategies, insurance ‘important theme for 2022’
- Technical expert debunks myths around financial dependency relationships
- ‘Tsunami of work coming’ in lead up to lodgement deadline
- Retirement-specific products still seeing limited adviser uptake
- Industry called on to help address ‘complex’ financial services laws
- CFS faces scrutiny under class action
- ASIC nudges insurers over new AFS obligations
- ASIC issues warning to SMSFs on cryptocurrencies
- Advisers cautioned on risk of waiting for legacy pension amnesty
- COVID outbreak sees SMSFA conference postponed
- NALI tax consequences ‘ginormous’ for contributions, super funds warned
- Tax Institute pushes for July 2023 start for new TBAR system
- South Australians losing $283m in super contributions
- Statewide Super hit with $4m penalty over misleading members
- Transitional period needed for new TBAR system, says SMSFA, NTAA
- Franking credits off policy agenda, Labor reaffirms
- Dixon Advisory files for voluntary administration
- ATO warns SMSFs on impacts of new insolvency legislation
- Industry fund insists Federal Court penalty will not be paid by members
- Government launches death notification service
- Safe harbours needed for reporting estimates, says Tax Institute
- Contributions case involving ‘COVID victim’ provides important lesson
- ATO updates process for requesting non-binding advice
- ‘Absolute minefield’: Auditor outlines major bugbears with valuations
- Making SoAs shorter ‘not enough’ to make advice easier for clients
- Greater transparency needed for director ID holders: CA ANZ
- ATO’s late lodgement focus set to continue this year
- Advisers reminded on work test with CGT concessions
- ‘The pendulum has swung too far’: Why advice industry should be ‘optimistic’ ahead of election
- Government unveils plans for Open Finance
- ATO flags action on SAR lodgement for 2022
- SMSFs warned on ‘narrow’ access rules impacting stamp duty transfers
- Effects of COVID-19 to shape advice industry ‘for many years to come’
- ATO urges vigilance on ongoing threats impacting client information
- CFS highlights grey areas with CGT exemption rules
- General transfer balance cap to remain at $1.7m this year
- SuperStream failures pose ‘liability risk’ for SMSF professionals
- Government urged to address lingering issues with advice reforms
- FSC continues to raise CSLR concerns
- SMSFs warned on potential rise in illegal early access schemes
- ‘Great potential’ for advisers with incoming retirement income covenant
- SMSFs reminded on administrative changes for unallocated reserves management
- Regulator promises ‘firm supervisory action’ on underperforming funds
- Proposed experience pathway may disadvantage ‘dual hat’ advisers
- ‘Catastrophic consequences’: Government lobbied on NALI rules
- Technical expert provides tips on SMSF investment strategies
- RBA makes first cash rate call for 2022
- Planning strategies flagged with family law super splits
- ATO releases new guidelines to combat identity theft
- Government urged to prioritise legacy pension amnesty
- Reclassifying wholesale investors to inflict ‘significant’ disruption on advisers
- Ambiguity surrounding SMSFs in DDO provisions posing risk to advisers
- Australia’s super system facing multiple threats, says CPA
- Technical expert outlines reserve strategies for legacy pensions
- ATO debt recovery changes to strain AAT resources, increase burden of proof
- Important detail highlighted in legacy pension draft regulations
- ASIC told to extend relief around superannuation calculators
- Government urged to simplify transfer balance cap in upcoming budget
- Federal Court hands down $6m penalty over inappropriate retirement advice
- Bluestone to launch SMSF and construction loans this year
- SMSF Association calls for practical approach to non-geared unit trust breaches
- ‘FASEA got it wrong’: Government urged to change education standards proposal
- ATO provides clarity on SuperStream and family law super splits
- HUB24 acquisition of Class receives green light
- ATO issues reminder on SAN misuse mail-out
- ASFA pushes for higher taxes in super for high-income earners
- FASEA’s ‘one-size-fits-all approach’ has failed, says CA ANZ
- BGL releases new Simple Fund 360 update
- ATO urged to reconsider view on ‘attempted rectification’ in PS LA 2021/D3
- Senate committee backs industry calls to expand CSLR legislation
- ASIC criticised over ‘lack of engagement’ with SMSF industry
- CA ANZ calls for better recognition of accountants in adviser education reforms
- SuperConcepts set to launch new SuperMate
- Gen X ‘forgotten’ in recent superannuation measures
- SuperConcepts sees dip in SMSF market share
- SMSF industry calls for shake-up to wholesale investor definition
- Senate blocks reforms to proxy advice
- Technical expert flags important detail with CGT withholding regime
- Work test and contribution measures pass both houses
- SMSF wills ‘no safer than BDBNs’, SMSF warned
- Passage of retirement income covenant welcomed by FPA
- Quality of Advice Review must address lack of new entrants ‘challenge’
- SMSF auditors reminded on eSAT closure in March
- Government urged to review contribution caps
- ASIC reports on compensation for financial advice misconduct
- ATO wins appeal over SMSF trustee disqualification
- ‘Tight window’ left for remaining budget measures
- ‘Comparative analysis’ needed in light of new ECPI reforms
- BGL announces integration with advisory and reporting software
- ‘Superannuation the new glass ceiling’: CA ANZ calls for further super reforms for women
- Fresh research challenges guidance on SMSF minimum balances
- Planning opportunities highlighted with new ECPI reforms
- ATO reveals top contraventions for SMSFs
- The Fund protecting investors from market volatility
- ‘Unnecessarily harsh’: CPA, CA ANZ flag concerns with treatment of rectified breaches
- Labor pushes for CSLR to include managed investment schemes
- ATO statistics reveal pandemic’s impact on SMSF investments
- Reforms needed to prevent exodus of accountants from advice space, say CA ANZ, IPA
- CountPlus announces change of CEO and managing director
- SMSF Association appoints new chair
- Super fund fined $20m over fees for no service
- Adviser confidence on the rise as pandemic restrictions ease
- BT clears up confusion with safe harbour for CM&C test
- ASF Audits appoints new CTO
- Advisers warned on implications of recent High Court decisions
- Pre-retirement planning shows boost in advice adoption and financial literacy
- Accounting and advice industries prefer Coalition, new research reveals
- BDBN legislation in need of overhaul, says Tax Institute
- ATO flags common errors emerging from SuperStream rollovers
- Advisers urged to consider younger SMSFs in advice service offering
- APRA proposes updates to super data transparency
- Fixing advice the ‘great unfinished business’, says Stephen Jones
- Industry still waiting for final ‘jigsaw piece’ with work test repeal
- Blockchain, open banking fuelling ‘wave of innovation’ in SMSF space
- Super funds urged to adopt new super splitting initiative
- Cryptocurrency exchange sees 25x jump in SMSF accounts 
- Tax effect accounting vital in family law super splits
- ATO issues draft guidance on trusts
- Changes to SMSF performance calculation welcomed by SMSFA
- Profitability is shrinking across the advice industry, new report shows
- Current advice model ‘busted’, says Labor MP
- SMSFs still experiencing delays with SuperStream
- Quick action on bankruptcy issues critical for SMSFs, says technical expert
- Accountants ‘have important role to play’ in digital transformation
- AAT upholds termination decision for SMSF accountant
- SuperConcepts releases next generation of SMSF software SuperMate
- SMSF professionals perform vital ‘honest broker’ role in divorce
- Support grows for $5m super balance cap
- ASIC releases draft guidance on Financial Services and Credit Panel
- SMSF investors awarded damages in recent litigation case
- Accurium clarifies common area of confusion with segregated method
- RBA makes cash rate call for March 2022
- Small businesses urged to bolster cyber-security measures
- Tribunal upholds ATO’s decision in excess contributions case
- Advice regulation needs ‘consumer-centric’ focus
- Problems loom for conservative choice products ahead of performance tests
- Industry urged to recognise advice needs of women
- Commissioner’s remedial powers need transparency, says SMSFA
- Women still behind on super contributions, research shows
- CFS clarifies common downsizer query with subdivided land
- Digital advice critical to resolving advice gap, says advice provider
- Government registers regulations for work test repeal
- Current advice definitions causing ‘significant confusion’ for consumers
- Education standards, not the only reason advisers are leaving the industry
- SMSFs warned over ATO discretion on early access benefits
- ASIC swoops on SMSF auditors in reciprocal audit crackdown
- Women facing ‘structural impediment’ under current advice framework
- Removing ‘age discrimination’ from super a positive step
- BGL partners with Cointree to provide cryptocurrency price feed
- ASIC undertaking review of SMSF performance research
- SISFA members to vote on merger with Tax and Super Australia
- Government rejects proposal to add super to paid parental leave scheme
- ASIC announces final sitting dates for 2022 exams
- SMSFs cautioned on key pitfalls during BDBN set-up
- Australian businesses warned to prepare for cyber-warfare attacks
- Rejecting parental super "hurts hundreds of thousands": CPA
- SuperStream issues causing grief for SMSF audits
- SMSFs warned on NALI dangers with employer share schemes
- Melissa Caddick scam highlights fraud risks for SMSF auditors
- SMSFA slams proposed cap for super balances
- Proposed AFCA funding model could reduce burden on advice firms
- SMSFs cautioned on NALI risks with trustee services for unit trusts
- Law firm sheds light on financial dependency and death benefits
- ‘The bar is raising’: New study reveals top expectation of financial advisers
- SMSFs warned on commutation traps affecting death benefit pensions
- A new tool for SMSFs makes investing in real estate simple
- TR 2010/1DC offers promising news for ESS and SMSFs, says law firm
- Stake Super adds cryptocurrency to investment platform
- SMSFs reminded on ‘catastrophic’ consequences of accidental vesting
- Terms of reference for advice review receive mixed response
- Federal Court dismisses appeal over death benefit dispute
- Total SMSF assets climb to $877bn during COVID
- Work test changes prompt ‘big focus’ on recontribution strategies
- BGL adds company constitutions to compliance software
- Capital losses a critical consideration for ECPI decisions
- Expansion of CDR will help support retirement decisions, says Treasury
- ATO updates online services for recontribution of COVID payments
- HALO Technologies Holdings Ltd IPO is open to investors till 4 April 2022 and filling fast
- ATO announces temporary measure to address SuperStream issue
- SuperStream breaches predicted to be ‘huge’ for SMSFs
- ASIC’s latest auditor enforcement action the ‘tip of the iceberg’
- Important detail flagged with in-house asset limit
- SMSFs reminded on director IDs as April deadline approaches
- Federal Court case provides lessons for AFS licensees
- ‘World of pain’: Huge NALI risks emerging with SMSF property development
- ATO urges urgent action on cyber security
- Little ‘wiggle room’ with payment standards, SMSFs warned
- Common misconceptions flagged with deceased estate taxes
- ASIC puts influencers on notice over unlicensed advice
- SMSF loan provider acquired for $1.5bn
- Research shows reduction in superannuation gender gap
- ATO flags system error with COVID-19 recontributions
- Licensee charged with anti-hawking offences involving super
- Tesla, Square, Visa, PayPal among many others have warmed to Crypto – and SMSFs are following suit.
- Government outlines terms for taxation of digital assets review
- Government announces plans to rectify NALE issues
- Tax rethink aims to make Australia a crypto hub
- ATO provides ‘welcome’ guidance on NALI for LRBAs
- Technical expert flags traps with deemed contributions
- Critical step highlighted with ATO’s rollover relief measure
- ASIC ramps up surveillance of managed fund marketing
- Government urged to apply NALI fix retrospectively
- ‘Decimated and shattered’: New survey looks at adviser’s mental and emotional health
- ATO upgrades Online services for SMSF auditors
- Work test repeal opens opportunities with UK pension transfers
- SMSFs reminded on deadline for appointing auditor
- SMSF identity fraud on the rise, warns ATO
- SMSFs urged to review BDBNs ahead of High Court decision
- Explicit documents critical for avoiding NALI tax bills
- SMSFs warned on NALE uncertainty
- SMSF industry welcomes halving of minimum pension for FY 22-23
- ATO working on fix to SuperStream ‘pain point’ with APRA funds
- SuperConcepts outlines budget predictions
- Over 70 financial services misconduct matters remain before the courts
- ATO provides update on Australia Post SuperStream rollout
- Automatic flip with TRISs can cause ‘nasty TBC excess’
- Government intervention in super a ‘low priority’ for consumers
- Budget delivers ‘stability’ for superannuation policy
- SMSFs warned on ‘taking liberties’ with trust distributions
- Expansion of CDR a potential boon for advisers
- ATO rules out extending compliance relief for NALI
- Budget missing ‘fundamental’ super reforms, says HESTA
- ATO reports ‘alarming increase’ in non-lodgment
- Advisers reminded on major consideration with downsizer
- Private equity valuations still causing headaches for audits
- Product and advice must be separated to make industry a ‘genuine profession’
- COVID still impacting SMSF audit process for elderly clients
- Advisers missing ‘serious question’ with pension set-ups
- ATO scales up SMSF compliance program as ACRs rise
- Coalition, Labor concede concerns over 100A
- Despite recent market dip, Bitcoin continues to outperform high growth funds – and SMSFs are taking notice
- ASIC ramps up compliance activity in SMSF audit space
- Government registers regulations to fix legacy pension headache
- Clarity provided on confusing aspect of work test changes
- Fraudsters using cold calls to target SMSFs, ATO warns
- Macquarie facing court over alleged SMSF fraud detection failures
- Regulations to reduce pension drawdown rate now registered
- RBA announces cash rate decision for April
- ATO to investigate 1,300 instances of SAN misuse
- SISFA and Taxpayers Australia merger receives green light
- SMSFs warned on dangers of waiting for NALE changes
- Court upholds AFCA decision on death benefit payment
- Macquarie responds to ASIC court action
- ‘Slashing advice paperwork’ top priority for industry reform
- ATO flags ‘concerning findings’ in SMSF research
- Traps still lingering with electronic execution for SMSFs
- ASIC repeals temporary relief for financial advice
- Regtech could solve finfluencer conundrum, ASIC says
- New regulations present planning opportunity for legacy pensions
- Treasury mulls big changes for modernising SMSF documents
- A guide to the new regulations impacting legacy pensions
- Technical expert flags traps with Part 8 associates
- SMSFs warned on emerging NFT hurdles
- Further guidance needed on testamentary trusts and borrowings
- Tax-free components critical for optimising death benefits
- Superannuation trustee penalised over insurance commissions in super
- We could have done better with 100A, says ATO
- Questions I should ask before using my SMSF to buy real estate
- Auditor provides tips for avoiding valuation headaches
- Court dismisses appeal in fraud case
- ATO publishes ECPI checklist for SMSFs
- Labor MP pledges to address advice industry in ‘meltdown'
- UK pensions expert highlights ‘hybrid strategy’ with transfers
- Emerging litigation risk flagged with death benefits
- Automated SMSF advice service launched
- BGL releases new software in Singapore
- CFS flags hidden traps with work test changes for retirees
- SMSFs warned on member definition traps with disputes
- AIST commits to keeping super in focus throughout election campaign
- Major parties urged to address ‘bureaucratic treatment’ of SMSFs
- SMSFs cautioned on ‘antiquated rule’ with death benefit payments
- ASIC suspends Dixon Advisory’s AFS licence
- Heffron appoints new head of product
- Misconception with life insurance leading to missed opportunities
- SMSF’s 4 most popular crypto investments
- Investment strategies to follow through the Russia - Ukraine conflict to protect your investments
- Stocks, cyrpto and property a big focus for younger SMSF investors
- SIS compliance the next big step for AI, says BGL
- BT Panorama sees jump in SMSF funds under administration
- ATO position ‘has litigation written all over it’
- ATO provides clarity on nil member balances
- SMSFA works with APRA funds to standardise SuperStream verification
- ‘Stupid’ advice regime has huge mental health cost
- Industry suffering ‘disconnect’ on how advice is delivered
- ATO seeing ‘big shift’ with in-house audits
- DDO regime still ambiguous for SMSFs
- ATO ruling may offer solution to NALE issues
- Westpac ordered to pay $113m after multiple legal actions
- SMSFs urged to consider pension classification approach
- SMSFs reminded on cryptocurrency risks as marketing intensifies
- Over 2,000 financial advisers to exit in 2022
- Trust deed details critical for BDBN planning, advisers cautioned
- ATO ramps up identity fraud detection for new SMSFs
- Joint bodies welcome research on retirement standards
- Super fund slapped with infringement notices
- Deadline looming for quality management standards
- ‘Burning platform’: Retirement covenant speeds up digital advice for super
- ATO reports back on TBAR consultation
- Auditor fee referral threshold set to be revised
- SMSF account openings shift from self-directed to advised clients
- Potential director ID breaches flagged with EPOAs
- ATO outlines main drivers of rise in contraventions
- Count Financial continues acquisitions with another recruit
- FPA pushes for tax agent portal, greater industry certainty
- Lawyer provides important tip on EPOA start dates
- SOA, disclosure documents in need of overhaul
- Labor flags plans to improve MyGov access for advisers
- Breach reporting regime taking its toll on financial services sector
- RBA lifts rates 0.25%
- Safe harbour provisions ‘not the problem’, says Stephen Jones
- SMSF firms warned on ‘weak points’ with cyber security
- Trustees cautioned on practical considerations with SMSF wills
- Weaponised 100A needs a rewrite: CA ANZ
- Lawyer flags ‘difficulties’ in managing time frames for family law splits
- Concerns raised with ATO’s ‘black letter approach’ to legislation
- SMSFs warned on common breaches with 13.22C entities
- AIOFP pushes mental health of advisers as top priority for next government
- SMSF auditor numbers continue to dwindle
- Class launches trust lodgment functionality
- Licensed advice traps flagged as SMSF tax planning kicks off
- Federal Court finds advice group failed to manage cyber security risks
- Pensions being lost in advice regulation discussion
- ‘Jury still deliberating’ on success of SuperStream for SMSFs
- SuperConcepts makes senior appointments in growth division
- Social media referrals remain a challenge for advice practices
- CFS clarifies confusion around age limits for work test changes
- Australia Post’s ESA service for rollovers now live
- Implications for SMSF appointors in discretionary trust case
- ‘Businesses must learn’ from landmark RI Advice court decision
- The importance of record-keeping of crypto transactions for every Australian SMSF
- Smaller SMSF firms disadvantaged under NALI rules
- Further traps highlighted with work test changes
- Investment strategy considerations outlined with NFTs
- Quality of Advice Review presents opportunity to ‘rebuild adviser numbers’
- New detection strategy uncovers increased SAN misuse
- Court hands down decision in SMSF death benefit case
- Technical expert highlights carry-forward contributions strategy
- 100A audits now ‘a lottery’
- Standing instructions important for ‘ad hoc pension payments’
- SMSFs urged to take action on legacy pension regulations
- Part IVA risks flagged with contribution reserving strategies
- Auditors told not to rely on ATO’s disqualification emails
- Hume declares 'the worst is over' for advisers, backs finfluencers
- 1 July changes may prompt trust deed updates
- ASIC outlines cyber security expectations for AFS licensees
- Calls for safe harbour provisions to be recasted as ‘indicative behaviours of compliance’
- APRA funds expected to see spike in ENCC release authorities
- Super for housing policy ‘weakens sole purpose of super’
- Does SMSF need a new Brand Identity?
