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Title Created Date Hits
Newer apartments facing lower growth, hefty repair bills 14 August 2019 67
SMSFs told to hold fire on TSB double counting issue 14 August 2019 270
Markets set for short-term volatility as trade war heats up 13 August 2019 40
SMSFs warned on traps with property co-ownership 13 August 2019 132
Double counting issue with pensions ‘taking many by surprise’ 13 August 2019 228
Aussie shares tipped to rise further despite recent turbulence 12 August 2019 60
Limited licensing failed ‘to achieve policy intent’, says consultant 12 August 2019 138
ATO warns trustees with poor diversification to review strategy 12 August 2019 241
Court rules in favour of widow in death benefit case 09 August 2019 296
SMSFs warned to ‘get defensive’ as reporting season kicks off 08 August 2019 74
BGL announces raft of new appointments to management team 08 August 2019 134
SuperConcepts delivers steady revenue despite dip in market share 08 August 2019 231
Managing cash flow for property critical in current market, SMSFs told 07 August 2019 85
SMSFs told to keep ‘eyes wide open’ with 13.22C unit trusts 07 August 2019 207
Audit software firm launches new features for SMSF accountants 06 August 2019 117
New investment modelling tool launched for SMSFs 06 August 2019 78
SMSFs warned on timing traps with private company shares 06 August 2019 248
RBA announces cash rate decision following consecutive cuts 06 August 2019 177
Treasury floats revival of accountants’ exemption in TPB review 05 August 2019 296
Software firm launches mobile app, announces new integration 05 August 2019 118
‘Few signs’ of global recession in near term 05 August 2019 116
ATO contacts SMSF auditors over concentration risk concerns 05 August 2019 353
Former adviser banned for deceptive conduct with SMSF accounts 05 August 2019 184
US rate cut unlikely to change RBA outlook 02 August 2019 50
Advisers urged to reassess clients for senior heath card eligibility 02 August 2019 215
Property market stabilises as values slowly rise in capital cities 01 August 2019 58
SMSF professionals facing ‘unprecedented challenges’ as compliance rises 01 August 2019 213
Superannuation advice fees under scrutiny by regulators 01 August 2019 314
Advisers ‘undeterred’ by increasing regulation and compliance 31 July 2019 240
APRA super funds under scrutiny for ‘improper inducements’ 31 July 2019 332
Non-bank lender locks in rate cuts for SMSF loans 31 July 2019 111
Aussie shares poised for further growth over next year 30 July 2019 71
Guidance on pension minimums missing key issue 30 July 2019 229
SG increase to benefit most lower, middle-income earners 29 July 2019 69
Problem areas flagged with SMSF business property 29 July 2019 276
Court rules against SMSF firm in employment contract case 29 July 2019 318
Australian sharemarket breaks ‘illusive all-time high’ 26 July 2019 83
SMSFs told to hold fire on new reporting for LRBA, NALI measures 26 July 2019 297
ATO releases decision impact statement on early access to super case 26 July 2019 336
Advice clients warned on hidden costs in ‘frailty years’ 25 July 2019 99
ATO updates instructions and guidance for TBAR 25 July 2019 337
Updated guidance on death benefit pensions spurs more confusion 25 July 2019 324
Movement between licensees ramps up as advisers consider options 25 July 2019 127
SMSFs outperform APRA-regulated funds in fresh analysis 24 July 2019 254
Government revives NALI and LRBA measures with new bill 24 July 2019 336
Compliance traps outlined with UPE reinvestment 24 July 2019 259
ASIC bans adviser over licence breach, superannuation advice 24 July 2019 246
IPOs performing well in 2019 despite limited listings 23 July 2019 99
SG freeze to prolong reliance on Age Pension, says ASFA 23 July 2019 272
Reforms to superannuation insurance trigger mixed views 23 July 2019 291
ATO’s death benefit pension guidance sparks new questions 23 July 2019 384
SMSFs cautioned on bank stocks as interest rates continue to fall 22 July 2019 105
ASIC adviser levy impacting licensing decisions by accountants 22 July 2019 265
ASIC disqualifies 3 SMSF auditors in major swoop 22 July 2019 487
Law firm loses appeal against SMSF in contract clause case 22 July 2019 383
Tax Office outlines process for ineligible downsizer contributions 19 July 2019 219
Accountants urged to do FASEA exam to ‘keep the door open’ 19 July 2019 346
ATO set to release guidance on SMSF property development 19 July 2019 448
Behaviour coaching, tax advice critical to boosting client returns 18 July 2019 97
ATO flags tax return inclusions for legacy pensions 18 July 2019 281
FASEA approves RPL credits for CPA, CA ANZ designations 18 July 2019 421
Non-bank lender launches 90-day notice account 17 July 2019 149
Contravention report changes to impact SMSF auditors 17 July 2019 437
ATO releases ‘welcome guidance’ on death benefit income streams 17 July 2019 503
ASIC cancels AFSL over failures with licensee obligations 17 July 2019 309
RBA tipped to make deeper cuts to interest rates 16 July 2019 65
Death benefit dispute highlights role of fund guardians 16 July 2019 223
ATO contacts 50,000 SMSFs in late-lodgement swoop 16 July 2019 407
Hundreds of SMSFs cancelled over illegal early release 16 July 2019 500
ATO reveals findings on misuse of auditor numbers 15 July 2019 603
Trade war placing global equities under pressure 15 July 2019 145
Dealer group appoints regional business manager 15 July 2019 294
Government to lower deeming rates for pension 15 July 2019 161
Meaningful recovery in property prices ‘still a way off’ 15 July 2019 63
ASIC takes action against licensees over AFCA membership 12 July 2019 425
ATO updates guidance on conversion of TRISs 12 July 2019 520
1 in 5 SMSFs consider winding up fund 12 July 2019 415
SMSF investors taking defensive stance in uncertain climate 11 July 2019 87
‘Complex and unforgiving’: SG regime in need of overhaul 11 July 2019 382
Bank-owned super fund facing class action over advice fees 11 July 2019 318
Accountants gaining SMSF market share from planners 11 July 2019 413
Deeming rates cutting pensioner incomes by a third 10 July 2019 390
Adviser receives 10-year prison sentence for stealing SMSF client money 10 July 2019 539
Tribunal upholds ATO decision on excess transfer balance 10 July 2019 389
Property valuations still stretched despite signs of improvement 09 July 2019 85
Tax agents warned against ‘inappropriate use’ of myGov 09 July 2019 410
Risky behaviours with cryptocurrency and SMSFs on ATO’s radar 09 July 2019 427
SMSFs cautioned on administrative traps with foreign property 09 July 2019 397
Advisers, trustees warned on ‘hidden’ platform fees 08 July 2019 357
Pension documentation, valuations marked as compliance hotspots 08 July 2019 479
Class announces raft of appointments to leadership team 08 July 2019 330
Reliance on age pension steadily dropping, report shows 05 July 2019 143
Big four firm urges government to take decisive stance on LRBAs 05 July 2019 446
SMSF court case sheds light on trustee appointments 05 July 2019 664
SMSF Summit and Awards launched for 3rd year 05 July 2019 434
Downsizer contributions see strong take-up 05 July 2019 402
Winners announced for SMSF service provider awards 04 July 2019 504
SMSF investors told to hold on to Woolworths stocks 04 July 2019 150
ASIC expected to toughen licensing application process 04 July 2019 387
Document provider outlines traps with auto-reversionary pensions 04 July 2019 388
Delayed start to SuperStream rollovers for SMSFs confirmed 04 July 2019 326
RBA cut to see deposit rates drop to lowest since mid-1950s 03 July 2019 189
Property development attracting regulator attention, SMSFs warned 03 July 2019 426
Federal Court rules against SMSF admin firm in recent dispute 03 July 2019 607
Younger SMSF clients seeking transparency, ethical investment focus 28 June 2019 289
ATO taking tougher action on late lodgements 28 June 2019 332
Big four firm outlines new financial year checklist for SMSFs 28 June 2019 469
SMSFs told to review loans after safe harbour rate rise 27 June 2019 119
SMSF investors initiate legal action against audit firm 27 June 2019 596
Prominent SMSF lawyer joins SMSF Association board 27 June 2019 408
Another adviser banned over super and insurance advice 27 June 2019 486
SMSFA receives RPL credit for specialist designation 27 June 2019 380
Global equities facing mounting trade risks 26 June 2019 200
Changes to SuperStream deadline creating confusion for SMSF sector 26 June 2019 350
High-risk SMSFs under increased pressure with new return labels 26 June 2019 502
Second class action filed against AMP over super fees 26 June 2019 310
Adviser receives permanent ban over super switching advice 26 June 2019 474
Government still mulling over 3-yearly audit cycle 25 June 2019 521
ATO issues correction about late lodgement emails to tax agents 25 June 2019 362
Control considerations flagged with death benefit pensions for children 25 June 2019 441
A hard Brexit to cause ‘significant implications’ for global equities 24 June 2019 181
Processing time frames with clearing houses ‘catching out’ clients 24 June 2019 376
SMSFs cautioned on breaches with unpaid trust distributions 24 June 2019 532
ATO updates online services for SMSF members 24 June 2019 437
Australian stock market tipped to hit all-time high 21 June 2019 203
Clarity provided on contentious issue with contribution reserving 21 June 2019 529
Fees and maintenance costs detracting from property returns 20 June 2019 193
ATO confirms next TBAR deadline for quarterly reporters 20 June 2019 423
Interest rate for SMSF loans set to rise under safe harbour terms 20 June 2019 621
SMSFs to be spared from new STP reporting obligations 20 June 2019 586
Digital signatures still posing risks despite legislative changes 19 June 2019 527
ATO to use new tax return label for SMSF risk profiling 19 June 2019 566
Lower interest rates forcing retirees into riskier markets 19 June 2019 299
Industry fund targets SMSFs with new investment offering 19 June 2019 559
Recession in Australia ‘unlikely’ following promising signs 18 June 2019 384
Government looks to ease burden of ABN system changes 18 June 2019 461
Software firm alerts SMSFs to changes in 2019 SMSF return 18 June 2019 432
Vital compliance steps flagged for contribution deductions 18 June 2019 420
SMSFs reminded on upcoming PAYG withholding obligations 17 June 2019 526
Failure to pay minimum pension ‘diabolical’ for reversionary pensions 17 June 2019 585
Court awards damages in SMSF property development case 17 June 2019 665
Bank stocks looking strong on the back of APRA guidelines 14 June 2019 264
Critical documentation steps flagged with switching SMSF loans 14 June 2019 517
SMSFs warned on trap with TBAR cancellations 14 June 2019 549
FASEA approves first round of graduate diplomas, bridging courses 14 June 2019 392
APRA imposes licence conditions on bank-owned super fund 14 June 2019 462
Extra requirement for tax agents with 2019 SMSF returns 13 June 2019 743
Major bank to sell accountant-focused advisory firm 13 June 2019 495
Trustee favourite facing headwinds 13 June 2019 141
Trustees warned on CGT events with family trust changes 12 June 2019 525
Clarity provided on in-specie contributions and unallocated reserves 12 June 2019 852
ASIC launches court proceedings over conflicted SMSF advice 12 June 2019 712
Federal Court orders removal of corporate trustee 12 June 2019 590
Members in the dark about changes to superannuation insurance 11 June 2019 534
