Three-quarters of accountants to exit advice under FASEA: poll
Jotham Lian
Around 76 per cent of accountants plan to either stop providing financial advice or refer their clients to a financial planning firm once th
News
Get to know the latest news and updates in the self-managed super fund (SMSF) sector with SMSF Adviser’s News category.
Get to know the latest news and updates in the self-managed super fund (SMSF) sector with SMSF Adviser’s News category.
Latest News
Major debt and bankruptcy concerns raised with commission ban
With some advice firms having borrowed significant sums to buy adviser trail books in the past, a decision by the government to ban grandfat
Ban on LRBAs to spur ‘indirect borrowing strategies’
Restrictions on LRBAs could see the emergence of indirect borrowing strategies and schemes which may expose SMSF trustees to “unscrupulous
SMSFs ‘singled out’ in PC report recommendations
While the Productivity Commission’s proposal of a red flags document for SMSFs is probably very similar to what many advisers do already,
BGL releases automated fund transfer feature
SMSF software company BGL has launched a new feature in Simple Fund 360 which allows funds to be transferred between clients.
Labor win tipped to have ramifications for transfer balance cap
If elected, Labor may decide to lower the general transfer balance cap amount to align with its proposed $75,000 earnings threshold, an indu
Andrea Slattery appointed to bank board
Former SMSF Association chief executive Andrea Slattery will join the board of one of the non-major banks as a non-executive director.
SMSF admin firm eases concern over trust tax impact
The impact of Labor’s trust tax on SMSFs may not be as significant as some have feared, with Labor unlikely to apply a strict legal defini
FASEA reforms tipped to cause spike in advice fees
The incoming education standards for advisers are likely to see a significant increase in the advice fees charged to clients, potentially by
Case law points to ‘growing importance’ of SMSF document chain
A raft of recent court cases has drawn greater attention to the importance of ensuring each of the documents in an SMSF’s document chain l
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In this month's issue:
- Time wrap
- The tech bull run
- From hobby to passion
- Golden Years
- An untimely reminder
- Why change is so difficult
- Key Strategies for equalising super