Sitemap - SMSF Adviser

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- Product Spotlight: DomaCom
- Product Spotlight: Christopher Joye
- What’s in store at the SMSF Adviser Technical Strategy Day?
- What's in store from Peter Hogan at the SMSF Adviser Technical Strategy Day?
- Insights shaping the industry from the Class Annual Benchmark Report
- Leveraging technology
- Cryptocurrency
- Managing contributions during economic uncertainty
- Continuing professional education
- BGL ramps up lobby efforts against new reporting rules
- Financial adviser banned over SMSF property advice
- Integrations for SMSFs tipped to ramp up in 2018
- Unlicensed accountants facing new compliance trap
- Personnel changes at SuperConcepts
- ATO view on reversionary TRISs causing ‘havoc’ for SMSFs
- SMSFs warned on new IRS compliance campaign
- ATO highlights overlooked CGT issues
- SMSFs cautioned on temptation with super saver scheme
- Debt forgiveness clauses leading to ‘messy’ outcomes
- SMSFs embracing ethical investing, survey shows
- Superannuation system ‘failing disabled children’
- Major SMSF software firm flags hurdle with TBAR
- TRISs ‘slipping through the cracks’ with CGT relief
- Advisers neglecting aged care with retirement planning
- Technical expert proposes fix for TBAR traps
- SMSF scheme headed for Federal Court
- ATO cancels ABNs of 9,000 SMSFs
- ASIC funding model ‘unfair for limited licences’
- SMSFs failing on safe harbour provisions, says audit firm
- CGT relief nuances still plaguing SMSF industry
- SMSF firms warned on legal ramifications of CGT errors
- Government cautioned on early release of super proposals
- SMSF firms falling behind on annual returns
- Struggling CPA advice arm set for 2018 review
- Data breach laws to hit offshore SMSF service providers
- SMSF firms encountering poor advice after business acquisitions
- Half of retirees taking lump sum payments
- Lobby group proposes new policy for low income earners
- Lawyer flags SMSF deed updates for downsizer contributions
- Treasury announces consultation on remaining LRBA measures
- Expats taking risks with residency rules, warns specialist adviser
- SMSFs warned on conflict risks with multiple documents
- SMSFs at risk of ‘large penalties’ from foreign resident CGT
- SMSF industry ramps up lobby efforts on reversionary TRIS issues
- LRBA measures ‘cracking a nut with a sledgehammer’
- Blockchain tipped to eliminate rollovers, cut costs in super
- Part IVA risk flagged with TRISs and CGT relief
- ATO refers additional SMSF auditor to ASIC
- Holes found in draft legislation for TRISs
- ATO issues fresh robo-advice warning to SMSF professionals
- Trust vesting ‘rearing its ugly head’
- ‘Last golden opportunity for LRBAs’, warns lawyer
- Company deregistration errors spur litigation risk
- ATO set to contact firms over super, STP
- Outdated details causing deregistration shocks for clients
- Contribution barriers flagged with defined benefit funds
- RBA announces cash rate decision for March 2018
- ATO issues update on cryptocurrency compliance traps
- Lawyer flags considerations with chatbots and financial advice
- ‘Disturbing’ trends identified with mortgages and elder abuse
- Six-member funds an ‘administrative nightmare’, SMSFs warned
- Budget tipped to address death benefit issues
- SMSFs cautioned on traps with lodgement extension
- Straw poll reveals trends on fee models for TBAR services
- CGT compliance risks flagged with double SMSFs
- Government lobbied to include family home in assets test
- Government backs down on TSB measure for LRBAs
- Excess transfer balances surfacing with defined benefit pensions
- ASIC sets SMSF crackdown as major report released
- Industry super fund taken to court over TPD claim
- Adverse tax outcomes flagged with work contributions
- Fresh research points to licensing regime failings
- Holes found in ATO guidance on major SMSF case
- Royal Commission report makes super fee recommendations
- What do top-rated ESG companies look like?
- Draft legislation on death benefits to trigger ‘unusual’ calculations
- ‘Dangerous’ clauses surfacing in SMSF trust deeds
- RBA makes cash rate call for June
- ATO overhauls disclosure of SMSF admin penalties
- Cash flow modelling software to lower practice costs for SMSF specialists
- Advisers warned on joint entity hurdles for ‘sophisticated investor’ qualification
- SMSF crypto assets soar to over $1 billion
- ATO provides relief for resigned SMSF directors
- ABRS extends director ID deadline by two weeks
- Scaled advice key to engaging SMSF trustees
- ASFA concerned about SMSF advice licence
- SMSF market enjoys continued growth
- SMSF growth due to 'family wealth' strategy
- Trustees warned on planning risks
- SMSFs under $1m not cost effective
- SMSF advisers should fill knowledge gap
- Planners to capitalise on SMSF legislative changes
- SMSFs set to rise: HLB Mann Judd
- Advisers need to educate on SMSFs
- Advisers should nudge SMSF trustees into diversification
- Seek specialised advisers for SMSF property: PIPA
- SMSF insurance requirements may impact advisers
- Social media can fill SMSF education gap
- Advisers should jump on SMSF opportunity: Vanguard
- Poor management bane of new SMSFs
- Former SMSF adviser faces jail time
- 'Cowboy' mortgage brokers threat to SMSF sector
- SMSF confusion remains: PIPA
- ASIC directs attention to SMSF regulation
- Crisis point looms for SMSF advisers
- ASIC ramps up SMSF investigation
- Regulator obtains court orders in SMSF investigation
- Macquarie launches super toolkit
- FOFA, SMSFs driving advisers off-platform
- Rice Warner delves into likely super Budget changes
- OneVue disputes off-platform push
- Firm calls for increased property, SMSF regulation
- Burgess bolsters AMP's SMSF offering
- Super tax on wealthy SMSFs 'feasible'
- BGL partners with Schroders and Aberdeen
- Industry fund reacts to SMSF threat
- SMSF auditor registrations climb
- SMSF outsourcing compromises client confidentiality
- Compensation is licensees' responsibility: SPAA
- Regulator issues SMSF advice report card
- Property needs to be viewed as investment class asset
- SMSFs “fraught with risk”: CareSuper
- SMSF investors boost exposure to managed funds
- Super committee misses SMSF ‘elephant in the room’
- SMSF sector reaches 'tipping point'
- Education changes may impact SMSF professionals
- Credit licence cancelled for unlicensed SMSF advice
- Dixon Advisory focused on strategic advice
- APESB amends code due to auditor referral risks
- SMSF establishment rates drop
- Super needs to evolve due to longer retirements
- Off-market transfer legislation abandoned
- Greater diversity in advised SMSFs
- SMSF admin platform launched
- SMSFs pressuring industry funds
- SMSFs shunned in trans-Tasman super scheme
- Specialists' advice supports SMSF asset gain
- 'Clutter' joining SMSF advice market
- SMSFs missing global stocks 'upside'
- SMSF decline a myth
- Estate planning a pull factor for SMSFs
- Volatility ahead for SMSF investors
- SMSF advisers need insurance education
- Investors moving away from cash
- Limited licence finalised but restrictive
- Auditors struggling with registration conditions
- SMSF sector at risk of becoming too popular
- First home buyers’ market share drops
- ‘Acceleration’ of alternative assets in SMSFs
- Regulation in property investment ‘critical’
- Practitioners support specialised auditing
- ATO auditor support service extended
- SPAA explains limited licence transition arrangements
- OneVue expands to support SMSF client base
- SPAA CEO appointed to board
- SMSFs not immune from longevity risks
- Property spruiker charged with fraud
- Advice leads SMSFs to overseas investments
- BGL adds new SMSF service
- SMSF compliance breaches rising, says lawyer
- SMSF advisers missing ETF boom
- RG146 inadequate training for SMSF practitioners
- SMSF trustees ‘like punters’ says CareSuper
- Class Super launches automated property valuations
- Strategy development ‘critical’ for SMSFs
- SMSFs missing growth opportunities
- Super tax concessions methods ‘misleading and biased’: SPAA
- Platforms’ cost structure under threat
- AMP launches education website for trustees
- ECT amendment passes through Senate
- Bill for extra ATO penalty powers lapses
- SMSFs chasing currency ETFs as dollar weakens
- SMSF jargon deters prospective trustees
- ‘Alarm bells’ ringing around leveraged property and SMSFs
- SMSF growth drives technology trends
- Westpac launches investment tool with SMSFs in mind
- DIY estate planning disasters increasing
- Self-education cap could put SMSF advice at risk
- Future of super a two-horse race
- SMSF practitioners ‘unsure’ about limited licensing
- SMSFs not flagged in standards upgrade
- SMSF hype attracting ‘unsophisticated’ investors
- SMSFs provide 'control' over estate planning
- SMSFs an adviser priority: survey
- Countplus invests $2m in Class Super parent
- BGL partners with SelfWealth for SMSF tool
- Self-education cap 'short sighted', says SPAA
- Government ‘can’t refuse’ property regulation: PIPA
- OneVue’s new UMA fee structure aims for SMSF integration
- Standard asset allocation models ‘outdated’
- Compliance on ATO’s radar, warns SPAA
- SMSF advice in Senator’s sights
- Future Estate launches fund with SMSFs in mind
- Accounting firms merge to expand SMSF services
- Legal complexity an SMSF 'headache'
- SMSF investors ‘dramatically evolving’: survey
- ‘Legislative shortcomings’ remain in SMSF sector
- Planners unrealistic about SMSF revenue
- Remove accountants’ exemption immediately, says AIST
- Practitioners reject minimum balance requirement for SMSFs
- ‘Friction’ between accountants and planners to ease: IPA
- Retirees 'in the red' despite strong super result
- Praemium begins beta trial for SMSF compliance tool
- NTAA questions AMP SMSF credentials
- SMSFs ‘falling foul’ through asset allocation
- TAL enhances SMSF offerings
- Mixed reactions over five-year super freeze
- Commissioner finalises pension rulings
- ASIC highlights SMSF training gaps
- IPA repeats calls to scrap self-education cap
- OneVue improves services to 'growing' SMSF sector
- Advisers should be wary of pension starting dates
- New tax determination impacts pension assets
- Key super measures left in limbo
- Accountants to lead advice influx
- SMSFs warned on 'high level' international markets risk
- 'Ownership' of investment boosting ETF popularity
- BGL releases SMSF tool for beta testing
- 'Game changer' on SMSF horizon
- SMSF cash love affair a ‘significant issue’
- SMSFs ‘sick’ of institutional fund managers
- Practitioners, SPAA reject compulsory trustee training
- FIIG puts corporate bonds within SMSF reach
- SMSFs contribute to strong AMP result
- Class Super extends SMSF data service
- Accountants committed to SMSF sector, says SPAA
- SMSF contributions decrease significantly: survey
- No entry barrier to SMSFs, says CleverSuper
- ASIC warns investors on hybrids risk
- Retail funds most at risk from SMSFs
- Wealthtrac responds to SMSF boom with specialist appointment
- SMSFs for all a ‘dangerous’ concept, warns Dunn
- Xpress Super announces direct property option
- Beware of recent SMSF changes, warns advice firm
- SMSF sector continues ‘healthy’ growth
- AMFS will boost trustee investment diversity: ASX
- Accounting firm recruits AMP exec for SMSF division
- Focus advice on pension phase: Burgess
- Lower-balance funds ‘at risk’, says Centric
- Chan & Naylor partners with SMSF platform
- ASIC outlines ongoing SMSF enforcement work
- Accountants warming to platforms: report
- Total SMSF members approaches one million mark
- Practitioners favour compulsory association membership
- ‘Incessant tinkering’ with super a blow to confidence
- CBA targets SMSFs in equity product
- SMSF admin providers threaten insto market share
- SMSF property fears ‘overstated’: SPAA
- SMSF Strategy Day registrations now open
- FIIG opens bond raise for Cash Converters
- Corporate super fund offers ‘alternative’ to SMSF
- ASIC investigates AFSL for poor SMSF advice
- Industry pressures Coalition to deliver super promises
- MFAA responds to ASIC lending crackdown
- Associations call for tougher SMSF licensing conditions
- Automation driving SMSF sector growth
- Heffron launches SMSF compliance tool
- SMSF investors seek offshore options
- New SMSF disclosure rules released
- ATO warns trustees on related party issues
- No wholesale SMSF review needed: ICAA
- ASIC singles out SMSF advisers
- Auditors subject to 'exponential' scrutiny
- ASIC imposes licence conditions on SMSF adviser
- ASIC, RBA closely monitoring property investment
- Accountants' take up of limited licence sluggish
- Super 'too commoditised' by industry, says lawyer
- Focus on gender divide, says Cooper
- SAFs 'optimal solution' to SMSFs
- Retail fund sector to trump SMSFs
- Social media ‘critical’ to SMSF practice, says Dunn
- IPA against minimum SMSF balances
- ASIC to ‘safeguard’ SMSF sector reputation
- SFG aiming for SMSF expansion
- Trustee incapacity ‘elephant in SMSF room’
- BGL adds SMSF deed to Simple Fund 360
- Property ‘hysteria’ unfounded, experts say
- Super investment reviews vital, warns Centric
- ICAA opens merger voting
- ‘Evolutionary’ platform to allow SMSF gearing
- Trilogy seeks SMSFs for commercial property
- Burgess points to contributions cap perk
- Poor advice ‘rife’ in SMSF industry, says lawyer
- FIIG targets trustees with PMP bond issue
- SMSFs continue to vex fund managers
- Planner demand for SMSF client books rising
- ASFA calls for SIS amendments
- Wealthtrac launches SMSF app
- Online lender launches SMSF home loan
- IPA’s APES 230 breakaway condemned
- Centric expands to meet SMSF demand
- CPD points awarded to SMSF Strategy Day delegates
- Women more concerned about super than men: report
- Analyst calls for end to accountant-planner turf war
- MFAA ramps up SMSF lending program
- SMSF specialist wins AFA Adviser of the Year
- Experts warn on SMSF sector’s 'time bomb'
- SMSF Adviser aids third consecutive BRW ranking
- Mass limited licence take-up unlikely
- Industry Super warns on SMSF 'traps'
- SMSFs trump industry, retail funds in satisfaction
- SPAA welcomes Labor’s super focus
- SMSF sector plagued by generalisations
- ASIC sounds new warning on SMSF spruikers
- AMP aligned business further grows SMSF footprint
- IPA members to receive CPE hours at Strategy Day
- Multiport predicts collectibles decrease
- AMP Capital broadens SMSF involvement
- SMSF advice crucial to keeping clients, says Burgess
- AMP SMSF reports Q3 growth
- Bendzulla automates tax exempt percentages
- SPAA sheds light on common misconception
- Connect backs planner-accountant collaboration
- ATO issues warning on non-lodgement
- Study reveals SMSF referral patterns
- SMSFs seen as ‘status symbols’, says BT
- SMSFs need ‘unconventional’ investment strategies
- Property spruikers still lurk, warns PIPA
- Practitioners fear SMSF over-regulation
- Super IQ acquires Super Concepts
- SPAA continues contribution cap lobby
- SuperIQ eyes further acquisitions
- SMSFs still 'playing it safe' with equities
- Tickets selling fast for SMSF Strategy Days
- ANZ planning to grow SMSF advice arm
- Trustees ‘underestimate’ insurance needs
- Regulate property investment advice, says AMP
- AMP SMSF acquires Supercorp admin business
- ASIC warns agents on SMSF licencing obligations
- Cost of living hitting retirees, says ASFA
- Govt’s tax relief ‘creates certainty’ for SMSF market
- La Trobe launches SMSF loan
- Lawyer slams SMSF links to property bubble
- ASIC receives industry support for CP216
- ATO outlines trustee, auditor concerns
- Govt policy to encourage SMSFs: Sinodinos
- Industry professionals gear up for 7th annual SMSF Strategy Day
- Industry funds back increased SMSF disclosure
- ASIC bans jailed financial services director
- SMSF retirement assets to hit $562bn
- ATO issues SMSF tax avoidance warning
- AMP responds to ASIC’s CP 216
- Class Super appoints new CEO
- SMSFs driving ETFs towards $10bn mark
- SMSF Adviser crowned Australia’s best launch magazine
- New investment research service targets SMSF trustees
- Class Super reports 80 per cent growth for 2013
- SMSF financial adviser enters EU with ASIC
- SMSF set-up rate concerning: Cooper panellist
- AMP SMSF appoints new managing director
- Taxpayers Australia calls on ASIC for clarity
- Skaffold encourages SMSF engagement
- Trustee competency test labelled ‘elitist’
- Class now SuperStream ready
- ASIC disclosure recommendation ‘too simplistic’: SPAA
- APRA should regulate SMSFs, says analyst
- OneVue completes multi-million dollar capital raising
- SPAA reiterates calls for SMSF topic in RG 146
- Dunn offers SMSF sector predictions
- ASIC foray into SMSFs 'concerning': lawyer
- Notion of SMSF compensation levy rejected
- Software integration to ‘bridge’ accountant-adviser gap
- ICAA questions ASIC’s CP 216 proposals
- Super-switching consumers seek advice
- IPA head to chair Council of Small Business
- SMSFs missing out on global opportunities