Adviser demand for technology, data science courses on the rise 11 June 2019 398
APRA fund transfer process expected to cut SMSF admin burden 11 June 2019 552
Decline in property prices slowing in pace 11 June 2019 180
Practitioners cautioned on liability risks with reviewing insurance 07 June 2019 517
Incorrect determinations issued following system error 07 June 2019 446
SuperConcepts announces new appointments to leadership team 07 June 2019 791
Proposed retirement income review ‘missing the point’ 07 June 2019 274
Planning strategies highlighted with contributions ‘beyond the caps’ 06 June 2019 232
Global equities facing ‘darkening outlook’, SMSFs warned 06 June 2019 222
Zuper targets SMSF professionals with super fund offering 06 June 2019 226
ATO provides update on lodgements impacted by outage 06 June 2019 248
Non-bank lenders see surge in refinancing for SMSF loans 05 June 2019 358
Law firm announces plans to launch class action over super fees 05 June 2019 579
Reporting mismatch with reversionary pensions causing excess TBCs 05 June 2019 305
ASIC permanently bans adviser over inappropriate SMSF advice 05 June 2019 796
High dividend shares still a vital part of SMSF portfolios 04 June 2019 256
Former accountant sentenced for defrauding SMSF investors 04 June 2019 793
SMSF software firm announces release for tax time 03 June 2019 205
ATO reports back on late lodgement swoop for tax agents 03 June 2019 639
‘Serious ramifications’ with slip-ups under trustee-member rules 03 June 2019 396
CGT strategy highlighted with work test exemption 03 June 2019 685
Franking credit discussion should be ‘dead and buried’, says BGL 31 May 2019 211
Stock market slows ahead of speculated rate cut 31 May 2019 225
Accountants’ exemption debate ‘back on the radar’, says IPA 31 May 2019 400
ASIC bans adviser over SMSF property, loans advice 31 May 2019 939
ECPI proposals predicted to see return of old regime 30 May 2019 556
SMSFs reminded on deadline with protecting your super measures 30 May 2019 256
Class action filed against AMP over super fees 30 May 2019 597
Global equity bull market tipped to last till 2020 29 May 2019 146
SMSFs warned on complications with asset test exemption 29 May 2019 276
Timing of transactions critical to maximising ECPI 29 May 2019 575
Superannuation savings ‘less risky’ compared to negative gearing 28 May 2019 383
SMSF assets climb to over $746bn, new data shows 28 May 2019 261
‘Grey clouds lift’ from catch-up contributions 28 May 2019 554
ATO updates valuation guidelines for pension reporting 28 May 2019 857
Bank and private health insurance stocks see post-election surge 24 May 2019 118
FASEA begins assessing foreign qualifications 24 May 2019 537
Franking credit debate far from over, says KPMG 24 May 2019 691
Positive signs ‘creeping in’ for residential property 23 May 2019 160
SMSFs reminded on PAYG obligations for legacy pensions 23 May 2019 614
Division 7A amendments a ‘hidden danger’ for related party SMSF loans 23 May 2019 832
Financial adviser banned for failing director duties 22 May 2019 558
Election result tipped to boost property, high-yielding shares 22 May 2019 213
SMSF lodgments spike in final weeks to deadline 22 May 2019 611
LRBAs, guarantees in need of review after property market falls 22 May 2019 567
SMSF investors tipped to transition to commercial property 21 May 2019 234
Federal election a ‘lesson’ on jumping the gun on policy proposals 21 May 2019 504
Adviser exam the next ‘hurdle’ for advisers with new standards 21 May 2019 625
Labor needs to rethink franking credit policy, says MP 21 May 2019 736
Outlook for equities ‘positive’, SMSFs told 20 May 2019 210
Lapsed measures to be reintroduced after Coalition win 20 May 2019 355
ATO scrutinising contributions ‘paid in error’, SMSFs warned 20 May 2019 742
NSW Court upholds appeal in estate planning case 20 May 2019 751
Major superannuation changes off the table following Liberal win 19 May 2019 1202
FASEA opens registrations for adviser exam 17 May 2019 254
ATO provides compliance checklist for SMSF wind-ups 17 May 2019 566
Past convictions still a trap with SMSF set-ups, practitioners warned 17 May 2019 610
Approvals of diplomas, bridging courses by FASEA at a standstill 16 May 2019 596
SMSF industry gears up for federal election result 16 May 2019 792
CA ANZ launches campaign against Labor’s tax affairs cap 15 May 2019 712
SMSF investors told not to panic about election result 15 May 2019 623
SMSFs to be hit with higher admin penalties under Labor 15 May 2019 819
ATO figures show jump in starting balances for SMSFs 14 May 2019 870
Contribution strategies outlined in lead-up to EOFY 14 May 2019 607
Grandfathering under Labor’s LRBA ban ‘unpredictable’, SMSFs warned 14 May 2019 1205
ASIC takes action on 58 licence holders over dual authorisation 13 May 2019 593
BGL adds new SMSF loan application feature 13 May 2019 583
SMSF lodgements at 60% as deadline looms 13 May 2019 852
Industry group lobbies for changes to franking credit policy 10 May 2019 741
IPA tells Labor to come clean on accounting service fees 10 May 2019 809
Labor’s franking credit, super policies to raise $88bn 10 May 2019 712
Labor versus Liberal: The key election policies impacting SMSFs 10 May 2019 732
SuperConcepts CEO announces leadership restructure 10 May 2019 763
ATO urges SMSFs to prepare for ‘protecting your super’ changes 09 May 2019 780
Leaders clash over contributions for self-employed in final debate 09 May 2019 819
Industry super fund pays penalty notice for misleading claims 09 May 2019 631
Election result to impact equity allocations, advice firm predicts 08 May 2019 975
ATO outlines plans to upgrade digital services for SMSF auditors 07 May 2019 673
SMSFs warned against major portfolio changes before election 07 May 2019 922
PAYG case provides clarity on pension payments for SMSFs 07 May 2019 722
RBA hands down interest rate decision for May 07 May 2019 1056
Average age for establishing SMSFs sitting at 48.9: Report 06 May 2019 623
SMSFs, retirees ‘made to feel like tax cheats’, says Frydenberg 06 May 2019 822
ATO releases disqualified trustee register 06 May 2019 1102
Unpaid super still ‘an epidemic’, recent analysis shows 03 May 2019 595
ATO issues audit checklist for events-based reporting 03 May 2019 778
Franking credit changes ‘won’t be the death of SMSFs’ 03 May 2019 855
TBAR lodgement errors causing processing delays, says ATO 02 May 2019 833
ATO flags key lodgement dates for SMSFs 02 May 2019 965
SMSFs on ATO’s radar in cryptocurrency review 01 May 2019 1294
‘No plan to lift Medicare levy’, Labor promises 01 May 2019 622
ATO outlines causes for missing TBAR info on online services 01 May 2019 617
Regulatory burden impeding access to super advice, says CPA 30 April 2019 854
ATO responds to gripes over access to TBAR services 30 April 2019 718
AAT upholds TPB decision to end tax agent’s registration 29 April 2019 1105
SMSF Association makes 2 new board appointments 29 April 2019 648
ATO sticking to SuperStream deadline for SMSF rollovers 29 April 2019 1174
BGL adds new provider to its actuarial wizard 29 April 2019 713
ASIC’s tougher approach to responsible managers causing problems 26 April 2019 692
TBAR a ‘big issue’ for SMSFs in next 12 months 26 April 2019 886
SMSFs reminded on pension payment deadline for EOFY 24 April 2019 683
Superannuation policy divides voters in lead-up to election 24 April 2019 854
Labor rules out plans to introduce death taxes 24 April 2019 2075
Critical steps outlined for dealing with loss of capacity, EPOAs 23 April 2019 779
LRBA ban to hit small business owners, lender warns Labor 23 April 2019 1434
‘Major issues’ with supply of SMSF documents in certain states 23 April 2019 890
Transfer of loan amounts flagged as vital compliance step for LRBAs 18 April 2019 1093
Labor’s $3,000 tax affairs cap to hit new businesses, migrants 18 April 2019 950
Federal Court hands down decision in bankruptcy case 18 April 2019 1114
FOFA architect appointed to SMSFA board 18 April 2019 767
6-member SMSFs flagged as election policy by Liberals 17 April 2019 972
Bill Shorten cops further backlash over super, accountant comments 17 April 2019 1183
Personal super contributions the biggest adviser query for March 17 April 2019 637
ATO issues reminder on upcoming TBAR deadlines 17 April 2019 738
Changes to super contributions ‘not a tax increase’, says Shorten 17 April 2019 1303
‘No plans to increase taxes on super’, says Bill Shorten 16 April 2019 1074
Major SMSF firm flags strategies for franking credit policy 16 April 2019 1200
Adviser receives ban over inappropriate superannuation advice 16 April 2019 809
Lack of detail on proposed LRBA ban causing strategy roadblocks 15 April 2019 788
$75k pension exemption limit still ‘a possibility’ under Labor 15 April 2019 1019
SMSF Party fails to register before election deadline 12 April 2019 900
Proposed levy tipped to impact taxation to SMSFs 12 April 2019 784
Australia’s $4bn SG blackhole impacting self-employed workers most 12 April 2019 727
Election date locked in as battle over super policy continues 11 April 2019 891
Commonly overlooked test flagged with related party rules 11 April 2019 1110
ASIC issues warning on advice fees from super accounts 10 April 2019 841
BGL locks in new integration with cash investment platform 10 April 2019 782
Law firm clarifies confusion over financial assistance prohibition 10 April 2019 1284
Non-major bank sells off specialist SMSF firm 10 April 2019 1041
Software firm launches new SMSF administration service 09 April 2019 890
Accidental withdrawals highlighted as red flag area for financials 09 April 2019 1297
New APRA powers a potential win for SMSF sector 08 April 2019 711
SMSF software company gears up for new ATO services 08 April 2019 709
WA court case highlights lessons on death benefit conflicts 08 April 2019 1188
Labor tax proposal to hit over 2m APRA fund members 05 April 2019 898
Government committee hands down franking credit report 05 April 2019 1144
Labor flags women’s super as priority in budget reply 05 April 2019 1005
Protections and risks highlighted with ATO publications 04 April 2019 674
SuperConcepts announces new CEO 04 April 2019 1401
Strategy considerations flagged with accessing super benefits 04 April 2019 731
Government fails to pass NALI, SG opt-out measures 04 April 2019 979
ASIC imposes licence conditions on SMSF Advisers Network 04 April 2019 1289
Tax Institute calls for raft of changes to TBAR 03 April 2019 760
Non-bank SMSF loans causing headaches with audits, financials 03 April 2019 1277
SMSFs warned not to jump the gun on franking credit policy 03 April 2019 1280
ATO provides update on TBAR services for tax agents 03 April 2019 963
6-member SMSF measure falls flat 03 April 2019 1413
Top budget measures impacting SMSF professionals 03 April 2019 893
ECPI measures proposed to target tax manipulation 02 April 2019 1051
Government to bolster ATO’s compliance activity on unpaid super 02 April 2019 753
Budget measure to delay SuperStream for SMSFs 02 April 2019 1023
Higher levies, more reporting tipped to follow ASIC, APRA measures 02 April 2019 783
Government announces new super contribution measures 01 April 2019 1384
Campaign launched to boost Senate support for 6-member SMSFs 01 April 2019 787
ATO to contact 100 SMSF auditors with inactive audit periods 01 April 2019 811
Federal Court hands down decision in family trust case 29 March 2019 1336
SuperGuardian appoints former SuperConcepts senior manager 29 March 2019 1044