- Downsizer changes announced ahead of looming election
- Former adviser sentenced over forged wholesale client certificates
- Commercial property and SMSFs: the secret weapon in business owner’s back pockets
- Trust deeds may offer guidance on NALE issues
- ‘Devil in the detail’ with super for housing policy
- Heffron provides tips and traps on recontribution strategies
- Push for advisers to unite for Quality of Advice Review submission to Treasury
- Recent case prompts important planning discussion for SMSFs
- Tax traps flagged with restructuring of trusts
- ATO reminds 6-member SMSFs to update details
- APRA funds warned on consequences of unchecked errors for members
- Switch to lifetime super cap, says CA ANZ
- Managing taxable component crucial for safeguarding against tax
- Contributions timing ‘more important than ever’ with new changes
- ATO SMSF registration checks on the rise
- SMSFs slipping behind on TBAR deadlines
- ‘Beware’ of personal guarantees and NALI, SMSFs warned
- BGL appoints new head of Simple Fund 360
- CountPlus announces new CEO
- What a Labor government means for the SMSF sector
- SMSFs urged to rethink BDBN approach following court case
- Critical EOFY checklist items highlighted for SMSFs
- Partners Wealth Group announces new head of Partners Private
- SMSFs urged to review loans amid rising interest rates
- Estate planning issues flagged with single-member funds
- Advocacy group calls for improvements to retirement system
- Common industry practice leaves SMSFs in potential NALI territory
- Technical expert provides tips on preventing in-house asset breaches
- Audit ramifications putting SMSFs off crypto-assets
- SMSFs outpace APRA funds with 12% growth
- Labor pushed to deliver ATO data access to advisers, administrators
- RBA rate rise spurs mixed response from SMSF lenders
- Work test changes open up TBC strategies for couples
- ASIC cancels AFSL of financial services firm
- ASIC chair says exam concerns ‘a matter for government’
- ATO flags changes to TBAR reporting
- ASIC cancels registration of 10 SMSF auditors
- Work test changes remove ‘safety valve’ for contribution mistakes
- SMSFs reminded on quirks with contributions timing
- ATO view on member benefit payments a ‘Pandora’s box’
- How to choose the right crypto exchange for SMSFs
- Advice industry to shed 2,400 advisers by year's end
- ‘Trigger ages’ an important focus with new changes
- Advisers warned on licensee restrictions with recontribution strategies
- New AFCA funding model to kick off in July
- BGL appoints head of ecosystem
- ‘Catch-22 situations’ with NALE unresolved as 1 July looms
- Clarity provided on confusing area with EPOAs, individual trustees
- BT outlines EOFY tips for super
- Accounting and advice firm mergers predicted to accelerate
- High-risk factors for NALI flagged
- Stephen Jones appointed as Financial Services Minister
- BGL adds trust tax electronic lodgment to Simple Invest 360
- SuperStream to ‘rear its ugly head’ at audit time
- Renewed calls to scrap ‘nonsense’ exit fee for auditors
- Cost of living pressures hitting retirees
- Safe harbour interest rate rises for related-party loans
- 1 July changes to exacerbate member benefit payment issue
- Strategies flagged for managing a client’s TSB
- General advice term ‘should be scrapped’
- SMSFs warned on rate rise impact as RBA decision looms
- Disclaimers needed in ‘period of ongoing uncertainty’
- ASIC announces financial reporting changes for AFS licensees
- Addressing ‘hidden costs’ in consolidating super
- What’s the ATO’s current stance on crypto and SMSFs?
- RBA makes cash rate call for June 2022
- Part IVA risks flagged with tax planning and capital losses
- ATO issues warning to late lodging SMSFs
- SuperConcepts reaches first milestone with onboarding process
- ASIC slaps Spaceship Capital chairman with ban
- ATO to extend compliance relief for NALI
- Court freezes funds of alleged SMSF property spruiker
- Aussie fintechs announce ‘historic’ merger
- Further calls to expand ATO portal to wider SMSF sector
- Timely action needed on UPEs ahead of 30 June
- Succession planning becoming top SMSF query
- Industry responds to amended audit fee standards
- Investment property app launched for SMSFs
- Active Super and Vision Super explore potential merger
- ASIC issues guidance on warnings and reprimands for advisers
- Safe-deposit box closures causing headaches for SMSFs
- Advisers urged to adopt sophisticated retirement modelling
- SMSFs reminded on limitations of PCG 2020/5
- Collectable asset rules a barrier to holding NFTs
- ATO to issue 100A tax time guide this week
- ASIC levy reduction ‘a welcome relief to all’ in advice industry
- ATO responds to GST case involving SMSF
- SMSFs reminded on record keeping ahead of new FY
- ASIC raises concerns about greenwashing by super funds
- Practitioners advised not to skip the basics with downsizer
- High Court delivers landmark decision on BDBNs
- Internet research, word of mouth driving SMSF setups
- ‘Broken’ advice system needs accountants to fill gap
- BGL appoints Simple Fund 360 connected services manager
- ATO statistics show 12 per cent jump in SMSF assets
- Proportion of advised SMSFs declining
- Professionals urged to review profit allocation ahead of 1 July
- Spike in wholesale investors ‘a canary in the coal mine’
- ATO disqualifies 83 SMSF trustees in March quarter
- SMSFs embracing managed funds, ETFs, new research shows
- Court orders retrial for former SMSF adviser
- SMSFs embracing managed funds and ETFs, new research shows
- Push to remove 'failed' limited licensing regime
- SMSF adviser convicted for breaching banning order
- Investment bonds flagged as useful estate planning tool
- Limited take-up of refinancing for related-party loans
- SMSF administrator ordered to pay penalty over marketing
- Details unveiled for proposed strategic advice model
- Just over 40% of advisers pass May exam
- Tax time guide offers path through 100A
- Advisers cautioned on ‘disaster’ scenario with work test changes
- BGL releases SMSF annual return for 2022
- SMSFs warned on ambiguous clauses after High Court decision
- NSW Duties Act changes ‘a potential minefield’ for SMSFs
- Data access an unnecessary ‘friction point’ for advisers
- Law firm flags 'damaging' trust deed requirement
- Tax Institute highlights priorities on SMSF policy front
- ATO takes aim at ‘reckless’ claims of legal privilege
- ATO flags early release concerns with lapsed lodgers
- Recent change spurs new discussion around children and SMSFs
- Important nuances highlighted with advice on pension assets
- ASIC warns super trustees over performance test communications to members
- Aggressive approaches to work test may attract ATO scrutiny
- SMSF audit industry to see ‘second wave’ of migration
- Increasing proportion of accountants assisting with SMSF setups
- SuperConcepts rolls out latest SuperMate software update
- SMSF data reveals significant workload increase borne by advisers
- BGL obtains mental health skilled workplace accreditation
- Court examines AFCA determination involving SMSFs
- ATO flags changes to treatment of military invalidity payments
- SuperConcepts launches chatbot function
- LightYear Group appoints new director to board
- SMSFs cautioned on wash sales as ATO issues warning
- ATO outlines new TBAR framework for SMSFs
- Downsizer announcement creating confusion for members
- 'Current regulatory approach is preventing innovation', company says
- Heffron outlines impact of streamlined TBAR reporting
- Court case reignites debate on reversionary pensions, BDBNs
- Mercer to face court over alleged misrepresentations
- ASIC hands down three-year ban to Melbourne adviser
- Law firm outlines options for SMSFs with major deed issues
- Audit risk areas flagged for SMSFs for FY21–22
- FPA releases new toolkit for video SOAs
- Vanguard proposes complete overhaul of financial advice
- Heavy cryptocurrency exposure to attract auditor scrutiny
- ATO flags common TBAR errors ahead of new framework
- Court case highlights misapprehensions with contractors and SG
- RBA announces another cash rate rise for July
- Advisers urged to review TTR strategies after SG increase
- ASIC releases guidance on superannuation calculators
- Quality of Advice Review must ‘remove adviser and licensee fear’
- SMSFs warned on trust deed limitations with beneficiaries
- SMSF auditor numbers continue downward trend
- ATO updates guidance on SMSF voluntary disclosure
- SG increase to impact first home super savers
- RBA rate raises ‘will need to keep going’
- Law firm flags critical timelines for objecting ATO decisions
- BT pushes for simplified SOAs for strategic advice
- ECPI changes raise procedural questions for SMSF firms
- CFS launches FirstWrap mobile app
- ISA calls for tougher consumer protections on SMSF advice
- ASFA welcomes review of MySuper performance tests
- Big questions surrounding experience pathway measure
- Super funds post lowest returns since the GFC
- BGL announces integration with gold investment platform
- LightYear Docs launches crypto discretionary trust
- ASIC deregisters five SMSF auditors
- ATO releases new trustee guide on SMSF windups
- Assessing non-compliance a critical step with super splitting
- Implications for pension planning with likely TBC increase
- SuperMate launches integration with investment platform
- ATO updates guidance on TBAR for legacy pensions
- July exam ‘last chance’ for advisers eligible for October extension
- Former director charged with unlicensed advice offences
- Law firm flags ‘common pitfalls’ in super splitting process
- ATO outlines approach on trustee disqualifications
- New software integration to streamline company incorporations
- ATO announces new information features for contributions
- SMSFs urged to weigh up practical issues with private company investments
- Dutiable property requires extra care in super splitting process
- 1 July changes prompt rethink on pension planing
- Advisers warned on common errors with notices of intent
- Sub-trusts ‘redundant’ under final Div 7A ruling
- Consumers support significant decrease in cost of advice
- NALI issues left in Labor’s ‘in tray’: CA ANZ
- Nil member balances a sign of potential issues, ATO cautions
- ATO outlines compliance approach as COVID relief ceases
- Younger Australians investing more in their super
- Accountants ‘well-qualified’ to satisfy advice demand
- AFCA reports significant drop in inappropriate advice claims
- Auditor flags common SMSF audit issues with crypto
- Critical steps flagged with notices of intent
- Focus on outcomes 'vital in wake of COVID'
- Death benefits decision ‘will fail to halt SMSF disputes’
- Unregistered investment scheme operator charged with fraud
- Recent changes pose potential trap for grandfathered pensions
- Only half of Aussies optimistic about their superannuation savings
- Government called on to assist farmers with financial planning services
- NALI ‘not going away anytime soon’
- Revised TSB calculation can help maximise NCCs
- Valuations still on the radar for SMSF auditors this year
- BT Panorama sees slight dip in SMSF FUA
- 'Crucial piece' missing in the adviser-client relationship
- ‘Finite contributions window’ flagged with reversionary pensions
- SMSFs warned on common mistakes with bare trusts
- Outraged CA ANZ member plans AGM assault on board
- SuperConcepts makes key appointments in technology team
- BGL to accept crypto as payment
- Court hands down orders in family trust dispute
- Hidden complexities with TSB calculation
- Elder abuse issues raised with electronic execution changes
- CFS flags critical step for avoiding ‘nightmare’ with recontributions
- Draft bill released on tax changes to military super benefits
- ATO outlines process for financial hardship requests
- SMSF Association announces new CEO
- CA ANZ member abandons campaign against board
- ATO expected to scrap SuperStream relief by year end
- Tax Office homing in property deductions, SMSFs warned
- SuperConcepts launches new learning centre
- SMSFA calls on APRA-regulated funds to standardise verification requirements
- Michelle Levy flags concerns about accountants’ advice proposal
- ASIC uses DDO stop orders on three firms
- 50 financial services matters still before the courts
- ‘Environment of fear’: Advisers terrified of regulator action
- Variations in EPOA laws can cause an ‘administrative nightmare’
- Trustees warned on repercussions of ignoring valuations
- ASIC suspends AFSL of wealth management firm
- ‘Confusing’ advice definitions leading to disputes: AFCA
- Implications for SMSFs in recent family trust case
- BGL announces electronic lodgement for PAYG payment summaries
- Latest advice complaints data shows 'rapid professionalisation' of sector
- RBA announces cash rate decision for August
- IPA calls for ASIC’s powers to be stripped
- SMSFs cautioned on testamentary trust trap
- ASIC bans adviser over misleading conduct allegations
- SuperCentral releases new compliance technology platform
- Class appoints four extra general managers
- Downsizer contributions surge to over $10 billion
- Dixon Advisory clients told to act quickly on claims
- ASIC releases new guidance on disciplinary panel
- Technical strategy day returns as in-person event
- Uninformed disclaimers offer little protection, lawyer warns
- Advisers may have ‘obligation’ to consider recontribution strategies
- Gadens releases new updates for breach reporting tool
- APRA expecting some products to fail in second MySuper performance test
- ‘The poster child for red tape’: SuperStream tipped to cause maximum grief this year
- Stepchildren still a big ‘grey area’ in terms of death benefits
- LightYear Group announces expansion in HR documents
- Age for downsizer super scheme to drop to 55
- More frequents reviews needed for volatile assets
- Former adviser banned following conviction
- Legal trap flagged for SMSFs with child members
- Government expected to 'move' on addressing education standards
- PI insurance a critical factor when scoping advice services
- Unpaid present entitlements may 'raise questions’, SMSFs cautioned
- Experts highlight complexities with crypto and SMSFs
- Bill to change CSHC thresholds introduced
- Sophisticated investor definition ‘complicated’ in SMSF context
- Court decision provides another option for bankrupt SMSF members
- ASIC identifies concerns with dispute resolution by super funds
- Stephen Jones announces consultation on education standards and adviser exam
- Submissions open for Women in Finance Awards 2022
- SMSFA flags ‘murky’ area of sophisticated investor definition
- Risk of contravention with overpayment of trust distributions
- Dixon Advisory collapse highlights need for broad-based CSLR
- COVID payments had ‘detrimental’ impact on retirement savings
- AAT upholds ATO decision in SMSF pension payments case
- SMSF industry facing ‘HR nightmare’
- Heffron flags traps with future service tax deductions
- Crypto buyers fail to understand risks, ASIC says
- BGL integrates with SuiteFiles
- AAT upholds SMSF trustee disqualification
- Law firm highlights complexities with related party builders
- ASIC's new breach reporting regime resulting in 'unnecessary compliance burden'
- SMSF auditor refused stay of disqualification decision
- Younger Australians driving spike in SMSF establishments
- Grey areas flagged in NFT investments
- SMSF Association updates e-learning modules
- TBAR transition may cause mix up with events, SMSF warned
- Director IDs a 'silent compliance bomb'
- Regulators must put 'more trust' in advice industry
- Advisers reminded on important CGT planning tip
- Vital to keep notes, accountants told after trustee points finger
- Staff shortages blamed for huge drop in on-time lodgements
- Ensure you appoint an auditor before SAR, warns ATO
- Audit rule ‘the source of most disruption’
- Advisers cautioned on possibility of TBC ‘freeze’
- SuperStream still a ‘work in progress’
- Clarity on disclosure requirements vital in Quality of Advice Review
- 'We're trying to solve the problem': Why advisers and accountants working together is a good thing
- Withdrawal strategies before death require careful consideration
- BGL adds document reminders to CAS 360
- Michelle Levy wants to see 'a diverse industry' following Quality of Advice Review
- Pensions to face tougher scrutiny under new TBAR system
- ATO clarifies critical reporting deadline with TBAR transition
- New speaker revealed for technical strategy day
- Federal budget could deliver ‘nasty’ surprises
- FPA pushes for urgent extension of ASIC industry levy freeze
- ATO flags common TBAR errors with commutations
- Proof of ownership flagged as ‘biggest’ crypto issue for SMSFs
- Over $3bn compensation paid or offered for financial advice misconduct
- Netwealth announces major leadership change
- Collapse of crypto platform raises big CGT questions
- ATO puts late lodging professionals on notice
- Labor committed to legislating objective of super
- Recent decision highlights risks for advisers with incapacity
- SuperStream compliance issues could ‘blow up’ in 2022
- Michelle Levy ‘absolutely’ agrees advice sector has been subject to ‘overregulation’
- No plans to tighten TBAR timeframes further, says ATO
- Winners of the 2022 SMSF Awards unveiled
- Super fund hit with penalties over advice breaches
- ASIC calls on super funds to improve their TMDs
- ‘We don’t want to repeat the FASEA model’: What education standards consultation must address
- Finance bodies welcome proposals for sweeping overhaul of advice rules
- QAR proposals ‘a breath of fresh air’ for advice industry
- Limitations on crypto advice enabling scams to flourish
- SMSF firms urged to review services ahead of TBAR change
- New data suggests education reforms could benefit 7,500 advisers
- Documentation key in preventing ‘disappearing crypto’, SMSFs told
- SMSFs warned on common issues with unit trust deeds
- SMSF professionals warned on risks with outdated deeds
- Low adviser numbers to feature at jobs and skills summit
