Manual trading puts SMSF advisers under pressure
SMSF specialist advice firms are struggling to take on more clients due to the manual nature of executing trades for a client base keen to ...
SMSF Adviser keeps the SMSF sector up to date with the latest and breaking news, and is the authoritative source of information for legal, compliance and regulatory updates.
SMSF Adviser’s news caters to all professionals in the SMSF sector, including accountants, financial planners and auditors.
SMSF specialist advice firms are struggling to take on more clients due to the manual nature of executing trades for a client base keen to ...
SMSF trustees could find themselves in hot water if they refund mistaken contributions to themselves or another fund member, as only a ...
The SMSF Association and Chartered Accountants Australia and New Zealand have commended the government’s decision to extend the deadline for ...
Binding death benefit nominations (BDBNs) can still be open to legal challenge if the documentation behind them is flawed, highlighting the ...
Downsizer contributions can be a valuable strategy for members who are retired or have reached their contributions caps to tip further funds ...
Members and advisers need to be aware of the complexities of succession planning within an SMSF, as appointing a new director in case of a ...
Converting retirement advice into a mostly digitised process that focuses on lifestyle and income needs could help address the gap in advice ...
ASIC has unveiled an increased focus on consumer education around SMSFs in its corporate plan for 2019–23, stating it will build out an ...
Incoming changes to LRBA provisions are likely to affect the majority of SMSF trustees in Melbourne and Sydney who are approaching ...
SMSF deed suppliers who accept e-signatures on their documents could leave themselves open to a legal challenge to the validity of payments ...