Advice regulations plagued by structural issues, says SMSFA 28 March 2019 912
Poor conduct with general advice landing SMSFs in risky investments 28 March 2019 1228
‘Little sympathy’ for advice firms stung by commission ban, says Labor MP 28 March 2019 946
Personal super contributions flagged as key EOFY strategy 27 March 2019 741
Senate committee gives 6-member SMSF bill green light 27 March 2019 970
Common adviser practices with SMSF documents posing liability risk 26 March 2019 898
Federal budget tipped to bring ‘sweeteners’ for super 26 March 2019 808
6-member SMSFs ‘a solution looking for a problem’ 26 March 2019 790
‘Inappropriate’ Medicare outcome flagged with franking credit denial 25 March 2019 1106
Major bank toughens lending policy for commercial SMSF loans 25 March 2019 1187
Licensees reminded on important CPD deadline for FASEA 22 March 2019 992
Federal Court winds up parent company of SMSF firm 22 March 2019 1057
Regulators raise concerns about rise in non-bank SMSF lending 22 March 2019 1409
Trust deed updates flagged for 6-member SMSFs 22 March 2019 890
ATO flags PAYG obligations for SMSFs with legacy pensions 21 March 2019 898
Adviser banned as ASIC continues BDBN document swoop 21 March 2019 1444
Over 40 SMSF firms to be hit by Westpac’s restructure 21 March 2019 1070
SMSF software firm adds new management and document services 20 March 2019 1037
ATO rulings on low-interest loans reaching expiry, SMSFs warned 19 March 2019 1360
SMSF borrowing plateaus amidst property downturn, lending changes 19 March 2019 1222
SMSF service provider flags priorities for improving ECPI 18 March 2019 955
Subpar investment strategies on auditors’ radars, SMSFs warned 18 March 2019 1415
Adviser sentenced to jail for losing $5.1m in SMSF client money 15 March 2019 1254
BGL hits back at AustralianSuper’s attack on SMSFs 15 March 2019 1082
Liability risks highlighted with 6-member SMSFs 15 March 2019 990
Document witnessing, property advice flagged as major focus areas for ASIC 14 March 2019 1416
SMSFs cautioned on potential ‘slip-ups’, breaches with trusts 14 March 2019 1291
ACTU’s push for SMSF inquiry cops heat from SMSF industry 14 March 2019 1022
Full pension SMSFs to lose $5k under Labor policy 13 March 2019 1284
AAT finds ATO tax decision ‘unreasonable’ in SMSF case 13 March 2019 1208
Advisers told to revise SMSF set-up process ahead of SuperStream 13 March 2019 891
SMSF trustee takes insurance company to court 12 March 2019 1245
UK expats warned on Brexit impact on pensions 12 March 2019 878
Early access to super tops the list for adviser queries in February 11 March 2019 788
AAT reviews ATO decision on lump sum payment 11 March 2019 1371
‘Ridiculous complexity’ with changes to small business CGT concessions 11 March 2019 1344
BDO lobbies government for lifetime contribution cap 08 March 2019 892
More misuse of auditor numbers surfacing as ATO campaign kicks off 08 March 2019 1202
More loose ends flagged with NALI measures 08 March 2019 1420
ASIC takes action against 7 SMSF auditors in misconduct crackdown 08 March 2019 1429
Government told to introduce pooled thresholds for super 07 March 2019 755
Sole purpose guidance needed following recent fund offers 07 March 2019 1238
LRBA roadblocks tipped to see unit trusts surge in popularity 06 March 2019 1503
SMSFs warned on critical compliance step with property transfers 06 March 2019 1460
ATO flags common TBAR failures for SMSFs 06 March 2019 1178
SMSFs ‘unfairly targeted’ in vacant land tax changes 05 March 2019 1318
ASIC stands by AFSL assessment process after recent cases 05 March 2019 1105
SMSF software firm teams up with managed account provider 05 March 2019 1175
Reserve Bank locks in interest rate decision for March 05 March 2019 1517
CGT cap to jump by $35k in FY 2019–20 04 March 2019 1510
FASEA’s impact on adviser attrition ‘overstated’ 04 March 2019 1047
SMSF investor optimism has ‘fast evaporated’: Report 04 March 2019 862
High-risk LRBAs, TBAR on the ATO’s radar this year 01 March 2019 1188
Advisers told to take action on legacy pensions to prevent ‘nasty’ taxes 01 March 2019 926
Excess balance concerns raised with legislative fix 28 February 2019 1087
Quirks with ECPI and software clarified 28 February 2019 806
SMSFs warned on potential pitfalls with Airbnb rentals 28 February 2019 1725
Draft legislation released to fix tax trap with death benefits 27 February 2019 1155
Key lessons on conflict of duty in SMSF death benefit case 27 February 2019 1169
ATO reveals red flag areas for SMSF contraventions 27 February 2019 1386
Government has ‘given up’ on SG amnesty measure 27 February 2019 1331
‘Missing SMSF’ case dismissed by Tribunal 26 February 2019 1140
Down the rabbit hole 26 February 2019 1253
Down the rabbit hole 26 February 2019 216
More SMSF auditors caught by ATO’s independence crackdown 25 February 2019 1491
Tax and estate planning traps flagged with pension restructures 25 February 2019 943
‘Blips on the radar’ for SMSF industry as set-ups decline 25 February 2019 1050
SMSF professionals in the spotlight as ATO continues non-lodgement crackdown 22 February 2019 1517
Government to have ‘one last crack’ at passing 6-member bill 22 February 2019 1139
ATO to introduce register of disqualified SMSF trustees 22 February 2019 1404
ATO reports back on top 100 SMSFs probe 21 February 2019 1287
SMSF software company launches new adviser dashboard 21 February 2019 904
Draft ruling for NALI provision lacking clarity on 17B and retirement 21 February 2019 888
Tools for segmenting your client base 20 February 2019 1005
Estate planning health check 20 February 2019 1113
ASIC outlines priorities for SMSF advice space 20 February 2019 1027
SMSF software firm unveils new integration for managed accounts 20 February 2019 962
Government makes moves to pass insurance in super measures 20 February 2019 1254
ATO flags changes to notice of compliance process for SMSFs 20 February 2019 999
Taking stock 20 February 2019 911
An evolving beast 20 February 2019 911
SMSF software firm launches new support platform 19 February 2019 840
Consulting firm to launch client onboarding tool for advisers 19 February 2019 925
Victorian court hands down decision in SMSF estate planning case 19 February 2019 1542
Certain super wraps, funds could be hit by franking credit changes 19 February 2019 1475
SMSF accountant in hot water, enters EU with ASIC 19 February 2019 1477
Compliance hotspots for SMSFs 19 February 2019 353
ASIC to appeal Federal Court decision on major super case 18 February 2019 1235
FASEA ‘another nail in the coffin’ for limited licensing 18 February 2019 1094
Labor’s tax advice cap to limit SMSFs from fighting ATO 18 February 2019 1133
Class announces new CEO 18 February 2019 1662
Moving with the tide 18 February 2019 271
Admin firm launches SMSF strategy and compliance aid 18 February 2019 913
Mixed reviews to changes in government’s ‘rorts and rip-offs’ bill 15 February 2019 1130
Advisers warned on sole purpose breach with advice fees 15 February 2019 1921
Association calls for overhaul of TRIS rules 15 February 2019 1021
SMSF property spruiker cops court orders 15 February 2019 1164
SMSF service providers review fee arrangements post RC 14 February 2019 1059
ATO to contact members about deductions for contributions 14 February 2019 1043
AMP reports ‘signs of deterioration’ in loans to advisers 14 February 2019 1273
SMSF software firm automates tax statement processing 13 February 2019 1433
Bill to increase SMSF member limit enters Parliament 13 February 2019 2004
Prominent SMSF industry figure takes up new role at Deloitte 13 February 2019 1413
New auditor tool launched for title searches, ASIC extracts 12 February 2019 981
Legal disputes feared with uncertainty around death benefits 12 February 2019 1012
Adviser numbers spike across SMSF-focused licensees 12 February 2019 1221
TRIS headache rectified as new legislation passes 12 February 2019 1432
RC proposal boosts protection for SMSFs hit by advice failures 11 February 2019 1059
Employers still the main channel for super survey shows 11 February 2019 870
Critical carveout date flagged as election looms 11 February 2019 1279
RC’s soft stance on vertical integration ‘a missed opportunity’ 08 February 2019 926
Dodging Labor’s trust tax may trigger ‘murky taxes’, SMSFs warned 08 February 2019 1212
Early release measures ‘a job half done’ for SMSFs 08 February 2019 960
CA ANZ calls for shake-up to actuarial certificates for SMSFs 07 February 2019 1079
Tribunal upholds decision to reject AFSL for SMSF firm 07 February 2019 1307
RC proposal for best interests duty pegged as win for advisers 06 February 2019 1444
Federal Court disqualifies officers over failed land banking scheme 06 February 2019 1332
Mixed phase SMSFs see greatest jump in growth 06 February 2019 922
SMSF firms ‘a low hanging fruit’ for ASIC action 05 February 2019 1009
RBA makes first cash rate call for the year 05 February 2019 1392
Government to adopt RC changes for advice fees, super 05 February 2019 1184
The SMSF Party set to register after reaching 500 members 04 February 2019 1769
SuperConcepts announces shakeup to leadership team 04 February 2019 1584
ASF Audits acquires Melbourne-based audit firm 04 February 2019 1683
Major debt and bankruptcy concerns raised with commission ban 01 February 2019 1338
Ban on LRBAs to spur ‘indirect borrowing strategies’ 01 February 2019 1577
SMSFs ‘singled out’ in PC report recommendations 31 January 2019 1074
Labor win tipped to have ramifications for transfer balance cap 31 January 2019 1429
Andrea Slattery appointed to bank board 31 January 2019 1411
SMSF admin firm eases concern over trust tax impact 30 January 2019 1112
Case law points to ‘growing importance’ of SMSF document chain 30 January 2019 1039
Grant Abbott launches SMSF-focused political party 29 January 2019 2419
AMP finalises wind-up of SMSF Advice licence 29 January 2019 1364
SuperConcepts announces interim CEO 29 January 2019 1346
ATO flags common errors with contribution deductions 29 January 2019 1211
MLC announces fee cuts, family pricing for super products 29 January 2019 1484
Rice Warner sceptical of PC report proposal for SMSFs 25 January 2019 1020
Non-taxpaying SMSFs a ‘system anomaly’, says Bowen 25 January 2019 1486
Common BDBN ‘pitfalls’ flagged in wake of ASIC action 25 January 2019 1154
Months left for government to address ‘unfinished business’ for super 24 January 2019 1144
PC proposal to require ‘serious documentation’ from SMSF advice firms 24 January 2019 1197
Off-the-plan properties posing ‘settlement risk’, SMSFs warned 23 January 2019 1520
Adviser banned for ‘deceptive conduct’ with binding nomination forms 23 January 2019 1667
Labor flags cuts to super tax concessions in budget repair policy 23 January 2019 1779
Labor’s SMSF borrowing ban to make ‘little difference’ 22 January 2019 2693
Tribunal rejects appeal against enduring guardianship decision 22 January 2019 1172
Court winds up SMSF firm over misuse of funds 21 January 2019 1152
12-month window for SG amnesty fast evaporating 21 January 2019 2254
ASIC imposes licence conditions on SMSF firm 21 January 2019 1141
Labor pushes ahead with trust tax 18 January 2019 2422
APRA funds warned on TBC system error 18 January 2019 670
‘More work’ needed with comparison of SMSFs and APRA funds 18 January 2019 1143
‘Limited time’ left for passage of 6-member SMSFs 17 January 2019 1537
ATO to issue 90,000 division 293 assessments 17 January 2019 1449
Treasurer defends SMSF borrowing as election battle rages on 17 January 2019 1710
