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AUTHOR | No. of articles: 1834

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BGL unveils email to fund software feature

13 March 2023 • Hits: 1376
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

13 March 2023 • Hits: 1246
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 ...

13 March 2023 • Hits: 1035
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

10 March 2023 • Hits: 1047
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

10 March 2023 • Hits: 1077
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

10 March 2023 • Hits: 1083
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

09 March 2023 • Hits: 2142
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

09 March 2023 • Hits: 1237
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 ...

09 March 2023 • Hits: 981
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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