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Redefined team unveiled to drive financial services media powerhouse

14 April 2023 • Hits: 213

Australia’s foremost provider of financial services news, analysis and market intelligence, Momentum Media (Momentum),... Read More

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Class highlights proactive contribution strategies for women

10 March 2023 • Hits: 244

Thinking more strategically during periods of high income may be one of the key ways to helping women boost their super ... Read More

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SMSF reserves expected to form part of threshold policy design

10 March 2023 • Hits: 367

SMSFs planning to circumvent the $3 million threshold through the use of reserves have been warned that Labor will likel... Read More

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BGL unveils email to fund software feature

10 March 2023 • Hits: 239

A new feature within BGL SmartDocs will further streamline the process of analysing, checking and storing documents for ... Read More

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Alternative threshold calculation could leave members worse off

10 March 2023 • Hits: 329

The adoption of alternative calculation model for that $3 million threshold that uses a deemed return model would still ... Read More

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ASIC reveals latest data on compensation payments for financial advice...

10 March 2023 • Hits: 170

Six of Australia’s largest banking and financial services institutions have paid or offered a total of $4.7 billion in... Read More

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Review of managed investment schemes welcomed by industry

09 March 2023 • Hits: 238

The SMSF Association is hopeful the government’s review into managed investment schemes will strengthen investor prote... Read More

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Lawyer flags serious risks with use of undated benefit requests

09 March 2023 • Hits: 247

SMSF professionals have been warned that encouraging clients to use undated benefit request documents could put them at ... Read More

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FPA outlines reservations with CSLR, FAR legislation

09 March 2023 • Hits: 217

While the legislation for the Compensation Scheme of Last Resort will help promote trust in financial advice, the scheme... Read More

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Threshold poses ‘brutal’ consequences for LRBAs, illiquid assets

08 March 2023 • Hits: 676

The proposed $3 million threshold could see some SMSFs forced to liquidate large lumpy assets such as real estate for pr... Read More

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Strategy tips flagged with indexation and death benefit pensions

08 March 2023 • Hits: 309

A technical expert has explained how the type of pension and the timing of when it’s commenced can impact whether a cl... Read More

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Geoff Wilson calls for ‘thorough analysis’ of franking system chan...

08 March 2023 • Hits: 226

The chair of Wilson Asset Management has called for a Senate Inquiry into plans to change the way companies pay fully fr... Read More

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CSLR and FAR legislation introduced to parliament

08 March 2023 • Hits: 172

Key pieces of legislation have been introduced into parliament on Wednesday. Read More

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$3m threshold may raise taxes upon death

07 March 2023 • Hits: 530

SMSF clients currently below the $3 million threshold could be left paying higher taxes after a spouse dies, warns a spe... Read More

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‘The house always wins’: Threshold imposes unfair tax outcomes on ...

07 March 2023 • Hits: 759

The proposed calculation for the $3 million threshold could result in high unusual outcomes where assets have reversed i... Read More

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