- SMSF assets up by $77bn
- Easton Investments acquires accounting practice
- Trustees continue to shun cash investments
- OneVue restructures senior management teams
- ipac makes senior advice appointment
- SMSFs drive Bendigo acquisition
- ‘Light touch’ SMSF regulation preferable: Sinodinos
- Count outlines disclosure concerns to ASIC
- SMSFs warming to insurance
- Legg Mason eyes SMSF market
- ‘Huge potential’ in multi-service firms, experts say
- Simple Fund 360 released to BGL users
- Industry funds attempt to stem SMSF outflows
- BTIM eyes SMSF market
- AMP SMSF outlines proposed legislative changes
- Make trustee education mandatory, says lawyer
- BGL partners with Australia Post on SuperStream
- SMSFs ‘eager’ to look offshore
- ‘Stringent’ draft tax determination withdrawn
- ATO releases draft ruling on apportionment
- Defrauded trustee lodges ASIC complaint
- Challenger to acquire Bendzulla
- SMSF advice engagement up post-GFC
- LRBA draft instrument ‘creates certainty’
- Govt backs extra ATO penalty powers
- Specialisation no guarantee of business success: Dunn
- ATO releases new analysis of SMSFs
- ASIC issues penalty to SMSF property firm
- Auditor numbers continue to fall
- Accounting world set for shake-up
- BlackRock releases investment tips for 2014
- Focus on SMSF compliance risks ‘excessive’
- Industry fund fined for misleading SMSF advertising
- SPAA releases SuperStream tips
- ICAA pushing for borrowing review
- Accountants’ exemption transition period ‘too generous’
- Number of SMSFs rise as APRA funds fall
- Shelving of Labor policy good for SMSFs
- Media Super labels ASIC fine ‘over-reaction’
- SMSF borrowing growth not ‘irresponsible’
- Investors ‘coerced’ into small-balance SMSFs
- Poll reveals limited support for property regulation
- Comparing super sectors ‘futile’
- Accountants looking to offer client data online
- Trustees see property as ‘safe’ investment
- Union boss slammed over SMSF scares
- SMSF specialist joins Prescott Securities
- Tranzact issues update on sale of SMSF business
- ATO powers a warning to ‘delinquent’ trustees
- CleverSuper chief calls for SMSF admin licensing
- SPAA warns on free SMSF services
- SMSFs drawn to global equities
- Property could ‘wipe out’ SMSF savings
- Charterhill Group entities in trouble
- Market Vectors warns on SMSF cash risk
- Criticism of SMSFs and property ‘ill-founded’
- Industry fund to facilitate SMSF wind-ups
- SMSF use higher among females
- Trustees misrepresented as ‘dark force’: legalsuper
- Licensing structure inequitable, says accounting body
- Hunt begins for missing Charterhill funds
- ATO urges trustees to consider SMSF ‘risk’
- Industry fund responds to SMSF ‘challenge’
- Charterhill boss apologises for ‘shock closure’
- RBA rate announcement - February 2014
- DomaCom launches fractional property fund
- ATO encourages ‘active’ female investment
- SMSF compensation a potential ‘moral hazard’
- Fed Court freezes assets and passport of Charterhill boss
- ASX eyes SMSF investors with mFund
- Bell Direct launches new SMSF service
- ‘Risky’ SMSF compensation scheme rejected
- SMSF firm acquires financial planning company
- ‘Free’ SMSF services under regulator scrutiny
- Instreet MD launches investor tool
- ‘Gaps’ in protection for SMSFs, ASFA warns
- ‘Accurate’ costing of super tax concessions needed
- Independent planners green light DomaCom product
- SMSF leakage not a concern, says industry fund
- Class Super launches cloud-based SMSF app
- Ex-Olympics VP appointed to SPAA
- SMSF lenders join property investment platform
- BT boss eyes SMSF sector
- Major new report released on SMSF trustees
- Super changes can 'compromise' stability
- Topdocs aids access to Macquarie CMA applications
- Praemium unveils SMSF admin software
- OneVue tips mFund success
- SMSFs a ‘holy grail’ for infrastructure investment
- AMP calls for SMSF residency rules reform
- SPAA chair stands down, announces successor
- Govt rules out limited recourse borrowing review
- ATO outlines SMSF sector concerns
- AMP seeks SMSF trustee cross-sell
- SMSF specialisation ‘great news’: Ripoll
- La Trobe Financial gets ‘strong’ rating
- LRBA hype overblown, says BT
- OneVue purchases superannuation trustee
- Non-lodgement to affect property borrowing
- SMSF audit pricing ‘under threat’
- Regulators crack down on 'free' SMSF services
- ATO releases SuperStream guidance
- AMP names new chairman
- ASIC eases compliance on internet securities
- Planner group points to SMSF conflicts
- RBA's rate announcement - March 2014
- Lawyer reveals key to ATO dispute resolution
- New penalty power could expose advisers
- Govt should ‘re-think’ LRBA review rule-out
- ‘Strong case’ for reducing SMSF levy
- SMSFs’ ETF usage skyrockets
- Prime launches new property fund
- Govt says SMSFs not over-investing in property
- ATO reveals LRBA risk assessment
- Investors with SMSFs ‘happier’: RaboDirect
- Trustees overlooking commercial property
- SMSFs outperform industry funds in satisfaction
- New ATO penalty regime welcomed
- ATO ‘spread very thinly’, says AIST
- Class Super rolls out cloud-based service
- Super withdrawal rate inadequate: Finsia
- SMSF trustees warned on new reforms
- EY outlines fresh auditor considerations
- ASIC fines firm over ‘free SMSF’ setup claims
- Accountants’ exemption phase-out too short: poll
- HNWs invest heavily via SMSFs
- BGL's Simple Fund 360 released to market
- Finance minister to take on Sinodinos’ duties
- SPAA backs best interest duty changes
- Count lays out SMSF licensing options
- ATO debunks LRBA, property speculation
- MFAA hits back at ICAA on SMSF borrowing
- Andrew Hamilton to depart AMP
- SMSF trustees 'loyal' to advisers
- Trustees need to up education, says analyst
- No problem with free SMSFs, practitioners say
- ‘Superannuation is our number one challenge’: ASIC
- FOFA freeze gives ‘breathing space’: SPAA
- Fresh warning on SMSF licensing, property
- Free SMSF ‘gimmick’ slammed
- Count and SPAA to partner on SMSF training
- Multiple board changes for OneVue
- Accounting and planning bodies form SMSF alliance
- CBA recommends trustee ‘financial literacy’ program
- Further SMSF regulation ‘unwarranted’
- ATO struggling as SMSF regulator: analyst
- RBA rate announcement - April 2014
- Retirees struggle following rates hold
- ATO penalties could raise millions
- ASFA points to super ‘regulatory gaps’
- Don’t rely on ASIC for industry standards: SPAA
- Pressure on SMSF auditors set to increase
- SPAA refutes 'spurious' SMSF data claims
- SMSFOA recommends review into property, gearing
- IPA pushing for higher caps, LISC re-introduction
- SMSFs ‘bear close monitoring’: RBA
- SMSFs expensive, poorly diversified: ISA
- SPAA throws support behind ATO
- AMP warns accountants on self-licensing ‘myths’
- Class Super CEO steps down
- Have your say in the SMSF Awards
- Trustees warned on SuperStream changes
- ISA slammed for ‘self-serving’ SMSF attack
- ‘Landmark’ ATO ruling issued
- SPAA proposes financial advice licensing changes
- SuperGuardian offers new ‘end of year’ service
- Firstmac fund picks up pace with SMSFs
- Property in SMSFs not a looming 'disaster': SMSFOA
- Urgent SMSF loan clarification required
- New publication launched for burgeoning third-party mortgage distribution sector
- New ATO decision on LRBAs ‘good news’
- Calls to scrap ‘discriminative’ 10 per cent rule
- ATO warns on trustee contraventions
- Scrutinise SMSF ‘systemic risk’: Minter Ellison
- SMSF role in property bubble ‘small’
- SMSF compensation raises ‘moral hazard issues’
- Case for corporate trustee strengthens
- AMP rejects SMSF admin restriction claims
- SMSFs trigger property research demand
- Accountants should be ‘wary’ of SMSF education
- Raising pension age no ‘silver bullet’: SPAA
- Capital city property growth fades
- SMSFs seen as ‘fashion accessory’: NGS Super
- BlackRock chief praises Aussie super system
- SPAA launches professional development tool
- Lawyer outlines SMSF estate planning 'gaps'
- Accountants warned on ‘nightmare’ AFSL
- OneVue looks beyond SMSF market
- SMSFs carved out of FATCA
- Trustees cautioned on looming reforms
- Lawyer warns on SMSF ‘time bombs’
- Regulator buckling under SMSF pressure
- Rate your SMSF service providers
- SMSFs could reach 'tipping point'
- AMP Capital furthers SMSF involvement
- CommInsure launches new SMSF product
- SMSFs dodge Commission of Audit bullet
- RBA announces cash rate decision for May 2014
- BGL releases SuperStream registration service
- Super a federal revenue ‘underperformer’
- SMSFs seeking advice on LRBAs
- SMSF trustees immune to vertical integration
- mFund to foster SMSF, managed funds relationship
- AMP SMSF reports $741m growth
- Brogden predicts super, banking partnership
- Practitioners cautioned on obscure SIS provisions
- CFS outlines platform ‘roadmap’
- OneVue undergoes ‘rebranding exercise’
- Trustees cautioned on property market prices
- FOFA changes could hurt consumers: SPAA
- Unregulated advice driving SMSF set-up
- SG freeze creates industry concern
- Tougher tests for self-funded retirees
- Calls for SMSF levy reduction ignored
- Axe hangs over ATO jobs
- Govt addresses contributions concerns
- ‘Risky’ negative gearing in super slammed
- ASIC cautions brokers on LRBAs
- AMP SMSF points to new tax considerations
- Gadens calls for compulsory trustee education, advice
- Beacon planners gain access to DomaCom
- Director warns on new SMSF players
- Accountants to shun institutional licensees
- Morningstar highlights SMSF advice opportunity
- Burgess points to ‘obscure’ repair levy feature
- BoQ looking to target SMSF sector
- OneVue purchases SMSF admin business
- ASIC prompts licensee to review SMSF advice
- Hockey hints at changes to super
- New infrastructure fund launched
- Negative gearing predicted to increase post-Budget
- SMSFs continue driving ETF usage
- ATO rejects calls for improved transparency
- Budget measure to up pressure on auditors
- EQT announces mFund offering
- Heffron launches online SMSF establishment service
- SMSF property service launched by DomaCom
- ‘First of its kind’ judgement handed down
- Former Westpac exec joins SPAA
- Firm relaunches SMA service on Praemium
- CMC Markets Stockbroking’s mFund offering goes live
- Govt announces SuperStream extension
- Auditors warned on independence risks
- ATO outlines SMSF compliance focus
- Trustees advised to de-risk commercial property
- Be wary of property investment advice, says PIAA
- SuperStream delays ‘common sense’
- OneVue eyes further acquisitions
- ATO warns on late lodgement
- SMSF sector seen as ‘punching bag’
- Lawyer gives tips on waiving ATO penalties
- SPAA highlights new legislation to trustees, advisers
- ASFA cautious on SMSF investor sophistication
- ATO mulls new ruling on SMSF loans
- Report reveals SMSF growth projections
- ATO penalties could raise $100m per year
- Cooper slams criticism of ATO
- RBA announces rate decision
- ATO reiterates non-compliance approach
- ‘Solid growth’ in SMSF residential property investment
- Trustees cautioned against complacency
- Abolish preservation age, says lawyer
- Changes to SMSF annual return flagged
- Former Labor minister appointed APESB chair
- SMSF cash allocation remains heavy
- Advice body moves to counter SMSF trend
- New reforms to impact client strategy
- Chan & Naylor launches SMSF admin unit
- Modest growth in residential property market
- Asset allocation leaving SMSFs vulnerable
- Platforms ‘slow’ to meet SMSF demands
- New penalty regime prompts ATO review
- ASX dispels myths on SMSFs, options trading
- SPAA outlines tax-time strategies for SMSFs
- SMSF growth boosting LICs popularity
- Calls for mandatory trustee education rejected
- ATO outlines SuperStream concerns for SMSFs
- New COO for Class Super
- LISC scrapping slammed by industry bodies
- Accountants warned on delaying licensing
- Concerns remain after FOFA amendments: SPAA
- SMSFs outperform APRA funds: NAB report
- Senate passes key measures affecting super
- Govt’s FOFA announcement ‘positive’ for SMSFs
- ATO called on for ‘consistent approach’ to LRBAs
- Auditors firmly on ATO’s radar, says ICAA
- Lawyer outlines EOFY issues for SMSFs
- Adviser points to ETF pitfalls for SMSFs
- Asia exposure key to SMSF diversification: Seres, Acorn
- Practitioner outlines key to bottom-line growth
- BGL partners with TAG to deliver audit papers
- ASIC takes action on ISA advertisements
- Drastic changes to SMSF age profile, says Core Data
- Grant Samuel eyes SMSFs in CFS platform deal
- Sequoia considers SMSF expansion, acquisitions
- Deloitte weighs in on contribution caps debate
- SMSF firm strikes deal for CWS advisers
- Sterling director appointed to AMAA board
- Nyko outlines tips for SMSF property investment
- GBST goes live with SuperStream Gateway
- SPAA welcomes draft regulations for tax advisers
- CleverSuper to survive CWS collapse
- Lawyer issues reminder on insurance in super changes
- DomaCom backs efforts to weed out spruikers
- AMP SMSF identifies key enablers for sector growth
- RBA announces cash rate decision for July 2014
- SMSFs driving APRA funds to innovate: Mercer
- Satisfaction with SMSFs still ahead of APRA funds
- ECP Asset Management makes play for SMSFs
- MDS set to acquire Sequoia
- Cooper still cautious on leveraging in SMSFs
- Top service providers revealed in SMSF Awards 2014
- ATO reiterates ‘underlying problems’ in SMSFs
- ICAA calls for action on longevity risk
- SMSF auditors in ATO’s ‘firing line’
- Tax changes to superannuation ‘inevitable’
- Investors Mutual targets SMSFs with LIC
- SMSF popularity drives Exelsuper growth
- IPA calls for ‘improved tax regime’
- SPAA welcomes Roy Morgan SMSF engagement research
- Quantum pens client letter post-CBA scandal
- Report reveals ‘alarming’ super savings stats
- AMP launches social entrepreneurship fund
- Budget will strengthen super system: SMSFOA
- Commercial lender adds SMSF arm
- Planning firm to establish MDA structure
- Govt review recommends ATO penalty reform
- Planner adds voice to contribution cap concerns
- Software firm tips auditor-administrator collaboration
- SMSF Partners rebrands amid CWS deal
- Calastone removes manual year-end processes
- CFS warns against excess super contribution strategies
- ATO launches app for SMSF trustee use
- SMSF sector to dwindle over 30 years: report
- Outsource admin at your peril: Wealthtrac
- Recent decision prompts warning on super schemes
- FSI report flags SMSF advice standards
- Advisers ‘don’t know enough’ on SMSF property
- TAL upping focus on SMSF sector
- SMSFs in ‘firing line’ of FOFA amendments
- ASIC flags ‘concerning trends’ in limited licensing
- FSI mulls prohibition of borrowing in super
- ATO outlines new ‘emerging risks’ in SMSFs
- SMSFOA supports FSI gearing concerns
- Auditors warned on changing ACR approach
- BT plays down FSI speculation about SMSFs
- ATO includes SMSFs in new corporate plan
- SMSF-focused AFSL joins AIOFP lobby group
- SMSFs not immune from longevity risk, warns IPA
- Blocking of LISC repeal welcomed
- New research on SMSF service providers revealed
- Retirement phase of super underdeveloped, says SPAA
- Govt mulls changing drawdown limits
- ASIC obtains court orders in SMSF investigation
- Review of property schemes ‘disappointing’: ASIC
- ATO ups scrutiny on SMSF practitioner behaviour
- SMSF service provider lists on ASX
- ATO reports 300-plus auditors to ASIC
- Trustees warned on unexpected ‘toll’ of aged care
- Class reaches 10 per cent SMSF market share
- Lawyer outlines ‘critical’ incapacity planning steps
- ATO outlines ‘important’ reminders for trustee clients
- New ATO decision ‘clarifies misunderstanding’
- ‘Substantial portion’ of accountants to shun AFSL
- Registrations open for 8th annual SMSF Adviser Strategy Day
- NAB signs up to LRBA ‘best practice’ guidelines
- Accountants ‘bypassed’ in SMSF establishment
- Look to UK model to prevent ‘colossal’ SMSF losses
- Release super to first home buyers: Xenophon
- Tria critical of ‘loose’ investment strategy rules
- Bell Direct hits back at mFund critics
- Accounting bodies release SMSF education course
- ATO alert ‘pertinent’ to SMSF property investors
- AIST rejects opening super to first home buyers
- Vanguard ‘wary’ of leveraging in super
- Accountants ‘not worrying enough’ about licensing
- RBA announces cash rate decision for August 2014
- SMSFs preventing economic growth: Credit Suisse
- ASX confident about mFund benefits for SMSFs
- SMSF appetite for borrowing waning
- ASIC warns SMSFs off bitcoins
- ASIC clarifies wholesale investor test for SMSFs
- ‘Rush’ to licensing may incur additional costs
- ATO commits to cost-cutting strategies
- ASFA cites further cost ‘pressure’ for retirees
- Recent court case has ‘implications’ for SMSFs
- SPAA welcomes clarification of wholesale investor test
- New data released on SMSF licensing take-up
- SMSF sector driving Nyko sales growth
- Definition of dependant ‘evolving’
- ASIC fines firm for ‘misleading’ SMSF advertising
