Author Reporter - SMSF Adviser

News

ASIC issues flow chart on classification of tax (financial) advisers

20 January 2023 • Hits: 460

The Corporate Regulator has released a flow chart to assist help advisers determine whether they can provide tax advice ... Read More

Strategy

Asset protection and SMSFs — a Tax Office warning

12 January 2023 • Hits: 733

The ATO recently flagged material concerns with gift and loan back arrangements in relation to SMSFs. ... Read More

News

Rise in self-licensing to continue this year

06 January 2023 • Hits: 318

The rise of self-licensing will continue in 2023, an advice professional has said. Read More

News

AAT reduces ASIC’s banning of financial adviser

04 January 2023 • Hits: 239

The Administrative Appeals Tribunal (AAT) has reduced the period and scope of the ban imposed on a former Melbourne-base... Read More

News

Release of QAR may prompt review of SMSF guidance

03 January 2023 • Hits: 371

While ASIC has only recently revised its SMSF advice guidance, it may require further updates once the final report of t... Read More

News

'Two clear rails’ emerging in SMSF population

03 January 2023 • Hits: 447

With two distinct groups of clients emerging in the SMSF space, a technical specialist has stressed the importance of pr... Read More

News

Government warned on making rushed changes to super

02 January 2023 • Hits: 404

The government has been cautioned against making any significant changes to super in the short term with the 2017 change... Read More

News

Downsizer age reduction now in force

01 January 2023 • Hits: 458

With the eligibility age for downsizer contributions now age 55, the SMSF Association has highlighted some important con... Read More

News

SMSFs reminded on key timelines for record keeping

28 December 2022 • Hits: 444

SMSF trustees have been warned on some of the penalties and implications that can arise from failing to keep track of ce... Read More

News

CA ANZ outlines top challenges for SMSF professionals in 2023

28 December 2022 • Hits: 487

The accounting body has highlighted some of the key issues that SMSF professionals will need to grapple with in the new ... Read More

News

Unit trusts tipped to see increased auditor scrutiny

27 December 2022 • Hits: 730

SMSF auditors are expected to take a stricter approach with related unit trusts next year and request more extensive evi... Read More

News

SMSFs cautioned on ‘strict conditions’ with SMSF lending

27 December 2022 • Hits: 295

Where SMSFs are planning to lend money there are some important conditions to be aware of including who the money is len... Read More

News

Professional predicts it will take ‘at least’ 2 years for reforms ...

22 December 2022 • Hits: 341

It will take at least two years for any reforms resulting from QAR to be implemented, an advice professional has said. ... Read More

News

BT outlines top five takeouts from ASIC’s SMSF guidance

21 December 2022 • Hits: 405

Following the release of INFO 274, BT has highlighted some of its top advice tips for SMSF advisers based on the new gui... Read More

News

SMSF adoption of ETFs continues to rise

21 December 2022 • Hits: 217

New research indicates that 400,000 SMSFs now hold ETFs, with international and Australian equities the most popular ass... Read More

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