- Court orders removal of trustee in testamentary trust case
- Advisers cautiously optimistic about QAR proposals
- Trust deed more critical for BDBNs after Hill v Zuda
- FPA and AFA announce intention to merge
- Jobs summit $1.1bn boost for TAFE ‘just one piece of puzzle’
- ATO data reveals 250 trustee disqualifications for 2021–22
- SMSFs told to review investments amid ‘tightening property market’
- Bluestone Home Loans launches residential loans for SMSFs
- ‘Shout from the hilltops how hard you work’, award-winner tells women
- ATO releases new guidance on reporting SuperStream breaches
- SMSFA, APRA funds look to improve SuperStream error messages
- BGL rolls out new integration with Xero Practice Manager
- Michelle Levy confident QAR process will ‘turn into law quickly’
- RBA announces fifth interest rate rise
- Advisers told to take urgent action as exam cut off looms
- Expert flags ‘major issue’ impacting SMSF rollovers
- A quarter of advisers plan to exit industry
- ‘Devil in the detail’ of extra skilled migrant scheme
- Court makes determination in case involving BDBN
- Government pushed to address critical SMSF issues ahead of federal budget
- LightYear Docs announces new integration with Xero Practice Manager
- QAR proposals will help curb declining adviser numbers
- Economic downturn increasing litigation risk for SMSF professionals
- Government urged to review small businesses CGT concessions
- SMSF specialist launches e-book aiming to ‘demystify SMSFs’
- Timing is everything when choosing ECPI method
- Auditors closely scrutinising related party leases, SMSFs warned
- Government urged to rectify ‘anomaly’ impacting unused contributions
- SuperStream ‘teething’ issues to cause audit headaches
- FPA flags ‘disappointing’ CSLR scope after government tables bill
- A HR nightmare – rectifying the SMSF staff shortage
- SMSFs warned on risk of ‘mortgage prison’
- LRBAs tipped as potential target in upcoming federal budget
- SMSFs warned on traps with insurance set up
- Rising interest in ‘human side of advice’ resulting in some advisers leaving industry
- Refinancing for related party loans predicted to rise
- SuperStream standards creating additional risk for ‘family SMSFs’
- Dwindling TSBs open up opportunities for clients
- ASIC places stop orders on two managed funds
- Exclusion from CSLR leaves SMSFs at risk, warns SMSFA
- Law firm flags ‘liability risk’ with BDBN references in statements
- ATO to contact professionals over profit allocation arrangements
- Government opens consultation for Financial Accountability Regime Minister rules
- Property market downturn raises ‘sole purpose’ issue with personal guarantees
- ‘Reverse’ recontributions a solution for funds with limited cash
- BDBNs at ‘real risk’ of being dragged into divorce proceedings
- Court overturns James Mawhinney’s 20-year ban
- Indexation of contribution caps looking unlikely for FY23–24
- ‘Retrograde step’: Stuart Robert slams super fund advice proposal
- ATO reminds new SMSFs on looming lodgment date
- ‘Common sense’ needed in NALE conversation, says ATO
- ATO homing in on valuation disclaimers, SMSFs warned
- Rising bankruptcies expected to trigger spike in disqualifications
- Dixon Advisory hit with $7.2 million penalty over SMSF advice
- FPA to gather with members following vote to merge with AFA
- ATO taking ‘harsher’ stance on loans to members
- Take action on valuations now to avoid delays, says ATO
- SMSF Association announces new appointment to technical team
- LightYear releases trust and SMSF vesting package
- NALE rules to put SMSF auditors in difficult position
- ATO commences mailout for auditor number misuse
- Momentum Markets expands financial services footprint
- Lawyer calls for BDBNs to be modernised
- AMP fined over $14m for fees for no service
- Private companies subjected to intense scrutiny, SMSFs warned
- ‘Concerning’ activity surfacing with accountants’ certificates
- Advisers alerted to tips and traps of recontributions
- Stuart Robert says advice industry ‘couldn't get itself together’ on education standards
- BGL offers company secretary induction course
- Expansion of digital advice raises ‘big questions’, says Stuart Robert
- Change in auditors exposing lingering compliance issues
- SMSF Association urges QAR to focus on role of accountants
- SMSF auditor exodus continues in first quarter
- ATO provides cyber security tips for SMSFs
- Downsizer bill enters the Senate
- QAR proposal paper shows ‘perfection has become the enemy of good’
- SMSF establishments hit 5-year high
- Advice associations call for holistic review of education pathways
- SuperConcepts launches new suite of SMSF services
- Tax traps flagged with overseas pension transfers
- Auditor Proud Day toasts the profession with tea and cupcakes
- Liberal Party accused of reigniting ‘ideological war on super’
- Dead and resigned directors caught in ID requirement net
- Federal Court dismisses charges against CBA in conflicted remuneration case
- QAR proposal raises potential risks for adviser marketing
- Law firm calls for super fund advice to be broadened
- Important planning decisions highlighted with SMSF company shareholders
- Labor's franking credits proposal reignites debate
- Retail income fund hit with interim stop order from ASIC
- RIC and QAR to help quell retirement fears: AMP
- New requirements from vendors, lenders creating ‘practical difficulties’
- SMSF scam investigation sees call centre raided
- Former SMSF spruiker sentenced in Brisbane Court
- RBA announces October cash rate decision
- Prime Financial Group acquires SMSF administration firm
- BGL announces new integration with crypto exchange
- Cash account changes causing roadblocks with SMSF setups
- Principles based approach a ‘huge shift’ for advice profession
- AIST pushes for ban on SMSF borrowing
- Concerns raised regarding QAR-proposed SOA removal
- Update of BDBN guidance needed to resolve ‘industry conflict’
- Inadequate payment processes enabling SMSF fraud to occur
- ASIC cancels licence of SMSF advice firm
- ISA slams proposal to streamline core knowledge areas for advisers
- Finalists revealed for Women in Finance Awards 2022
- Reform crucial to increase advice accessibility as advisers shun less well-off clients
- SMSFs warned on tax traps with in-specie transfers of benefits
- Accurium expands education offering into new technical areas
- Likely Privacy Act changes to impact advisers
- Court awards claim in estate planning dispute over verbal agreement
- Labor’s franking credit policy a sign of things to come, says BDO
- FPA pushes for sensible cost recovery amid falling adviser numbers
- Two-thirds of directors drag feet on ID numbers
- ATO sets record straight on director ID requirements
- Compliance traps flagged with personal guarantees for LRBAs
- Court dismisses Mayfair 101 appeal against $30m penalty
- CPA adds two extra directors to board
- Pay super with wages to end billions in shortfall: ISA
- ATO warns trustees to check registers when appointing new professionals
- Law firm outlines danger areas with UPEs for SMSFs
- ‘Targeted approach’ of franking credit policy to limit SMSF impact
- Increasing super taxes ‘won’t fix the budget deficit’ says FSC
- Midwinter announces integration with estate planning platform
- ASFA renews calls to cut super concessions for higher earners
- SMSFs chasing franked dividends ‘should diversify overseas’
- Government to make huge reduction to auditor cancellation fees
- James Mawhinney lodges High Court appeal
- Heffron outlines steps for correcting SMSF insurance policy issues
- ATO expected to adopt ‘educative approach’ with SuperStream breaches
- Two tax agents banned after falsifying SMSF auditor numbers
- SuperMate releases software update with new features
- ATO sees uptick in use of its voluntary disclosure service
- SMSFA hopeful LRBAs will be spared in budget
- James Mawhinney sues ASIC for defamation
- Potential implications for accountants, lawyers with QAR proposal
- Non-bank lender launches new SMSF mortgage product
- ‘Signficant shortcomings’ with CSLR, industry associations warn
- CA ANZ, CPA worry YFYS test can be ‘gamed’
- BGL appoints head of customer experience
- ‘No plans’ to deal with $5m super cap in budget, says Stephen Jones
- SMSFs targeted in government’s new director ID campaign
- Objective for super critical to protecting retirement savings, says CPA
- ATO raises ‘illegal early access’ concerns with small business owners
- Over half of SMSF directors yet to apply for director ID
- ‘An almighty mess’: $5 million cap to further complicate system
- Tax Office ‘hit by 3 million cyber attacks a month’
- ASIC consulting on changes to SMSF advice guidance
- ATO reports huge surge in ‘abandoned SMSFs’
- Tax Office urges SMSFs to seek advice on crypto assets
- FPA points to faults in proposed Choice performance test
- Extra ID checks expected to delay SMSF rollovers
- Dixon Advisory claims driving spike in advice complaints: AFCA
- ASIC publishes final CRIS, responds to criticism
- Budget ‘must address NALI rules, simplify super’
- Research reflects difference in opinion with SMSF starting balances
- Crypto timing issues flagged with payment of benefits
- SMSF trustees reminded on finer points of reversionary pensions
- What the Budget means for SMSF professionals
- Government to defer proposed SMSF residency changes
- Confusion around director IDs continues as deadline looms
- ASIC appeals CBA, Colonial conflicted remuneration decision
- Auditor independence changes driving uptick in contraventions
- SMSFs to be hit with penalty hike in 2023
- ATO revamps compliance program for SMSF auditors
- ATO’s private binding ruling on NFTs ‘risky’ for industry
- Increasing proportion of SMSFs holding onto public offer funds
- Government’s MIS review to focus on product providers
- SMSF insurance strategies flagged for Gen X clients
- CA ANZ calls on QAR to address investment strategy issue
- Property still a big SMSF advice issue, says AFCA
- RI ‘knowledge vacuum’ represents great benefits for advisers
- SMSF advisers warned on common dispute issues with MDAs
- Know how to handle a successful scam, trustees told
- ASIC says it may name licensees reporting breaches as soon as 2023
- SMSF collectable debt, contraventions on the rise, ATO confirms
- RBA announces seventh rate hike for November
- CSHC changes to help clients trapped in SMSFs
- Advisers increasingly opting for one association membership
- Budget leaves question mark over active member test changes
- Government to ramp up compliance focus on unpaid SG
- Off-market buyback measure sparks fears about further policy change
- Financial adviser registration requirement delayed till July
- TBC freeze still a possibility for May budget
- Submissions open under new ASIC inquiry
- Court makes declaratory order in estate planning dispute
- Crypto exchange launches range of ETF-style crypto investments
- Winners revealed for Women in Finance Awards 2022
- Regulators report tipped to shape LRBA policy agenda
- Super fund wants to offer direct advice to Aussies via employers
- Capacity tipped to become big issue in future BDBN disputes
- ATO issues private ruling on member benefit issue
- ASIC to delay opening portal for adviser registration
- Court upholds appeal in case involving superannuation insurance complaint
- SMSFA hopeful MIS review will consider CSLR
- SMSF asset growth trailing industry super funds
- FPA and AFA confirm vote timing
- Government to examine taxation issues in super
- Investment scams posing ‘real risk’ to SMSF sector
- Vanguard Super commits to 2022 launch
- Ms Levy defends proposal to allow super, banks to provide advice
- ASIC inquiries an opportunity to prevent future fraud against SMSFs
- ABN changes tipped to impact 80,000 lapsed lodgers
- Franking credit changes to ‘weaken’ franking system, says Geoff Wilson
- Pensioner work scheme ‘will fail to ease skill shortage’
- ‘Concerning’ loan arrangements surfacing, technical expert warns
- Trustee disqualifications see fourfold increase
- Labor under fire over broken election promise on super
- SIAA questions why advisers funded Caddick enforcement action
- Law firm flags complexities of foreign purchaser duty for SMSFs
- Critical issues outlined with last minute withdrawals of benefits
- Important steps for trustees exercising discretion
- FPA, AFA, AIOFP respond to Levy’s proposal to allow super, banks to provide advice
- Fresh warning on reserving strategies amid $5 million cap discussion
- ATO issues reminder on upcoming TBAR changes
- Accounting bodies call for SMSF auditor registration fee to be scrapped
- Financial advice firm to cease operating following ASIC investigation
- SuperConcepts launches investment portfolio solution
- SMSF auditors to face new raft of challenges from 1 July
- Super balance cap would destabilise the system: TSA
- ‘Unexpected requirements’ flagged with director ID paper form
- SMSF professionals play critical role in Age Pension planning
- CountPlus outlines expansion plan, throws support behind QAR
- Deferred COVID relief repayments tipped to exacerbate SMSF mortgage stress
- ABRS outlines compliance approach for director IDs
- Risks flagged with electronic execution of trust deeds, BDBNs
- Buyback law closes loophole ‘but franking credits here to stay’
- SMSF Association welcomes LRBA findings in CFR report
- ATO undertaking ‘extensive’ examinations as compliance action ramps up
- Draft legislation released for franking credit changes
- ATO to contact tax agents, trustees over SAN misuse
- Aussies willing to pay more to plug their advice gaps, research shows
- Property trusts targeting SMSFs hit with interim stop orders
- ‘Unresolved issue’ lingering with director IDs
- ATO will add security layer to agent linking
- Advisers warned on major timing traps with lifetime CGT cap
- Div 293 threshold tipped as target for May budget
- SMSFs reminded on other requirements with director resignations
- Planning implications flagged with potential $200k TBC increase
- Lose trust and it’s a long way back, says CPA Australia
- Penalty increases an incentive to shift to a corporate trustee
- A third of SMSF directors yet to apply for ID as deadline looms
- Levy confirms proposal to allow banks, super to provide advice will remain in final report
- SMSFs with defined benefit pension reminded on upcoming deadline
- Increased ID requirements causing roadblocks with SuperStream process
- Multiple SOAs ‘more practical’ for complex SMSF client groups
- Director ID deadline tipped to see extension
- ASIC confirms new adviser registration requirement
- Poor super returns could trigger ‘knee jerk’ SMSF setups, SMSFA warns
- Advisers cautioned against signing off on outsourced advice
- New SMSFs warned on importance of meeting lodgement deadline
- ASIC places interim stop orders on two Perpetual funds
- Bill to lower downsizer age passes both houses
- Advisers cautioned on generic SOAs with SMSF setups
- Trustees reminded on in-house assets traps with trusts
- ASIC grants FSG relief to certain authorised representatives
- ASIC takes action against six SMSF auditors
- SuperStream services leaving SMSF professionals ‘out of pocket’
- Law firm launches SMSF lost deed service
- Super fund advocates for ‘personalised help’ for retirees
- ‘QAR will enable increased retirement-specific advice’ says FSC
- FTX collapse sparks tax and valuation issues for SMSFs
- SMSF assets see 6 per cent drop from peak in March
- Compliance status check a critical step for avoiding SuperStream headaches
- SMSFs cautioned on cash flow risks with more adventurous crypto investing
- ASIC publishes 2023 exam dates
- Australian Unity exec supports Levy’s ‘episodic’ assessment of advice
- Court dismisses claims in dispute over unit sale agreement
- ASIC places interim stop orders on 4 more funds
- Scammers targeting investors with fake bond investments, ASIC warns
- ASIC wins appeal against SMSF auditor in Federal Court
- Advisers cautioned on ‘five key downsizer risks’ for younger clients
- ATO flags shutdown period for members seeking early access
- Levy’s QAR rethink leaves advisers in limbo
- Court reinstates SMSF corporate trustee in complex legal case
- RBA announces last rate decision for the year
- ‘Critical timing issues’ flagged with SMSF windups
- ATO reports surge in director IDs following extended deadline
- ASIC takes action against two AFS licencees
- Procedures for SMSFs highlighted with draft electronic execution changes
- Compliance concerns with overpaid present entitlements resurfacing
- Section 35C tipped to see ‘resurgence’, SMSFs warned
- Investors turning to advisers in ‘unsettling times’
- Former financial adviser convicted for fraud
- ASIC announces major changes to SMSF advice guidance
- Joint associations support annual review to repeal redundant provisions
- ATO drops final ruling on changes s100A
- Eighth rate rise an opportunity for trustees to review LRBAs
- Strategy risks flagged with ‘member benefit’ payments before death
- SMSF Alliance developing documentation tool in response to ASIC guidance
- SMSFA welcomes removal of $500k SMSF threshold
- 1 in 5 funds fail to adhere to ASIC’s dispute resolution guidelines
- Accounting industry gives cautious thumbs up to final s100A ruling
- Audit procedures for NALI remain uncertain
- ATO chasing down late returns, unpaid PAYG instalments before year end
- Further clarity needed on GST, reinstatement process with ABN changes
- Former super fund executives charged with dishonesty offences
- Jones says experience pathway to go before parliament by mid-2023
- Two-year threshold for automatic ABN cancellations ‘unreasonable’
- BGL adds company tax return to 360 suite
- ATO announces changes to SMSF registration process
- Bluestone announces interest rate cut for SMSF loans
- NALI trap flagged with multi-purpose corporate trustees
- ATO to start applying penalties for outstanding director IDs
- What if Australia has enough advisers to meet demand?
