‘Knee-jerk’ reaction to bank stocks feared
With some SMSF investors picking up bank shares while prices are cheaper at the moment, one investment analyst warns there could be some fur
‘Adverse’ tax outcomes flagged with misconduct compensation
With financial institutions set to pay out millions in the wake of the royal commission, SMSF professionals have been warned to watch out fo
ECPI compliance burden tackled with new AI feature
An SMSF software firm has developed a new feature that determines whether an actuarial certificate is required for a client and sends data
SMSF software firm unveils new retirement notification tool
One of the major SMSF software firms has developed a new declaration of retirement feature and also announced an integration with a stockbro
SMSF advice failures found in high-profile adviser’s review
The Financial Planning Association’s disciplinary panel has handed down a determination on Sam Henderson, determining that he failed to co
Timing miss-match flagged with pension values
Where an SMSF member fails to pay their minimum pension and the income stream ceases, there is an important difference in timing for when th
Industry super fund taken to court over TPD claim
The Supreme Court of NSW has ordered an insurer to pay an insurance claim for total and permanent disability to the member of an industry su
Legacy pensions causing TSB headaches for SMSFs
Determining a client’s total superannuation balance isn’t always a straightforward process, particularly where legacy pensions are invol
George Lucas
Regulation alone won’t solve finance industry woes
Joseph Cheung & Daniel Butler
Tips and traps with payments above the ABP minimum
Graeme Colley
ECPI – the magician’s trick
Peter Johnson
ATO auditing SMSF auditors with one day’s notice
Joseph Cheung & Daniel Butler
Deposits a critical step for SMSF property purchases
What do you plan to do in response to the new adviser education standards?
SUBSCRIBE TO THE
SMSF ADVISER BULLETIN
Get the latest news and opinions delivered to your inbox each morning
In this month's issue:
- Time wrap
- The tech bull run
- From hobby to passion
- Golden Years
- An untimely reminder
- Why change is so difficult
- Key Strategies for equalising super