Fresh battle launched in SMSF, property case 17 January 2019 1378
IPA calls for greater accountability from super fund trustees 16 January 2019 989
Election battle lines drawn over women’s super policy 16 January 2019 1116
ATO begins rollout of new super services for tax agents 16 January 2019 1553
Labor’s $3k tax affairs cap tipped to hit SMSF trustees 15 January 2019 1657
SMSF industry told to brace for ‘interesting’ times ahead 15 January 2019 1064
Important safeguards flagged for SMSF auditors 15 January 2019 1223
Major bank cautions SMSF investors on headwinds for 2019 14 January 2019 1490
ATO outlines compliance approach for next TBAR deadline 14 January 2019 1554
Power shift feared with 3-year audits 14 January 2019 1342
Major questions linger for reversionary TRIS issues 11 January 2019 1175
SMSFs warned on basic slip-ups with transfer balance accounts 11 January 2019 1034
Mixed reviews for PC report’s minimum threshold 11 January 2019 1375
Spate of changes for SMSF advice in final PC report 10 January 2019 1458
Mandatory exam causing ‘great angst’ for SMSF professionals 10 January 2019 1306
Coalition pushes Senate to pass superannuation bills 10 January 2019 1343
ASIC floats changes to advice fee disclosure for super members 09 January 2019 1323
‘Retrograde’ Labor policy cops heat from ex-ATO exec 09 January 2019 1834
Tribunal upholds ASIC’s refusal of limited AFSL 09 January 2019 1490
Accounting body lobbies for extension to adviser exam 08 January 2019 1164
LRBAs still in ‘jeopardy’, despite recent tick of approval 08 January 2019 1677
Qualified audit reports tipped to rise for SMSFs this year 07 January 2019 1844
Tax troubles cropping up with super withdrawals 07 January 2019 1030
Tribunal makes decision in SMSF stamp duty case 07 January 2019 1385
Admin, BDBN errors flagged for SMSFs this year 04 January 2019 1226
Flat outlook for Aussie shares after turbulent quarter 04 January 2019 1444
Federal Court hands down judgment in major super case 04 January 2019 2043
Currency conversion rules causing ‘unfair’ outcomes for UK pensions 04 January 2019 1105
Land tax considerations highlighted for SMSFs with multiple properties 04 January 2019 1267
Strong demand for accountants’ exemption in new poll 03 January 2019 1357
Data feed bugs the ‘biggest challenge’ for real-time reporting 03 January 2019 1189
ECPI changes causing CGT headaches 02 January 2019 1443
Low-cost audit providers tipped to shake up pricing model 02 January 2019 1163
Underutilised strategy pinpointed for pension assets 28 December 2018 1561
ATO pushed to improve access to lost super information 28 December 2018 1118
Time frame for three-year audit measure fast dwindling 27 December 2018 1189
Actuarial firm reveals top queries for ECPI 27 December 2018 1145
ASIC sounds alarm on SMSF promoters 21 December 2018 1597
FASEA announces transition period for CPD policies 21 December 2018 1754
Alternate director strategies posing risks for SMSFs 21 December 2018 1262
FASEA releases final instrument for professional year 20 December 2018 1307
ATO swoops on funds with NALI issues in major project 20 December 2018 1597
ATO sheds ‘welcome light’ on proposed NALI changes 20 December 2018 1658
‘Significant concerns’ raised for accountants as critical deadline looms 20 December 2018 1172
SMSF software firm unveils new security features 19 December 2018 1167
SMSF software provider adds property valuation tools 19 December 2018 1112
ATO issues fresh warning on valuations after major cases 19 December 2018 1696
Associations join forces ahead of looming education standards 18 December 2018 1141
Charges laid over dishonesty offences with super fund money 18 December 2018 1341
Adviser banned over illegal early access scheme 18 December 2018 1462
ASIC orders wind-up of firm over SMSF advice failings 18 December 2018 1488
FULL SPEED AHEAD 18 December 2018 1929
GOLDEN YEARS 17 December 2018 1780
Trustee favourite ‘looking worse for wear’ 17 December 2018 1444
SMSF professionals to fork out hefty fees for exam 17 December 2018 1226
Auditors warned on critical obligation with threatening behavior 14 December 2018 1437
CGT relief errors still surfacing in annual returns 14 December 2018 467
ASIC clarifies transition process for new education standards 14 December 2018 567
Labor election win tipped to see 2 budgets in 2019 13 December 2018 976
‘Conflict of interest’ risks raised with new CPD requirements 13 December 2018 702
Labor policy to spur investment shake-ups, wind-ups 13 December 2018 1025
SMSF establishments bounce back in September quarter 12 December 2018 400
Reporting quirk with pensions spurs advice struggles 12 December 2018 570
Software provider adds new data feeds for banks, brokers 11 December 2018 494
Dwindling time frame left for ‘high stakes’ adviser exam 11 December 2018 665
Contravention risk surfacing for SMSFs with complex assets 11 December 2018 852
ATO sounds alarm on emerging auditor risk 10 December 2018 926
ASIC highlights problem areas with dispute resolution 10 December 2018 452
Government floats proposals for retirement product disclosure 10 December 2018 367
Tax tips flagged for US pension transfers 07 December 2018 522
Welcome change in new work test regulations 07 December 2018 1072
Reporting errors with commutation authorities surfacing in APRA funds 07 December 2018 389
Senate passes bill to rectify reversionary TRIS issues 06 December 2018 1121
Industry funds targeting SMSF trustees in set-up process 06 December 2018 648
‘Long road’ for new entrants under FASEA standards 05 December 2018 1345
Litigation risks surfacing as trustees look to outsource responsibility 05 December 2018 486
Win for bankrupt SMSF member in WA court 05 December 2018 1148
Crucial piece still missing from FASEA guidance 04 December 2018 800
RBA reveals final rate decision for the year 2018 04 December 2018 768
ASIC cancels AFS licence over SMSF loans scheme 04 December 2018 974
ASIC cancels AFSL over super switching scheme 03 December 2018 570
ATO releases decision impact statement for Aussiegolfa 03 December 2018 1238
Chief executive to depart major SMSF admin provider 30 November 2018 865
Final round of winners revealed for SMSF and accounting awards 30 November 2018 487
Strategies flagged for TSB measure for LRBAs 29 November 2018 586
Wide conflict clauses exposing SMSFs to future troubles 29 November 2018 558
Adviser charged for dishonest conduct with SMSFs 29 November 2018 1263
FASEA issues further guidance on foreign qualifications 29 November 2018 578
Potential breaches flagged with employee share schemes 29 November 2018 482
US expats warned on hefty tax bills after prominent tax dispute 29 November 2018 2029
SMSF software firm slams Grattan report as ‘false hope’ 28 November 2018 669
SMSF professionals targeted in non-lodgement crackdown 28 November 2018 753
Quirks with residency rules pinpointed for SMSFs 28 November 2018 515
Incoming CPD requirements cop further backlash 27 November 2018 530
Section 17A clauses causing havoc with incapacity 27 November 2018 908
Super admin fees tipped to spike with Labor’s policy 26 November 2018 551
Liability traps flagged for SMSF professionals 26 November 2018 527
SMSF professionals warned on looming registration deadline 23 November 2018 795
Tax concessions flagged with LRBA windups 23 November 2018 648
Advice exam to inflict ‘onerous, irrelevant study’ onto accountants 23 November 2018 636
ASIC issues warning on ‘execution-only services’ for SMSF setups 22 November 2018 1763
New data feed to boost SMSF visibility for advisers 22 November 2018 576
Early release rules set for shakeup with new consultation 22 November 2018 603
Licensing regime set for ‘problems down the track’ 21 November 2018 642
ATO, ASIC sound alarm on SMSF property investment 20 November 2018 1013
ATO pushes back delivery date for TBC data access 20 November 2018 869
Rising from the ashes 20 November 2018 711
Compliance, tax advice in strongest demand from SMSFs 19 November 2018 599
Tax, Centrelink snares flagged with TRIS conversion 16 November 2018 907
Important lessons for directors in SG case 16 November 2018 709
Lower balance SMSFs shutting down super for simplicity 15 November 2018 583
SMSF advice failures land adviser with $50k fine 15 November 2018 634
ASIC toughens stance on hired responsible managers 15 November 2018 1278
IPA flags dangers with piecemeal changes to franking credits 14 November 2018 751
Government announces exception for opt-in insurance measure 14 November 2018 717
SMSF receives favorable ruling in legal action against insurer 14 November 2018 616
Adviser banned for stealing client super 14 November 2018 679
SIS Act ‘due for overhaul’, says APRA 13 November 2018 879
ASIC calls for greater powers to deal with SMSF promoters 13 November 2018 560
‘Hit and miss’ access to TSB data continues to cause gripes 13 November 2018 857
Franking credit policy to dent retirement savings by 15 per cent 12 November 2018 1035
FASEA, licensing weeding out good accountants, warns mid-tier 12 November 2018 909
Audit cases prompt fears with new NALI measures 12 November 2018 847
ATO pinpoints Part IVA hotspots for the SMSF sector 09 November 2018 815
More administrative hurdles flagged with work test exemption 09 November 2018 597
ASIC floats proposed changes for advice licensees 08 November 2018 830
CA ANZ hits out at ‘unnecessary licensing restrictions’ 08 November 2018 1146
Franking credit policy tipped to spur move to LITs 08 November 2018 1063
Strategies flagged for Labor’s franking credit measure 07 November 2018 1283
SMSF trustees left with difficult choice with NALI measures 07 November 2018 1667
Court upholds SMSF claim over misappropriated monies 07 November 2018 803
Court orders issued over early release scheme 06 November 2018 1003
Super advice regulation in need of shake-up, says ASIC 06 November 2018 768
Red flags raised for proposed work test legislation 05 November 2018 1344
Clarity provided on tax confusion with lump sums 05 November 2018 884
Super switching scheme sees firm hit with $9m penalty 05 November 2018 748
SMSF performance on government’s radar after PC report 02 November 2018 1537
FASEA standards inflicting ‘study for study’s sake’ on accountants 02 November 2018 1629
Four-fifths of clients in the dark on estate planning and super 02 November 2018 1491
Fresh data emerges as rally against mandatory minimum continues 01 November 2018 1260
Hundreds of SMSF ABNs cancelled following ATO surveillance 01 November 2018 1717
Independence clampdown claims another SMSF auditor 01 November 2018 1619
ASIC removes 155 SMSF auditors from register in FY17-18 31 October 2018 1599
Calculation issue raised with fix for legacy pensions 31 October 2018 1312
Government makes moves to speed up raft of super measures 31 October 2018 1708
Franking credit proposal to cost SMSFs $11k-plus: report 30 October 2018 1588
ASIC crackdown claims more SMSF auditors 30 October 2018 1592
Act faster this year on pensions to avoid ‘can of worms’ 29 October 2018 1314
Three-year audits’ chances slim as ‘small window’ remains 29 October 2018 1494
New services launched to combat SMSF loans gap 26 October 2018 1444
ASIC reveals figures on SMSF auditor enforcement action 26 October 2018 1902
‘Hefty penalties’ with TRIS payment failures, SMSFs warned 26 October 2018 1730
ATO audit swoop lands tax agents in hot water 26 October 2018 1623
ATO claws back $850m in unpaid SG in FY 17-18 25 October 2018 1380
Tips flagged for super saver scheme as $13.5 million released 24 October 2018 1308