- Dealer group expands offering in light of new SMSF licensing
- Industry fund to ‘fast track’ SMSF wind-ups
- First SuperStream contributions processed
- ASIC penalises firm for ‘free’ SMSF set-up claims
- SMSF practitioner wins independent advice award
- SMSFs warned on portfolio risk
- Service providers begin SuperStream processing
- Skaffold makes new appointment ahead of SMSF expansion
- SMSF admin provider launches business-building tool
- First OneVue client accesses mFund
- Charterhill companies owe creditors $11.5m
- SMSFs still ‘significantly underexposed’ to global stocks
- Tria highlights ‘compelling’ SMSF value proposition
- ‘Flood’ of AFSLs for accountants never expected
- mFund threatens platform cost structure, says OneVue
- Save an extra $100K-plus in super, ASFA says
- SPAA develops new tech mentoring program
- Class collaborates to launch SMSF app
- SMSF admin provider rebukes CareSuper claims
- New research finds SMEs increasing SMSF set up
- ATO cuts could hit SMSFs, says union
- ATO to target SMSF property investors
- SPAA highlights ‘trap’ for SMSF practitioners
- AMP SMSF signals strategy change
- BGL integrates with Xero for Simple Fund 360
- ATO toughening up on market valuations
- La Trobe extends commercial loan terms
- Adviser highlights common trustee mistakes
- SMSF regulation needs ‘further consideration’
- SuperCentral, Townsends launch estate planning service
- KPMG weighs in on super, leveraging debate
- ASIC mulls ‘soft’ minimum balance for SMSFs
- CAANZ reiterates calls for review of borrowing
- Operating costs of SMSFs not a concern: SPAA
- Accountants outline ‘challenges’ in servicing SMSFs
- Major report identifies ‘sizable shift’ in SMSF sector
- ASFA calls for SMSF 'health warnings'
- New pension rules have SMSF implications
- SMSFOA reiterates gearing concerns
- Survey backs SMSF knowledge levels
- Trustee urges review of super borrowing
- FOFA changes ignore SMSF peril: MP
- Licensee reports SMSF borrowing uptick
- APRA rejects calls to regulate SMSF sector
- AMP partners with uni on research, education
- Consider limitations on SMSF set-up, says Westpac
- RBA announces cash rate decision for September 2014
- Aussies ‘confused’ about value of super
- RBA backs FSI’s concerns over leveraging in super
- Aberdeen adds funds to ASX’s mFund service
- Super to become political ‘battleground’
- Beware potential breaches with LRBAs, says lawyer
- ATO holding $19.1m in lost super
- Cavendish plays down LRBA concerns to FSI
- Deloitte rejects minimum balances for SMSFs
- AMP SMSF outlines new ‘strategic direction’
- Industry fund introduces ‘self-managed’ investment offering
- ATO outlines steps to protect SMSF bank accounts
- APRA fund launches DIY investment option
- ATO explains SMSF auditor monitoring strategy
- ATO issues significant revision of LRBA figures - September 2014
- Simple Fund 360 integrates with Auditflow
- New decision on LRBAs due by end of 2014
- Loans to members remains top concern, says ATO
- AMP Capital adds to SMSF suite
- Lawyer outlines ‘hidden’ effects of children in SMSFs
- Macquarie predicts FSI outcomes for SMSFs
- Lawyer, ATO outline keys to penalty remission
- Cleardocs partners up with Macquarie
- Technology could push accountants out of SMSF sector
- Aberdeen warns SMSF trustees on risky hybrids
- ASIC eyes SMSF loan sign-offs
- Alternatives a buffer for volatile markets, says Man Group
- SMSFs ‘vulnerable’ to market collapse
- ASIC finds SMSF advice training on the rise
- EY debunks common SMSF audit myths
- Rice Warner calls for review of leverage in super
- Advice firm warns against SMSF property investment
- CBA customers to use rollovers for insurance premiums
- SMSFs to outperform managed funds in market downturn
- Lawyer sheds light on common misconception
- Townsends issues reminder on active member test
- SPAA urges govt to consider co-regulation
- ATO issues ‘key’ clarification for SMSFs
- Benlee, Stronghold eye SMSF market
- ATO launches self-help tool for trustees, advisers
- New Bill introduced on super fund mergers
- SuperStream ‘hopeless’, says SMSF tech consultant
- Rice Warner outlines ‘multi-faceted’ challenges to super industry
- LRBAs a looming ‘disaster’, says Hewison
- OneVue and IMAP team up on managed accounts
- Fully automated SMSF audits ‘quite possible’
- Significant scope for error in new legislation, lawyer says
- Admin provider warns on senior health card ‘risk’
- SPAA slams hypocritical SMSF naysayers
- Call strengthens to release super to first home buyers
- Licensee acts on ASIC’s SMSF advice concerns
- AMP weighs in to longevity risk debate
- Chan & Naylor signs mortgage broking JV
- Skaffold offers research tool to SMSF professionals
- NAB fined over misleading PDS
- Make annuities compulsory, says Deloitte
- LRBA constraints called for to address ‘market distortion’
- Satisfaction with SMSF admin providers rising
- ATO honing in on ‘aggressive’ SMSF tax structures
- Interprac responds to ASIC SMSF concerns
- CMC Markets announces mobile trading apps upgrade
- SMSF trustees not a 'law unto themselves'
- ‘End of the road’ for leverage in super could be near
- RBA rate announcement - October 2014
- Paradigm acquires SMSF advice firm
- SMSF portfolios ‘significantly skewed’
- Change to ATO decision relevant to SMSF in-house assets
- National accounting group warns on SMSF ‘traps’
- Unanswered questions lingering over LRBAs, says Macquarie
- OneVue moves to expand SMSF reach
- Gen Y keen to access super for first home
- Mercer research confirms risk of longevity
- Count CEO warns on capacity risks for SMSF licensing
- ‘SMSF profession’ appealing to the young, says SPAA
- FIIG cautions on hybrids risk
- AMP SMSF exec resurfaces at platform provider
- Draft legislation on excess contributions tax released
- IPA merges with UK accounting body
- Count unveils online SMSF licensing tool
- ATO warns on SMSF ‘boiler room sales tactics’
- Lawyer highlights downfalls in proposed legislation
- ATO gives insight to ‘audit of auditors’ process
- APRA funds’ infighting leading to SMSF leakage
- SMSFs wrongly claiming no-TFN tax offset, says ATO
- ATO cautions on non-institutional SMSF loans
- Dodgy SMSF advice on ASIC’s radar in 2014/15
- Folkestone announces SMSF distribution team changes
- Keating calls for limits on leveraging in SMSFs
- ATO hitting accountants’ productivity: poll
- Old trust deeds create SMSF penalty risk
- Sterling Publishing acquires leading legal title
- UBS launches ‘borrow to invest’ product
- Former ASIC investigator points to SMSF ‘red flags’
- Lawyer slams Keating’s call for limits on SMSF loans
- ATO issues SG rate reminder to employers
- SPAA throws support behind govt's adviser register
- National accounting group optimistic on SMSF client growth
- AMP SMSF reports growth of $572m
- Major actuarial certificate provider expands, rebrands
- ATO urges trustees to be SuperStream-ready
- New research tackles SMSF retirement adequacy
- Lawyer flags independence issues for SMSF licensing
- New data shows SMSF borrowing, cash holdings decrease
- Instos’ entry into SMSFs a force for good, says Cooper panellist
- Wealthtrac launches app to monitor super
- SMSFs key to high-rating Aussie super system: SPAA
- Federal Court case gives insight into sole purpose test
- ATO annual report outlines SMSF enforcement action
- Dealer group 'commits' to expand SMSF specialisation
- SMSF specialist appointed to ASIC panel
- Family trusts trump SMSFs on simplicity, says HLB Mann Judd
- ASIC warns accountants on high-risk licensees
- ‘Disruptors’ continue to mount for SMSF accountants
- Practitioners' liability avoidable for estate planning 'disasters'
- Crucial Bill for CAANZ merger passes
- Consultant points to 'grey area' with compliance responsibility
- Lawyer predicts play-out of ‘dangerous’ SMSF penalties
- Cash rate decision announced by Reserve Bank
- CleverSuper boss working with Findex
- Member-direct options of ‘questionable’ value for APRA funds
- ATO may ‘explicitly’ push SMSFs to corporate trustee structures
- Ideology, self-interest driving SMSF criticism: SMSFOA
- Iress incorporates XPLAN with Class Super
- SuperCentral offers new ‘bundled services’
- New BetaShares fund targets SMSFs, retirees
- Research confirms continuing SMSF ‘threat’ to retail funds
- SMSF trustees ‘spooked’ by large-scale advice scandals
- Govt called on to look at super tax breaks
- Regulator criticised over debt collection process
- ‘Strong demand’ from SMSFs in Medibank Private IPO
- ASIC seeks court order on SMSF property promoter
- ‘Material deficiencies’ found in SMSF licensing applications
- ‘Sophisticated’ property investors eyeing SMSFs
- ASIC action on alleged SMSF property spruiker welcomed
- Exelsuper boosts SMSF specialist numbers
- Licensee eyes accountants with new business
- ‘Haven’t seen the end’ to excess contribution tax changes
- Topdocs automates ABN applications for SMSFs
- Former treasurer Costello backs super concessions
- Flexibility trumps performance for SMSF trustees
- Change legislation to boost women’s super, says ASFA
- Topdocs launches new estate planning tool
- ATO adds to approved SMSF education program list
- ‘Unintended consequences’ threaten SMSF tax reform
- One fifth of SMSF trustees lacking retirement plan
- New research finds SMSF growth boosts LIC investment
- SMSF advisers leading the charge on direct shares
- Industry fund’s SMSF wind-up service falls flat
- Australia-China agreement to boost SMSF industry exports
- Real estate body concerned by ‘blurred’ SMSF property advice
- AMP favours ‘tightening’ of SMSF borrowing rules
- Relevance of SMSF investment strategies questioned
- Firm warns on cost of ignoring SMSF licensing regime
- Business owners missing out on super benefits
- SMSF FUM growth set to slow, new research shows
- ATO confirms further restrictions for insurance in SMSFs
- Fresh warnings over ‘free’ SMSF set-ups
- Vanguard adds to ETF product suite
- ASFA continues to sound warnings on retirement savings
- ATO releases ‘commutation clarity’ for TRIS
- Perpetual LIC attracts strong SMSF interest
- Opportunity for young advisers in SMSF borrowing
- SMSF auditors need ‘shake up’ to stay relevant
- Accountants resisting insto ‘stigma’ with SMSF licensing
- SMSF trustees ‘awakening’ to different investments
- Multiport, ATO identify SMSF compliance weaknesses
- Sterling crowned Business Publishing Company of the Year
- SMSF asset growth sluggish for Sept quarter
- Change in sight for contribution reserving strategies
- BetaShares points to ‘high risk’ asset allocations
- ATO urges action on SuperStream obligations
- Industry body hits back at calls for super tax reform
- Accounting body announces new president
- ATO assistant deputy commissioner for super departs
- ASIC looks to expand SMSF supervision areas
- Forsyth’s position at ATO empty for 'foreseeable future'
- ATO’s SMSF product ruling system withdrawn
- ASIC concerned by ‘off-road’ SMSF trustees
- Govt warned against banning SMSF borrowing
- Superfund Partners integrates software with online stockbroker
- SMSF admin firm partners with Bullion Capital
- Direct property can significantly reduce volatility in SMSFs, says AUI
- SMSFs missing out on global diversification
- RBA announces cash rate decision for December 2014
- ATO to drive SMSF industry automation
- New research debunks SMSF gearing concerns
- Forsyth joins forces with super consultancy firm
- SPAA backs government’s plans for adviser register
- ‘Alarming’ increase in SMSF trustee disqualifications
- Update issued on SMSFs and non-commercial loans
- FSI hands down borrowing in super recommendation
- SPAA points to ‘enormous positive’ for SMSFs in FSI
- Limits to super tax concessions raised in FSI
- FSI backs ATO as regulator of SMSFs
- Lawyer outlines ‘critical action’ on LRBAs post-FSI
- SMSF Aussie equity holdings tipped to surge
- Proposed banking sector changes could hit SMSFs: SPAA
- ATO updates SMSF record-keeping allowances
- FSI recommendations to spur ‘retirement revolution’
- Gadens slams Murray’s call to ban SMSF borrowing
- ‘Significant’ work needed to keep LRBAs for SMSFs
- Super industry ‘vulnerable to shocks’: Tria
- AMP Capital targets SMSF market with mFund listings
- New research shows SMSFs reduce cash, property exposure
- Townsend slams FSI’s ‘bias’ stance on SMSF borrowing
- Lawyers outline common SMSF litigation triggers
- Insto lobbyists to blame for calls to ban LRBAs
- Accountants, planners urged to address ‘image problem’
- Audit automation to hit SMSF sector in two years
- MLC partners with SPAA on adviser training
- Lawyer points to 'looming issue' for trustee clients
- ATO hands down new decisions on LRBAs
- ASIC cancels registration of 440 SMSF auditors
- OneVue furthers super admin footprint
- National tax reform could see ‘radical change’ for SMSFs
- Super excess contributions tax reform in limbo
- ATO issues further LRBA guidance
- ATO data shows impact of SMSF balance on performance
- ‘Implications’ for SMSFs in recent court case
- SMSF portfolio construction under fire
- Half of all Australians uncertain about super: ASIC
- Keep LRBAs for small business owners, CEO says
- Court finds FX business pushed SMSF set-ups
- Adviser labels SMSF growth ‘frightening’
- AMP SMSF urges trustees to assess loan arrangements
- SMSFs outperform on member satisfaction: survey
- PJC recommends raising educational standards
- Banning LRBAs a ‘foolhardy reaction’
- SMSF specialist calls for regulatory stability in 2015
- Adopt technology or 'die a very slow death'
- Young trustees a positive sign for SMSFs, says SPAA
- Core of accounting industry to ‘decimate’
- Borrowing in super ‘hardly cause for panic’
- Lift super caps to ease pressure on govt, says adviser
- Number of SMSF service providers set to decline
- SMSF trustees looking to alternatives
- BGL knocks SMSF industry’s technology adoption
- Lawyer highlights tips, traps for SMSF establishment
- Finance broking associations at odds over SMSF borrowing
- OneVue launches new investment platform
- Accountants reject ban on SMSF borrowing: poll
- SMSF cloud software to see ‘enormous acceleration’
- Compulsory corporate trustee structures tipped for 2015
- ATO recovers $8m in unpaid super entitlements
- SPAA backs proposals to lift adviser education standards
- Dunn outlines key SMSF business questions for 2015
- SMSF auditors warned ‘change to stay relevant’
- Recruitment firm tips demand for SMSF accountants
- Outdated technology hitting bottom lines, says Class Super
- ‘Incredibly high’ number of trustees hold no life insurance
- Major bank scraps financial advice certificate for LRBAs
- ASFA develops new retirement standard for over 90s
- Lessons for SMSF trustees in high-profile court case
- Fully automated audits unlikely, says BGL
- Robo-advice ‘concerning’ for SMSF practitioners
- Collectibles to see further decline, says SPAA
- SMSFs in 2015 Budget’s firing line
- SMSFs an ‘expensive status symbol’, says Tria
- Fresh draft legislation ‘positive’ for SMSF borrowing
- ING Direct addition to benefit SMSFs, says Hub24
- Reform of major APRA funds’ governance gets SMSF support
- SPAA backs govt moves to protect super
- ‘Noticeable’ spike in SMSF borrowing breaches
- Sladen Legal updates SMSF documents
- Iress incorporates Cleardocs with Xplan
- Bank preparing for ban on LRBAs
- SMSF services most susceptible to automation
- ‘Forget product advice’, says BGL
- mFund gaining momentum with accountants
- Minter Ellison points to ‘danger’ in LRBA ban
- iShares launches two new ETFs on ASX
- BetaShares launches new ETF
- New cash fund added to BT Wrap
- Adviser tips SMSF borrowing to stay
- Property firm hit for false super claims
- SMSF accountants heading for ‘car crash’ in 2016
- OneVue's FUA climbs to $2.8bn
- Govt warned: don’t ‘fiddle’ with super in Budget
- Auditors at odds over future of SMSF auditing
- SMSF not ‘purely for wealthy investors’, says GSAM
- Treasury estimates 'not giving full picture' on super: AMP
- SMSF practitioners missing bottom-line booster
- SMSF trustees unprepared for new collectibles rules
- Poll tips govt to keep SMSF borrowing
- RBA announces cash rate decision for February 2015
- Super tax ‘loopholes’ under fire
- ATO issues clarity on death benefit payments
- ATO highlights billions in forgotten super
- BGL registers for electronic SMSF annual returns
- RBA’s rate cut a ‘kick in the teeth’ to SMSF trustees
- Property investment manager forms hotel trust
- Industry funds catching up to SMSFs on satisfaction
- Government may restrict re-contribution strategies says Mercer
- Latest BMR integration SMSF-focused
- Adviser tips govt to stall on super tax changes
- Former AMP SMSF manager joins DomaCom
- Mid-tier firm joins SMSF minimum balance debate
- Integrations to ‘dramatically reduce’ SMSF set-up time
- APRA funds still struggle against SMSF competition
- Tax white paper ‘casualty’ of leadership crisis
- SPAA confirms name change
- When is an unallocated contribution account a reserve?