- FPA and AFA announced round two of merger consultation
- Former financial adviser imprisoned for superannuation fraud
- FPA welcomes consultation on tax deductibility of financial advice fees
- AIST calls for performance tests to be extended
- Crypto scams surfacing in SMSF audits
- ASIC takes term deposit provider to court over DDO breaches
- Fraudster sentenced after stealing millions from super and share accounts
- ATO tipped to take tougher stance on late TBARs next year
- ASIC cancels AFSL over ‘layered advice strategy’
- Licensee response to ASIC guidance the next big piece for advisers
- Sole purpose risks flagged with unit trust investment scheme
- Court finds finfluencer contravened law
- BT outlines top five takeouts from ASIC’s SMSF guidance
- BGL promotes Daniel Tramontana to CEO
- SMSF adoption of ETFs continues to rise
- Professional predicts it will take ‘at least’ 2 years for reforms from QAR to be implemented
- Unit trusts tipped to see increased auditor scrutiny
- SMSFs cautioned on ‘strict conditions’ with SMSF lending
- CA ANZ outlines top challenges for SMSF professionals in 2023
- SMSFs reminded on key timelines for record keeping
- Downsizer age reduction now in force
- Government warned on making rushed changes to super
- 'Two clear rails’ emerging in SMSF population
- Release of QAR may prompt review of SMSF guidance
- ATO raises alarm on asset protection scheme for SMSFs
- LightYear Group announces new CEO and leadership
- AAT reduces ASIC’s banning of financial adviser
- SMSFA pushes for ‘make good clause’ to address NALE concerns
- Auditor flags surprising traps with e-signatures and SMSFs
- Trustee disqualifications climb to over 400
- Loan letters a legal minefield, accountants warned
- Staffing tipped to be biggest industry challenge this year
- One in 10 super funds performing poorly
- Rise in self-licensing to continue this year
- SMSF wins appeal case against court orders
- FAR to display tax (financial) advice services from February
- Property downturn enters ‘new territory’
- Time for action on loan letters, professional bodies told
- ATO updates TBAR guidance ahead of new time frames
- Latest penalty increase ‘a compelling argument’ for corporate trustees
- BGL announces Great Place to Work recertification
- Limited licensing numbers drop by a third in past year
- Court dismisses appeal in death benefit dispute
- Auditor highlights ‘grey area’ with windups and SuperStream
- AAT upholds ASIC’s decision to cancel AFSL
- TTR strategies still relevant despite work test changes, says CFS
- Privately licensed universe now makes up two-thirds of licensees
- SMSF auditor numbers continue to dwindle
- Compliance set to play ‘sizeable role’ for SMSF sector this year
- SMSF firms warned to prepare for TBAR transition now
- SIAA asks Jones to pick up pace on education reform
- Lawyer flags additional risks with gift and loan back arrangements
- CFS highlights equalisation strategies for lower-balance clients
- British expats ‘should act fast’ to maximise UK pension
- Court dismisses appeal in dispute over testamentary capacity
- Former adviser sentenced for falsifying documents
- New research points to ‘optimistic’ future for advice industry
- ‘We want thousands of members voting’, says FPA chair
- Double indexation of TBC ‘almost certain’ says BT
- Pension reporting to face increased scrutiny under new TBAR framework
- Carry-forward contributions can enhance splitting strategies
- ASIC commissioner exits before end of term
- Expert sheds light on complexities with indexation and reversionary pensions
- Sense of control a key driver in retirement satisfaction
- ATO urges auditors to respond to SAN misuse mailout
- Contribution caps expected to stay the same for FY 23–24
- Super funds ‘armed and ready’ to meet retirement advice gap
- Modernising measures to bring big changes for SMSFs
- SMSFs reminded to pay down COVID-19 relief deferrals
- QAR to be released in coming weeks
- Serial lodger sentenced after falsely claiming tax deductions
- ATO issues fresh warning on illegal early access schemes
- Govt cracks down on sexual abusers hiding assets in super
- ASIC issues flow chart on classification of tax (financial) advisers
- Important issue flagged in meeting CSHC test
- ABN reforms create ‘unnecessary red tape’ for SMSFs
- Strategy considerations flagged with potential TBC increase
- More than 2,000 adviser resignations in 2022
- Treasury consults on non-arm’s length expense rules
- Inflation pressures on retirement income expected to ease this year
- NALI proposal to impose 225% tax rate for general expense breaches
- Guardian AIT decision leaves s100A questions hanging
- Super trustee receives additional licence conditions from APRA
- ATO pushed to extend transitional relief for NALE rules
- TBC set for double indexation from 1 July
- TBC increase to add further complexity, advisers warned
- Technical expert flags top contribution strategies for the new year
- AFA reveals completion date of proposed FPA merger
- Former Melbourne planner pleads guilty to dishonest SMSF conduct
- ATO refers 13 SMSF auditors to ASIC
- Why advisers fear intergenerational wealth transfers
- Court extends caveat in case involving succession dispute
- Incapacity emerging as major risk issue for advisers
- Digital advice firm optimistic QAR will ‘reset financial advice’
- SMSFA pushes for reforms to simplify TBC, TSB
- AIST pushes for tougher restrictions on cold calls by advice firms
- Nearly 2 in 3 Australians want one-on-one advice from their super fund
- TBC indexation raises important questions for contribution planning
- Over 350 SMSF auditor registrations cancelled
- Government urged to ‘protect super system fundamentals’
- Finfluencers less popular among investors
- Upcoming budget reignites debate on $5m super balance cap
- Tips and traps flagged for TRISs with TBC indexation
- SMSFs cautioned on ‘danger zone’ with downsizer strategies
- ATO issues warning on Ponzi schemes
- Levy makes ‘hard’ recommendations in final report
- Government warned against tampering with TBC uplift
- SMSFA and FPA join forces to launch specialist adviser pathway
- Class makes key appointment as part of growth plans
- JAWG pens open letter to Stephen Jones on QAR
- Heffron highlights benefits of segregating accumulation assets
- Former Perth adviser jailed
- Consistent issues surfacing with LRBAs, auditor warns
- Auditor flags knowledge gaps with loans and financial assistance
- Super trustees to remain under APRA spotlight
- How young Aussies are changing the face of SMSFs
- TBC indexation to spur wide range of complex scenarios
- RBA reveals first interest rate decision for the year
- BDO calls for review of contribution caps
- Government to release objective of super consultation ‘very soon’
- CA ANZ students now qualify for fee assistance scheme
- Common audit issue flagged with pre-1999 unit trusts
- ‘No reason’ for accountants’ exemption: final QAR report
- Late reporting may cause ‘significant consequences’ after TBC uplift
- FPA, AFA ‘leading the way’ with planned merger
- LightYear Docs announces new integration with BGL
- ‘Real disappointment’: NALE proposals fall short of industry expectations
- SuperConcepts reveals key initiatives for 2023
- Be brave about advice reform, Canberra told
- Superannuation tax changes ‘almost guaranteed’ to be in budget
- Final QAR report fails to address limited AFSL issue
- CA ANZ calls for ABN changes to be delayed till 2026
- $1bn blow-out prompts review of MBR program
- ATO updates guidance on death benefits
- Wealth management platform partners with Xpress Super
- QAR recommendations require ‘deeper scrutiny’
- ASIC bans two advisers
- Heffron launches Super Foundations course
- Critical checklist outlined for contributions advice
- Death benefit guidance ‘not fit for purpose’
- Smarter SMSF creates new education manager role
- QOA proposal risks turning funds into ‘simple savings accounts’
- Federal Court makes orders in windup of Ponzi scheme
- Australian equity still holds ‘lion’s share’ of SMSF assets
- ATO issues reminder to SMSFs on PAYG instalments
- CA ANZ calls for comprehensive review of super, retirement systems
- Stress, pay and robo-accountants top deterrents to profession: ACCA
- Trustee disqualifications continue to surge in early 2023
- SuperConcepts reports uptick in software users
- Advisers can capitalise on burgeoning demand among women: Netwealth
- Law firm flags important time frames and steps with death benefits
- Netwealth profits bolstered by platform revenue boost
- NALE rules to spur increase in tax-related disputes
- Government releases proposed objective for super
- ATO statistics show consolidation of SMSF audit industry
- Class order for SMSF auditors due to expire in April
- Draft super objective to ‘protect super from interference’
- Abood explains limitations to FPA’s support of QAR
- NALE proposals set to drive up SMSF audit costs
- HUB24 unveils SMSF product for younger members
- SMSF member balances see strong 5-year growth
- Potential challenges for advisers if personal advice scope expands
- Advice firm convicted of hawking breaches
- Government to make moves on residency rule reforms this year
- SMSF market ripe for digital advice
- Positive outlook for growth of SMSF sector
- Super must move to sustainable basis, says Minister Jones
- No plans to extend NALI compliance relief, says ATO
- Contribution caps to stay the same for 2023–24 year
- Repeal ‘perverse’ rules that put super at risk, Canberra told
- ATO issues warning on undated benefit payment requests
- One in seven SMSF directors yet to apply for ID
- Late ASIC fees driving spike in deregistrations for SMSFs
- ASIC slaps ban on unlicensed individual
- Government to proceed with legacy pension changes
- Implications for missing trust deeds in recent court case
- Levy says she remains ‘puzzled’ by Jones’ response or lack thereof
- Lost and unclaimed super climbs to $16 billion
- Delaying pensions for TBC increase ‘not a given’ for all clients
- Government confirms plans for $3 million super cap
- ‘More work to be done’ on accountants’ advice framework: SMSFA
- $3m super cap may spark ‘unintended consequences’, warns CA ANZ
- FPA and AFA members vote to merge
- ‘Retrospective’ tax issues flagged with $3m threshold for super
- Super tax changes could drive greater interest in SMSFs
- Court case sheds light on section 17B
- Levy rejects claims QAR is creating two-tiered system, says advice is a continuum
- Details of tax calculation for $3m threshold a ‘mixed blessing’
- Advisers cautioned on making hasty deathbed withdrawals
- NALI risks flagged with SMSF borrowing and digital assets
- Disputes over trustee discretion tipped to rise
- Law firm outlines potential strategies for $3m threshold
- Advocacy top priority following AFA-FPA merger
- $3m threshold calculation to create cash flow challenges
- Loss of SOA to create PI insurance uncertainty
- ‘Simplest and best way’: Treasurer defends plans to tax unrealised gains
- Expert flags benefits of holding agribusiness assets in an SMSF
- Missing areas in details for proposed threshold
- Super balance cap to impact more Aussies than initially estimated
- RBA announces 10th consecutive rate hike
- $3m threshold may raise taxes upon death
- ‘The house always wins’: Threshold imposes unfair tax outcomes on losses
- BT flags top adviser queries for female clients
- Stuart Robert slams Stephen Jones' delay in addressing QAR's findings
- Threshold poses ‘brutal’ consequences for LRBAs, illiquid assets
- Strategy tips flagged with indexation and death benefit pensions
- Geoff Wilson calls for ‘thorough analysis’ of franking system changes
- CSLR and FAR legislation introduced to parliament
- Review of managed investment schemes welcomed by industry
- Lawyer flags serious risks with use of undated benefit requests
- FPA outlines reservations with CSLR, FAR legislation
- Xero to cut hundreds of jobs, close Waddle app
- Class highlights proactive contribution strategies for women
- SMSF reserves expected to form part of threshold policy design
- Alternative threshold calculation could leave members worse off
- BGL unveils email to fund software feature
- ASIC reveals latest data on compensation payments for financial advice misconduct
- Private binding ruling recommended in deathbed benefit cases
- Decline in total superannuation assets in December quarter
- Division 293 doesn’t just affect high-income earners
- More than $600m in claims made through AFCA in unpaid compensation
- FPA releases new cyber security guidance to members
- There are advantages to delaying TRIS under new TCP rules
- SVB collapse may impact SMSF crypto investors
- AFS licence suspension of Sydney financial service provider ends following non-compliance with obligations
- Jones and Robert ‘very, very pleased’ with FPA and AFA merger
- Super funds get a nod towards advice in QAR consultation
- Heffron outlines key contribution strategies for next financial year
- ASIC bans adviser over ‘layered advice’ strategy
- Former adviser permanently banned from providing financial services for falsifying exam results
- CFS flags critical questions for SMSF clients moving abroad
- Looking to the past for solutions to super tax threshold
- Court ruling on presumptive death has implications for SMSFs
- Backlash building against plans to tax unrealised capital gains
- Former financial services director Mark McCabe charged with eight counts of fraud
- ASIC issues interim stop orders on three BT Advance Asset Management funds
- Greenwashing will put funds at risk of legal action: analysis
- Is the pressure on to revalue assets under new super cap?
- COVID-19 super withdrawal scheme will have long-term economic impact: study
- Reducing tax on property inheritance comes down to proper planning
- Accessing super overseas can be taxing
- SMSF investors must watch for ‘risk creep’ when chasing income returns
- More women take up SMSF as others look for advice
- The FPA and AFA announce the 2023 United Association Roadshow
- Investment concerns as global outlook continues to slow
- SMSFs overweight in Australian shares and cash
- Working group to investigate consequences of new super cap
- SMSF contributions down but transfers out have doubled
- Super plays ‘indispensable role’ in Australia’s policy initiatives: Treasurer
- Superannuation trustees urged to improve insurance outcomes for members
- Court ruling highlights the importance of secure deeds
- Iconic and Clearwater offer assistance to ‘at risk’ SMSFs
- Investors should stay in market despite global turmoil: economist
- SMSF funds record highest satisfaction: survey
- More SMSF members accessing funds without meeting conditions: ATO
- Section 20C notices issued from today
- Two charged over alleged $3.5 million self-managed superannuation
- Australian retirees face accelerating price pressures
- ETFs now first choice for advised SMSFs
- Unexpected work test issue impacts personal contributions
- Fong Financial Planners pleads guilty to dishonest conduct
- Fixed interest resurgence fuels ETF innovation, inflows
- Alternative assessment can save on annual property asset valuation: BDO
- Pressure likely to mount ahead of reporting regime changes
- ATO now issuing Division 293 assessment notices
- Inflation hits spending patterns of retirees
- SMSFs need to notify ATO before re-injecting COVID-19 funds
- Trustees warned to keep sole purpose in mind to avoid possible legal action
- Budgeting in rising inflation necessary for SMSFs
- Knowing trends can help provide better investment advice
- SMSF sector will be watching valuation requirements closely
- ATO warns SMSF on sole purpose test for property investment
- Capital notes offer alternative to generate more investment income for clients
- AFA outlines package of QAR ‘quick wins’ it plans to recommend to government
- Investors still holding on to commercial property despite rate rises
- Advisers must consider ethics of ‘special assets’
- Tougher laws introduced to tackle superannuation theft
- SMSF Alliance develops proposed excess member balance tax calculator
- Managing an SMSF could help women spot super underpayments
- Transferring property from an SMSF needs special circumstances
- Program helping to make a difference to Australian communities
- Motivation needs to be right when buying shares in a private company
- Tax breaks should be wound back says think tank
- Mixed reaction to super tax consultation paper
- FAAA new board directors confirmed
- ATO advice and guidance on super issues
- Property downturn could be opportunity for SMSF investment
- Framing the complex rules, regulations for artworks, collectibles in an SMSF
- AFCA pauses complaints due to firms’ insolvency
- Non-concessional contributions by women helping to close the gender super gap
- Updated PSLA warns trustees of penalties for non-compliance
- Objective of super submissions reveals the issue is far from simple
- BGL integrates with accountantsGPS to streamline SMSF reporting
- Freedom of Information reveals top five SMSFs hold an average of $379m in assets
- Performance review may increase to 10 years, says YFYS draft
- SMSF Association says objective of super can’t be achieved without more consideration
- Tweaks will help but the YFYS benchmarks need a redesign: industry association
- Safe harbour rules misleading when a member goes abroad, warns adviser
- Expert warns of super pension indexation trap
- ATO reveals most common contraventions for SMSFs
- ASIC tells trustees to focus on members in performance test failure communications
- ATO warns SMSF about dangers of 'promoters'
- Report advocates for retirees to spend their super
- Conditions of release the focus of IPA submission in superannuation consultation
- QAR set to create opportunities for fintechs, advisers
- Rollover relief is ending 30 June, ATO warns
- ASIC continues to act against SMSF auditors
- Franking credit changes risk unintended consequences
- SuperConcepts brings document provider integration with Smarter SMSF
- Reform needed in super system to stop higher taxes on retirement savings: FSC
- Minister Jones supports boosting super’s role in financial advice
- ATO warns of harsher penalties for outstanding lodgments
- Redefined team unveiled to drive financial services media powerhouse
- Scam losses reinforce digital advice technology is becoming crucial for financial advisers
- Why is buying property through an SMSF on the rise?
- Industry mentor questions government super consultation
- Super system needs ‘nudge’: Assistant Treasurer
- New appointment to SMSF Association
- Non-lodgement of SMSF returns a red flag for ATO, say industry associations
- SMSFs could capitalise on ‘attractive’ small cap dynamic
- Accounting organisations’ concern over changes to franking regulations
- SMSF Association slams government’s proposed super tax
- Super members with more than $10m should withdraw money: CA ANZ
- Auditor ‘brain drain’ fear if experience leaves industry
- SMSFA tables response to super tax changes, calls for extended consultation
- Give funds the option on calculations: SMSFA CEO
- Unintended consequences of work test changes to be rectified
- Auditor’s open letter to Treasurer raises alternative to super tax
- FAAA welcomes consultation on financial adviser education standards reform
- Class scores top marks in continued growth
- Report finds most people have no super when they pass
- ATO warns of rise in SMSF identity fraud and investment scams
- Women are (slowly) closing the superannuation gap
- Non-bank lender offers 3-year fixed mortgage for SMSF
- TSB to become more important if super proposal legislated
- Electronic signatures may invalidate certain documents warns adviser
- New laws will be needed under current super proposal: FAAA
- Super proposal may see taxpayers liquidate assets to fund liabilities: IPA
- Former Qld financial adviser sentenced to 6 years’ imprisonment
- ATO advises trustees to check bank details, lost super
- JAWG calls for staged rollout of QAR recommendations
- Research shows SMSFs outperform APRA funds
- Super tax could open door for more tax on individuals: BDO
- Latest super heatmaps show ‘dud’ funds still ‘fleecing’ members
- Record superannuation contributions in 2021–22
- SMSF investment in private companies possible but rules apply
- Financial adviser who stole $1.6 million from clients permanently banned from providing financial services
- Small caps becoming top choice for all fund types
- QAR ‘quick wins are not going to get us very far’, says Levy
- Work test changes a surprising turnaround, says lawyer
- SMSFs driving growth of ETFs: expert
- Pre-retirees lacking formal plan for future goals: research
- Adviser interest in active funds grows amid volatile market conditions
- Only 50% of SMSFs have lodged their 2022 audit with 2 weeks to go
- Scams and organised crime targeting SMSF industry: auditor
- SuperConcepts launches new pricing for SuperMate
- New offering allows SMSF to invest in new property builds
- Auditing needs human touch, not just technology
- Budget figures will reveal whether unrealised gains will be taxed: SMSFA
- HUB24 acquires myprosperity to enhance client engagement
- More people need to update their wills as circumstances have changed
- Should you roll over a grandfathered account-based pension?
- SMSF industry bodies welcome new payday super rules
- Work test rule abolition sees spike in re-contribution strategies
- Government green bonds will encourage sustainable investment, says Assistant Treasurer
- Preparation and planning key to high retirement confidence: Vanguard
- SMSFs hold firm amid market share shake-up
- Did your member exceed their non-concessional contribution cap?
- Foreign super funds may be affected by $3m super tax proposal, warns lawyer
- Solidifying the disposal of illiquid assets when winding up an SMSF
- Experience-only pathway for advisers misses the point: SMSFA
- Can a tax agent legally prepare a deed update?
- SuperStream could be revised to alleviate problems, says auditor
- Calculating in-house assets the right way
- Qld court ruling highlights documentation is crucial in BDBNs
- Super in focus ahead of 2023–24 budget announcement
- Investors should stick with assets that can be moved say advisers
- SuperMate selects ACSISS as open banking partner to expand and streamline data feeds
- SMSF wind-ups continue to slow
- NALI win for SMSF in Budget
- Don’t bank on it: SMSFs and trustees have to keep things separate
- Industry says legacy pensions omission is a ‘travesty’
- Some concessions but not enough: mixed reaction to budget measures
- SMSFA says government’s claim of equity for all fund sizes not evident in budget
- Guide released on SMSF messaging providers’ register
- ATO issues advice on responding to release authorities
- Death benefits die with member under new proposed rules, says adviser
- Unpacking the ‘quirks’ of TSB
- SMSF industry backs specialist diagnosed with cancer
- HUB24 expands relationship with Striver to support next generation of advisers
- Industry frustrated by government inconsistency
- When is a win not a win? The great NALI debate
- Dutton says super tax undermines tax system
- Government urged to push ahead with SMSF residency reforms
- Open banking is set to be the next revolution in SMSF
- Australians say super for a house would inflate property prices, diminish savings
- Court ruling highlights need for SuperStream adjustments
- Will structural inflation be the end of property growth?