Rise in SMSF loans from second tier lenders sparks concern 24 October 2018 1411
Over 100 SMSFs singled out in auditor number crackdown 24 October 2018 1696
TSB measure growing ‘problematic’ amid tighter SMSF lending 23 October 2018 1554
Downsizer contributions prompt flood of queries in first quarter 23 October 2018 1261
Government stalls on accountants’ exemption discussions 23 October 2018 1408
Mischief with reserves unfounded, says software giant 22 October 2018 1322
Fresh litigation prompts SMSF auditors to consider protections 22 October 2018 2358
Treasury mulls fixes for legacy pension headaches 22 October 2018 1376
Downsizer hurdles flagged with subdivided property 19 October 2018 1511
ATO zones in on benchmarking for related party loans 19 October 2018 2190
Lost and unclaimed super drops to $17.5 billion 18 October 2018 1279
BGL adds daily data feeds from investment platform 18 October 2018 1435
Overseas pension transfers in doubt as ‘minefield’ forms 18 October 2018 1961
‘Difficult territory’ ahead for SMSF industry on reform front 17 October 2018 1391
SMSFs, individuals singled out in vacant land tax reforms 17 October 2018 1572
SMSFs targeted with new commercial property fund 16 October 2018 1505
Fresh ATO stats point to slowdown in LRBA growth 16 October 2018 1725
Another litigation case finds SMSF auditor liable for losses 16 October 2018 5178
Superannuation gender gap narrowing, research shows 15 October 2018 1344
‘Knee-jerk’ reaction to bank stocks feared 15 October 2018 1487
‘Adverse’ tax outcomes flagged with misconduct compensation 15 October 2018 1785
ECPI compliance burden tackled with new AI feature 15 October 2018 1350
SMSF software firm unveils new retirement notification tool 12 October 2018 1463
SMSF advice failures found in high-profile adviser’s review 12 October 2018 1596
Timing miss-match flagged with pension values 12 October 2018 1394
Legacy pensions causing TSB headaches for SMSFs 11 October 2018 1589
ATO tipped to scrutinise smaller trust structures post Aussiegolfa 11 October 2018 1454
Wait on ATO before acting on landmark case, SMSFs told 10 October 2018 1557
Stamp duty confusion sees SMSFs pay unnecessary tax 10 October 2018 2001
ATO reveals appeal decision for Aussiegolfa case 09 October 2018 2609
Major bank backs ban on grandfathered commissions from super 09 October 2018 1722
Adviser banned after insurance in super failings 09 October 2018 1374
ATO position on legacy pensions, reserves clarified 09 October 2018 1848
ASIC floats LRBA ban, SMSF advice policy changes 08 October 2018 2237
Spike in reserves likely due to complex pension arrangements 08 October 2018 1387
Bad news for SMSFs with cash-heavy portfolios 05 October 2018 1592
Govt called on for legacy pension amnesty 05 October 2018 2159
‘Square peg in a round hole’ as SMSF firms falter on cloud implementation 05 October 2018 1637
ATO slashes warning time for audit file reviews 04 October 2018 2048
TSB trap flagged with super fund expenses 04 October 2018 1536
Major court decision prompts debate over sole purpose test 04 October 2018 2249
SMSFs warned on looming TBAR deadline 03 October 2018 1787
Treasury releases work test reform changes 03 October 2018 2553
Major case prompts fears of sole purpose breaches spiking 02 October 2018 1849
New SMSF admin offering hits market from fintech firm 02 October 2018 2142
‘Surprising’ take-up with first home super saver scheme 02 October 2018 1829
RBA locks in interest rate decision for October 02 October 2018 1820
ASIC releases guidance on compliance schemes for new standards 28 September 2018 1678
Fears simmer about repeat of Storm Financial fallout 28 September 2018 1413
Checklist released for SMSF firms as November deadline approaches 27 September 2018 2024
ATO zones in on hundreds of newly created reserves 27 September 2018 1427
Major advice gaps identified for SMSF clients 27 September 2018 1364
SMSF accountants in ‘unique position’ following RC 27 September 2018 1448
ATO swoop on high-balance SMSFs exposing Part IVA schemes 27 September 2018 1867
Mistakes with new TRIS rules tripping up practitioners 27 September 2018 2134
Double prison time, five-fold penalties for misconduct on the cards 26 September 2018 1515
Selling super products gets support from APRA fund lobby 26 September 2018 1283
Tax traps surface in delayed death benefits payments 26 September 2018 1584
Another bank drops all SMSF loan products 25 September 2018 1835
SMSF software firm launches automatic SMS alerts 25 September 2018 1576
ATO makes moves to fix ‘unworkable’ TBC data access 25 September 2018 1753
ASIC report a ‘big impact’ on SMSF death benefit advice 25 September 2018 1320
Super tops the list for significant breaches in ASIC review 25 September 2018 1672
SMSFs drop top 10 ASX stocks 24 September 2018 1360
New SMSFs opt for administrators over accountants 24 September 2018 1381
‘Huge' professional risk in SG delays, big four firm warns 24 September 2018 1540
ATO set sights on 27,000 funds in ongoing crackdown 21 September 2018 1727
BGL boss tells CA ANZ to help lobby or 'butt out' 21 September 2018 1869
Common traps flagged with excess determinations 21 September 2018 1335
SCT hands down landmark decision in fees for no service case 21 September 2018 1735
76% of accountants give SMSF advice, but numbers are sliding 20 September 2018 1483
Fix for death benefit rollover trap at a standstill for SMSFs 20 September 2018 1633
CA exodus flagged as FASEA pushed to fix education woes 19 September 2018 1805
Labor plans to drop divisive SG threshold if elected 19 September 2018 1385
Accountants’ exemption revival ‘not going to happen’, CA ANZ tips 19 September 2018 2012
‘Inventive’ early access schemes top SMSF disqualifications list 19 September 2018 1455
ASIC announces new insurance product relief for limited licences 19 September 2018 1596
SMSF software firm unveils new privacy, data controls 18 September 2018 1314
ATO rules out concessions for TBAR declarations 18 September 2018 1772
Dealer group boss, director of SMSF firm set for Federal Court 17 September 2018 1601
Industry super fund cops heat over insurance clauses 17 September 2018 1782
Holes in guidance leaves ECPI open to manipulation 17 September 2018 1564
Non-lodgements continue to drop following ATO crackdown 14 September 2018 1571
Monthly TBAR reporting ‘inevitable’ as clashes crop up 14 September 2018 1657
SMSFs trump APRA funds on returns for FY18 14 September 2018 1603
‘Major CGT issue’ surfacing in 2017-18 returns 13 September 2018 1548
Lump sum payments continue to climb under super reforms 13 September 2018 1471
Ex Westpac adviser loses appeal in SMSF advice case 13 September 2018 2133
Raft of superannuation legislation languishing in Senate 13 September 2018 2254
Court decision raises questions about missing SMSF documents 13 September 2018 1760
Contribution rules prompt SMSFs to drop cash in FY18 12 September 2018 1705
NALI changes 'awkward,' implicate SMSF firms' employees 12 September 2018 1482
Retail super funds targeted in $1b class action campaign 11 September 2018 1749
Hundreds of insurance in super disputes exposed in RC 11 September 2018 1942
CGT relief error rate highlights small firm struggle 11 September 2018 1550
SMSF industry receiving ‘mixed messages’ on quality of advice 10 September 2018 1495
LRBAs pegged as hotspot for ATO’s new data tools 10 September 2018 1563
Major bank finds SMSFs turning from blue-chip holdings 07 September 2018 1568
Contributions an emerging trouble spot for SMSFs 07 September 2018 1460
Super advice earmarked by ASIC’s FY19, SMSF advisers on notice 07 September 2018 1740
Dodgy insurance in super practices busted in ASIC review 07 September 2018 1832
Major bank facing court over super fees 06 September 2018 1404
ECPI miscalculations in ATO firing line, says top auditor 06 September 2018 1984
More Triple A Super directors jump ship 06 September 2018 2519
Software giant unveils new SMSF notification features 05 September 2018 1814
Emerging insurance strategy on the rise for SMSFs 05 September 2018 1441
Relief for lower balance SMSFs in PM’s new pension measure 05 September 2018 1875
‘Adverse’ tax risks for SMSFs in newer finance options 04 September 2018 1443
More flaws spotted with three-year audit eligibility 04 September 2018 1485
Fresh hope for SMSF audit lobby in leadership shakeup 04 September 2018 1426
Court upholds adviser termination over insurance, SMSF advice 04 September 2018 2474
RBA reveals cash rate decision for September 04 September 2018 1741
SMSF accountants targeted with new compliance product launch 03 September 2018 1552
‘Doomed to fail’: Eligibility for audit measure slammed 03 September 2018 1738
Insurance confusion spurs ‘unfortunate repercussions’ 03 September 2018 1616
Treasurer allocates portfolios for super policy, financial services 03 September 2018 1359
Big adviser drop-off foreshadowed in new poll 29 August 2018 1514
Fight against audit cycle measure heats up in final days 29 August 2018 1501
Critical reporting deadline looms for SMSFs next month 29 August 2018 1479
Bank unveils new services, features on SMSF platforms 28 August 2018 1520
SMSF software giant ups AI play 28 August 2018 1891
SMSF auditor insurances tipped to rise after landmark case 28 August 2018 1878
SG changes ‘won’t happen’, lawyer predicts 27 August 2018 1824
‘Big increase’ in amendments to SMSF financial statements 27 August 2018 1721
Audit firms facing ‘strangulations’ from both sides of politics 24 August 2018 1651
Alarm bells sound for SMSFs over property hotspot 24 August 2018 1607
Court hands down key judgement on attorney powers, BDBNs 24 August 2018 2951
ATO issues 2000 excess determinations to SMSF members 23 August 2018 1847
Fresh modelling shows big cost hit of investment picks 23 August 2018 1452
Touted $1m SMSF cap dealt a blow with new survey 23 August 2018 1941
Court case to determine critical EPOA, death benefit issues 22 August 2018 1729
CGT deferral ‘nightmares’ set to surface for SMSFs 22 August 2018 1652
Missing clause burdening SMSFs for FY 2017-18 21 August 2018 1752
NALI rules tipped to impact SMSF property development 21 August 2018 1848
SMSFs outperform MySuper funds for FY 2018 20 August 2018 1551
ATO acts on transfer balance errors, gives tips to fix mistakes 20 August 2018 1958
Ban on advice fees from super mulled at Royal Commission 20 August 2018 3042
LRBA ban feared following ‘horror stories’ 20 August 2018 2361
SMSF firms told to manage litigation risks with divorce 17 August 2018 1751
ASIC grilled over ANZ dealings with super advice 17 August 2018 1854
FASEA rules out further consultation on standards 17 August 2018 1953
ATO releases fresh figures on lodgements, CGT relief 16 August 2018 1937
Independence crackdown claims another SMSF auditor 16 August 2018 1815
ANZ probed about enforceable undertaking for super advice 16 August 2018 1922
‘Take responsibility’ SMSF trustees told as advice scandals unfold 15 August 2018 1714
IPA joins lobby to restore accountants' exemption 15 August 2018 2228
CBA admits to further failures with super product distribution 15 August 2018 2023
Accurium reports $1 million dip in revenue 14 August 2018 1691
Industry fund under fire as millions in insurance under threat 14 August 2018 2546
NAB interrogated over compensation, dealings with ASIC 13 August 2018 1744
Investment manager eyes SMSFs with new ethical fund 13 August 2018 1779
Court hands down judgement in critical sole purpose case 13 August 2018 2746
Bank stocks headed for short-term dip, SMSFs warned 10 August 2018 1744