- Rice Warner pushes for joint super accounts
- SMSF practitioners neglecting vital step in estate planning
- SPAA slams rumours of structural shift
- Trustee body blasts SPAA rebrand
- DomaCom welcomes Kidman sale turnaround
- Slash red tape for super, SMSFA tells govt
- Class launches foreign asset support for accounting software
- Limited AFSL to increase risk of unlicensed SMSF advice
- Govt makes cuts to deeming rates official
- Trustees warned on SMSF insurance strategies
- New MSCI hire eyeing SMSFs
- ATO ramping up SMSF surveillance
- SMSF interest in growth assets heating up
- Supercorp launches SMSF information portal
- Proposed ASIC powers to benefit SMSFs, says senator
- Accurium launches retirement risk assessment service
- Not enough value in super system, says Murray
- Praemium launches new SMSF compliance service
- Former High Court judge flags threats to super
- ATO hands down first-of-its-kind penalty
- AMP doubles its SMSF adviser numbers
- AMP hits back at SMSF tax criticism
- ASIC urges accountants to 'get their skates on'
- ATO sounds warning on ‘unforgivable’ auditor behaviour
- ‘Don’t backchat to the policeman,’ ASIC tells auditors
- Govt comments on proposal to ban LRBAs
- Labor points to ‘stark realities’ of super system
- Refine client offering or risk your bottom line, says Dunn
- Treasury acknowledges limits to estimates
- Govt backs FSI’s call for clearer super objectives
- ATO outlines strategies for avoiding non-compliance
- SMSF establishments down for December quarter
- SMSFOA urges treasurer to ignore calls for super tax
- SMSF industry under threat, warns planning firm
- IPA tells govt to address 'poor quality advice'
- SMSFs facing ‘income deficit’ says Credit Suisse
- SMSF trustees distracted by noise says AMP Capital
- Corporate trustee structures losing traction
- ATO to target SMSF tax compliance
- Marginal issues distracting SMSF industry
- SMSFs ahead for confidence in retirement savings
- OneVue FUA in platform services rises 45 per cent
- Greens call for super policy changes
- Costello defends LRBA borrowing in SMSFs
- Maximum super contribution base sees increase
- Consulting firm criticises SMSF asset allocation
- Super tax concessions debate intensifies
- RBA rate announcement - March 2015
- Senate votes on super contribution tax rules
- PIPA calls for alternatives to LRBA ban
- Trustees still in the dark on SMSF estate planning
- AMP responds to super contribution tax changes
- ATO to take aim at ECPI claims
- SMSF market share ‘topping out’ says Tria
- IGR hints at tax changes to super
- Beware of the contribution tax changes, warns Cavendish
- Hockey’s hints at early access to super slammed
- BGL launches automated depreciation service
- Trustee interest spikes in ETFs, managed funds
- ATO sets up taskforces to target super threats
- Frydenberg airs concerns over LRBAs
- ASIC bans Charterhill boss
- Property spruiker ordered to stand trial
- Cavendish veteran confirms departure
- Charterhill ‘may have traded whilst insolvent’
- Trustees’ lack of bonds exposure raises concerns
- Keating blasts Hockey’s super proposals
- Firm penalised for misleading SMSF advertising
- Appeal decision released on long-running SMSF dispute
- Tria’s founder Andrew Baker stands aside
- Hockey’s super proposal would ‘promote a property bubble’
- Lawyer calls on ATO for further loan guidance
- Treasurer calls for calm on super tax debate
- ATO honing in on dodgy loan arrangements
- SMSFA warns of long-term risk with super speculation
- Hockey continues push for debate on super changes
- FIIG teams up with Aussie tech company
- LRBAs could leave trustees ‘high and dry’: Frydenberg
- Abolish super tax breaks for the wealthy, says retail fund
- Lawyer challenges ATO on cross-insurance call
- BT Panorama to launch SMSF capability
- ATO urges caution on pensions
- AMP flags tax avoidance risk of new laws
- Blame poor advice not LRBAs for gearing issues: IPA
- Spruikers pursuing ties with SMSF practitioners
- Navigating the transfer of benefits with a property - March 2015
- Hockey’s super proposal a ‘double-edged sword’
- Associations push to abolish 10 per cent rule
- SMSFs targeted with $60m corporate bond offering
- Centuria launches roadshow for independent advisers
- ATO warns on contributions ‘interruption’ for SMSFs
- SMSF trustees ‘ships without rudders’, analyst claims
- Industry bodies unite to lobby govt on LRBAs
- Actuaries Institute warns on risks of ‘super tinkering'
- ATO continues ‘reinvention’ push
- Disengaged super members vulnerable to bank deals
- Deloitte plays down LRBA growth
- Auditflow partners with financial reporting company
- ATO addresses ‘common headache’ with new advice
- Australian Money Market adds Westpac to hub
- RBA warns on long-term super allocations
- Cooper warns on future of super, age pension
- CPA hits back at critics of SMSF accountants
- ASFA debunks super tax concession myths
- SMSF practitioners urged to consider public speaking roles
- Defensive SMSF portfolios lack sustainability, report says
- ATO sounds warning on SMSFs in pension phase
- ATO urges trustees to review succession plans
- SMSFs to ‘get pulled in’ to tax reform debate
- Tax professionals warned on fraud risk
- Hone in on large super balances, says new report
- Trustee lobbyist push for ‘rational’ super tax debate
- LRBA ban proposal an ‘overreaction’ to risk
- ASFA backs total ban on LRBAs
- Young Aussies upping super engagement
- ATO acts on complaints about SMSF set-up guidance
- Pressure mounts on govt to end 10pc rule
- Trustee lobbyists slam attack on high super balances
- La Trobe expands NSW distribution team
- Govt paper favours foreign investors over retirees, says lobby group
- SMSFA proposes alternatives to LRBA ban
- RBA announces cash rate decision for April 2015
- Mid-tier firm urges Aussies to up super contributions
- Firms partner on SMSF licensing service
- $100m private equity fund launch attracts SMSFs
- DomaCom partners with SMSF administrator
- Xpress Super expands trading partners
- Cavendish disputes FSI stance on borrowing
- Major bank urges govt to ban LRBAs
- 'Re-think' links between super, tax and welfare: Treasury
- SMSF demand for LICs on the up
- Super balances to plummet under new proposals, research finds
- SMSF domination of ETF market wanes
- ATO gives further guidance on LRBAs
- Young Aussies wasting thousands in super fees, says ATO
- ATO provides further clarification on SMSF pensions
- Annuity recommendations on the rise
- Govt urged to address ‘flaw’ in super system
- Rogue auditors warned of flow-on effect of behaviour
- DIY options a flop for APRA funds, bosses admit
- Tax group announces ‘major’ expansion plans
- Negligent SMSF advice finding against Westpac upheld
- Auditor points to ‘common’ independence breaches
- ASIC reveals latest on limited licensing numbers
- SMSF trustees expected to outlive average Aussie
- Bank hits back at APRA fund bosses
- AUSTRAC scraps anti-money laundering changes for SMSFs
- ATO eyeing wealthy Australians
- Abbott reiterates pre-election super promise
- Dealer group offers accountants non-aligned licence
- SMSF robo-advice open to bank manipulation
- Aussies misled on retirement needs, says Cooper
- Retail funds 'dragging down' the super system
- Calls intensify for incentives on default income streams
- Help us recognise the best SMSF businesses
- Practitioners cautioned on using LRBA alternatives
- Labor accused of ‘jumping the gun’ on super proposals
- ASIC, training providers drop the ball on licensing
- Labor’s proposal to damage confidence in super: BDO
- Real estate platform eyes SMSFs
- DomaCom signs agreement with crowdfunding site
- ASFA urges calm on super tax debate
- Keep borrowing for APRA funds, FSC tells govt
- Accountants cautioned on dealer groups' motives
- Retirement income FUM to hit $1tn by 2025
- Exelsuper appoints first franchise owner
- Lawyer points to ‘deadly sins’ of estate planning
- SMSF clients on the hunt for yield
- Alarm sounds on $1bn in unpaid super
- AAT offers clarity on jurisdictive power
- Don’t miss the chance to have your say in the SMSF Awards
- SMSF practitioners favour SMAs for clients, report finds
- Industry fund launches SMSF suitability tool
- Public perception of accountants, planners plummets
- Labor’s super proposals shunned in landslide poll
- Frydenberg hints LRBAs may survive
- Govt provides commissioner with new power
- Smarter Money Investments appoints credit strategist
- ASIC acts on firm’s ‘free SMSF set-up’ claims
- ATO issues alert on franking credits to SMSFs
- Divest from Aussie banks, says investment manager
- Philanthropic advice firm joins Omniwealth
- Lower compulsory super pension, says lobby group
- ASIC ramps up focus on SMSF property spruikers
- Reserve Bank reveals cash rate decision
- ASIC takes action on property spruiking firm
- New ATO ID to put ‘cat amongst the pigeons’
- Former ATO director joins H&R Block
- Illiquid assets reduce SMSF risk, says Charter Hall
- Major bank drops SMSF property loans
- Govt to amend early access to super rules
- Advice firm directors ordered to surrender passports
- Wealthy retirees in Budget’s firing line
- Two thirds of Australians to rely on pension
- ASFA welcomes changes for accessing super
- Industry calls for cut to SMSF Supervision Levy
- SMSFs drive surge in direct investment
- Cash rate cut costing retirees $81bn
- AMP SMSF admin accounts see decline
- ATO honing in on misuse of auditor numbers
- Practitioners warned on aged care ‘chaos’
- Govt to act on ‘redundant’ super obligations
- Age pension changes strengthen calls for super boost
- Govt pledges millions to target super fraud
- Budget a ‘good news’ story for SMSFs
- ‘Surprise’ super measure announced in Budget
- Small business to reap benefits of Budget
- SMSF trustee penalties going up
- H&R Block warns on Budget traps for small business
- SMSF administration a ‘zero-sum game’ for small practices
- ATO acts on ‘large number’ of property spruiking cases
- ASIC seeks banning orders in SMSF investigation
- SMSF practice mergers on the rise
- Expect growth in low-balance SMSFs, says adviser
- Fresh figures released on accountants’ licensing take-up
- Small business warned on Budget measure abuse
- Compliance revenues ‘immediately at risk’
- Contraventions rife among non-advised SMSF trustees
- CFS alliance offers SMSFs additional strategies
- Labor’s super proposal will get backing, says lobbyist
- ASIC directs property bubble warning at SMSFs
- OneVue enters agreement with BNP Paribas
- AMP SMSF launches education program with SMSFA
- Accountants fear career prospects have ‘stagnated’
- Bowen labels govt ‘fiscal vandals’ over super promises
- ATO decision a ‘misguided missile', says lawyer
- ATO stats show SMSF wind-ups plummet
- Training confusion causing SMSF licensing delays
- Labor’s super concessions estimates unreliable, says lobbyist
- Independence central to accountants’ licensing call
- Technology barriers curtail Labor’s proposal, says lawyer
- Practitioners warned on common ECPI mistake
- ASIC launches finance toolkit for women
- Further details released on new commissioner powers
- Govt tells retirees: run down your super
- ATO adds ‘hot issue’ to its SMSF target list
- ANZ and ETF Securities announce joint venture
- SMSF practitioners call for lower minimum pension rate
- Single-member SMSFs ‘the safest option’, says lawyer
- Lifespan warns on referral relationships
- ATO sends ‘last chance’ SuperStream message
- Dealer groups ‘scaremongering’ on limited licensing
- Court approves ActiveSuper banning orders
- SMSF trustees preventing capex growth, says Credit Suisse
- Consulting firm points to potential SMSF ‘disaster’
- Auditors point to key SMSF ‘headaches’
- ASFA calls for cuts to high-balance fund tax concessions
- SMSFs urged to have exit strategy for unlisted property
- No change to drawdown rates, govt says
- SMSFs attractive for ‘fraudulent exploitation’, says ACC
- RBA announces cash rate decision for June 15
- Vanguard offers SMSFs increased access to China
- Easton Investments to acquire stake in SMSF service provider
- Bleak outlook for accountant salaries, research finds
- ‘Innovational disruption’ to impact SMSF demand, says Deloitte
- Frydenberg hints at imminent super reform
- Super tax breaks blamed for dire retirement outlook
- ATO confirms changes for ACR lodgement
- Consultancy launches tool for SMSF licensing training
- Changes to defined benefit super to hit pensioners
- Rule changes, investment selection are trustees’ toughest battles
- 'Don’t kill super with more taxes,’ says SMSFOA
- Accounting firm launches SMSF trustee education tool
- Trustees warned on common SMSF tax traps
- SMSFs tipped as key driver of CPA’s advice move
- New ATO ID highlights tax benefit for SMSFs
- AMP warns on releasing excess contributions
- SMSFs continue to boost $18.6bn ETF market
- Poor health to hit Aussies’ retirement savings
- SuperStream deadline extended again
- New title launched for flourishing fintech sector
- ATO warns on mortgage payment schemes
- Class Super, Super IQ on board with new platform
- Super speculation sees business owners turn to SMSFs
- ATO swoops on phoenix businesses
- Super uncertainty sees contributions slashed
- ANZ ETFS lists six ETFs targeting SMSFs
- Rice Warner calls for changes to age pension eligibility
- Reduced super tax concessions to increase property prices: ASFA
- Ban non-concessional contributions, says lobbyist
- FIIG undertakes bond issue aimed at SMSFs
- Adviser warns on dangers of super speculation
- Aura Group acquires SMSF accounting firm
- SMSF lobbyist slams super tax proposals
- Big four firm warns on rising SMSF fraud threats
- ATO on track to release further LRBA guidance
- OneVue sees spike in SMSF property investment
- More delays announced to Tax White Paper process
- Banks' crackdown on SMSF lending continues
- Lawyer warns on early access to super traps
- Former ATO heavyweight joins SMSFOA advisory council
- ASIC fee hike to hit SMSFs
- SMSFA mulls support for changed tax rates
- Advice firms fumbling on expense management
- BDO reminds practitioners about ‘significant’ changes
- SMSFs forfeiting ‘tax advantages’ with property
- New opportunity for SMSF practitioners to get national recognition
- Lobbyist pushes govt to address retirement incentives
- ATO raises concerns about auditor engagement
- Actuarial service incorporated into BGL software
- Tax expert warns on recurring SMSF compliance issues
- Major bank mulls maximum super balance
- SMSFs warned on potential 55pc tax
- Lawyer points to persistent estate planning issues
- SMSFs beating APRA funds on innovation, technology
- Planning principal charged with fraud
- Class Super partners with actuarial certificate provider
- SMSF industry responds to vote quashing royal commission
- Major accounting body proposes shift of super tax ‘burden’
- Big four firm urges govt to consider range of super changes
- Contribution confusion leading to preservation rule breaches
- MYOB joins SMSF admin provider to offer new service
- SMSF stakeholders give thumbs up to new legislation
- ‘Big end of town’ capitalising on SMEs’ social media weaknesses
- Multi-million dollar SMSFs becoming harder to build
- Admin provider takes shot at accountants
- UK rules likely to stop transfers to Aussie super funds
- ‘Critical 24 hours’: ATO issues EOFY alert
- Deloitte acquires well-known SMSF firm
- Positive outlook for Aussie shares in new financial year
- New chair for SMSFA’s NSW Chapter
- Proposed legislation a win for SMSFs
- Silver lining for SMSFs with Greek debt crisis
- Top service providers revealed in SMSF Awards
- CPA looking for recruits to advice arm
- ‘We aren't ever going to increase taxes on super’: Abbott
- Mid-tier firms announce several new partners