- Personal transfer balance caps displayed from 11 July 2023
- ATO to release free online SMSF education modules
- Legacy LRBAs locked into ‘mortgage prison’ as banks apply rate pressure
- Time running out to wind up an SMSF, says leading educator
- Rules now clear on the use of inter vivos trusts to access excepted trust income
- Financial advice: Accessibility for all or reserved for a privileged few?
- Treasury denies new super tax is not equitable
- SMSFs don’t influence ASX market: research
- QAR needs to consider specialisation of SMSF advice
- The power of SMSF life insurance
- ATO says not enough being done to educate clients about checking their super
- Made any changes to your SMSF? Let the ATO know
- The rise of younger SMSF members and what it means for accountants
- Work test changes still need careful consideration, warns SMSF adviser
- Court rulings shed light on what to do if trust deed is lost
- Finalists revealed for 35th Fund Manager of the Year Awards
- FAAA concerned about Superannuation Performance Test draft regulation
- Take advantage of super changes now to get the most out of an SMSF
- Latest ATO statistics show more young women establishing SMSFs
- Finalists unveiled for 35th Fund Manager of the Year Awards
- SMSFA conference gets down to the technicalities
- Australians want to do more with their money: Research
- Is wind-up trend a blip or sign of things to come?
- SMSF property disputes a ‘systemic issue’: AFCA
- ATO releases guidance on private rulings
- Super assets cross $3.5tn in Q1 2023
- Business valuation in divorce poses more complex issues for SMSFs
- Ex-Suncorp manager warned SMSFA of credit ‘risks’
- ATO advice on offsetting debts on hold and invitation for SMSF webinar
- Tread cautiously before making decisions about $3 million tax proposal, adviser warns
- More SMSF establishments means more advisers needed
- Media creating false narrative about SMSF industry
- Inflation drives the cost of retirement to a record high
- Beware related-party rules in unit trust investments
- Legislation changes give market-linked pensions better outcome
- Big fines for trustees that don’t comply with NCC release authority
- Beware of hidden costs in refinancing SMSF loans, warns adviser
- KYC principle important to avoid legal consequences of lost trust deeds, advises lawyer
- For Jo Hurley, SMSFs are a personal crusade
- Penalties over Director ID missing in action
- CDR for superannuation ‘paused’
- Changes to minimum annual payments for super income streams
- SMSF lending showing resilience despite rate rises: lender
- Helping younger SMSF members see the future needs a different approach
- Unclaimed super can trigger contribution excess: SMSF expert
- Legal framework still unsure around SMSFs advice rules
- More than 130% rise in trustee disqualifications in March
- Concerned trustees, accountants, advisers in limbo as super tax proposal remains unclear
- Financial advisers more likely to recommend SMSF if they are connected to an accountant
- This one strategy could save thousands in tax
- Binding Financial Agreements an important element of SMSFs
- SMSFA advocating ATO to review restructuring market-linked pensions
- TBC and TSB still creating confusion in the market
- Special amendment allows SMSFs to invest in related company or trust
- SMSF pensions best way to go for flexibility and control
- ‘Generational transfer of wealth is not a future problem, it’s a now problem’
- Financial adviser numbers show signs of recovery
- More advisers seeking specialist SMSF qualifications
- Changing SMSF landscape makes estate planning even more important
- Look closely at terminal illness or incapacity cash restrictions, says adviser
- New generation of investors changing look of portfolios
- Another 29 auditors have registration cancelled
- Franking credit review welcomed by SMSFA
- CA ANZ pushes for advice regulation changes ahead of $3m threshold
- ATO admits it holds tax professionals with an SMSF to higher standards
- ASIC bans financial adviser for 5 years over SMSF deals
- Women more likely to seek advice for their SMSF: Vanguard
- Rate rise will impact SMSFs and investment choices
- SuperConcepts sold to Pemba Capital Partners
- ATO seeking guidance on TBC and stalls on NALE and education orders
- Cash is king as SMSFs rethink investment strategies
- A rollover under medical conditions can create problems, warns technical expert
- Another adviser faces ban over SMSF property scheme
- Personal insurance uptake a victim of rising cost of living
- When two is better than one – TPD payout advice
- Downsizer contributions could rise as inflationary pressures bite
- SuperMate selects ACSISS as Open Banking Partner, to expand and streamline data feeds
- Opening the door to better data sharing
- Government wants the best of both worlds with super tax proposal, says lawyer
- Changing landscape of retirement puts more decisions in the tax mix
- ASF Audits acquires Deloitte’s SMSF audit business
- NALI/NALE confusion still not settled
- Look closely at sell-down plans to avoid tax impost
- Phase 1 QAR reforms welcomed by sector
- Company structure more secure way of establishing an SMSF: adviser
- Funds embrace Jones’s QAR response, agree it will improve member outcomes
- Underpaying your SMSF pensions can have costly consequences
- SMSFA welcomes QAR steps but says fundamental element needs clarifying
- Rise in superannuation claims complaints to AFCA
- Managing risk and diversification drive rise in ETF and managed fund investment
- Next phase of QAR reforms won’t be rushed: Jones
- Equity issues clouding super tax proposal, especially around personal injury contributions
- Trustee disqualification register updated
- Asset sales and death benefit payouts can be sticking point for trustees
- SMSFs and property development projects on ATO radar
- ATO looking into reversionary pension changes
- Small caps trading on the rise as recession looms
- Don’t readjust loan payments before checking documentation, expert warns
- Not following residency rules could cost an SMSF 45% of its value
- Fine line between dependants and interdependency can dictate death benefits
- SMSF clients boosting advisers’ revenue
- Tax alert warning could catch more in the ATO web
- Industry hoping for a hearing as NALI/E consultation opens
- Minimum annual payments for super income streams
- What happens when the minimum pension is not paid for an ABP?
- SMSF investment analysis shows long-term deposits rising in popularity
- Understanding the average SMSF investor
- ATO warning on market-linked pensions
- QAR reforms may not solve unique SMSF needs
- Court rulings in lost trust deeds are no longer set in stone
- The work test may be gone but read the fine print, warns adviser
- Winners of the Fund Manager of the Year Awards revealed
- SMSFA Technical Summit 2023 to set the bar for professional development
- High interest and inflation can pay dividends for SMSFs
- Trustees must comply with rectification orders in time or face penalties
- Getting the value out of property in an SMSF
- The impact of increase in interest rates on related party loans
- Specialist SMSF advisers in demand
- ALRC calls for restructuring of Corporations Act to enhance treatment of advisers
- Steps to take before EOFY for members receiving pensions
- Government scraps ASIC levy freeze
- Can I sell my property to my SMSF?
- Firms should embrace AI to increase efficiencies
- Special reporting and age considerations for downsizer contributions in FY 2022–23
- Intergenerational wealth transfer accelerating
- Advice community outraged following significant jump in ASIC levy
- ATO cracks down on landlords, targets depreciation reporting
- SMSFA responds to ATO’s NALI draft ruling
- ASIC levy will have a ‘significant’ impact on advisers
- Voting opens for SMSF Awards 2023
- SuperConcepts officially under new ownership
- ATO releases new checklist for trust distribution resolutions: What trustees need to know
- NALI draft ruling highlights need for legislative clarity
- Count invests in Victorian accounting firm
- RBA announces interest rate decision
- Hays reports salary surge for senior financial planners
- SMSFs to face hybrid economic and legislative challenges in complex year
- Verdict delivered in the class action filed against AMP
- Levy and Abood to dissect government’s QAR response in free webcast
- Bentham Global Opportunities Fund opens up to SMSFs
- Is the industry entering a transformative 12 months?
- Stampede into AI tempered by questions of trust
- ASIC levy: ‘Outrage is an understatement’
- ATO signals warning on illegal SMSF property purchase schemes
- Court documents reveal AMP likely aware of mental health impact on advisers
- Adviser losses hit 599 for FY2022–23
- Market valuations and super tax key concerns for SMSF audits
- Silver lining for an SMSF owning bullion
- ATO issues warning on SMSF scams
- SMSFA calls for NALE/NALI to be repealed in Treasury submission
- Proposed advice structure would accommodate SMSFs: AIOFP
- SMSFs put on notice over NOIs
- Weigh up the risks of SMSF structure, experts warn
- ASIC levy raises concerns of professionals leaving advice industry
- SMSFs reminded to lodge quarterly TBAR
- Knowing your client could be the difference between winning or losing lost deed case
- NALI/E draft exposure a ‘solution looking for a problem’
- ASFA welcomes changes to advice landscape
- Money in the bank when winding up an SMSF
- Check your taxable income before making a personal deductible contribution
- Think tank slams government’s $3m super tax proposal
- ‘This is not going to be a quick fix’, Anderson says on QAR
- Investment bonds offer alternative as super cap looms
- Education the key to managing SuperStream anomalies
- SMSF Adviser Technical Strategy Day 2023 returns for its 10th year
- AI may save time but could cost SMSF advisers in other ways
- Electronic signatures may now be legal but there are risks
- NextGen ordered by court to pay $270k for inappropriate advice
- Redistributing wealth in SMSF members’ balances could help as super tax looms
- Government is playing politics with super legislation: adviser
- Submissions open for Women in Finance Awards 2023
- SuperConcept releases new vision after staff cuts
- Trustee services failing ‘middle Australians’
- Retirees projected to own 55% of all superannuation assets
- NALE won’t be triggered if SMSFs act within reason
- Director payment presents a fine line to tread
- ASIC continues to act against SMSF auditors
- Heffron partners with SMSFA
- Super death benefit nomination disputes on the rise
- Inflation will play havoc on proposed super cap
- Gold-backed NFTs offer new opportunities for precious metal investment
- Use it or lose it: Call for legislation to make retirees spend more
- Restoration or renovation? There’s a big difference when it comes to SMSF borrowing
- Keeping the ‘brains trust’ in audit sector vital
- Advisers can be liable to pay for bad advice following AFCA ruling
- Don’t leave ECPI considerations in the too-hard basket
- Industry has to educate trustees to avoid early access penalties: SMSFA
- From purchase to lease, SMSF property documentation is essential
- ASIC takes action against alleged SMSF property scheme provider
- Taxing unrealised capital gains a grave concern: Burgess
- Director IDs on ATO and ASIC radar
- Accessing super to pay the mortgage is a last resort
- Proper preparation will help alleviate cash flow as minimum pension changes hit
- ASIC action against auditors ensuring high standards are maintained
- Related-party loans rule could trigger unwanted consequences
- Should I stay or should I go? The implications of taking money out of super
- Removing safe harbour not enough: Levy
- Human capital is more valuable than technology
- Super tax proposal could open door to alternative management strategies
- BGL promotes Warren Renden to general manager
- Good advice starts with asking the right questions
- Advisers warned capacity rulings can be challenged in court
- RBA announces August interest rate call
- $10,000 scholarship open to emerging leaders in the superannuation sector
- Super proposal may change asset-splitting strategies in divorce
- Review advice strategies now that tax lodgments are in place
- Keep your clients engaged by using the right technology
- Consultation on draft legislation for $3m tax in second half of year: Treasury
- SMSFA urges ATO to go back to Treasury regarding NALI/E
- Former director pleads guilty to dishonest conduct and misuse of position
- ASIC sues Dixon Advisory & Superannuation Services Pty Limited director
- Don’t let financial hardship payments turn into illegal early access
- Shareholders’ association joins chorus of concern over proposed super tax
- ‘Ring-fencing’ super for aged care not a solution: SMSFA
- Interest rate rises could see funds decide between selling or refinancing
- New ATO guidance offers tips to SMSFs around selling assets
- There’s no one-size fits all for capacity tests, warns legal expert
- Rabobank scoops win at Mozo Experts Choice Awards
- Could a testamentary trust help secure wealth transfer?
- Reporting changes mean more than just meeting new deadlines
- ATO urges SMSFs to find an auditor sooner rather than later
- Gen X wealth transfer an opportunity for SMSFs
- Objective of Super draft legislation imminent: Jones
- Rate rises impacting investment choices: AssureInvest
- Hiding personal income in an SMSF will be found out
- It’s crucial the Objective of Super is embedded for the industry to move forward
- Securing deeds a matter of trust
- Conflict resolution paramount to SMSF member disputes
- TRIS events to be included in new reporting regime
- There’s more than one way to pay life insurance
- Don’t rush the process of changing super funds
- Friend or foe? Ridding an SMSF of an adversary isn’t easy
- Favourable conditions for retiree property sellers needing super boost
- Modernising measures to tackle SMSF document ‘minefield’
- Widening the class of death benefit recipients
- First-ever Women in Finance Summit launches
- More people looking for super info online
- Minimum pension rise can create cash flow issues
- Can an SMSF member compel a trustee to roll out their benefits?
- Meticulous estate planning can prevent heartache and hassle
- Getting out of the hard data mindset
- Man faces court over SMSF fraud
- ATO warns auditors to check fund assets with written confirmation
- Documentation on pension phase needs to be monitored
- Buying a property with 2 loans isn’t as simple as it sounds
- Another tax agent terminated for SAN misuse
- ASBFEO concerned experience pathway will dilute quality of advice
- SMSFA Audit Day chance to learn how to navigate ATO scrutiny
- Get back to basics on SMSF property acquisition
- ASIC freezes assets of former Sydney financial adviser
- NTAA clarifies misunderstanding on reporting changes for SMSFs
- Association calls for advice ecosystem recognition
- SMSFA highlights overemphasis on super tax concessions ahead of Intergenerational Report release
- SMSFA calls attention to increasing demand for specialist advice
- Tribunal decision strikes blow to ATO’s NALI rules
- Downsizer case highlights subtle differences between super and social security laws
- Last chance for $25,000 super deduction
- When can an insurance premium rollover become illegal early access?
- Don’t get caught out with LRBA legislation, warns auditor
- Can SMSFs be the model to help change retiree spending habits?
- Equity Trustees partners with SuperConcepts to enhance super and platform services for AET clients
- FAAA sets record straight on membership numbers
- Accountants’ association says ‘piecemeal’ super tax changes won’t fix economy
- Off-the-shelf deeds are fine, except when they’re not
- Living comfortably in retirement just got more expensive
- Recent legal decision a warning about landholder duty
- ATO refers highest number of SMSF auditors to ASIC in 5 years
- Managing complex relationships in SMSFs comes down to well-crafted deeds
- Industry and association bodies come together for Class Ignite 2023
- ATO ruling means commutation should be expedited
- SMSFs will continue to grow as government eyes superannuation coffers, says CEO
- Study shows women are less confident when it comes to investment choices
- Professional questions government’s super hoarding rhetoric
- Individual members are responsible for evidence that they meet the work test rules
- 96 trustee directed super products fail APRA’s test
- ATO ramps up SMSF compliance scrutiny
- Shadow minister pokes holes in government’s objective of super focus
- Vesting a trust can have revenue-related consequences
- The government has initiated a new round of consultation towards enacting an objective of super
- Online investing platform announces data integration with BGL
- Bankruptcy ruling a warning for SMSFs
- SMSFA questions Greens’ demands over super tax proposal
- Accounting bodies withdraw SMSF auditor competency requirements
- Correct property valuations will ensure tax concessions stay in place
- Change on ATO website critical for auditors
- Online simulator makes life easier for advisers
- RBA reveals September rate call
- Single-member funds can give families peace of mind
- Who is a related party?
- Division 293 tax not just for high-income earners
- Profitability up for 1 in 3 advice practices
- Experience pathway enshrined in law
- SMSFs top the charts in satisfaction rating
- SMSF auditors are not a dying breed, says professional
- Key aspects of MBR worth saving: SMSFA
- Auditing guidelines on assets have not changed, says SMSFA
- Wrong benefit payment paperwork can ‘undo’ you
- Latest draft on objective of super nailing down key definitions
- New platform to assist wealth journey of young investors
- Democratise work experience for women in finance: executive
- SMSF sector is undergoing cultural shift: SMSFA
- Document signing is moving with the times but caution still required
- Advisers cautioned as key changes to Fair Work legislation proposed
- Accurium expands its education offering to accountants
- SMSFA calls for clear definition of wholesale investor prior to new FFSP rules
- Gen X drive surge in new SMSF accounts
- NowInfinity updates trust deed features
- SuperConcepts appoints new technical services manager
- IFPA urges government to keep its hands off super
- NALE changes hit Parliament
- First set of finalists for SMSF Awards unveiled
- SMSF Awards finalist reveal continues
- Reversionary pensions can offer ECPI opportunities
- Advisers integral to the continued growth of SMSF sector
- Increase drawdown rate, halve non-concessional contribution cap: report
- SMSFs enjoy better tax outcomes than big funds
- Unusual investments driving SMSF audit delays, compliance risks
- The exception to the SMSF paradox
- Quarterly TBAR and SAR lodgment reminder
- ‘Get your death benefits in order when writing a deed’
- NALI changes welcome but more needs to be done: SMSFA
- Amending testamentary trusts: a non-zero possibility?
- Advisers urged to ‘tailor-fit’ SMSF advice for emerging affluent investors
- ‘Lighten up and delegate’: How women can juggle work and home
- What does the ATO consider if a breach occurs?
- Related party remuneration can be achieved
- ASIC approves more SMSF auditor licences
- Franking changes to impact SMSFs and retail investors
- Finalists unveiled for Women in Finance Awards 2023
- Revised NALE rules ‘miss chance to clarify SMSF bugbear’
- Don’t mix personal and SMSF assets, warns professional
- Excess non-concessional cap can trigger bring-forward rule
- WA adviser sentenced to 5-years’ jail for stealing more than $1m from clients’ SMSFs
- New data shows surge in SMSFs
- ‘Cherry-picking’ QAR recommendations dilutes impact
- 6 simple rules will ensure a deed can be executed in all states
- Changes to super are an attack on the system: auditor
- NextGen heading towards insolvency following unpaid AFCA determination
- Technology to bring us closer to real-time TBAR reporting
- SMSFA calls on government to remove active member test
- Betashares to enter Australian super industry
- AMP appeals BOLR class action ruling
- ‘Unprecedented’ wind-up statistics show SMSF sector is strengthening: professional
- Listen and be curious: how to help clients from different cultures
- Super assets widen gap between rich and poor: report
- The SIS Act matters – purported SMSF loans held unenforceable
- Draft legislation on ‘quick wins’ ready within weeks, Jones says
- AIST bids farewell as new super body emerges
- Rates may be on pause but higher ‘neutral rate’ could impact SMSFs
- Voice-activated financial advice in the palm of your hand
- Professional bodies reject proposed objective for super
- 5 key points to help auditors stay on the right side of ATO
- Government consults on $3m super tax legislation
- Small general expense oversights can trigger NALE, warns professional
- Bullock’s RBA issues cash rate call
- Draft legislation ‘bitterly disappointing’: SMSFA
- New guide offers fresh solutions for SMSF professionals
- Government accused of ignoring pleas, taking inspiration from 17th-century France
- APRA and ASIC kick off FAR administration
- Objective of superannuation needs transparency: SMSFA
- Expanded media platform unveiled to support Australia’s cyber sector
- Former adviser jailed for theft
- Farmers will be hit hard by super tax changes: Nationals
- ‘It’s not all bad news’ expert says on $3m super tax legislation
- Stage 3 tax cuts offer opportunity for tax-efficient strategies
- BGL integrates with Acumentis to simplify SMSF property valuations
- ‘Higher priorities’ put ATO practice statements on backburner
- SMSFs need clarity over asset and income tests: SMSFA
- New small-cap fund targeting SMSF investors
- Do tax concessions have to match the condition of release?
