Confusion potential in AFCA wholesale client definition: expert
The AFCA determination over the definition of ‘wholesale investor’ and ‘wholesale client’ could create a raft of issues within the SMSF ...
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The AFCA determination over the definition of ‘wholesale investor’ and ‘wholesale client’ could create a raft of issues within the SMSF ...
Navigating super and tax rules after the death of a pensioner with an SMSF can be tricky, but the key is to ensure the pension account ...
Women are less likely to seek financial advice than men because of cost concerns, according to new research.
An SMSF can own real property with other entities but cannot be joint tenants, an industry technical specialist has said.
The SMSFA has urged the government to consider creating a “designated role” to sit alongside a primary tax agent who could access ...
The consequences at the core of the Compensation Scheme of Last Resort for financial advice professionals have put Australians at risk, the ...
Compassionate release of super benefits must not only be allowed through the deed of an SMSF, but also must be approved by the ATO, a ...
According to Wealth Data analysis, opportunities for advisers in the SMSF sector are slowing.
Insurance in super provides critical protection for 6 million Australians who would otherwise be uninsured, according to new research from ...
The current design of the Compensation Scheme of Last Resort is inequitable, unsustainable and poses a serious risk to the financial ...