SMSF practitioners falling behind on TBAR lodgements 10 August 2018 1915
SMSF fraud case prompts new compliance measures 09 August 2018 2163
System error sees trustees hit with incorrect determinations 09 August 2018 1431
SMSF audit cycle rallying ‘falling on deaf ears’ 08 August 2018 1572
AMP reports big drop in SMSF Advice rep numbers 08 August 2018 1978
Half of adviser population tipped to exit when new standards hit 07 August 2018 2148
Strategy flagged for total super balance accuracy, ease 07 August 2018 1911
$9.4m boost for ASIC to target super as more 'poor outcomes' exposed 07 August 2018 1828
Royal Commission reveals details on dodgy super fees 06 August 2018 3131
Low-balance SMSF debate ignores estate planning 06 August 2018 1822
Six-member fund limit gets traction with SMSF clients 03 August 2018 1806
Productivity Commission proposes new licence for advisers 03 August 2018 2012
ATO updates tax return form for legacy pension taxes 02 August 2018 2054
ASIC raises red flags for SMSFs in new ETF report 02 August 2018 2153
BGL set to launch new SMSF services, partner integrations 01 August 2018 2251
Advisers get extensions under new ASIC guidance 01 August 2018 1908
‘Tectonic shift’ in SMSFs’ tax-free status after reforms 01 August 2018 1934
Report finds profit sweet spot with SMSF client numbers 31 July 2018 1949
Lodgement double-ups surfacing as TBAR confusion sets in 31 July 2018 1722
Non-major bank set to further tighten SMSF lending policy 31 July 2018 2165
Ex FASEA boss spots 'interesting challenge' for SMSF advisers 31 July 2018 2046
Royal commission ‘more than a hiccup’ for bank shares 30 July 2018 2086
SMSFs lose ground to industry funds on satisfaction 30 July 2018 1751
CGT withholding regime spurring ‘real hassles’ for SMSFs 30 July 2018 1766
BGL joins in fight against minimum SMSF cap 27 July 2018 1923
ASIC winds up companies in land banking scheme 27 July 2018 2359
Retrospectivity issues flare up for SMSF professionals 27 July 2018 1894
Govt told to raise minimum SMSF balance recommendations 26 July 2018 1776
ASIC set to contact clients in new super shadow shopping mission 26 July 2018 2350
Clients falter as accountants hamstrung under SMSF advice rules 26 July 2018 2082
ATO issues over 500 commutation authorities 25 July 2018 1867
50-hour CPD requirement tipped to spur ‘poor quality training’ 25 July 2018 2012
SMSF performance ‘grossly misrepresented’ in PC report 25 July 2018 2225
FASEA floats proposals for CPD, foreign qualifications 24 July 2018 1968
BGL announces integration with document provider 24 July 2018 1953
SMSFs lose thousands in property, investment scams 24 July 2018 2457
Court case an estate planning lesson for blended families 24 July 2018 2131
Further lenders tipped to drop SMSF loans 23 July 2018 2436
SMSF sector cops further heat from ISA, ASFA 23 July 2018 1645
SMSFs caught up in ABN reforms 20 July 2018 2386
Spike in queries for contribution deductions in June 20 July 2018 1664
ATO issues alert on super, tax scams 19 July 2018 2197
SG amnesty could trigger excess contributions, lawyer warns 19 July 2018 2069
Remuneration tipped for shake-up under new guidelines 18 July 2018 1836
Second SuperGuardian manager surfaces at Prime Financial 18 July 2018 2083
Govt pushed on exemptions to avoid SMSF advice exodus 18 July 2018 1970
Advice firms see decline in client numbers 17 July 2018 2124
New draft SuperStream regulations ‘overkill’ for SMSFs 17 July 2018 2200
More banks ditch their SMSF loans offering 17 July 2018 2627
Important tax time decision flagged for SMSF insurance 16 July 2018 2296
SMSF auditor loses appeal after major breaches 16 July 2018 2301
Major bank scraps all SMSF loans 16 July 2018 3165
New litigation case sees SMSF auditor responsible for losses 13 July 2018 3952
SMSF sector feels the pinch of new, compounding costs 13 July 2018 1904
St.George Bank set to exit SMSF loans 13 July 2018 3281
Diversification in fresh focus following ASIC report 12 July 2018 2020
Forced exam a ‘false sense of security’ for clients 12 July 2018 1849
Industry shakeup tipped to benefit SMSF professionals 11 July 2018 1885
Mobile app in the works from SMSF software giant 11 July 2018 1911
New services dealing with pensions headaches hit the market 11 July 2018 1940
New conveyancing rules to impact SMSFs 10 July 2018 2080
ATO homes in on SMSFs in early access crackdown 10 July 2018 2018
'Significant upswing’ in licensing activity as changes loom 10 July 2018 1973
High-profile appointment and departure for SMSFA board 10 July 2018 1752
Holley Nethercote appoints new head of compliance 09 July 2018 2598
‘Duplicated’ ethics standards tipped to spur adviser exodus 09 July 2018 1823
Property value risks flagged with audit measure eligibility 09 July 2018 1815
New details of three-year audits slammed as ‘naïve and messy’ 06 July 2018 2196
Major banks get $1.2m bill over unauthorised super advice 06 July 2018 2198
Treasury proposes framework for three-year audit cycle 06 July 2018 2660
Accounting degrees’ recognition cut in new lobby to government 05 July 2018 2536
Tax ruling a warning to SMSFs on ‘rubber stamping’ 05 July 2018 2343
BGL announces integration with fintech firm 04 July 2018 1965
Mounting costs bode ‘unsettling times ahead’ for SMSF firms 04 July 2018 1776
ASIC assessment shake-up tipped to impact SMSF accountants 04 July 2018 1870
Touted $1m minimum for SMSFs cops more heat 03 July 2018 1853
More concerns over approved degrees for SMSF advisers 03 July 2018 2387
SMSF firm heads to court as $1.4m in question 03 July 2018 2676
RBA reveals cash rate decision 03 July 2018 1697
Triple A Super loses director of technical services 02 July 2018 2420
'Surprise' cap breaches tipped to ramp up 02 July 2018 1797
'Difficult' new ECPI calculations prompt update from Class 02 July 2018 2469
Small business owners to be caught by Labor’s tax policy 29 June 2018 1895
SMSF advice review to impact new compliance schemes 29 June 2018 1817
SMSF lodgments see last minute surge 29 June 2018 1816
Service providers brace for ‘biggest ECPI changes in a decade’ 29 June 2018 2459
Adviser banned for 4 years over super switching advice 28 June 2018 2023
Bill passes to allow SMSF auditor fee hikes 28 June 2018 2666
ASIC issues alert over big gaps in SMSF trustee knowledge 28 June 2018 2039
Dishonest SMSF dealings see Sydney woman jailed 28 June 2018 2009
‘Pointless’ move for SMSFs slammed 27 June 2018 1749
AMP set for court for insurance in super failures 27 June 2018 2146
Super savings gap for women stuck at 30% 27 June 2018 1675
Software quirk flagged with transfer balance account 26 June 2018 1729
Race to EOFY as 35% of SMSFs still lodging 26 June 2018 2201
More ‘unintended impacts’ with super, insurance measures 25 June 2018 1725
Last minute EOFY tips, traps flagged for super 25 June 2018 2384
CBA demerger set to impact big super, wealth brands 25 June 2018 2455
Trustee favourite takes a hit, but jumping ship not advised 21 June 2018 1841
Low-balance SMSFs under fire, but SMSF sector fights back 21 June 2018 2387
‘Rorts and rip-offs’ targeted as new super bill enters parliament 21 June 2018 2101
Firm valuations tipped to take a hit under new education rules 21 June 2018 2081
SMSF loan restrictions intensify for off-the-plan, new properties 20 June 2018 3062
Government pushed to raise income threshold for super 20 June 2018 1678
'Widespread dissatisfaction’ revealed with age pension process 20 June 2018 2431
KPMG flags potential premium hike for insurance in super 20 June 2018 1775
BGL announces new SMSF services, integrations 19 June 2018 2569
Misuse of SMSF funds sees adviser convicted 19 June 2018 2609
ATO, Treasury’s take on TRIS ‘gives rise to a lot of cost’ 19 June 2018 2076
New SMSF audit proposals divide hundreds in new poll 18 June 2018 2123
Term deposit reforms see SMSFs eye bonds, managed funds 18 June 2018 1785
Dealer groups, SMSF advisers brace for licensing switches 18 June 2018 1994
Spate of SMSF auditor changes prompt new membership launch 08 June 2018 1731
SMSFs eye cyber security stocks for long-term growth 08 June 2018 2006
Time warp 08 June 2018 2271
SMSFs holding $50bn in excess cash, says Vanguard 08 June 2018 1834
Critical steps flagged for related party loans ahead of new provisions 07 June 2018 2156
Liability risk for tax agents posed in new audit cycle 07 June 2018 2132
Lump sum payments gain ground over pensions 07 June 2018 2060
Delays with SMSF lodgements ahead of ‘double-whammy’ deadline 07 June 2018 2308
SMSF firm cops ASIC action following record-keeping, compliance holes 06 June 2018 1768
New provisions pave way for big NALI bills 06 June 2018 2236
Quarter of a million trustees flag new, unmet advice needs 05 June 2018 1795
Key salary negotiations flagged with new SG opt-out 05 June 2018 2159
‘Welcome surprise’ for accountants in fresh super changes 05 June 2018 2226
Westpac tips proposed policy to hit listed income securities 04 June 2018 2039
ATO flags potential losses with flexi-pensions 04 June 2018 1883
Information gaps identified with TBAR 01 June 2018 1906
Treasury, ATO seek to resolve double counting issue for legacy pensions 01 June 2018 1934
Federal Court approves settlement for SMSF class action 01 June 2018 3065
Commutation authority issues surfacing for APRA funds 31 May 2018 1685
ASIC provides disclosure relief ahead of AFCA commencement 31 May 2018 1963
Cryptocurrency investments a liability risk for SMSF firms, law firm warns 31 May 2018 1846
Aussie equities lagging global markets, SMSFs warned 30 May 2018 1647
SMSFs urged to maximise NCCs ahead of federal election 30 May 2018 1722
'Light bulbs going off' with member extension says ATO 30 May 2018 2088
BGL releases multi-fund reporting for TBAR 29 May 2018 2330
Quality of SMSF advice ‘questionable’ says Productivity Commission 29 May 2018 2158
CGT schedule wording posing snares for SMSFs 29 May 2018 1974
Class announces new actuarial certificate integration 28 May 2018 1776
Government unveils victims of crime proposals for super 28 May 2018 2153
ATO sheds light on CGT confusion over property, corporate restructures 28 May 2018 2139
Cost of six members on par with second SMSF, says tech expert 25 May 2018 1867
SMSFs told to implement contingency plans for new members 25 May 2018 1996
ATO sets ‘sharp focus’ on high-balance SMSFs 25 May 2018 2395
SMSFs told to tread carefully with contribution reserves 23 May 2018 2119
Elder abuse risks flagged with increased member limit 23 May 2018 1782
ASIC intensifies scrutiny of AFS licence applications 22 May 2018 2344
Looming deadline for public trading trust distributions 22 May 2018 2192
SMSFs hit with extra SIS Act obligation under new proposals 21 May 2018 2444
Hidden complexity found with CSS reversionary pensions 21 May 2018 3130
Deductions for contributions flagged as ‘big tax planning tool’ 18 May 2018 1867
Mixed phase SMSFs holding greatest assets 18 May 2018 1809
Neglected reserves causing headaches around death, incapacity 18 May 2018 1808
ATO view posing ‘double counting’ issue for market-linked pensions 17 May 2018 3434
ASIC cancels AFS licence over super switching advice 17 May 2018 2252
ATO confirms important view on TBC treatment of insurance proceeds 16 May 2018 2600
ATO provides further details on SG exemption measure 16 May 2018 2205
SMSF sector growth predicted to slow 15 May 2018 2492
ATO set to revise approach to TSB calculation 15 May 2018 2954
Auditor lobby group formed in response to new measure 15 May 2018 2379
Audit cycle proposal ‘a snow job’ by the government 15 May 2018 2143