- Objective of super opens door to government ‘tinkering’: IFPA
- How SMSFs with property can manage cash flow risks
- 75 doesn’t have to be a death knell for contributions
- Draft legislation alludes to double taxation, says leading educator
- Study finds super tax proposal will affect up to 50k SMSF members
- 11 SMSF auditors face ASIC action
- There are ways to start a pension when your balance exceeds the cap: legal expert
- Think about super drawdown after 65
- Technology can add to relationship between SMSF clients and accountants: CEO
- New SuperConcepts innovation streamlines SMSF administration
- No reason for disability insurance to be targeted in super tax: legal expert
- How to service clients from Indigenous backgrounds
- Investment diversification and the right exposure don’t stop at retirement: adviser
- A court may not find a way where there’s no will, says solicitor
- More criticism of objective of super from peak seniors’ association
- ‘Don’t forget to include superannuation in estate planning’
- ‘Concentration risk’ can put SMSFs in jeopardy
- BGL partners with Canni Money to optimise retirement savings for SMSFs
- Letting super funds provide advice is a ‘good starting place’
- From a garage office to industry leader, Meg Heffron reflects on 25 years
- Paying out an MLP requires careful planning, warns adviser
- SuperConcepts offers glimpse of its future direction
- Old views of finance linger to deter women: WGEA
- SMSFA says proposed super legislation will hit farmers, small businesses the most
- Winding up SMSFs top of mind for advisers
- Draft legislation compels a look at alternative investments
- ATO warns trustees over crypto scams and losses
- Taxing unrealised gains is ‘unacceptable’, says IFPA
- Splitting orders can bring super undone if not carried out correctly: legal expert
- FAAA ‘disappointed’ over $3m super tax
- ATO takes hard line on in-house asset rules
- Quarterly reporting may move SMSF sector out of ‘cottage industry’: BDM
- SMSFs need to consider restructuring to avoid tax impost: super specialist
- New reporting regime may sound the death knell for spreadsheets
- ASFA highlights ‘unorthodox approach’ of $3m super tax
- Business training key to empowering women in finance
- AFCA reports uptick in complaints against ‘inappropriate advice’
- SMSFs warned over buying unregulated crypto
- New non-bank lender enters SMSF space
- Getting the whole picture of an SMSF’s wealth an important strategy: expert
- Ageing client base presents challenges for SMSF sector: specialist
- CA ANZ proposes simpler solutions to $3m super tax
- ATO issues warning over prohibited SMSF loans
- Long-term deposits a safer option for SMSFs: expert
- ASIC freezes assets of SMSF investment platform
- Class action launched against Caddick auditors
- BGL joins Skript to offer open banking services
- SMSFs urged to notify accountants about personal deductible contributions
- IFPA rejects NALE amendments for SMSFs
- ATO will send alerts for changes made to SMSFs
- OECD recommends taxing all super earnings
- New Victorian land tax will impact SMSFs with residential property: expert
- ‘Do it sooner rather than later’: Louisa Sanghera talks succession planning
- Indemnity crucial to protect trustees’ personal assets: legal expert
- Caddick class action not an indication of failing audit sector: professional
- Man, 81, accused of stealing nearly $1m intended for SMSF investments
- Winners revealed for 2023 SMSF Awards
- ‘Scale your impact’, says female executive
- Div 293 assessment notices due to be issued
- Binding v non-binding death benefit nominations: pros and cons
- Heffron announces major new education initiative
- Lower paid workers work longer to achieve retirement security: ASFA
- SMSFA and accounting bodies reject NALE amendments
- Social security amendments will benefit SMSF members
- Ongoing compliance essential for overseas pensions: expert
- First-ever Women in Finance Summit sold out
- Do your homework on cultural nuances, advisers told
- ATO warns trustees to beware of SMSF promoter schemes
- Recent case shows witness needs to be physically present when signing documents: expert
- RBA makes Melbourne Cup Day rate call
- Why business leaders need to talk about menopause
- Calculating death benefits requires precision: expert
- SMSFs to navigate enhanced online security measures
- ASIC levy reduced by $400 per adviser
- ATO’s new Adviser Strategy aiming to increase system integrity
- Female-led start-ups need more funding, says CEO
- Rulings on death tax coming ‘thick and fast’: lawyer
- AI and SMSFs continuing to evolve
- Div 296 tax has some positives: technical specialist
- Winners of the Women in Finance Awards 2023 revealed
- SMSFA conference will help practitioners ‘level up’
- Implementation of payday super needs careful consideration: SMSFA
- Family breakdowns present challenges in winding up an SMSF: expert
- Draft law on first tranche of adviser reforms released
- What’s in and what’s out for GST in SMSFs
- Industry reacts to QAR draft law: concerns raised around SOA exclusion
- ASIC targets misconduct in super sector
- BGL partners with Crypto Tax Calculator
- Lost deed case highlights alternative approach
- SMSFA lobbying for deeming rate calculation
- Objective of super tabled in Parliament
- SMSF fees remain sector’s lowest
- Caddick case highlights importance of high standards in audit industry: expert
- Can EPAs ‘renew’ BDBNs?
- Confidential SOA talks in progress, FAAA CEO awaits draft legislation
- Lack of consultation on new legislation could lead to unintended consequences for tax professionals: SMSFA
- SMSFA ‘disappointed’ in objective of super wording
- FSC says retirement savings could see $16bn boost through product modernisation
- LMI can help SMSFs build property portfolio: expert
- Proposed NALE rules more ‘benign’ but opposition still strong: professional
- ASIC puts super industry on notice
- Accountants need to ‘embrace’ technology: expert
- End-of-year SMSF audit considerations
- SMSFA still hoping for more ‘tinkering’ with proposed super legislation
- Anticipated super tax hike sparks fears of land exodus from funds
- SMSF fixed-term deposits will blossom with new app
- Audit, accounting industries sound alarm over proposed financial super body
- AMP settles BOLR class action
- Advisers urged to check fund circumstances before starting wind-up
- New ATO program will target illegal early release from SMSFs
- ASFA keen to work with government on defined benefit income stream changes
- Does the NALI/E punishment fit the crime?
- Unpaid traffic fines can lead to trustee disqualification, warns leading educator
- EPOA crucial for SMSFs, says professional adviser
- Costs can escalate exponentially when estate planning issues are ignored
- NALI/E impasse putting super at risk of penalties: lawyer
- Latest ATO statistics show SMSFs on the rise
- NALE changes get green light from Senate committee
- Legislative changes mean investment strategy reviews are even more important, says professional
- ASFA research claims super tax will affect ‘only small percentage’
- SMSF client-to-agent linking requirement
- Sometimes less is more when it comes to trust deeds, says adviser
- SMSFA urges crossbench to reject ‘complex and inequitable’ $3 million super tax
- Incorrect change of SMSF trustee documentation can be costly: lawyer
- Retirees still hesitant to make super drawdowns
- Super contributions, TBCs and home ownership dominate adviser queries
- NALI by association: Lessons from GYBW v FC of T case
- Documentation vital in BDBN payouts, says legal expert
- Government launches retirement phase consultation, details role of advice
- Accounting association raises concerns on super changes
- Retirement ecosystem needs a rethink: experts
- RBA unveils pre-Christmas cash rate call
- Latest AAT decision on regulation of approved SMSF auditors: Townshend and ASIC
- Challenges could arise if SMSFs included under covenant: experts
- Technology vital in meeting legislative and compliance changes
- Covenant concerns not warranted for SMSF sector: SMSFA
- Transferring death benefits can’t be done with just a journal entry: expert
- A decade of recognising advisers: Winners crowned at ifa Excellence Awards
- Jones opens doors for banks to re-enter advice in latest on QAR
- FAAA slams Jones’ QAR announcement
- Government hesitant on accountants’ inclusion in financial advice
- Are there limits to an amount that can be commuted?
- 223 SMSF trustees disqualified in September quarter
- ‘Behold! I’ve brought you an adviser!’
- SAR and TBAR dates fast approaching
- New adviser category needs ‘further consideration’: SMSFA
- SMSFA slams ASFA ‘research’ over $3 million tax
- Lack of regulation of digital assets leads to ‘inappropriate’ selling practices: SMSFA
- Format, formalities crucial to BDBNs: expert
- Let the countdown begin: the top 10 stories of 2023
- The countdown continues
- Unordinary Christmas songs to add to your playlist
- Our holiday watchlist: From Ozark to Stavisky, what you should be watching this summer
- IFPA raises concerns over new class of advisers
- New board member for SMSFA
- When related parties can spoil the fun(d)
- Adviser slapped with registration prohibition order
- Navigating SMSF contributions and investment decisions in the festive season
- New Year’s resolutions for your SMSF
- Learning from the experts: the top 5 strategy articles for 2023
- Listen up – the top 5 podcasts for 2023
- Successful estate planning can be done in 11 easy steps
- SMSF sustainable investment gets global boost
- ATO issues new guidance on tax deductibility of advice fees
- SMSF investments and pink diamonds
- There are a few options for how to pay Div 293 tax, says professional
- Removing fee consent form ‘only sensible’ way forward: FAAA
- What does 2024 have in store for SMSFs? We ask our panel of experts
- The events that had the most impact on SMSFs in 2023
- Farewelling a year of change, angst and anxiety
- Government releases draft law for changes to adviser exam
- ATO program will monitor SMSF illegal early access: expert
- Don’t short-change your pension payment, warns professional
- SMSFA unhappy about accountants’ exclusion from advice
- Pain points of legislative changes still an unknown
- Is there more in store from the government in 2024?
- Tips for preparing for the best tax outcomes
- Nearly half of Australia’s retirees look to super funds for advice
- Court decisions on variation of trusts contain valuable lessons for advisers: lawyer
- SMSFs continue to invest in ETFs
- Look beyond numbers to help advise your clients
- Millions of Australians lose by leaving savings in default MySuper funds
- Investment bonds can avoid legal challenges to charitable bequeaths: CEO
- Investors looking to SMSFs: ASX report
- Rate rises can impact loan requirements for related party loans, warns expert
- Victoria’s new annual tax on commercial and industrial property from 1 July 2024
- Court appoints receivers for Brite Advisers
- Payday super, retirement covenant can influence SMSF: educator
- Caddick case reinforces professional standards: expert
- Every will can contain a testamentary trust, says legal expert
- SMSFA and Smarter SMSF team up with new range of courses
- Derivative statements need their own documentation, says expert
- Concessional caps likely to rise in FY2024–25, CFS predicts
- ATO research will help trustees understand their obligations: CEO
- Former director imprisoned over SMSF scam
- Former advice firm director cops lengthy ban
- Government appoints independent super advocate
- Clear pathway of advice needed to highlight specialisations
- Time to start planning for stage 3 tax cuts: technical manager
- A successor director can save the demise of an SMSF: adviser
- BGL Masterclass returns February 2024
- CSLR board releases initial levy estimate
- What happens when clients don’t take your advice?
- Confidence gap between advisers and clients
- Greater exam flexibility needed: SIAA
- Rising penalties: why DBA Lawyers is urging a shift in trustee structure
- FAAA backs financial adviser exam changes
- ‘Crypto assets are here to stay’
- Plan for Federal Court to hear ASIC criminal trials faces criticism
- More Australians trust in super system despite economic uncertainty: research
- Death benefit v member benefit payments tax ruling
- Sole purpose test drives SMSF investment in motor vehicles: expert
- SMSFA backs adviser exam changes
- Super fund advice fee proposal ‘too narrow’: ASFA
- Including SMSFs in RIC has its benefits: expert
- Advisers need to prioritise mental health of themselves and their clients: expert
- Plan now to avoid financial year stress, warns adviser
- 6k advisers face risk of being unable to provide advice, warns FAAA
- Specialist Islamic financing firm enters SMSF space
- Fiduciary duty important for accountants in SMSF dealings: solicitor
- Concessional contribution cap can be increased for up to 5 years: PBR
- ASIC announces short extension to registration requirement
- Liquidity planning should be in place now for $3m super tax: adviser
- What an SMSF should do after paying out an LRBA loan
- Retirees lacking even more confidence in super system: report
- NALI/E delay ‘kick in the guts’ for advice industry: expert
- Strict rules apply if SMSF lends money: lawyer
- Diversifying assets becomes easier with price point parity
- Proper planning needed with growing niche of family SMSFs: adviser
- It’s best to go traditional when signing deeds: expert
- FAAA urges government to accelerate rollout of Digitial ID
- Court confirms capacity to make a BDBN
- How many attorneys does it take to create authority?