- HSBC tips cash rates on hold for 18 months
- Partners defect to rival amidst succession issues
- Govt told super reduces incentive to own home
- Low-cost SMSF audits ‘don’t add up’, director claims
- MySuper funds tipped to outperform SMSFs
- New product features for Class
- ‘Cashed up older buyers’ could increase housing market heat
- Reserve Bank announces cash rate decision for July 2015
- BGL partners with SMSF documentation provider
- Govt warned on increasing preservation age
- Aussies ‘afraid’ to lock money into super: Costello
- AMP quashes fears of Chinese market crash derailing Aussie shares
- Steady increase in super switchers seeking advice
- Tax time warning issued to super members
- Accountants urged to address capacity needs with ageing clients
- ATO cautions on common pension misconception
- Court ruling sparks concerns around SMSF borrowing
- SMSFs bullish on retirement goals
- Scale up or leave, small SMSF admin providers told
- ATO trial points to misuse of auditor numbers
- Property investors choosing favourite SMSF adviser
- Major life insurer points to SMSF non-compliance
- ATO cautions on deeds, outlines 12-month focus areas
- Accounting group optimistic on future of compliance work
- SMSF trustee interest in cash, property wanes
- Senior leadership changes at super lobby group
- ASIC disqualifies SMSF auditor - July 2015
- Major SMSF software provider announces board changes
- DomaCom lowers minimum investment amount
- Software developer launches SMSF audit service
- Class prepares to go public
- Changes to tax on super ‘daft’, says Hockey
- Can’t be ‘half pregnant’ with SMSFs, says former Macquarie director
- AMP SMSF acquires another admin business
- AMP SMSF outlines future growth plans
- Fresh warning issued on SMSF licensing
- BGL statistics show limited SMSF balance growth
- RBA reopens debate on limiting SMSF borrowing
- CPA confirms move into finance broking
- SMSF Association applauds ASIC's auditor disqualification
- SMSF global equities investment sees ‘dramatic increase’: UBS
- Pension phase SMSFs falling into illiquidity traps, warns analyst
- Class partners with fifth actuarial certificate provider
- Fund manager cautions SMSFs on venture capital investment
- Practitioners urged to monitor unit trust tax changes
- SMSF firm pays $10,200 penalty for misleading advertising
- Major SMSF software provider appoints new director
- Super industry ‘distracted’ by default system obligations
- ATO getting tougher on ‘serial non-compliers’
- 'Double-digit days over' for Aussie equities, says analyst
- ASIC releases new SMSF advice guidance
- SMSFA launches new accreditation program
- Industry welcomes ASIC SMSF advice guidance
- SMSF trustees continue to shun planners
- Real estate franchise eyes SMSF market
- NAB announces leadership reshuffle
- ATO urges action on key compliance issues
- SMSFs warned on continuing residency rule breaches
- Consultant flags untapped opportunity for larger SMSF firms
- ATO shakes up approach to SG contributions issues
- SMSF portfolios continue to face ‘concentration risk’
- Class integrates nabtrade data feed into software
- Industry groups rally govt on super changes
- ASFA eases off on calls for super changes
- ASIC minimum balance suggestions slammed as ‘ill-informed’
- Major bank flags ‘worrying’ SMSF borrowing trends
- Fresh warnings on foreign pension transfers
- BGL partners with investment data provider
- ANZ moves to boost women’s super
- Greens call for Senate inquiry into women’s super
- Second-tier bank backs off on SMSF lending
- Executive director to depart Macquarie
- BGL adds major actuarial certificate provider
- Interest in super rising among younger Australians
- ATO outlines SMSF penalties, disqualifications for 2014/15
- AMP SMSF warns on segregated pension traps
- Procrastination about licensing to impact accountants
- ATO highlights key pension issues
- Superannuation the ‘greatest litigation game’, says lawyer
- SMSF Adviser launches new event for SMSF professionals
- Capstone FP partners with BGL to launch online tool
- ‘Feverish scaremongering’ on million-dollar balances slammed
- Increased rates could be ‘harmful’ for property market
- ATO to overhaul tax rulings process
- RBA announces monthly cash rate decision for August 2015
- Dixon Advisory hit with infringement notice
- Retirement savings confidence on the up
- Supercorp integrates InvestmentLink’s platform
- Industry disruptors to 'aggressively' target SMSFs
- New legislation could cause ‘sticky situation’ for commissioner
- Magellan launches hedged global equities fund
- Fears action on tax will be watered down
- Super system requires ‘quantifiable targets’, says ASFA
- Claims ATO proposal set to burden auditors
- ATO acts on SMSF registration complaints
- High Court judgment handed down in CPA v Chartered case
- Govt tips ‘wave of innovation’ in retirement income products
- Lawyer warns of rising death benefit disputes
- Removal of dividend imputation would hit retirees hardest
- ASIC slammed for interfering in minimum balance debate
- ‘Big step forward’ for contribution reserving strategies
- National accounting group confirms ‘major’ SMSF expansion
- IPA warns of ‘looming economic crisis’
- ASIC’s ability to cope with last-minute licensing rush questioned
- Former CPA president offers staff retention advice
- Asian small cap stocks an opportunity for SMSFs
- SMSF pricing models threaten sector’s integrity, claims adviser
- Most BDBNs don’t work, lawyer warns
- La Trobe expands distribution team
- Accounting software company enters financial services
- Lobbyist group pushes for indigenous super improvements
- Poor IT systems leading to high staff turnover
- Senator slams ASIC action on property spruiking
- ATO ruling sheds light on residency rules confusion
- Adviser calls for greater SMSF industry collaboration
- Changes to super rules greatest fear for investors
- Research reveals spike in planners’ struggle to retain SMSF clients
- Silver lining for SMSFs in market volatility
- Super system lacking ‘political cohesion’, says Rice Warner
- New wave of foreign money to hit property market
- Govt review into super imbalances welcomed
- Lawyer warns on referral relationship litigation risk
- Management changes for AMP’s SMSF licensing business
- Politicians ‘can’t give you certainty’ on super, says Nick Sherry
- LRBA uncertainty impacting brokers’ SMSF activity
- AMP SMSF reports flat organic growth
- Super assets remain steady at $2 trillion
- Frydenberg spills on franking credits future
- SMSFA appoints new director
- Super balance gender gap slowly narrowing: Roy Morgan
- Retirement prospects for SMSFs on the rise
- Light at the end of the tunnel for LRBAs
- More good news for contribution reserves
- ATO getting tough on trustees who ‘play the system’
- Offshore investment hurting Australian economy: Hockey
- The 2015 SMSF Awards
- ASIC cancels credit licence in SMSF investigation
- ASIC sets new soft deadline for limited AFSL applications
- OneVue reports another loss
- Industry must address super disengagement, says Frydenberg
- BMR launches the ‘15 minute SMSF’
- Index shows most Australians unprepared for retirement
- SMSFA joins push for licensing action
- Banks urged to update authorisation capabilities
- Flat tax rate for pension phase likely, says IOOF
- Adviser cautious on large annuity allocations
- Fintech start-up to capitalise on new licensing regime
- Major Asia-Pacific law firm cautious on LRBAs
- Nation’s favourite SMSF advisers uncovered
- Praemium extends its SMSF admin software
- SMSF service provider makes senior appointments
- OneVue appoints two senior executives
- Accountants reminded of new requirement once licensed
- ‘Very serious’ action looming for rogue SMSF auditors
- RBA announces monthly cash rate decision for September 2015
- SMSFs cautioned on short-term outlook for equities
- Bowen hits out again at super tax settings
- Govt told to use super to address housing affordability
- FOS points to red flags in SMSF disputes
- ASIC bans former SMSF financial adviser - September 2015
- Limited disputes expected with accountants in AFSL regime
- Advisers warned: ATO may be ‘knocking on your door’
- Promising news for SMSFs after UK pension scheme saga
- CFS warns: non-advised SMSFs facing behavioural bias risk
- ATO clarifies actuarial certificate confusion
- Problematic and ‘awkward’ limited licence defects exposed
- National mid-tier firm acquires SMSF practice
- SMSF property investment ‘pot luck’, says CommSec
- CPA backs competition reform
- ATO warns: ‘time is running out’ for SuperStream
- Topdocs adds new integrations with BGL
- Financial advisers have ‘won turf war’, lawyer claims
- Accountants cautioned on offshoring traps
- SMSFs' appetite for ETFs continues
- Vanguard to add new funds to ETF suite
- ATO urged to outline penalties for invalid TRIS payments
- Trustees warned: property headwinds loom
- Yield warning issued to SMSF property investors
- Beware ‘hawking’ risks, accountants told
- Senate passes new legislation on LRBAs
- Tax threat looms for SMSFs with overdue returns
- Younger trustees causing shift in SMSF models
- Equity Trustees warns SMSFs against apps for wills
- NALI not always disastrous, says AMP SMSF
- ATO sounds alarm on ‘serious threat’ to SMSF system
- Legg Mason urges retirees to rethink traditional assets
- ASFA calls for further action on SG non-compliance
- ASIC criticises promotion of DIY investment options by APRA funds
- More good news for SMSFs in QROPS saga
- ASIC warns of 'significant risk' with licensing
- APRA funds urged to heed ASIC warning
- SMSFs driving growth in peer-to-peer lending
- AMP Capital calls for calm in sharemarket panic
- Accountants not realising SMSF aspirations
- ATO warns on SMSFs’ SuperStream failings
- ‘Do nothing’ at your peril, accountants warned
- New licensing regime to see widespread technological upgrades
- ATO issues significant revision of LRBA figures - September 2015
- Cabinet reshuffle ‘positive’ for SMSFs
- ’60-second’ licensing app for accountants launched
- Usefulness of new ATO valuation form in doubt
- SMSF assets see drop of $10bn-plus
- Shorten looks to super to fund pre-election promises
- SMSFs ‘missing’ booming sectors, Invast claims
- PM disputes claims of halting Tax White Paper
- Court decision sends warning on related-party loans
- ATO appoints new deputy commissioner of superannuation
- New online SMSF advice service launched
- ASIC reports further drop in registered auditors
- IPA pushes for changes to ‘disproportionate’ SG charges
- Important changes for EPOA legislated
- New contributions scheme experiencing ‘timing issues’
- SMSF practices warned on common marketing failures
- All banks tipped to exit SMSF lending if restrictions proceed
- SuperAuditors collaborates with electronic signature provider
- CommBank ups online SMSF services
- NALI reporting causing confusion, warns technical expert
- ‘Remarkable’ turnaround in SMSF outflows
- SMSFA hits out at calculation of super tax concessions
- Clients of collapsed AFSL urged to seek redress
- SMSFs warned on impending market fall
- Proposed legislation to impact SMSF insurance
- ASIC acts following firm’s concerning super advice
- Large balance SMSFs score high on satisfaction
- SMSFs warned on misleading company results
- SMSFs told to ‘be cautious on bargain hunting’
- Accountants challenge ATO’s automation push
- Industry facing ‘superannuation tax conundrum’
- SMSFs told asset allocation 'out of line'
- SMSFs warned on emerging LRBA issue
- Timing the markets ‘fraught with risk', says Vanguard
- RBA reveals cash rate decision - OCT 2015
- Super a ‘de-facto tax avoidance scheme’
- BMR announces further integration with Class Super
- NAB and Topdocs team up for new adviser service
- Government slow to act on ‘quick and dirty’ licensing courses
- Bank eyeing SMSF property investment in Sydney
- Class announces updates to product suite
- ‘Creative’ super splitting strategy knocked back by court
- ATO backs role of accountants despite automation push
- VicSuper claims SMSF growth waning
- Accounting firms urged to bolster mental health strategies
- ATO drops proposed tax ruling after industry consultation
- ATO ramps up SuperStream take-up efforts
- Support high for cutting super tax concessions: Treasury
- New licensing venture for Smithink founder
- Limited spots left for SMSF Adviser Technical Strategy Day
- Accountants warned about serious licensing ‘bottleneck'
- Outsourcing 'here to stay,' accountants told
- SMSF practitioners failing to maximise qualifications
- Licensing regime tipped to damage SMSF appeal
- Super set to benefit from shadow cabinet move: SMSFA
- Liberals best bet to fix super taxes, says fund manager
- SMSFs at risk of ‘lawyer feeding fest’
- Major SMSF software provider announces IPO move
- Aussies losing $2.75bn in super payments
- ‘Significant increase’ in licensing applications predicted
- RBA sounds alarm again on SMSF borrowing
- Big name departure for CAANZ super division
- Poor documentation putting entitlements at risk, lawyer warns
- ATO confirms key dates for new LRBA rules
- Key departure in ATO’s SMSF division confirmed
- Govt acts on recommendation to ban LRBAs
- Court finds property spruiker gave unlawful advice
- SMSF industry applauds long-awaited response to FSI
- BT set to target SMSFs with platform launch
- IPA appoints Sterling to relaunch media platform
- ‘Shonks’ an ongoing risk to SMSFs, ASIC cautions
- Sterling Publishing takes out top gong for second year running
- SMSFs warned of banks' 'unpredictability'
- Class moves to automate SMSF audit process
- ASIC ups scrutiny of licensing applications
- BMR, Macquarie announce latest integration
- SMSFs warned on risks of banks exiting LRBAs
- Acquisition proves a booster for AMP SMSF
- Push for ‘essential’ retirement income reforms continues
- Accountants failing on marketing operations
- Big four firm calls for all-encompassing super reforms
- Count Financial firm makes licensee switch
- BetaShares quashes talk of rate cut
- Overseas bank loan results in hefty trustee penalties
- NAB boosts super spending
- ASIC suspends auditor’s registration
- Legacy product rule changes a tax benefit to SMSFs
- Investors warned about slowing market growth
- Major real estate group ramps up super business
- ASIC deregistered 300-plus SMSF auditors in 2014-15
- Tria questions if $1m is 'too much' in super
- SMSFs urged to consider unexpected gold costs
- Auditors sound alarm on compliance risks in offshoring
- AMP announces major acquisitions
- Setback for Class ahead of IPO
- BGL and CoreLogic RP Data launch property assessment tool
- Govt called on to up infrastructure investment for SMSFs
- Accountants losing clients over limited service offering
- Admin penalties fail to reduce disqualifications: CFS
- Reserve Bank announces cash rate decision for November 2015
- Firm hit for ‘false and misleading’ SMSF advertising
- SMSF beneficiaries paying unnecessary taxes, says HLB Mann Judd
- Big four firm warns banks vulnerable to disruption
- Investors missing out with large-caps bias
- OneVue grows super admin footprint
- Morrison stresses super tax breaks ‘under the microscope’
- Deloitte calls for shake-up to division of super rules
- PwC lobbies govt for major super reforms
- Lawyer flags segregation barriers with $1.6m cap
- Consider joint super accounts, govt told
- First ever drop in accounting sector profits recorded
- Government looks to scrap anti-detriment payments
- ASIC bans former adviser after SMSF investigation
- BT Panorama adds to managed portfolios offering
- Morrison flags more flexibility in super
- AMP Capital warns SMSFs about overvalued property
- Opportunity for SMSFs with aggressive tax arrangements
- Calls strengthen for equal super tax concessions