CGT eligibility trap found with IPO 14 May 2018 2116
BDBN complications flagged with increased member limit 14 May 2018 1832
Tech expert pinpoints insurance snag for SMSFs 11 May 2018 2142
ATO sheds light on CGT relief query with reversionary pensions 11 May 2018 2208
Event-based reporting experiencing slow take-up 10 May 2018 2062
Audit proposal to see harsher penalties, increased fees 10 May 2018 2307
Property development risks flagged following member limit proposal 09 May 2018 1813
High-net-worth investors bullish on corporate bonds 09 May 2018 2032
Tax deduction process for contributions set for shake-up 09 May 2018 2630
Three-year SMSF audit cycle to spur ‘practical hurdles’ 09 May 2018 4198
Government announces plans to ramp up super consolidation 09 May 2018 2584
Testamentary trust measure a ‘sleeper issue’ for SMSFs 09 May 2018 2349
Budget takes aim at super fund fees and charges 09 May 2018 2835
‘Good news’ measure announced for preventing concessional cap breaches 09 May 2018 2377
Work test measure to add flexibility 09 May 2018 1733
ASIC commences court proceedings against adviser 08 May 2018 2433
Rice Warner proposes rebate for imputation credits 08 May 2018 2003
Alliance formed in response to Labor franking credits policy 07 May 2018 2403
DomaCom completes crowdfunding campaign for mortgage backed loan 07 May 2018 2074
TBAR spurs wider shift to quarterly reporting for SMSFs 07 May 2018 2312
ATO to clarify reporting requirements for TBAR 04 May 2018 3691
Lawyer highlights impact of accounting methods on TSB 03 May 2018 2152
ASIC releases findings of SMSF advice review 03 May 2018 2930
Countplus appoints new chief operating officer 02 May 2018 2485
Lawyer flags inheritance traps with non-family members 02 May 2018 2587
Fee hikes for ASIC funding model unjustified, says IPA 01 May 2018 2452
ATO issues tax assessments for excess transfer balance tax 01 May 2018 2611
SMSF auditor disqualified over independence breaches 01 May 2018 2254
ASIC cancels over a hundred SMSF auditor registrations 01 May 2018 2448
RBA locks in interest rate decision for May 01 May 2018 2383
Labor’s tax policy to spur shift to accumulation 30 April 2018 2483
Cooper joins SMSF Association public policy committee 30 April 2018 2013
Grattan Institute slams plans to increase SG rate 30 April 2018 2330
ATO statistics show jump with super balances 27 April 2018 2662
Data breach laws exposing firms to new litigation risks 27 April 2018 2446
Government announces plans to expand SMSF member limit 27 April 2018 4746
ASIC updates guidance on licensing exemption for SMSF services 26 April 2018 2610
Clients urged to take action with complying pensions 24 April 2018 2335
Omniwealth appoints specialist as head of SMSF 24 April 2018 2356
Further ‘reckless’ SMSF property advice surfaces in royal commission 24 April 2018 2683
Budget tipped to see aged care policy changes 23 April 2018 2342
More banks admit to poor super advice at royal commission 23 April 2018 2959
Digital advice provider launches white label service 23 April 2018 2209
Low balance SMSFs to 'bear the brunt' of Labor's tax policy 21 March 2018 2951
Practitioners skipping over CGT relief, warns mid-tier 21 March 2018 2935
ATO clears up confusion over CGT relief detail 21 March 2018 3229
SMSFs look to global trends for investment growth 21 March 2018 2992
ATO provides clarity on CGT technical hitch 16 March 2018 3414
Fresh figures released on SG non-compliance 16 March 2018 2842
Small business retirement exemption under threat 16 March 2018 3435
ATO guidance on reserves a ‘hard line’ position, says expert 15 March 2018 2974
BGL announces data feed with Praemium 15 March 2018 3390
Government lobbied to address legacy pension issues 15 March 2018 2771
SMSFs remain bullish on ETF investments 14 March 2018 3501
Law firm questions Duties Office position on stamp duty, SMSFs 14 March 2018 2987
CGT ‘technical hitch’ plaguing SMSFs 14 March 2018 3337
Labor’s tax plan hits SMSFs hard, has major knock-on effects 13 March 2018 5455
Accounting body lobbies government on QROP issues 13 March 2018 3102
Financial abuse concerns flagged with access to super proposal 12 March 2018 2988
Industry divided over early access to super proposals 09 March 2018 3046
NALI traps identified for unit trusts in proposed measures 09 March 2018 3271
Succession tipped to be the focus of reserves crackdown 08 March 2018 2954
Technical expert pinpoints TBAR trap with transitional rules 08 March 2018 2902
Lawyer sees spike in queries for SMSF estate planning, incapacity issues 07 March 2018 3072
ATO’s robo-advice update cops backlash 07 March 2018 3403
Grattan Institute predicts low take-up of super saver scheme 06 March 2018 3263
Increased super thresholds flagged for 2018–19 02 March 2018 4027
ATO SMSF leader replaced with KPMG exec 02 March 2018 4285
ISA slammed over ‘distorted SMSF analysis’ 01 March 2018 3193
Living with children a ‘perfect storm’ for elder abuse 01 March 2018 3260
Older women at greater risk of elder abuse 28 February 2018 3318
'Shades of grey' surface in BDBNs, pension strategies 28 February 2018 3218
Adviser banned over super switching advice 26 February 2018 4126
IPA labels penalties for SG non-compliance ‘excessive’ 23 February 2018 3044
FOS disputes arising from elder abuse incidents 23 February 2018 3051
CFS provides clarity on retirement definition for directorships 22 February 2018 3386
Former financial adviser banned for dodgy dealings 22 February 2018 3134
Lawyer flags risks with unanswered correspondence 21 February 2018 3246
LRBA amendments 'inequitable' says Tax Institute 20 February 2018 3454
Lawyer highlights hurdles with reversionary pension issue 20 February 2018 3649
PwC sees uptick in residency queries 19 February 2018 3222
SMSF firms warned on litigation risks with elder abuse 19 February 2018 3221
Zero touch transaction matching on the horizon, BGL predicts 19 February 2018 3635
Director facing restrictions over lost superannuation advice 16 February 2018 4479
ASIC reinforces property, SMSF focus in 2018 16 February 2018 3851
ATO set to release official guidance on reserves 15 February 2018 3607
FASEA foreshadows approach to licensed accountants with new standards 15 February 2018 3247
ATO reveals figures on excess transfer balance determinations 14 February 2018 3944
ASFA lobbies for extending super benefits to domestic violence victims 14 February 2018 3282
Extending access to super to ‘muddy the waters’ warns BT 14 February 2018 3121
ASIC issues warning on shadow shopping scam 13 February 2018 3175
ATO tipped to scrutinise ‘untoward’ actions with TRISs 13 February 2018 3167
Treasury proposes fix for reversionary TRIS headaches 13 February 2018 3649
IOOF weighs in on access to super proposals 12 February 2018 3260
Royal Commission receives influx of complaints about super 12 February 2018 3450
Total super balance miscalculations putting ECPI at risk 09 February 2018 4248
Financial services ordered to pay penalties for super switching advice 08 February 2018 4387
Class reports jump in profits for first half 08 February 2018 3550
BPO Connect acquisition boosts market share for SuperConcepts 08 February 2018 3958
BGL locks in integration with actuarial firm 07 February 2018 3657
Government told to boost resources for cryptocurrency regulation 07 February 2018 4218
Simple BDBN traps catching out SMSF trustees 07 February 2018 3484
Critical audit requirement flagged for cryptocurrency 06 February 2018 3906
Super funds attracting demand for retirement advice 06 February 2018 3432
Advisers bullish on aged care advice services 06 February 2018 3469
Cryptocurrency attacks exposing SMSFs to fraud risks 02 February 2018 3745
Consolidation of SMSF industry gaining speed 02 February 2018 3624
SMSFs cautioned against heavy exposure to long-duration bonds 01 February 2018 3374
Mid-tier warns on snares with business succession and SMSFs 01 February 2018 3542
‘Don’t use super as a substitute for public health,’ government warned 01 February 2018 3963
Australians losing faith in super, says Tax Institute 31 January 2018 3729
SMSFs urged to consider excess transfer balances with estate planning 31 January 2018 3435
Government cautioned on extending early access to super 29 January 2018 3541
ASIC identifies ‘significant concerns’ with superannuation platform advice 25 January 2018 4464
First home buyers told to tread carefully with Super Saver Scheme 25 January 2018 4459
Parents subsidising SMSFs for adult children, says mid-tier 25 January 2018 3598
Treasury releases draft legislation for SG measures 24 January 2018 4316
Lawyer pinpoints common flaw in TRIS pension documents 24 January 2018 4144
Mid-tier flags strategy for strengthening inheritance protections 24 January 2018 3658
Major bank warns on ‘aspirations’ with SMSF property development 23 January 2018 4069
Uncertainty lingers for TRISs and CGT relief 22 January 2018 3934
ASIC swoops on dodgy BDBN practices 19 January 2018 5084
SMSFs warned on bitcoin-related scams 19 January 2018 3984
Home loan provider in hot water over super switching advice 18 January 2018 3885
Adviser receives 5-year ban for poor super advice 18 January 2018 3927
SMSFA proposal spurs industry contention 18 January 2018 3760
LRBA measures tipped to limit SMSF loans 17 January 2018 4429
SuperConcepts consolidates software systems 17 January 2018 4537
Proposed LRBA measure ‘heavy-handed’ 16 January 2018 4501
Trading platform eyes SMSFs with expansion into international equities 15 January 2018 3828
Federal Court makes interim orders against financial services firm 12 January 2018 4227
High dividend stocks facing volatility risks, SMSFs warned 12 January 2018 4128
SMSF firms urged to ramp up technology focus this year 11 January 2018 3868
Lawyer pinpoints flaws in proposals for accessing criminal super 11 January 2018 3896
Bitcoin craze distracting SMSFs from poor investments 10 January 2018 4059
Government pushed to extend grounds for early access to super 10 January 2018 4669
Licensed accountants to be hit by new education requirements, lawyer predicts 09 January 2018 5289
ATO releases data breach guidance for professionals 08 January 2018 4646
Practitioners facing ‘crunch time’ with CGT relief 05 January 2018 4151
Lawyer warns on ‘botched’ changes of trustee 05 January 2018 4094
Consultant flags key technology challenges for 2018 04 January 2018 4066
SMSF assets held by wealthy stays steady 03 January 2018 4344
Business owners forgoing sale of practice 03 January 2018 4145
SMSFs neglecting documentation for retirement 02 January 2018 4689
Regulation the ‘greatest threat’ to SMSFs, says lobby group 02 January 2018 4362
Trustees still puzzled by transitional bring forward rules 02 January 2018 4404
Tech specialist highlights challenges with commutations 02 January 2018 4059
SMSFs underestimating CGT record keeping 29 December 2017 4230
‘Clean handover’ critical for sale of client book 29 December 2017 4172
Total super balance ‘twist’ to spark questioning from clients 28 December 2017 2707
Estate planning strategy flagged with partial commutations 28 December 2017 2543
Accounting firm market sees uptick in buyers 27 December 2017 3003
SMSFs hitting roadblocks with reducing reserves 22 December 2017 589
Government urged to retrospectively review SMSF lending 22 December 2017 554
ATO investigating SMSFs that invest in professional practices 20 December 2017 2992
Technical expert flags top 3 traps with CGT relief 19 December 2017 2983
US asset manager acquires stake in SMSF lender 19 December 2017 2679