- Super fund satisfaction misses out on record highs: Roy Morgan
- Labor tweaks stage 3 tax cuts to make room for ‘middle Australia’
- Legal advice a must when considering succession planning
- IFPA pre-budget submission calls on government to rethink rules
- Contribution strategies still viable with tax cut revision
- Avoid volatility in portfolio during economic uncertainty: wealth manager
- SMSFA says changes needed for more equity in sector
- There are risks with using trading companies as trustees for SMSFs, warns expert
- Property still the preference for female-owned SMSFs: expert
- FAAA asks for lower costs, fully tax-deductible advice in pre-budget submission
- A leading member trust can safeguard assets and succession plans
- Quarterly reporting regime means communication now paramount: expert
- Plan now to take advantage of 5-year carry forward rule: expert
- Jones to consider alternatives to ‘qualified adviser’ during next consultation phase
- Podcast raises questions about super funds’ ability to offer unbiased advice
- TPB powers need to be robust: SMSFA
- New SMSF trustees could lose registration if they don’t pick up the phone: adviser
- AAT decision a warning to auditors: lawyer
- Private debt offers security in investment
- Concessional contribution cap looks set to rise on 1 July
- NALI ruling shows documentation vital to employee share scheme
- Individual charged with 9 offences after pushing consumers into SMSFs
- Revamped RBA announces first decision of 2024
- Stage 3 tax cuts could influence whether assets are held inside super: expert
- Alleged SMSF scammers charged
- ASIC acts against 9 SMSF auditors
- Get the right documentation in to avoid audit delay, says expert
- Death dependant is specific in law according to private ruling
- Latest annual stats show SMSF sector continues to grow
- Auditors warned scrutiny will continue: experts
- Trusts becoming vehicle of choice as super tax looms
- ASFA calls on government to amend account-based income streams
- IFPA wants SMSFs excluded from RIC
- Trustee decisions are at their own discretion: expert
- Foreign investment could pose risks for SMSFs in pension phase, warns expert
- SMSF sector may lose out if it keeps its distance from regulatory changes: SMSFA
- BDBN court ruling highlights relationship status can be open to interpretation
- ASIC bans adviser following 5-year sentence for fraud linked to gambling
- SMSFA urges government not to take away consumer choice
- Auditor takes to TikTok to warn younger generation of super tax impacts
- SMSFs shouldn’t be in RIC: FAAA
- SMSFs outperform APRA funds again: research
- New decision highlights options for disqualified persons
- Advisers turn to ETFs, especially for younger investors
- Executor payments are a taxable commodity
- Time’s run out for lodgment planning
- Super needs to shift from ‘nest egg’ to income, says Actuaries Institute
- New YouTube channel to help educate SMSF trustees and advisers
- Some SMSFs may still have to pay tax in pension phase: expert
- ATO urges trustees to check SMSF bank account details are up to date
- Death benefits still a challenge for sector: specialist
- Court ruling highlights super still subject to common law claims
- HUB24 announces $30m half-year profit
- Count to have over 550 financial advisers upon completion of Diverger transaction
- Wind-up strategies need to be considered at establishment: expert
- Self-scrutiny essential for SMSF sector growth: experts
- Retirees spending all their super and need more advice: research
- SMSFA still pushing for change in Div 296 calculation
- ASIC issues warning to super trustees on the underperformance of Choice super products
- Adviser agrees to restrictions following ASIC review of SMSF advice
- SMSF members cautioned not to act hastily over $3m cap
- Government announces contribution cap changes
- SuperMate and ASF Audits announce one-click audit integration
- SMSF advice focus part of ASIC’s corporate priority plan
- Half a billion dollars withdrawn through illegal early access: ATO
- SMSF wind-ups hit new low
- Not all contribution strategies will benefit every SMSF: expert
- Retirement roadmap started early can achieve financial freedom 11 years earlier: adviser
- SMSFA calls for collaborative approach to prevent rulebreaking
- Updating a trust deed? Consider these 3 dates
- Digital assets need to be considered as part of will, says legal specialist
- Contribution splitting needs long-term planning: experts
- IFPA urges government to amend Division 296 legislation
- Latest stats back up research into SMSF longevity and returns: educator
- Making trust deed changes to ensure EPOA is in place is vital: solicitor
- CA ANZ proposes accountants’ inclusion in SMSF advice regime
- Regular reviews and safekeeping of documents vital: expert
- SuperStream rollovers still a challenge: adviser
- SMSF Adviser unveils inaugural Australian Wealth Management Summit
- Production paramount if including farm in an SMSF: expert
- Court finds AFSL liable for SMSF-related conflicted remuneration breach
- DASH takes managing SMSFs to the next level
- SMSFA welcomes extension to $3m super tax Senate report
- TRIS needs pre-planning for best results: advisers
- Fees and charges can impact SMSF investors: international expert
- IFPA urges government to scrap super balances
- Full compliance needed if buying an overseas property: legal expert
- Finalists unveiled at first-ever Australian Wealth Management Awards
- Beware of overlooking Div 293 tax: adviser
- Avoid tax slug by rolling out if SMSF becomes non-compliant: specialist
- Younger SMSF trustees entering investment market
- Borrowing in an SMSF could come undone over technicalities: advisers
- Staff discount policy for SMSF a must to avoid NALE: solicitor
- ATO disqualifies 149 SMSF trustees in December quarter
- First-ever Women in Finance Network Lunch launches
- New data breaks stereotype of female SMSF clients
- Membership guided not just by SIS Act but by deed: expert
- SMSFs still have highest satisfaction rate: report
- SMSFA, industry leaders welcome PPL super payments
- Understanding withdrawals, contributions in TSB vital for new super tax: adviser
- Advice community needs to ‘flex its muscles’ on ASIC levy
- Small strategies can help close gender super gap: expert
- Maximise bring-forward contributions with restraint: adviser
- Trustees need to immediately appoint auditor for SAR: ATO
- SMSFA says aged care, super policies shouldn’t be looked at in isolation
- Pension can’t be excluded from TBC: court
- Advisers need to set the standard for integrity: ATO
- SMSF advice sector at ‘tipping point’: research director
- Super on paid parental leave ‘death knell’ for Div 296 tax: adviser
- 15 more SMSF auditors caught in ASIC’s net
- Seator Jane Hume to speak at the Australian Wealth Management Summit 2024
- The definition of parent is not set in stone: legal expert
- Evidence and documentation needed to prove interdependency relationship: expert
- Changes to super clearing house will affect SMSFs
- Super-building strategies for younger members
- Sole purpose test must meet the needs of every member in a fund: technical expert
- Submissions called for Div 296 calculation amendments
- SMSFA calls on government to stop Better Targeted Superannuation Bill amendments
- Dixon Advisory decision opens floodgates for compensation
- CSLR updates on levy payable by financial advisers
- RBA maintains hawkish pause
- SMSFs turn to advisers amid market uncertainty
- Retirement means more than stopping work: experts
- A business run through SMSF must also meet sole purpose test: educator
- Submissions open for Australian Accounting Awards 2024
- ASIC bans adviser over using SMSF client funds for ‘other purposes’
- SMSFA says CSLR levy ‘extremely concerning’ for advice industry
- Advisers ‘left paying the bill’ on CSLR
- Don’t change saving behaviour before rules are in place, warns specialist adviser
- Tribunal rules deed should exclude foreign persons to avoid land tax: solicitor
- Statements in objective of super bill ‘perpetuate myths’: SMSFA
- Private ruling sets out that interdependency relationship must meet all criteria
- Apply 3 tests to avoid NALI penalties: adviser
- Trust deeds should include power of variation: lawyer
- Accessing super at 65 can be done: expert
- SMSFA stands against new tax as debate looms
- 2 alternatives to $3m cap would make super environment more equitable: auditor
- ATO investigating 16.5k SMSFs over valuation compliance
- Accessing benefits under financial hardship not an easy task: adviser
- SMSF Adviser announces new initiative to meet audience needs
- First QAR legislation hits Parliament
- Removed super no longer protected from creditors: court
- Audit profession stands at a crossroad in fight for talent
- Aged care reforms need more consideration: SMSFA
- Most SMSF trustees ‘swim between the flags’: assistant commissioner
- Age can determine what kind of contributions a fund can accept: technical adviser
- New halal SMSF solution removes barriers to ethical property investing for Australian Muslims
- NALI bill offers no relief for specific expenses: legal expert
- Support growing for changes to new super tax bill
- Senate committee supports passage of super objective bill
- Death benefits v member benefits is all in the timing: legal expert
- Change in calculation of TSB for defined benefit interest imminent, warns technical specialist
- ATO warns penalties apply for funds not meeting their release obligations
- SMSF must satisfy 3 tests to be considered an Australian fund: private ruling
- A change of trustee deed in NSW could require registration: legal expert
- ATO documents first port of call to contest administration penalties: lawyer
- Another private ruling digs down into death and member benefits
- ATO valuation communication indicates closer monitoring of sector on the cards: experts
- JAWG says there is still time to fix first QAR bill
- Advisers warned about ‘grey area’ of wholesale client test for SMSFs
- Defined benefit calculation requires strategic thinking: expert
- Super contribution can reduce CGT: industry expert
- Family Provision Applications need careful consideration: lawyer
- Contribution reserving can optimise tax positions: specialist
- Pension documentation should not be forgotten in SMSF planning: expert
- Prudent person test a must in any SMSF loan arrangement: legal expert
- Be aware of NCC on TSB, says technical expert
- SMSFs need to put in place plans now to avoid NALI breaches: expert
- Variation of power should not be too narrow: legal expert
- Don’t be married to traditional definition of ‘spouse’: adviser
- ASIC commences civil proceedings against blockchain mining companies
- Regulation bulletin ‘roadmap’ to property development, says technical expert
- Jones launches CSLR in Melbourne, fails to address adviser concerns
- ASIC announces leadership changes amid CEO exit
- ATO responds to AAT NALI decision
- Class reports growth in account numbers
- Personal deductible contributions must meet work test: specialist
- NOI critical to avoid anti-tax penalties: lawyer
- ATO looks to professionals to help stem illegal early access
- Proposed super policies will impinge on Australian innovation: chairman
- Incorrect asset valuation affects pension allocation, warns adviser
- Dixon class action settlement receives Federal Court approval
- BGL announces wealthtech integration
- CA ANZ ‘does not support’ $3m super tax changes
- ‘Really angry’: FAAA slams CSLR process
- Betashares announces ‘Wealth Builder’ ETFs
- Avoiding compliance traps with contribution reserving
- Superannuation performance test for SMSF not needed: SMSFA
- Recent case illustrates contributions count when cleared funds are received: lawyer
- Private lending and NALI possible if evidence is documented
- ATO removes hyperlinks from SMS alerts
- Private ruling explains interdependency as a parent rather than child
- Tax Institute tells Senate changes needed to super tax proposal
- JAWG pushes for more ‘flexible’ adviser education standards
- ATO warns trustees about increasing crypto scams
- Backlash forces government’s hand on defined benefits: expert
- SMSFA calls for legacy pension amnesty
- Downsizer contribution of spouse not on house deed possible: expert
- Personally paying property deposit can cause reimbursement issues: legal director
- Will it stay or will it go? What to keep when winding up an SMSF
- Actuaries Institute calls for two-metric test
- ‘Read the deed’ heuristic matters – particularly to the Family Court
- Court ruling shows benefit of revisiting contribution strategies: lawyer
- Jones defends industry funding model, emphasises need for adviser growth
- Auditors have a nose for smelling out unreasonable expenses: educator
- Check cap space before making non-concessional contributions: expert
- It’s all about class when making trust distributions: solicitor
- Amendments allow for legacy pensions to be commuted to MLPs: lawyer
- ASFA speaks out against Coalition super policy
- Closing the super gender gap needs action, not just words: senior manager
- SMSFA asks for clarification on capped defined benefits amendments
- ASIC review turns spotlight on trustees over death benefit claims
- ATO attempts to read down NALI defeat in BPFN decision
- SMSF bank accounts and overdraft implications
- Tribunal case gives clarity on tax residency
- ATO reminder about getting trust distributions right
- ASF Audits and Acumentis connect to streamline SMSF property assessments
- ASIC warning over dodgy super-switching cold calls
- RBA makes latest rate call
- SMSFA CEO tells Senate committee to re-engage with stakeholders
- SMSFA claims proposed legislation breaches tax principles in last-minute submission
- HUB24 launches SMSF Academy to support demand for specialist SMSF advice
- TBC looks set to rise to $2m
- Winners of Australian Wealth Management Awards revealed
- Senator Hume pledges support for SMSFs, says Labor is hurting individuals, small investors
- ASIC freezes assets of financial adviser and related companies
- Primary producers, small businesses already selling out before super tax
- Fight to make changes to $3m super bill just beginning
- FAAA calls for action on CSLR as costs spiral out of control
- Super tax legislation remains unchanged
- Super tax will become political football following committee report
- SAR lodgment time deadline
- Association urges Senate crossbench to act in wake of outcome on tax proposal
- SMSFA concerned around indexation in budget
- FAAA calls for budget inclusion to ease cost of advice
- ASIC bans Melbourne adviser over super transfer inducement
- Budget 2024–25: Key insights you must know
- When does the Division 296 make super not worth it?
- Experts unpack what the budget means for SMSFs
- Silence deafening on financial advice in budget
- EOFY strategies need to be completed by 28 June
- Budget tinkering around the edges of superannuation
- Debate rages in parliament over super tax bill
- Family farms under threat with proposed super tax: federation
- Look at all assets when investing in business real property
- SMSFA ‘encouraged’ by debate but not confident amendments will get through
- Trustee exposure costs can be significant
- Navigating lost documents and LRBAs
- In-house asset rule exemptions and investments in unit trusts
- SMSF offset accounts need careful consideration
- Giving a ‘life interest’ can help protect inheritance
- ATO scrutiny on trust distributions increasing
- Next steps for advisers in intergenerational wealth transfer
- Objective of Super missed out on budget night, but could become even more important
- 3 strikes don't always mean you’re out as an SMSF trustee
- SMSF sector growth being led by younger members, women
- Written declaration needed to access experienced provider pathway: ASIC
- SMSF trustees more confident about their retirement: report
- Plan now to take advantage of stage 3 tax cuts
- Most Australians still relying on government pension for retirement
- Key issues ATO looks at in determining death benefits
- Family trusts and managing unpaid present entitlements
- Younger SMSF trustees driving ETF investment
- SMSFA calls for changes to wholesale client asset test
- Downsizer contributions can be time critical
- Super might not be as tax-effective after death
- Meeting minimum pension requirements a must before 28 June
- Rollovers are not just a simple manoeuvre
- ASIC bans former adviser following fraud conviction
- Are deemed contributions assessable?
- Federal Court dismisses tax agent’s appeal against termination
- Qld women sentenced over illegal early access fraud and COVID-19 scheme
- APRA statistics show continued growth in SMSFs
- Ethical and moral issues continue to challenge SMSF sector
- Beware overlooked rules in geared unit trusts
- Retirees continue to face record cost pressures
- ATO PBR applies ruling on foreign super transfers
- Court ruling provides clarity on whether super is an estate asset
- ASIC to launch improved professional registers search
- LRBA repayment doesn’t need to affect title
- Calculating TSB under new laws should not be underestimated: expert
- Victor Smorgon Partners’ Global Multi-Strategy Fund added to HUB24
- Navigating limitations of death benefit payments through an SMSF
- Div 296 carve outs include special super interests
- ‘Perfect opportunity’: SMSF urges government to draw a line under Dixon
- Flexibility for SMSFs approaching 30 June deadline
- New Victorian property tax will affect SMSF investment decisions: legal specialist
- Super Members Council urges government to slash red tape to save retirees in super fees
- Div 296 proposal offers opportunity for client conversations
- NALE delay creating ‘fear and uncertainty’: legal expert
- LRBAs under fire as super legislation debate continues
- Check in-house assets before 30 June
- Notice of intent can be deemed invalid
- Avoid common errors when lodging your 2024 annual return
- Advisers join campaign to protest government’s mishandling of key matters
- Unit trusts can benefit SMSFs, but care needs to be taken
- What’s in a name? ATO offers guidance
- SMSFA concerned about regulatory overreach in ATO information gathering
- Research shows strategic use of ‘tax bunching’
- SMSF included in first CSLR payment
- Changes to GST rebates pushing up the cost of advice
- Grandchildren challenging a grandparent’s estate a ‘growth’ area
- Research recommends ceasing super tax concessions
- ATO looking at 3 key areas with LRBAs
- Winding up doesn’t necessarily mean an empty balance sheet
- ATO warning to SMSFs on crypto scams and reporting breaches
- Take note of taxpayer alerts if considering property development
- Special purpose super trust funds need to meet 2 conditions
- Finalists unveiled for Australian Accounting Awards 2024
- Critical issues around deathbed benefit withdrawals
- Proposed breach reporting changes concerning for SMSFs: Association
- Bragg questions ASIC’s role in developing legislation
- SMC apologises for ‘mischaracterisation’ of dodgy adviser comment
- An inside look at superannuation death nominations
- RBA leaves cash rate unchanged
- Grey areas in wholesale versus retail investor definition causing concern
- Family trust elections in ATO sights
- Retired and renting: research reveals new retirement challenge facing Australians
- ATO takes tough view on interdependency in recent ruling
- Court case deals with identity theft threat to super
- Leading professionals crowned at Australian Accounting Awards 2024
- Timing crucial when nominating beneficiaries, court ruling shows
- Div 296 could spark ‘exotic’ investments outside super
- Committee hands down DBFO bill report
- Income-free areas set to increase from 1 July
- We’re all on the same team, so why doesn’t it feel like it?
- Review investment strategies as new financial year approaches
- Federal Court dismisses tax agent’s appeal
- Think strategically when starting a pension
- SMSFA to meet Jacqui Lambie as push continues in fight against $3m super tax
- SMSF independent auditor’s report updated
- Beware of tax impost on income from a trust
- Federal Court upholds Corbisiero decision
- NALI bill finally passes
- Beware of intricacies in distributions from an FDT
- Disqualification can impact SMSF trustee for life, warns educator
- Lack of advisers a ‘concern’ for SMSF sector: FAAA
- LRBA interest rates increase for 2025
- Investment options outside of super need to be tax-efficient and flexible: expert
- SMSFs would benefit from more diversity on ASX: report
- Clarity needed on tax rulings
- Getting a good RAP can reduce penalties
- Contributions to an SMSF may not protect assets: court
- Definition of advice and advisers is vital if industry is to continue to grow: expert
- SMSFA hopeful super tax legislation will hit lower house this week
- Steps to take if Div 293 assessment is issued
- Proving interdependency is not just ‘ticking boxes’
- Death benefit payments can hinge on definition of ‘de facto’
- ASFA welcomes ASIC retirement income pulse check
- BDBNs and capacity a growing issue
- Not using SuperStream could breach reg 6.17: expert
- SMSFA determined to keep advocating for change to super tax proposal
- First DBFO bill passes Parliament
- ‘ASIC has failed’: Senate committee releases final report
- PBR deals with NALI and franked dividends in SMSF
- Industry questions why super tax dropped from debate again
- ATO issues guidelines on NALI changes for SMSFs
- The waiting game can pay dividends at tax time
- SMSFA says report opens door to cut industry’s ASIC levies
- Grandparent carers and interdependency relationships
- How much has the ASIC levy increased?
- Advisers can be liable for penalties due to ‘omission’
- ATO issues guideline on how to conduct Part A of SMSF financial audit
- Momentum Media launches inaugural Australian AI Awards
- Concern still exists over NALI punishment regime
- AAT case highlights obligations of trustees in investment decisions
- Final Dixon Advisory complaints could add $32m to CSLR
- ASIC amends certain instruments after DBFO receives royal assent
- Beware of looking at related party transactions in isolation
- Small changes to tax ruling for pension commencement significant
- Documentation crucial for auditors, trustees on notice from ATO
- SMSFA urges government to renew consultation on new tax determination
- Include a Charity pushes for superannuation giving reform
- Care should be taken when considering salary sacrifice
- Div 296 will bring additional reporting requirements
- Changes to treatment of transfer balance cap for SFTs
- Crypto investments need long-term strategy consideration
- Court highlights difficulties with deathbed withdrawals
- BDO Australia selects SuperMate as SMSF technology partner
- Corporations law consent requirements should not be overlooked when registering a new company
- Advisers on notice over super and holistic estate planning
- SuperMate streamlines integration with Macquarie Bank’s Cash Management Account
- Crypto investment ROI can be beneficial for SMSFs
- Small changes in ATO wording can catch auditors unawares: expert
- Labor’s code changes an ‘assault’ on accountants: Opposition
- Small SMSF firms need cyber crime security measures in place: expert
- Updated property valuations will play big role in Div 296 tax
- Family home could be more than just a roof in retirement
- ATO launches new courses for setting up and winding up an SMSF
- Over $20m in fines imposed against Vestey Trust promoter
- BGL integrates with Digital Rapport to revolutionise SMSF reporting
- Documentation essential for proving NALI for LRBAs
- Death benefit guardian can ensure wishes are met
- SMSFA gearing up for battle on CGT and NALI
- Private ruling on death benefits outlines tax treatment
- ATO ‘difficulties’ a challenge for SMSF professionals and trustees
- Submissions open for Women in Finance Awards 2024
- ATO disqualifies SMSF trustee who tried to use Merchant case in defence
- SMSFA hoping Greens heed super tax concerns
- ASIC bans NSW adviser for 5 years over involvement with SMSF investment structure
- It’s never too early to start talking about aged care with clients
- Auditors should insist SMSFs have a written lease agreement
- Cash withdrawal less taxing option in Div 296
- Research shows younger Australians looking to TikTok for financial advice
- Stepchildren can be included as dependants
- Insurance inside super has tax advantages
- Melbourne accountant convicted for falsifying signatures on audit documents
- Get estate planning sorted before thinking about BDBN says technical expert
- Don’t assume market value, says leading educator
- Coalition would reverse Div 296 tax: Howarth
- ASIC bans adviser over SMSF scheme
- Women in Finance Summit 2024 launches
- PBR states financial dependency not dependent on time
- Fee increases costing advisers clients: report
- Strategic timing crucial for ECPI with proposed Div 296
- Tax industry claims partial victory against government’s code changes
- AFCA concerns over super scams
- What constitutes a criminal record for SMSF trustee disqualification?
- Amendments to TR can have significant consequences on pension: expert
- Trustee discretion can be challenged
- NCC and work test changes need to be considered
- High-profile case emphasises crucial importance of correct document execution
- RBA announces August rate decision
- SMSF Adviser Technical Strategy Day 2024 launches
- Reversion of a pension v new pension after member death: know the difference
- SMSFs now need to complete trust income schedule
- Back to the future to mitigate Div 296 impact
- Loss of capacity and no power of attorney requires tribunal application
- Conditions of release also apply to insurance inside super
- Deathbed withdrawals may not be the right strategy: expert
- Change of preservation age can impact conditions of release
- SuperConcepts partners with The Principals’ Community
- ASIC warns advisers to be proactive in fight against dodgy super cold-callers
- ASFA urges government to ‘ring-fence’ Div 296 tax revenue
- Recovering mistakenly paid contributions under the Law of Restitution
- TSB under $3m shouldn’t be ignored in new super tax: expert
- SMSFA announces Audit Day line-up
- How Dixon Advisory’s parent company will benefit from CSLR
- ‘Pile of new red tape’: Opposition argues delaying code changes not enough
- SMSFA raises concerns over TPB registration review
- How women can harness ‘personal power’ in leadership
- ‘Dangerous precedent’: Independent MPs hit out at $3m super tax
- Private credit could benefit SMSFs as inflation remains sticky
- Timing is everything when claiming deductions for personal contributions
- SMSFA, accounting bodies reject claims about consultation on key code changes
- Crossbench support for $3m super tax ‘certainly not guaranteed’: Burgess
- More women in advice needed: report
- Coalition set to force a Senate vote on code of conduct changes
- EPOA can help funds retain Australian compliance: PBR
- SuperMate adds new anti-fraud feature
- ASIC cancels AFSL of Libertas Financial Planning
- Is it time to talk about quotas in financial services?