- Nobel Laureate to headline major international finance conference
- Trustees failing on contributions refund procedures
- ATO eyes SMSF voluntary disclosure service
- Former director charged over unlicensed financial services
- ‘Don’t roll the dice' with the ATO, trustees warned
- Accountants moving on licensing, says licensee
- Non-major bank flags plans for SMSF lending
- SMSFs to reduce cash holdings, research shows
- Taxing pensions will hurt annuities, says MLC
- FIIG announces bond issue aimed at SMSFs
- Lawyer warns SMSF industry about ‘litigation bomb’
- EY warns on collectibles deadline
- Accountants already failing on licensing processes, says tech heavyweight
- SMSF investors urged not to panic over markets
- Big four firm tips weakening SMSF growth
- Trustees falling into LRBA traps with bankruptcy
- Guidance on guarantees needed to stop breaches: lawyer
- Class ups education services
- SMSFs urged to increase fixed-income exposure
- ASIC reveals latest licensing numbers
- SMSFs cautioned about allocations to gold
- Super reform won’t fix gender gap, government told
- SMSFs warned about major derivatives trading losses
- IPA urges members to prepare for disruption
- Calls for SMSF opt-in requirement to prevent ‘rip offs’
- OneVue adds seven funds to its RE services
- Confidence in super system hit by tax debate
- BMR announces integration with BGL Simple Fund
- Setbacks fail to dampen Class IPO
- ASIC already shadow shopping, accountants warned
- ATO claims SuperStream cutting admin time by 70 per cent
- Accountants warned about ‘sins of omission’
- Cap contributions at $11K, says Grattan Institute
- Markets bouncing back for Christmas, trustees told
- Property investors warned on 2017 decline
- Satisfaction with major super funds dwindles
- Investors told housing upturn on 'last legs'
- AMP Capital warns on unintended super tax burdens
- PwC bolsters investment in SMSF sector
- ‘Death duties over my dead body,’ says election candidate
- ASIC disqualifies SMSF auditor - November 2015
- Supreme Court moves on property spruiker
- Accounting group warns of recurring phoenix activity
- SMSF admin to further commoditise, warns CEO
- ATO denies bypassing SMSF practitioners
- RBA announces cash rate decision for December 2015
- ASIC strikes off another SMSF auditor
- Lending officer banned over false documents
- Bowen announces support for home downsizing policy
- Non-lodging SMSFs in ATO’s sights
- ATO ‘strongly encouraging’ action on LRBAs
- Senate inquiry targeting property spruikers on the cards
- ASIC disqualifies another SMSF auditor - December 2015
- SMEs facing cyber-security risk, warns Deloitte
- Treasury told to analyse true cost of super
- Bulk of accountants still unprepared for new licensing regime
- AAT decision sounds warning for SMSFs
- Compliance is ‘dead’, says mid-tier partner
- Managed funds overtaking cash for SMSFs, report claims
- SMSFA lauds draft new legislation
- Govt releases new information on commissioner powers
- Super changes to have ‘perverse effects’
- Class closes initial public offering
- SMSFs told to beware new managed investment trust laws
- Quarter of trustees haven’t consolidated their super
- Ex-AFA president makes case for new super tax proposal
- Tax agents on the ATO’s radar in new evasion crackdown
- Accountants to face ‘onslaught of disruption’
- Gender disparity persists in super
- DomaCom spearheads multi-million dollar crowdfunding campaign
- Perpetual announces fresh acquisition
- SMSF practices cautioned on cheap licences
- Government releases exposure draft on super choice
- EXCLUSIVE: SMSFA makes official moves into trustee space
- ATO hits up 400 SMSF auditors
- SMSFs warned on risk of hybrids
- ATO ups focus on pensions for 2015-16
- First phase of SMSF offering launched for BT Panorama
- Two thirds of Aussies short on retirement savings: MLC
- Grattan Institute report on super slammed
- Younger SMSF trustees locked out of borrowing
- SMSF software provider claims major milestone
- Limited licence threatens to ‘strangle’ accounting work
- Govt taskforce to target super misreporting
- Licensed accountants warned on PI insurance trap
- PM boasts smooth passage of super bills
- Life interest pensions could see estate planning ‘trainwrecks’
- Living costs on the up for retirees
- SMSF assets under LRBAs hit $18bn
- BGL and TAG collaborate on audit working papers
- Tax office launches property crackdown
- Clarity for SMSFs with new TRIS ruling
- In-house asset rules breaches remain high
- Fence-sitters ‘caught short’ with licensing
- Practitioners cautioned on popular pension strategies
- European equities offer SMSFs value, says economist
- SMSFs ‘vulnerable’ to sharemarket correction
- Business property a concern for trustees with dementia
- CFS warns trustees on risks of living abroad
- Government urged to announce super changes
- Licensing regime to devalue accounting firms
- SMSF practitioners told to review CGT information
- Smaller SMSF practices “leading the pack” on technology
- Practitioners cautioned on traps with testamentary trusts
- Death and divorce to catch out illegal advice
- Financial advisers warned on litigation risks with tax advice
- LRBA legislation “lacking guidance”, says consultant
- ETF growth bolstered by SMSFs in 2015
- FOS highlights common SMSF dispute areas
- Gadens cautions on lasting impact of disqualification
- SMSF insurance failures a litigation risk, advisers warned
- Licensing regime tipped to cause ‘inevitable litigation’
- ‘Grave concerns’ for women’s super initiatives
- New ATO guidance ‘provides clarity’ on buy-sell agreements
- Refunds confusion leading to non-compliance
- PwC outlines major SMSF growth plans
- ‘Irrational fear’ impacting SMSF longevity risk: CSIRO
- ATO tipped to up scrutiny of tax agents
- Restructure in progress at AMP SMSF
- Non-major bank leaves SMSFs off list in lending changes
- Super industry falling behind on SuperStream
- Govt ‘not there to dictate’ on super, says O’Dwyer
- Limited licence slammed as 'band-aid' solution
- Fresh LRBA concerns surfacing for ATO
- SMSFs excluded from new loan offers by non-major bank
- Low-cost SMSF admin provider gains traction
- New super tax proposal gathers momentum
- Accountants urged to have licensing back-up plan
- Corporate tax rate cut will hit super, warns fund manager
- One non-major cuts rates for SMSF loans
- ‘Ride through’ volatility, investors told
- More warnings sound on restrictions of limited AFSL
- ETF industry tipped to gain $8bn
- ATO tipped to release new ruling on TRIS
- SMSF education standards ‘a disaster waiting to happen’
- Licensing accountants was needed, says national network
- Licensed accountants offering ‘risky’ SOAs for SMSFs
- Host of changes announced at AMP’s SMSF arm
- Top business publisher acquires My Business
- SMSF practices fumbling technology integration
- ASIC cracks down on adviser following super failures
- BGL supports DomaCom crowdfunding initiative
- AMP reveals more on SMSF arm’s shake-up
- Support grows for choice of super fund legislation
- Treasurer urged to remove tax on superannuation earnings
- Illegal early access tipped to surge with market volatility
- Experts give predictions on compliance hit list for 2016
- Folkestone calls for calm on SMSF gearing 'hysteria'
- Palmer pushes govt for investment mandates in super
- Property market decline to spur ‘SMSF failures’, warns lawyer
- SMSF practitioners warned on impact of big bank admin offerings
- Super concessions ‘unlikely’ to avoid the chopping block
- Sterling Publishing set to launch new platform for SMSF trustees and investors
- Govt called on to review minimum withdrawal rates
- SMSF Adviser to launch ‘Licensing Week’ for accountants
- Property to remain at top of ATO’s hit list
- ‘Struggle’ looms for large admin firms, major software provider warns
- Technology tipped to disaggregate SMSF admin services
- Serious concerns follow latest licensing figures update
- Treasury estimates still ‘too limited’
- Accountants optimistic about 2016 pay rise, research shows
- SMSFs advised to reduce property exposure
- Fresh guidance on the way for LRBAs
- RBA makes first rates decision of 2016
- SMSF accountant charged following ASIC investigation
- SuperConcepts upgrades superMate platform
- Class collaborates with depreciation service provider
- SMSFs warned on 'lacklustre growth' in 2016
- More consumer protection laws tipped for SMSF sector
- DomaCom closes pre-IPO capital raising
- ATO upping scrutiny on risky SMSF strategy
- Perpetual launches fund with SMSF in its sights
- SMSFs urged to utilise contributions before potential reforms
- Calls to boost contribution caps to $60k
- Turnbull stands firm amid SG freeze speculation
- Rice Warner calls for withdrawal values to be slashed
- Drive for property in super takes a hit
- Don’t get ‘trigger happy’ with CGT relief, practitioners told
- Class doubles profit in first half
- BGL announces milestone, new beta release
- AMP Capital expands SMSF offering
- Senator calls for freeze to SG rate
- ATO tipped to demand more data from admin firms
- BetaShares eyes SMSFs with new fund launch
- IPA urges government to stand firm on caps
- New platform launched for SMSF trustees and investors
- SMSFOA slams calls to remove imputation
- BMR integrates Macquarie trading account into software
- Trustees warned on aged care ‘crisis’
- BGL partners with data conversion specialist
- Trustees' take-up of global equities spikes
- AMP Capital calls for calm on credit crisis fears
- CBA research points to potential planning disaster
- New chair announced for SMSF Association
- ASFA chief executive steps down
- Accurium points to merits of 'income bucketing' strategy
- Topdocs announces integration with CBA
- Insurance no quick fix for liquidity on death, practitioners warned
- Unlicensed accountants warned on potential frustrations, breaches
- Govt again hints at imminent super system changes
- New parameters on LRBAs put to ATO
- NSW woman charged following SMSF dealings
- AMP reports growth for SMSF arm
- Govt ‘very close to landing point’ on superannuation
- Practitioners warned on traps with active asset reductions
- ‘Flimsy’ audits in ATO’s sights
- New tax proposed on death benefits
- Small APRA funds undervalued, practitioners told
- ATO issues stern warning on imminent rule change
- Backlash grows against super opt-out talk
- Insurance requirement a ‘nanny-state overreach’
- Poor asset records causing serious breaches, cautions ATO
- ASIC clamps down on SMSF social media advertising
- Cost of retirement continues to climb
- DomaCom gets green light from property research firm
- Lawyer warns on dangers of digital signatures
- ATO issues important LRBA clarification
- ASIC points to flaws in auditor applications
- Vanguard tips ‘fragile’ market returns
- Earn-outs legislation fails to address timing issues, says SMSFA
- Property giant calls for relaxed rules on SMSF borrowing
- Accountants uncomfortable in ‘world of opinion’
- Lawyer warns on issues arising from attorney conflicts
- Govt continues to foreshadow super changes
- Mid-tier firm finds gaping holes in trustee knowledge
- Living costs continue to challenge super savings, MLC finds
- FSC warns government against tampering with super
- RBA announces cash rate decision for March 2016
- Dealer group launches new insurance offering
- Class hits 100,000 billable SMSF portfolios
- ATO drills in looming deadline
- Tax ruling change could have ‘adverse’ impact on LRBAs
- Tipped cuts to concessional caps blasted
- DomaCom to crowdfund LGBTI retirement home
- Perpetual boosts SMSF licensing offering
- Former NAB adviser banned following super dealings
- ASIC tips accountants’ departure from SMSF advice
- Banking and resource stocks set for further volatility
- Practitioners urged to update super rates and thresholds
- Limited licence tipped to become ‘redundant’
- AMP’s SMSF arm restructure sees further staff shifts
- Surprising barriers to female leadership in accounting firms
- Managed funds popularity spikes as loan numbers fall
- Research points to looming client retention issue for advisers
- Don’t rely on ASIC’s leniency, accounting body warns
- Govt acts on FSI commitment
- FIIG eyes SMSFs with new bond issue
- Trustees warned over spike in SMSF cash allocations
- National accounting group looks to boost SMSF presence
- Property crash calls still ‘unlikely’
- Lawyer points to growing insurance in super issue
- Trustee lobby group disputes proposed super objectives
- Mid-tier accounting network set to disband
- Courts ‘ramping up scrutiny of executors’, warns lawyer
- Former director found guilty of ‘fraudulent misappropriation’
- Gender discrimination still stifling female accountants
- Threat of super tax cuts gains traction
- ‘Huge’ appetite for agricultural assets, says DomaCom
- SuperStream take-up in full swing
- ANZ agrees to independent review of OnePath
- Recent case sounds warning on SG payments
- Future focused
- Aussie small caps proving valuable for SMSFs
- Govt urged to review pension asset test changes
- Poor client documentation hurting sale price of practices
- SMSFs still missing out on property tax break
- Accurium eyes expansion in education space
- Accounting network sceptical of gender discrimination report
- Professionals warned on traps of certain unit trusts
- New postgrad SMSF qualification launched
- ASIC hits out over superannuation statements
- Law set to mitigate ‘severe business risk’ scrapped
- The transformation of SMSF administration
- Bond issue for litigation funder opens to SMSFs
- Disruption an enabler for SMSF accountants, says Count
- Low cash rate drives take-up of annuities
- Roadblocks surface ahead of ATO’s deadline
- Oil price rebound an opportunity for SMSFs
- Aussie shares ‘vulnerable to a pullback’
- Accountants warned on surprising practice deterrent
- ASIC accepts EU from SMSF advice provider
- CPA still bullish on licensing offering
- Employment for accounting sees steady rise
- Delays for new LRBA guidance ahead of deadline
- ASIC issues stern enforcement warning to accountants
- Govt urged to consider changes to death benefit payments
- New role for key SMSF figure in ATO
- SuperConcepts announces partnership with Topdocs
- Big four firm cautions super members on paperwork slip-ups
- Accountants ‘sold a solution’ with limited licence
- ATO cracking down on trust distributions
- Government makes call on Trio Capital compensation
- BT Panorama continues SMSF rollout
- Consolidation would up super balances by 79%
- Big four firm tips big super changes
- SMSFs a significant feature in reported disputes
- Key super figure departs role in Treasury
- Accountants warned on ownership conditions with licensees
- Infocus nabs another advice business
- RBA reveals cash rate decision - APR 2016
- ATO releases long-awaited LRBA guidance
- New research shows ETF, SMSF slowdown
- Govt pushed again on super gender gap
- ATO continuing lodgement crackdown
- Class teams up with BT Panorama on software
- Calls for changes to residency rules intensify
- Big name resignation at SMSFA
- Maximise TRIS strategy before it ‘drops dead’, advisers told
- ASIC reports spike in licences withdrawn, rejected
- Hunt begins for Colley’s replacement
- Pay rise tipped for accountants in 2016
- Mid-tier firm partners with Gold Coast SMSF service provider
- Govt pushed to expand super objectives
- Big four firm throws support behind super cap changes
- SMSFA calls for stand-alone legislation for super objectives
- ATO outlines FY16-17 SMSF compliance agenda
- CAANZ calls for salary sacrificing amendments
- Charter Hall acquires stake in Brisbane office building
- Almost half of trustees changing portfolios ‘significantly’
- New service launched for accountants seeking licences
- Restructuring an LRBA takes ‘longer than you think’