Flimsy property valuations exposing SMSFs to risks 18 December 2017 2961
SMSF data vulnerable to overseas hackers, software company warns 18 December 2017 2974
Licensee in hot water over super switching advice 15 December 2017 3203
BGL announces partnership with fintech firm 14 December 2017 3501
SMSF uptake by wealthy on the rise 14 December 2017 2971
Government pushed on personal contributions review 14 December 2017 2745
Consultancy firm highlights further issues with tax advice guidance 13 December 2017 2709
Critical steps flagged for documenting commutations 13 December 2017 2694
Bitcoin triggering SMSF compliance issues 13 December 2017 3919
Same-sex couples warned on BDBN traps 12 December 2017 3525
Total superannuation balance a ‘sleeper issue’ for SMSFs 12 December 2017 3020
SMSFs told to protect against ‘erratic spending’ of benefits 12 December 2017 2785
Treasury to review early release of superannuation 08 December 2017 3524
SMSFs warned on impact of royal commission on bank stocks 07 December 2017 2908
Wholesale client tests cause havoc for SMSF firms 07 December 2017 2935
Investment bonds ‘back in vogue’ for older SMSF trustees 07 December 2017 1165
Government broadens scope of super for housing measure 06 December 2017 3237
European regulations to impact SMSF transactions 06 December 2017 3026
SMSF firms hitting roadblocks with licence upgrades 06 December 2017 2654
ATO to issue excess transfer balance determinations in January 05 December 2017 3107
TBAR hurdles flagged with smaller credit unions 04 December 2017 2705
Spike in private lending posing risks for SMSFs 04 December 2017 3326
Deadline looms for excess TBC amounts under $100K 04 December 2017 2973
SMSFs warned on insurance snare with LRBAs 01 December 2017 3608
ASIC reveals full extent of delays with limited licences 30 November 2017 3196
ASFA hits back at superannuation critics 29 November 2017 2751
Total number of SMSFs jumps to almost 600K 29 November 2017 2974
SMSFs warned on ‘misleading’ wording in TBAR form 29 November 2017 3860
Fintech firm to undertake study into financial advice 28 November 2017 3091
Reporting trap flagged with accumulation members 27 November 2017 2800
CGT relief for retirement phase TRISs under threat 27 November 2017 3118
TBAR tipped to shake up SMSF admin services 27 November 2017 2876
SMSFs warned on overlooked trap with trust deeds 27 November 2017 2910
Gaps found in ASIC’s latest guidance for limited licensing 22 November 2017 3556
SMSFs warned on ‘ticking time bomb’ with outdated deeds 22 November 2017 3216
Class estimates total reach of TBAR threshold 21 November 2017 3243
New TBAR timeframes to complicate death benefits 21 November 2017 3671
Fears around cloud technology still lingering 20 November 2017 3126
CGT relief advice to cost clients thousands, says lawyer 20 November 2017 2879
Brace for reporting changes in five years, SMSFs told 17 November 2017 5253
Segregated method for CGT relief still spurring confusion 17 November 2017 3633
Consultant highlights client segmentation strategy for TBAR 16 November 2017 2996
Sage moves tax lodgement software to the cloud 14 November 2017 3372
ATO facing ‘catch-22’ with delinquent SMSFs 14 November 2017 3419
ASIC accepts enforceable undertaking from adviser 14 November 2017 3408
SMSFs told to protect for rising inflation rates 09 November 2017 3226
Reserves confusion leading to ‘serious tax consequences’ 09 November 2017 3150
ATO provides clarity on valuing complex assets 08 November 2017 3667
SMSFs warned on catch with residential property purchases 08 November 2017 3115
SMSF firms told to cater to rising aged care needs 07 November 2017 3179
Practitioners cautioned on risks with downsizer contributions 07 November 2017 3107
SMSFs warned on ‘messy’ property developments 07 November 2017 4164
BT sheds light on confusion with asset segregation 07 November 2017 3230
ATO to contact trustees, practitioners in reserves crackdown 07 November 2017 3255
ATO pinpoints 70 advisers in lodgement swoop 06 November 2017 2773
Lawyer points to ‘gaping holes’ with safe harbour rules 03 November 2017 3233
Millennial super quadruples over past decade 03 November 2017 3272
Straw poll reveals preference for onshore services 02 November 2017 3199
ATO eases position on second SMSF strategies 02 November 2017 3906
Critical steps flagged with pension commutations 01 November 2017 3172
Women’s balances higher in single member SMSFs 01 November 2017 3161
Events-based reporting to revitalise SMSF services 01 November 2017 3292
Charges laid in messy SMSF, proceeds of crime case 01 November 2017 3789
SOA mismatches leading to compliance issues 31 October 2017 3248
1 in 10 SMSFs failing regulatory obligations 31 October 2017 3467
ASIC continues unlicensed advice blitz 30 October 2017 3358
Delays with disputes handling causing PI claims issues 27 October 2017 3135
SuperConcepts sees uptick in funds over third quarter 27 October 2017 3122
Women gaining ground on superannuation balance front 27 October 2017 3316
Super reforms increasing risk of elder abuse 26 October 2017 3311
Lawyer flags high-risk area for disputes 25 October 2017 3244
Costs predicted to soar for administration of TRISs 25 October 2017 3164
Tax Institute rejects ATO position on reversionary TRISs 24 October 2017 3635
SMSF sector ‘playing catch-up’ with automated advice 23 October 2017 3059
Raft of superannuation measures enter Parliament 23 October 2017 3567
Further red flags raised with partial commutations 19 October 2017 4140
Government introduces bill to restrict use of company tax cut 18 October 2017 3875
SMSF admin firm sets sights on real-time auditing 18 October 2017 1463
SMSF admin firm sets sights on real-time auditing 18 October 2017 3725
Data feed issues creating hurdles for SMSF automation 17 October 2017 3715
Robo-advisers to expand into retirement advice 16 October 2017 3331
Lawyer flags technical issue with dual fund strategies 16 October 2017 3541
New payments platform to shake up SMSF automation 16 October 2017 3440
Robo-advice firms facing hurdles with SMSFs 12 October 2017 3393
Low balance threshold for TBAR a ‘dangerous’ proposition 12 October 2017 3310
Hybrid securities spurring CGT relief woes 11 October 2017 3858
SMSFs told to take timely action on pension trap 11 October 2017 3439
DomaCom gears up for launch of new gearing products 10 October 2017 3410
Insurance policies in SMSFs plummet in FY16/17 10 October 2017 3242
SMSF auditors spared from new ASIC levies 10 October 2017 3493
Industry reaction to TBAR labelled as ‘overkill’ 10 October 2017 3354
SuperConcepts gears up for TBAR with new software release 09 October 2017 3750
New tool launched for managing CPD requirements 06 October 2017 3353
Reserves missing from super legislation, says consultant 06 October 2017 3368
ATO pushed on low balance carve outs from TBAR 05 October 2017 3598
Onerous CPD process for SMSF professionals blasted 05 October 2017 3571
SMSFs warned on snares with personal contributions 04 October 2017 3409
Court decision sheds light on critical BDBN issues 03 October 2017 4684
Lawyer flags contentious issue with pension transfers 02 October 2017 3434
ATO mulls further transitions for new reporting 29 September 2017 3675
Amazon threatening property investments, SMSFs warned 29 September 2017 3366
ATO releases updated LCGs for consultation 28 September 2017 3765
Doubts cast over ATO ability to cope with new reporting 27 September 2017 3459
Consultant flags strategies to negate complex ECPI calculations 26 September 2017 3404
Survey results point to major concerns with new reporting 25 September 2017 3522
Audit firm reports ‘tsunami’ of CGT errors 25 September 2017 4676
AIST slammed for ‘prejudiced views’ on SMSFs 25 September 2017 3564
ATO flags common errors with TBAR cancellations 24 September 2017 1027
ASIC permanently bans SMSF property spruiker 22 September 2017 3810
Lawyer flags subdivision trap with downsizer contributions 22 September 2017 3893
ATO urged to address ‘unknowns’ with LRBA reporting 22 September 2017 3674
ATO to release further guidance on reserves 21 September 2017 3992
SMSF firms told not to ‘antagonise ASIC’ 21 September 2017 3672
‘Execution only’ approach with SMSFs high-risk for accountants 20 September 2017 5080
Super saver scheme to benefit wealthy, says consultant 20 September 2017 3781
Government likely to review licensing regime, consultant predicts 19 September 2017 3554
Treasury still bullish on six-member fund measure 18 September 2017 448
SMSF firms underestimating demand for ethical investing 18 September 2017 4082
SMSFs cautioned on ‘brutal’ trap with pension minimum 18 September 2017 3937
Licensing space seeing further movements, says mid-tier firm 15 September 2017 545
Key strategies flagged for simplifying ECPI 15 September 2017 3711
ASIC contacts unlicensed firms, demands quick action 13 September 2017 4672
Policy issues still plaguing licensing regime 13 September 2017 3673
Trusts at risk of ‘CGT relief mismatch’, warns lawyer 12 September 2017 4904
Part IVA risk flagged with re-contribution strategy 11 September 2017 4815
Pension commutation timing ‘critical’ with new rules 11 September 2017 4073
SMSF software companies look to invest in TBAR solutions 11 September 2017 3678
Accounting firms facing roadblocks with full AFSLs 08 September 2017 3779
Risks flagged with software-generated pension documents 08 September 2017 3635
ASFA lobbies for extension of SG to self-employed 07 September 2017 3948
SMSFs on ATO’s ‘hit list’ with trust crackdown 07 September 2017 4941
SuperConcepts locks in new director following big departure 06 September 2017 4491
SOA hold-ups still plaguing licensed accountants 06 September 2017 4030
SMSFs to be monitored daily under TBAR, warns software firm 06 September 2017 3902
Gaps found with PI insurance for licensed accountants 05 September 2017 3726
Lack of regulatory action on licensing spurring complacency 04 September 2017 3844
Women prioritising superannuation investments, report reveals 04 September 2017 3792
Consultant clarifies technical issue with preserved benefits 04 September 2017 3411
SISFA lobbies against performance benchmarking for SMSFs 01 September 2017 3912
SMSF auditor disqualified over evidence requirements 01 September 2017 3833
Responsibilities, time commitments for SMSFs ‘overblown’ 01 September 2017 3709
Tax regulators ramping up data exchange, SMSFs warned 31 August 2017 1949
TBAR events to triple, software firm predicts 31 August 2017 4246
SMSF audit firm flags trap with GST 30 August 2017 3970
Further snares identified with downsizer contributions 30 August 2017 3786
Passive investments triggering large tax bills, warns expert 30 August 2017 3939
Lawyer criticises heavy focus on cost with low balances 29 August 2017 3782
Retirement costs rising faster for modest incomes 29 August 2017 3702
SMSFs cautioned on death benefit compliance trap 29 August 2017 4885
SMSF accountants cautioned on disclaimer risk 28 August 2017 4225
Regulatory oversights to challenge APRA funds, KPMG predicts 24 August 2017 3754
Court case provides clarity on bankruptcy protections 24 August 2017 4772
Industry association hits out at ‘legislative anomaly’ with SMSFs 24 August 2017 3880
Critical disclosures flagged for US expat clients 24 August 2017 4159
Transfer balance cap confusion posing risks for practitioners 23 August 2017 3970
TBAR reporting tipped to expose illegal advice 23 August 2017 4011
SMSFs cautioned on ECPI trap with excess amounts 22 August 2017 4054
Lawyer challenges ATO view on two fund strategies 21 August 2017 4219