- Delay in code of conduct determination offers industry opportunity
- More voices join call for amendments to address problematic super tax
- Be acutely aware of changes to Div 296
- Beware of terminal illness payout time frame
- Advisers at risk where second-order consequences are missed
- SMSFA appoints new policy manager
- Retirement doesn’t have to mean no longer working
- Court case shows estate planning has to consider all contingencies – good and bad
- $3m super tax still likely to be implemented in 2025 despite delays
- ATO encourages trustees to use voluntary disclosure service
- 2 years on the petition for LRBA changes is answered
- TRIS can have tax advantages if done correctly: expert
- SMSFA announces new insurance offering
- ASIC corporate plan targeting SMSF establishments
- Capital losses can help reduce NALI
- Former Brisbane financial adviser found guilty of fraud in retrial
- COVID early super release did little for financial, emotional wellbeing: research
- Ruling confirms commitment to ‘shared life’ crucial to meet interdependency
- NSW taxpayer denied stamp duty exemption for transfer from SMSF to member
- Former financial adviser sentenced to 12 years jail
- Class adds new TIS software to its suite
- Advisers should know the 4 tests to determine NALI
- Market valuations need to be consistent for Div 296 tax: expert
- Ask kids about their mum and dad’s super, advisers told
- Education key to shielding SMSFs from growing risk of scams
- Former SMSF accountant sentenced to 7 years in prison for theft charges
- SMSF compliance entails more than just following the SIS Act
- How tracking data could help overcome gender biases
- SMSF assets continue to grow, according to APRA statistics
- Siblings being siblings – an estate planning reminder
- Using the rules to take advantage of pension regulations
- Changes to promoter penalty laws
- Should an SMSF register for GST?
- ATO practice statement lays down law on illegal early release perpetrators
- Flexibility is key in off-the-shelf deeds
- Coalition to push ahead with disallowance motion for TASA changes
- APRA performance test leaves out more than a million retirees: SCA
- SMSF returns must be completed in their entirety, warns ATO
- What happens when an eligible beneficiary of a death benefit dies before the benefit is paid?
- Individual v corporate trustees – which is better and why?
- Skincare brand CEO shares how she pivoted during COVID
- AI and market valuations will likely impact SMSFs
- ATO says Merchant decision does not ‘displace’ responsibility of trustee in an SMSF
- $3m bill set for debate next Thursday
- Melbourne financial planner gets 18 months in jail
- Asset manager partners with SMSF Adviser Technical Strategy Day 2024
- Open letter from peak accounting bodies urges PM to stop ‘unfair’ rules for tax agents
- Now is the perfect time to review investment strategies
- Younger SMSF members need to consider end-of-life situations early: expert
- Difficult circumstances no excuse for not meeting NOI conditions
- Roundtable over code of conduct changes highlight more consultation needed
- Rise in the number of auditors referred to ASIC
- Auditors need to be vigilant about valuation risks and Div 296 tax
- ASIC report on super death benefit claims due for release
- Proper valuation needs documentation and supportable data
- Holding costs on vacant land a no-go for SMSF
- ‘To err is to be human’: NALI changes to have disproportionate impact
- SMSFA ‘encouraged’ by commitment to amend code of conduct bill
- No movement on objective of super bill
- Industry should represent the communities it serves: Mortgage Choice
- AccountantsIQ, SMSFA, Deakin University to help advice professionals meet looming education deadline
- 1 SMSF deed, 2 spouses, 3 trustees, and many fees
- Family home: no death taxes, but avoid the CGT trap
- Bank overdraft can breach section 67
- Wait continues on Div 296 tax legislation
- ‘Disconnect’ between where retirement income is sourced: research
- Never too much documentation when it comes to binding death nominations
- Look at TBC before starting multiple pension streams
- Government finally ready to tackle legacy pensions with new announcement
- Downsizer super contributions drop off
- Check CGT concessions regularly to avoid hefty tax impost
- Failure to transfer title after a change of trustee requires judicial advice
- Class highlights $825m tax risk and unmet advice needs in new report
- Finalists revealed for first-ever Momentum Media Australian AI Awards 2024
- Gen X and Millennials lead SMSF establishments again
- Industry says legacy pension draft regulations ‘brilliant’
- Why this ‘peri warrior’ is against menopause leave
- TBAR lodgment and asset valuation on ATO checklist
- Data collection will become more important, frequent as industry grows
- When will trust records be withheld from a beneficiary?
- Deceased estate is not a death benefit dependant: PBR
- Free webcast will help SMSFs understand value of gold amid economic uncertainty
- Work test removal sees spike in NCCs for older members
- ATO updates SMSF self-education products
- Finalists unveiled for Women in Finance Awards 2024
- WA woman jailed for exploiting hardship superannuation support
- Forward planning best practice to decrease debt and increase wealth
- The hidden dangers of large SMSFs
- RBA makes rate call amid heightened speculation
- ASIC extends reportable situations relief and personal advice record-keeping requirements
- Petition calls for SMSF changes to help renters break free from the rental cycle and achieve home ownership
- Big decisions on tiny home investment
- ASFA calls for sector to work together in advice reforms
- Taxpayers must apply unused super caps, AAT rules
- QAR tranche 2 step forward for SMSF sector
- What are the government’s intentions with negative gearing?
- Treasury releases draft amendments to code of conduct instrument
- ATO releases final determination on deductibility of advice fees
- Underutilised strategy worth looking at to reduce TBC
- 4 steps to claim deductions on personal super contributions must be met
- ATO stats show continued growth in SMSF sector
- Not enough positives for SMSFs to use negative gearing
- Tough stance on personal super contribution tax claims
- Be aware of nuances in arm’s length dealings
- Opposition urges Labor to scrap plan to tax unrealised gains
- Blended families and death benefit payments can be tricky
- ATO has private wealth advisers in its sights
- ASIC announces action against 13 SMSF auditors
- Weighing up the pros and cons of including SMSFs under RIC
- SMSF transfers rise as industry funds expand market share
- $3m super tax unlikely to pass before end of the year
- SMSFs turning to gold as wealth preservation tool
- Setting up a super fund for grandchildren needs planning
- Timing investment restructuring to maximise ECPI
- How to cultivate strategic alliances in the workplace
- Trust in advisers at all-time high: report
- Commuting legacy pensions and new regulations
- Utilising recontribution strategies to the children’s advantage
- New report reveals uphill battle for trust in financial services post-royal commission
- SMSF crypto investment on the rise
- Younger Australians turning to SMSFs as retirement security concerns rise: report
- IMF tells government to phase out super tax breaks
- Pension paperwork a must, says legal expert
- Charitable death benefit will attract tax impost: PBR
- AI meets SMSF administration in world first
- SMSF residential property investment has no impact on housing crisis: SMSFA
- Complexity of market values means more responsibilities for SMSF professionals
- $3m super tax amendment defeated in lower house
- AFCA consults on ‘minor clarifications’ to superannuation death benefits approach
- 6 years’ unused concessional caps on the table for some members
- Property title searches need to be done more frequently as part of audit process
- SMSFA urges Senate to reject super tax legislation
- ‘Obscure’ assets hard to value
- Unrealised capital gains are already taxed in Australia, claims minister
- Div 296 tax fight continues in Senate
- Private credit can help provide SMSF income stream: expert
- Reserves are treated differently under super and tax laws
- Court ruling shows SMSF assets can be safe from personal admin issues
- Class direct registry connections to maximise efficiency for accountants, auditors
- SMSF advisers should understand RIC to support clients
- Action plan needed if 5% in-house asset limit is exceeded
- Consider liquidity in private market space: adviser
- SMSF Adviser Technical Strategy Day kicks off in Brisbane
- Div 296 will impact definition of TSB: expert
- FAAA urges government to ensure no clawback mechanism in legacy pension regulation
- Can an attorney make or renew a BDBN?
- Timing of asset sales critical with impending Div 296 tax: specialist
- How women can build a personal ‘advisory board’
- Beware of contribution strategies with blended families
- Details matter when considering reversionary pensions and BDBNs
- SMSFA calls for deceased legacy pension exit mechanism
- Even bespoke deeds can miss the mark
- Inheriting a reversionary pension can trigger TBC event, warns specialist
- Australia’s impending intergenerational wealth transfer needs adviser expertise
- Leaving super to an estate makes more tax sense, says expert
- PBR deals with super death benefit received after member's death
- SMSFA rejects amendments to general interest charge
- Div 296 tax calculation still confusing some: expert
- Compliance documents crucial for SMSFs
- AFCA finds SMSF advice needs ‘greater attention’
- ASFA research reveals more Australians put off retiring
- Court case confirms SMSFs not necessarily exposed to NSW notional estate regime
- Advice linked to inappropriate use of SMSF dominates CSLR claims
- Australians to face generations of financial uncertainty if advice reforms delayed
- High-volume SMSF auditors in ATO’s sights
- Grey areas in reversionary pension v BDBN debate
- ATO reviewing all new SMSF registrations to stop illegal early access
- Beware of ‘contrived’ arrangements to access super, warns expert
- Insurance inside SMSF needs to be reviewed every year
- Anti-money laundering reforms need whole-of-government approach: SMSFA
- Trading accounts in negative balance have a time limit: expert
- Minimum pension still required for reversionary beneficiary
- SMSFA appoints 3 new board members
- Winding up an LRBA can be done 2 ways
- Separating fund and personal assets vital: expert
- Government’s super tax reforms ‘modestly’ reduce tax concessions: Assistant Treasurer
- ASIC suspends 3 high-volume SMSF auditors
- Level of disability important in insurance matters
- Shadow treasurer says SMSFs ‘integral’ to retirement system
- Proper estate planning vital to ensure transfer of wealth: expert
- ATO issues guidance on qualified audit reports
- Commitment to shared life focus of PBR ruling
- Legislative time frames can impact NOI
- The nuances of TRIS can cause confusion
- Rental property disclosures on ATO radar
- Death benefit complaints to AFCA up 30%
- Claiming ECPI using proportionate method needs actuarial certificate
- Assistant Treasurer’s comments raise questions about equity
- RBA makes latest rate call as uncertainty lingers
- Penalty units increase could cost trustees thousands, warns expert
- Lack of indexation for proposed Div 296 tax could lead to ‘contradictory’ signals
- ASIC’s proceedings against Dixon Advisory director dismissed
- Winners unveiled for Australian AI Awards 2024
- SMSF uptake of ETFs outpacing more traditional investments
- Death benefit v member benefit nuances highlighted in PBR
- Transparent promotion frameworks vital in financial services
- Beware of lump sum payments and minimum pension standards, warns expert
- Tax promoter penalty changes must be delayed: SMSFA
- ATO gives information on importance of qualified audit reports
- Have the right tools to resolve internal disputes, says legal specialist
- ATO targeting SMSF auditor independence
- Property investment will take time to stabilise: expert
- Kirkland cautions against ‘snake oil’ salesmen recommending super switching
- Terminal illness payments remain unrestricted
- How to foster diversity and inclusion in the workplace
- Busting myths around death benefit payments
- Impact of Div 296 emerges in recent audit
- SMSF property investing surges
- Nominating shareholders as important as deciding on directors
- Repair or renovation subject of PBR
- Don’t use an SMSF for bills or presents this Christmas: ATO
- Alternate v successor directors
- Parent and child relationships under scrutiny in PBR
- Super bill not on Senate calendar next week
- Winners unveiled for Women in Finance Awards 2024
- Investing in private companies can be challenging
- Asset sales may be required to ensure recontribution strategy compliance
- Alternate investment structures should be considered in preparation for Div 296
- There are risks using a non-legally qualified supplier for documents: expert
- Stark reminder: original trust deeds matter
- Julie Collins rejects liquidity concerns relating to super changes, family farms
- 2 choices when establishing a reversionary pension
- Push to reform definition of ‘child’ in SIS Act
- Treasurer set to make superannuation announcement
- Second LRBA could spell trouble, warns expert
- PBR states trustees have choice over deducted amounts
- Government announces reforms but says $3m super tax still on agenda
- Superannuation peak body calls for national retirement income strategy
- Grassroots campaign urges Australians to take action against $3m super tax
- Increased tax deductions for financial advice fees
- SCA calls on APRA to release data already collected
- Proposed treatment of surplus amounts comes with exceptions: specialist
- Super may not be the best place to use death benefit payments: expert
- Super tax bill could be pushed through under ‘guillotine’ measures this week: SMSFA
- Women still outpacing men in SMSF establishments
- Traditional long-term investment strategy makes Div 296 difficult to manage: expert
- We’re not out of the woods yet, says SMSFA
- Preparing to lodge quarterly January TBAR
- Dixon Advisory inquiry raises concerns about industry groups bearing brunt of CSLR costs
- SMSFs can claim future liability on certain insurance: expert
- SMSF sector passes $1tn in assets
- CSLR operator highlights ‘inappropriate’ SMSF advice as top issue
- Auditors warn that low cost does not necessarily mean good quality
- $3m super tax officially abandoned for this year
- An exit strategy should be revisited regularly: expert
- Investment in cryptocurrency must meet super laws, says expert
- SMSF property scheme director cops $1.25m penalty
- ATO updates advice on NALE arrangements and super contributions
- Objective of Super bill setting stage for superannuation at next election
- SMSF sector reacts to Div 296 postponement
- Super contributions first to go as access to financial advice weakens
- New Victorian short-stay regulations could impact SMSF landholders
- Simple test to determine disregarded small fund assets
- Prepare to lodge SAR by 28 February
- Single-member funds have several trustee options available
- Motion to split controversial super bill could work in sector’s favour
- ‘Devil is in the detail’ of new advice reforms, says SMSFA
- Advisers need to ‘rigorously’ research products: ASIC commissioner
- Lost deeds can land estates in big trouble
- Industry waiting to see if tranche 2 advice reforms will work in practice
- ATO NALI updated guidance adds clarity to new legislation
- Big 4 banks losing their hold on investor choice: specialist
- Payday super penalty regime could adversely impact SMSFs, warns legal expert
- Demand for financial advice reaches record high
- ATO assistant commissioner issues warning to SMSF professionals
- Tax shake-ups needed to simplify super system: institute
- Caddick victims get in-principle settlement
- Senate inquiry into wealth company collapse puts SMSF sector in crosshairs again
- Financial abuse report finds SMSF members are ‘vulnerable’
- RBA makes latest rate call as GDP falters
- Death benefit v member benefit under scrutiny in PBR
- Legacy pension decision an ‘early Christmas present’
- Tick all the boxes before buying business real property from a related party
- iPhone wills: how to guarantee excessive costs, delays and (often) media attention
- Legacy pension changes welcomed but caution still advised
- SMSF assets rise to record levels, but overloading to Australian shares
- ‘Lack of understanding and poor decision making’: FAAA blasts ASIC’s Dixon investigation
- It’s giving time but not from your SMSF, warns expert
- ASIC encouraging auditors to self-report
- Overseas property investment requires well-structured plan
- Financial statement basics can aid audit process: expert
- Breaching section 85 will catch more than trustees
- FSCP reprimands adviser over super contribution error
- Advice fee consent process ‘inefficient’: FAAA
- Definition of ‘real property’ vital in SMSF with primary production
- ATE income stream pensioners cautioned about new regulations
- Not all qualifications are equal
- Government puts super tax legislation on agenda again
- ATO releases interdependent relationship checklist for CRS application
- Financial constraints, super contributions top concerns for retiring Australians
- ATO issues guidance to changes to legacy retirement products impacting SMSFs
- ATO confirms NALE start date
- PBR emphasises stringent conditions for financial dependency
Social
Comment
About
ALL NEWS
About us
Contact
Copyright, Legal and Disclaimers
Privacy Policy
Columns
Polls
Sorry that page could not be found
You have unsubscribed
Confirm your email
Subscription success
Thank you for registering your interest in the SMSF Summit
SMSF Summit register interest
Why SMSF professionals should review their UK expat clients' pension transfer options NOW
Privacy Policy
search
Budget Week
Budget Retrospective 2017
Whats in store for 2018?
The 2018 SMSF Awards
franking credits
CGT
Smsf Borrowing
Cryptocurrency
Register for webcast
Thank you for registering webcast
Register for the webcast
Thank you for registering webcast
SMSF Adviser Live: Key strategies and changes for SMSFs this EOFY
Thank you for registering webcast - SMSF Adviser Live: Key strategies and changes for SMSFs this EOFY
Tags
Webcast: How cyber criminals hack accountancy practices and what they do with your clients’ data
Thank you for registering How cyber criminals hack accountancy practices and what they do with your clients’ data
Authors
Sitemap
sitemap-xml
Magazines
Sitemap XML images
magazines-beta
Terms and Conditions
Companies
- SuperConcepts
- CryptoTaxCalculator
- Digital Surge
- Blue Crane Capital
- Animus Webs
- Halo Technologies
- APSEC Funds Management
- Evolv Super
- Chartered Accountants Australia and New Zealand
- Seamless SMSF
- Altius Asset Management
- Australian Money Market
- ASF Audits
- BGL
- Heffron
- Netwealth
- Desktop Broker
- Binance
- La Trobe Financial
- Mortgage Choice
- Charter Hall
- AccSource
- DigitalSurge
- Ignition
- Hub24 x Class
- Allianz Retire+
- Class
- Act2 Solutions
- outsource Financial
- Supavest
- Macquarie
- Remara
- Liberty Financial
- Westpac
- CommBank
- SMSF Association
- Acis
- Aquila Super
- Franklin Templeton
- Ausiex
- Granite Home Loans
- Aligned Disability Property Fund
- Centuria
- SMSF Property Valuations
- Global X
- RedZed
- Zagga
- Digital Rapport
- Solace Financial
- Sundaram Business Services
- Coinstash
SMSF Professionals Guide FY23–24: Streamlining the delivery of professional services to SMSF clients
SMSF Adviser’s Navigating Excellence Guide
SMSF Property Guide