- SMSF registration process set for shake-up
- Licensee hit with ‘sharp increase’ in applications
- Push continues to limit tax concessions in super
- Alternative objective for super put to government
- Class adds new service for advisers
- Challenger weighs in on objective of super debate
- Lobby group rejects proposed rebate model for super
- Volatility sees surge in gold investment
- Specialists share tips on dealing with ‘nervous’ SMSF clients
- Tax concessions have 'little impact' on behaviour, says Grattan Institute
- Commercial law firm expands accountants’ licensing services
- New SoA tool launched for accountants
- Accountants warned on revenue disruption
- ASIC cautions SMSFs after land banking schemes' downfall
- ASIC gives green light to CPA for licences
- Court orders jail time for spruiker
- Mid-tier firm points to dire outlook for aged care
- SMSF clients prove a big practice value booster
- Specialist urges action on likely budget targets
- Deeds set to face increased scrutiny in disputes
- SMSFA launches new education initiative
- Super flagged in major ASIC crackdown
- Tipped super budget changes met with backlash
- Challenger annuity sales see jump in Q3
- Relationships with planners vital, accountants told
- ATO sets record straight on LRBA panic
- Voting now open for the 2016 SMSF Awards
- Practitioners warned on ‘grey area’ with loan advice
- Accountants vulnerable to cyber liability
- Fresh shadow shopping warnings for accountants
- IPA calls for greater transparency across super system
- Expectations for super balances declining
- ATO disclosure service to expose poor-quality audits
- AMP Capital eyes SMSFs with new funds offer
- SMSFA continues push on super caps
- ATO tweaks SMSF return rules
- Dodging new SMSF rules a possibility, lawyer says
- ATO issues taxpayer alert on SMSFs
- DomaCom applauds govt’s Kidman call
- Budget speculation leading to irrational trustee decisions
- SMSFs warned on pitfalls of last minute contributions
- Senate inquiry calls for big legislative changes
- Dodgy advisers ‘on notice’ after taxpayer alert
- Non-lodging SMSFs set to be chased
- Small business SMSF property investment on the up
- International player forecasts big returns on precious metals
- Mid-tier head scores global role
- Big changes to hit super today, tips big four firm
- RBA makes rate decision amidst cut speculation
- Existing retirement structures faced with new restrictions
- Complex provision scrapped in budget
- ‘Catch-up’ contributions proposed in budget
- Superannuation, tax wins for low-income earners
- Backlash as govt moves to slash concessional caps
- Treasurer moves to introduce lifetime cap
- Govt reaches verdict on TRIS
- Good news on scrapped ‘burden’ for super
- Surprise for super tax breaks following tipped changes
- Green light on tax exemption for income products
- Govt moves to lock in super objectives
- Older Aussies to benefit from new super change
- Advice firm eyes SMSF accountants with licensing offer
- Budget changes expected to affect SMSF growth
- Exaggerated market valuations tipped to rise
- Threat of litigation looms with new LRBA structures
- Emerging markets at risk of ‘troublesome’ times
- Budget measure set to hit LRBAs
- Surprise boost for SMSFs in budget measure
- Crucial super strategy at risk post-budget
- Big four says budget measures a ‘burden’ for super
- Treasury hands down verdict on retirement income products
- Labor lashes out on super budget measures
- Lawyer set to lobby govt on retrospective budget measures
- Research shows SMSFs moving back to cash
- Advisers exposed to liability post-budget
- SMSFs sell down top 10 ASX stocks
- Class makes major gains in wealth, accounting space
- Superannuation promise ‘torn up by major parties’
- Big four firm tips major SMSF audit shake-up
- Director charged with misappropriating SMSF monies
- Spruiker pleads guilty to $600,000 fraud
- Insurance in super ‘under threat’
- Major bank makes push in LRBA space
- AMP's SMSF arm announces Q1 results
- CAANZ points to technical issues in super budget measures
- Limited licence takes hit following budget
- Super popularity set to spiral following budget
- TRIS changes tipped to hit more Aussies than realised
- Budget to affect 85,000 SMSFs, says software giant
- ASIC flags SMSF investors in scam risk
- Major software player readies for global expansion
- ASIC accepts enforceable undertaking from advice firm
- Mid-tier firm flags early struggles with proposed laws
- Research shows super changes could hit govt’s election campaign
- SMSFs continue to drive rapid growth in ETF market
- Lenders still ‘dialling down’ on LRBAs
- Reckon teams up with big four bank
- Accountants facing compliance risks post 1 July
- Accountants encouraged to utilise data mining
- ‘Very big problem’ on horizon for accountants
- Small businesses at risk of security breaches
- ATO issues final guidance on post-reform issue
- SMSFs to ‘emerge unscathed’ from budget proposals
- ASIC drills in warning to accountants
- Licence suspended over indemnity insurance failures
- Super adviser booted from financial services
- Aussie banks undervalued: PM Capital
- DomaCom teams up with Lloyds on Kidman acquisition
- Changes announced to SMSFA board
- Move on LRBAs ahead of changes, SMSFs told
- SMSF member satisfaction sees jump in March
- Major concerns flagged with super balance records
- SMSFA partners with wealth management firm
- Trustees urged to take careful approach with budget dilemmas
- Big four firm warns of new disruption risks
- New SMSF app launched for trustees
- New assessment service launched for licensed accountants
- BGL acts following proposed lifetime cap
- ATO set to change historic data access process
- BT eyes further growth in SMSF sector
- Consider delaying contributions, trustees told
- Good news on $1.6m cap for SMSFs post-budget
- BT points to failures in retirement income system
- AFA chief critical of accountants moving to advice
- ATO extends looming LRBA deadline
- Technical details flagged as key deadline extended
- SMSF firm launches robo-advice tool
- Audit software firm launches new compliance tool
- Trustees reminded of benefits of early engagement
- Authorised rep take-up limited for accountants
- SMSF audit firm launches technical support service
- Big four firm tips good news on lifetime cap
- ASIC releases latest SMSF auditor figures
- Technical concerns surface in light of new TPB draft papers
- Good news on living costs for retiring clients
- SMEs failing on key compliance requisite
- AAT decision points to ‘surprising’ interdependency issues
- Govt gives clarity on key super budget question
- New role for accounting industry stalwart
- Lobby group finds faults in budget’s super estimates
- Coalition facing internal backlash on super changes, says Labor
- Big four firm lashes out on advice firms’ lack of tech take-up
- TPB expands services BAS agents can provide
- Kidman acquisition picking up pace
- Reserve Bank announces monthly rate decision
- New ATO-approved course available to trustees
- Cooper points to unknowns with CGT exemptions
- ASIC urging accountants to make contingency plans
- SMSFs driving up Queensland commercial property prices
- ASIC acts on ‘best interest’ breach following super issues
- Government told to double $1.6m cap
- CFS to launch new cash management service
- More compliance concerns for accountants post 1 July
- SMSFs shifting sights to industrial property
- Prepare for EOFY ‘peak’ rush period, practitioners told
- Robo-advice a lucrative ‘entrée’ for advice businesses
- Lawyer flags areas increasingly targeted by ATO
- SMSFs warned on recurring, increasing GST breaches
- Topdocs launches new service for TFN applications
- Associations join forces in anti-budget campaign
- Big-name hire for SMSF Association
- Brexit speculation set to drive up price of gold
- Lesson for accountants in new AAT decision
- ‘Critical’ EOFY strategies often overlooked, Perpetual warns
- Fresh SMSF documentation warnings surface
- SMSFs told to shake up investment expectations
- Super returns still on the rise
- Blue chips failing investors, fund manager says
- Mid-tier firm gives last-minute tax tips ahead of 30 June
- Trustees urged to consider key strategy for LRBAs
- New ASIC report a ‘prudent warning’ to SMSFs
- BetaShares launches new ETF Updated
- ATO extends looming compliance deadline
- ASIC initiates proceedings against Macquarie
- Consulting firm tips SMSFs running out of steam
- SMSFs urged to rally against critical IPO changes
- Global consulting firm points to super advice opportunity
- Brexit to offer SMSFs blue-chip bargains
- 'Doubling risk’ with bonds a danger to SMSFs
- ASIC tipped to ‘make example’ of accountants
- Financial services provider to launch SMSF admin, investment platform
- Post-Brexit ‘definitely time for caution’
- Looming election ‘heads I lose, tails I lose’ for SMSFs
- Govt told to rethink super policy in light of Brexit
- Cancelled registration warnings for 185 SMSF auditors
- Advisers struggling with face time priorities
- Relief as Treasurer eases up on NCC cap proposal
- Accountants offered tips to stay onside with ASIC
- More research points to flaws in proposed caps
- SMSFA adds to senior management team
- Super growth funds set to break even in FY15-16
- Women warned on traps of early super focus
- Door open to more relief for NCC proposal
- SMSFs drive demand in key non-metropolitan market
- Planners cautioned on female advice tactics
- Govt facing backlash over licensing changes
- RBA makes July cash rate call
- Mid-tier firm boosts SMSF offering
- Expect more prosecutions, accountants told
- RBA announces cash rate decision for July 2016
- Winners revealed for 2017 SMSF Awards
- Mid-tier firm eyes expansion in SMSF space
- Election saga reignites calls for bipartisan support of super
- Payroll tax grouping tipped to erode protections for SMSFs
- Flock to ‘safe’ assets continues
- Winners announced in 2016 SMSF Awards
- New term deposit platform launched for SMSFs
- More than 500 SMSF licensing applications in limbo
- IOOF responds to ASIC inquiry outcome
- BGL makes headway with admin provider
- SMSFs warned on looming property ‘tough times’
- ASIC finalises IOOF inquiry
- Major APRA fund admits investment missteps
- Aussie crowdfunder set to list on ASX
- Accountants facing year-long delays with ASIC
- Trustee lobby group urges govt to host internal debate
- ASIC wary of emerging SMSF misconception
- Risks flagged with new automated SMSF products
- Mid-tier head outlines ‘vital’ compliance tips
- SMSFs at risk of hefty fines, warns national network
- NAB bullish on major APRA super fund merger
- Former Wickham CEO pleads guilty to charges
- Strong economic data stablises markets
- SMSFs tipped to consider more aggressive investments
- Macquarie flags threat to SMSF investment advisers
- Class announces new product integration
- Budget causing roadblocks for SMSF software providers
- $500k cap tipped to be on the chopping block
- SMSFA welcomes reappointment of Morrison and O’Dwyer
- Rice Warner challenges super proposals criticism
- DomaCom joins with local association for $100m project
- Crowe Horwath flags compliance traps with unit trusts
- Internal backlash to super proposals continues
- Big four firm tips further exemptions for super proposal
- Accounting bodies rated in new ethics research
- Investors urged to consider alternatives to super
- Consultant calls super cap hype ‘codswallop’
- Super proposals ‘a leaking sieve’, says lawyer
- SMSFA welcomes shadow ministry appointments
- Class reveals new life insurance integration
- ATO sounds warning on illegal tax schemes
- ASIC bans property spruiker from providing advice
- Investors continue stock market retreat: OneVue
- More retirees to run down super balances
- Research report projects budget impacts on SMSF income
- Big four firm pushes government on women’s super issues
- Liquidity risk a concern in wake of Brexit
- ATO cracks down on phoenix activity
- DomaCom teams up with peer-to-peer lender
- Millions of Aussie pension dollars trapped abroad
- Fund manager provides Class software integration
- SMSF modelling technology a focus for fintech
- RBA announces cash rate decision for August 2016
- Big four firm proposes scaled caps for super
- SMSFs warned on CGT trap with capital losses
- SuperConcepts acquires major super platform
- SMSF practitioners told to flag tax avoidance
- Lawyer suggests advisers form ‘Armageddon plan’
- Class joins forces with fintech company
- White label service launched for unlicensed accountants
- Catch-up contribution threshold ‘fraught with danger’
- AMP Capital and BetaShares expand ETF suite
- UK pension transfers facing further setbacks
- Perpetual flags ‘hidden hurdles’ with SMSF advice
- Separate SMSFs underutilised in estate planning
- AAT restricts tax agent from lodging SMSF returns
- Transition to retirement strategy still valid, says BT
- Federal court hands down $40k penalty
- SMSFs targeted in launch of online fintech market
- ATO cracking down on ‘reciprocal audits’
- Productivity Commission report to include SMSFs
- SMSFOA criticises transfer cap retrospectivity
- Implemented Portfolios extends white label IMA offering
- Superannuation assets lagging behind personal investments
- Court decision reaffirms protections around super
- SuperConcepts appoints technical manager
- Class introduces client messaging capability
- Auditor flags traps with insurance for collectables
- Trustee lobby group blasts lottery exemption
- ASIC unveils ‘targeted surveillance’ plans for licensing
- Trustee dissatisfaction provides an opportunity for planners
- ATO uncovers ‘significant’ dividend-stripping arrangements
- SMSF wind-ups a risk to Centrelink benefits
- DomaCom increases minimum raising ahead of IPO
- Tax consultant sheds light on in-specie transfer uncertainty
- Fintech start-up to launch platform for SMSF advice
- Class announces profit jump in year-end results
- Demand for diversification boosts annuity growth
- Technical trap set to face ATO scrutiny
- ASFA tells ATO to keep hands off lost super
- AMP set on further SMSF growth
- ASIC cancels 133 SMSF auditor registrations
- Treasurer directly hints at more NCC cap exemptions
- Portal for NCC balances set for release
- Lawyer warns on ‘adverse’ death taxes with insurance
- Financial services the ‘biggest circus tent in town’: CPA
- Property markets set for hot water
- New litigation risk surfaces post-budget, election
- Big bank hits out at govt over super tactics
- Bank’s super slammed for ‘chronic underperformance’
- Firm hit following ‘free SMSF set-up’ claims
- SMSF software provider continues fintech moves
- ‘Shift in liability’ flagged in SMSF documentation
- Central bank policy poses risk to SMSFs, warns economist
- State of super savings dire without voluntary boosts
- Labor’s super stance ‘concerning’ for SMSFs
- Liberals lash out at Labor superannuation proposals
- Advisers accused of manipulating super clients
- Court rules on early retirement benefit clause
- ATO issues guidance on NALI confusion
- Insurance dispute highlights trap with SMSF advice
- Delays with super proposals to have knock-on effects
- Problems flagged with new tax agent’s portal
- SMA usage spikes among SMSF professionals
- SMSF specialist launches new communication strategy
- Cooper defends unpopular super tax measure
- Class lauds ‘industry first’ achievement
- PwC casts serious doubt over ATO’s records
- More guidance, surveillance flagged for ECPI
- Super sector set for ASIC crackdown
- Court winds up SMSF service provider, bans directors
- SMSF market share tapering off, warns SMSFOA
- Property spruikers persist with swindling SMSFs
- Resources allocated to SMSF licensing crackdown
- Advisers urged to capitalise on accounting shortfalls
- ATO highlights ‘intensive compliance’ areas
- PwC cautions on creative tax-cutting strategy
- Changes announced to SMSF auditor registration
- Grattan Institute tips more major changes to super
- Reserve Bank announces monthly rate decision - September 2016
- BGL partners with SMSF document provider
- Government releases exposure draft of super changes
- ASIC’s super crackdown sees retail fund exposed
- Lawyer warns against deliberate excess contributions refunds
- Class announces new partnership with Aussie fintech
- Demand for compliance services still strong
- Accountants warned about licence ‘spot checks’
- SMSF contributions take hit amid budget uncertainty
- Short, mid-term cautions for SMSF property investors
- Kaplan reports ‘healthy’ licensing numbers
- Lobby group pushes govt to extend consultation on super proposals
- ATO eyeing super in ‘lifestyle’ assets crackdown
- ‘Watershed’ year for trust deeds requires action
- Jail time for SMSF property spruiker
- ISA launches offensive against retail funds
- SMSF property investor numbers plateau
- Lessons in ASIC insurance crackdown for super
- Former AMP planner banned following super issues
- $500k lifetime cap set to be scrapped
- Class data reveals inconsistencies between member balances
- Accountants quick to report dodgy advice, lawyer says
- New super changes ‘bring back an old problem’
- Professionals creating inadvertent PI insurance traps
- Major banks falling behind on term deposit rate offers
- Rice Warner flags ‘winners and losers’ from new super proposals
- Trustee lobby group slams govt super definition
- New pensions guidance set for release
- ATO signals new SMSF auditor clampdown
- Treasury confirms further details on new NCC bring forward cap
- AAT upholds ASIC’s decision to disqualify SMSF auditor
- Another former AMP adviser banned over poor super advice
- ‘Costly’ and common LRBA mistakes flagged
- ATO hints at new service for auditors
- Government considers national default for super scheme
- Reversionary pensions predicted to escape $1.6m transfer cap
- SMSF establishments see steady increase
- Accountants losing out to online SMSF service providers
- Big four tells auditors of rising security needs
- Special offer for SMSF Adviser Technical Strategy Day ends soon
- Property spruikers still ‘run the industry’
- Property firm penalised for SMSF advertising
- AMP Capital predicts ‘rough months’ ahead for markets
- Unmet SMSF advice needs at record highs
- Super software provider picked up by IRESS
- Prominent SMSF firm announces merger
- ATO releases new tax determination on LRBAs
- ATO opinion paves way for broader use of super monies
- ‘Surprise’ for SMSFs in latest round of super reforms
- Former SMSF financial adviser charged over fraud
- Grant Abbott exits SMSF documentation business
- New ATO ruling on LRBAs welcomed
- Cash still king for Baby Boomers
- Limited AFSLs likened to defunct ‘nuclear weapons’
- SMSF audits threatened by consolidation
- Major super funds under fire over investment choices
- Budget reforms ramp up demand for SMSF advice
- ATO affirms intentions for new auditor service
- Class facing headwinds with accountants
- Major SMSF licensing delays for accountants
- Reserve Bank announces monthly rate decision - October 2016
- AMP restructures advice arm
- Banks accused of questionable super dealings
- Upping SG rate ‘not obviously right’
- SMSF insurance headed for regulatory scrutiny
- ASIC on licensees’ case with annual obligations
- Trustees brace for further rate cuts
- Rise in advisers falling into SMSF insurance trap
- Super reforms to cause compliance mayhem, govt warned
- Spike in SMSF professionals pushing licensing boundaries
- LRBAs still facing roadblocks after tax determination
- ‘Increase of litigation risk’ for SMSF auditors
- SMSFs expected to drive ‘skyrocketing’ annuity demand
- Super a focus in CommInsure investigation
- ‘Enormous appetite’ remains for Aussie agribusiness
- Licensing storm brewing ahead of super changes
- SMSFs tipped to be hardest hit by pension changes
- Fresh data released on impact of $1.6m transfer cap
- KPMG floats super changes for Indigenous Australians
- Govt slammed over proposed changes to segregation method
- Deloitte calls on superannuants to reassess portfolios
- Licence applications facing delays into next year
- Latest round of super reforms breeds new complexities
- Markets caution advised as economic bubbles loom
- DomaCom on verge of IPO
- SMSFA applauds new standards for advisers
- Quarter of SMEs risking SuperStream non-compliance
- SMSF advice firm announces expansion
- Misuse of SMSF auditor numbers surfacing
- Lawyer highlights ‘hidden gem’ in tranche 3 of super reforms
- ASIC spot checks, shadow shopping imminent
- Super funds accused of fee delaying member transitions
- Compliance risks flagged with LRBA bank documents
- Evolv announces new SMSF audit offerings
- Govt urged to clarify ‘structured settlement amounts’
- Property spruiker activity on the rise, adviser warns
- Housing market tipped to drive rate cuts in 2017
- SMSF practitioners told to urgently address TRIS issues
- ASIC disqualifies SMSF auditor - October 2016
- SMSFA hits back at regulation myths
- Professionals use of ETFs for trustees spikes
- Big four firm pushes for shake-up of super rhetoric
- Property touted as portfolios’ ‘stable anchor’
- Estate planning issues flagged with $1.6m pension transfer cap
- Treasury set to simplify deductions for contributions
- Practitioners cautioned on liabilities with catch-up contributions
- Super changes tipped to enter lower house next week
- Research calls into question super data analysis
- RBA announces cash rate for November
- Super industry reacts to ASIC insurance crackdown
- Unlicensed SMSF advice continues to surface
- APRA tipped to target low-balance SMSF loans
- SMSFs warned on ‘off-the-plan nightmares’
- Contributions take a big hit amid uncertainty
- Caps confusion plaguing advisers, BT finds
- Possible shake-up looms for ANZ’s super business
- Court dismisses property spruiker’s appeal
- SMSF practice parts ways with AMP
- DomaCom set to list after IPO completion
- Suncorp partners with Challenger to launch annuity product
- SMSFs warned on ‘kneejerk reactions’ to US election
- ATO releases draft guidance on fixed entitlements
- BT reports strong growth for Panorama platform
- SMSF law firm ramps up online services
- Super switching at seven-year low
- DomaCom gets green light from Lonsec
- ATO eyes real-time SMSF reporting for next year
- Actuarial certificate requirements in line for significant shake-up
- Trustees delaying advice amidst reform uncertainty
- Former Gold Coast company director jailed
- Lawyer warns on ‘epidemic of super death disasters’
- Moves to bin actuarial certificates ‘unlikely’
- Mid-tier firm flags reoccurring issues with trustee incapacity
- ‘Crowded trades’ catching out SMSFs
- New licensees warned on labelling risks
- Warnings issued on traps with CGT transitional rules
- SMSF investors eye overseas markets for infrastructure opportunities
- Tougher barriers flagged for new entrants to SMSF advice
- Lawyer flags conflict of interest issues with $1.6m cap
- Adviser banned over suspect super switching
- ATO announces plans to enhance ‘self-service’ capabilities
- SMSFs ‘heavily underweight’ on defensive assets
- Labor stands firm on opposition to catch-up contributions
- SuperConcepts forms partnership with DomaCom
- ATO ramps up focus on dodgy contributions
- NowInfinity announces new tech partnership
- More warnings surface on dodgy contribution strategies
- Instos losing out in battle for SMSF assets
- ATO flags new SMSF property concerns
- Super reform bills passed by both houses
- SMSFs warned about ‘problematic’ contribution strategies
- Super reforms a ‘missed opportunity’, says Greens
- NowInfinity partners with New Zealand regulator
- Former CBA exec argues case for less SMSF regulation
- SMSF software company partners with HSBC Bank
- Financial advisers branching into ‘personal wellbeing’ advice
- Treasurer fends off claims super reforms will cost next election
- SMSF practitioners told to take immediate action on CGT relief
- Involve children in financial planning earlier, warns CFS
- Super reforms tipped to shift more wealth into property
- SMSFs warned on hasty superannuation withdrawals
- SMSFs warned against large allocations to income products
- Spooked investors warned off panic-selling bonds
- Big four hits out at super policymakers
- Super reforms tipped to spark ‘wave’ of automation
- Treasury called on to clarify confusing pension terms
- Class announces new portfolio management partnership
- SMSF platform adds e-signature capability
- Tackle super reforms now, SMSF practitioners told
- Big four bank overhauls super insurance
- Wave of accountants tipped to expand SMSF services
- Recent super fund benefit decision a lesson for SMSFs
- Super changes tipped to hit 300,000 pensioners
- ATO to scrutinise valuations for overseas property, private trusts
- Accountants ‘sticking their head in noose’ on licensing
- Basic failings seeing SMSF auditors scrapped
- Retirement costs outpace rise in CPI
- RBA announces cash rate decision for December 2016
- ASIC bans adviser following super failings
- ASIC hits out at SMSF sector over resource drain
- ATO set to scrutinise CGT relief claims
- Spike reported in scrapped SMSF auditors
- SMSFA chief exec steps down from uni board role
- ASIC set to eye pension wind-ups for illegal advice
- Lawyer hits out at tipped restrictions on SMSF lending
- Warnings for SMSFs with bank stocks under pressure
- ASIC releases new guidance on SMSF licensing
- Government tipped to ramp up automatic reporting requirements
- SMEs cautioned on traps with CGT caps
- PwC urges SMSFs to overhaul estate planning strategies
- Dip reported in satisfaction with SMSFs
- Treasury set to consult on actuarial certificate reform
- Accountants gaining SMSF market share
- Govt takes next steps on retirement income promises
- ATO’s major online outages hitting SMSF sector
- SMSFs targeted in proposed reforms for elder abuse
- ASIC bans former financial planner following super activity
- Adviser banned following SMSF recommendations
- Non-major bank raises interest rate on SMSF loans
- Data feeds a ‘double-edged sword’, warns auditor
- Class joins forces with high-profile SMSF education provider
- New industry fund move a 'competitive threat to SMSFs'
- ATO set to scrutinise asset valuations
- Defined benefit pensions ‘a sleeper issue’
- Total SMSF assets jump to $622bn
- SMSFs urged to address compliance issues with collectibles
- End of financial year posing ‘real danger’ for SMSF trustees
- Big name weighs in on actuarial certificate proposal
- Auditor flags issues with incorrect expense payments
- 3,000 accountants still undecided on licensing
- SMSF trustees mixing up $1.6m caps
- Trustees being caught out by ‘risky’ property contracts
- Serious pressure to meet ‘looming’ LRBA deadline
- Mass licence migration tipped for accountants
- Major bank targets non-advised in new SMSF launch
- CGT confusion seeing unnecessary sell-offs
- NAB quashes fears new SMSF services will replace advisers
- ‘Devastating’ property investments hitting SMSFs
- ‘Huge’ requirement for SMSF advice imminent
- Complaints against SMSF professionals spike
- Big spike in contributions ahead of super changes
- Class reports boost in SMSF figures
- Academics fear pension changes will trigger risky investments
- Asset valuation crackdown imminent for SMSFs
- SMSF platform providers facing headwinds
- SMSFs defended in super benefits saga
- Shift flagged in super funds’ insurance approach
- Contravention reporting helpful for SMSF risk profile, says big four
- National tax group finds trustees acting on scrapped laws
- New SMSF rules tipped to force widespread tech upgrades
- Super reforms exposing unsuitable SMSFs
- SMSFs cautioned on 2017 growth forecasts
- CPA launches new course with super focus
- Super changes spark more conservatism with SMSFs
- Gadens flags key focus areas for SMSFs in 2017
- SMSF professionals reject ATO reporting changes
- SMSF professionals warned on insurance shortcomings
- Deadline looms for LRBA compliance
- Big four firm urges SMSFs to update trust deeds
- Big name hits out at ‘Centrelink bureaucracy’ for retirees
- Changes seeing accountants exit SMSF advice
- TRIS changes tipped to trigger migration to retirement
- Lawyer flags traps with changes to reversionary pensions
- Super reforms to ‘test SMSF industry’, prompt systems overhaul
- Risks flagged with delay of notional capital gains
- New cap tipped to encourage ‘unnecessary spending’
- Govt drills in message on SG non-compliance
- ‘Irrevocable’ CGT mistakes loom for SMSFs
- Draft regulations to resolve market-linked pension headaches
- SMSF doc firm launches new trust feature
- CGT tactics on ATO’s radar following rule changes
- Major industry fund eyes SMSFs with service launch
- ‘Trump effect’ overblown amid sluggish growth
- ‘Most active disruptor’ looms for SMSFs
- SMSFs warned on risky clauses with hybrid securities
- SMSF firm acquires financial advice business
- SMSF specialist flags pensions strategy post-reform
- Popular investment fails to sway SMSFs from safe havens
- ‘Shonky’ operators eye SMSFs as trustees shun advice
- Relief for SMSFs in dodgy tax arrangements
- Mid-tier defends tax-effectiveness of super amid changes
- SMSF doc provider to launch new data cleaning tool
- Reporting changes tipped to delay pensions
- SMSF Association CEO steps down
- NAB’s superannuation trustee under review
- SMSF market share sees modest rise
- Smaller SMSFs underperfoming, says SuperConcepts
- SMSF practitioners warned on timing traps with CGT relief
- Practitioners told to review SMSF client insurance
- BGL launches data filter tool for SMSF reporting
- Application of CGT relief causing trustee confusion
- SMSFs warned on hasty pension changes
- SMSF firm partners with national accounting network
- Non-major pinpoints emerging TRIS strategies
- Major bank paints bleak picture for Aussie super savings
- More traps flagged with CGT rules
- RBA makes cash rate call for the month
- ASIC gives green light for new products to hit SMSF market
- Auditors seeing spike in SMSF loans to members
- Class adds new feature ahead of super reforms
- Exodus from bank’s licence foreshadows major licensing switch
- Treasury called upon to clarify uncertainties with legacy pensions
- Govt ‘going after’ super in place of tax reform
- PI exclusions leaving SMSF licensees vulnerable
- Class chairman announces resignation
- Aussie fund manager snares high-profile accounting exec
- Evolv launches outsourcing tool for auditors
- Bitcoin: The New Asset Class
- BGL to release cloud-based compliance software
- AMP bullish on SMSF arm’s growth
- Class profits jump by 28 per cent
- Draft regulations tipped to simplify property transfers
- SMSFA welcomes improved financial advice standards
- Government passes ATO commissioner remedial powers
- Financial adviser banned over ‘reckless’ super comparisons
- Accounting firms tipped to further integrate with advice firms
- Documentation provider joins forces with ASAP Advice
- SMSF practitioners facing ‘CGT volcano’
- ‘Reality hitting accountants’ on licensing front
- Contributions skyrocket as reform panic sets in
- GPS Wealth adds pre-retirement tool to software
- Class launches mobile app
- Government urged to simplify CGT concessions for small business owners
- SMSFs ‘front and centre’ of government review
- Turnbull touts reform in SMSF industry address
- Slattery delivers emotional farewell speech as SMSFA head
- ASIC targeting SMSF advice in major shadow shopping project
- Class sees drop in small-scale SMSF firms
- Deloitte points to ‘red flag’ SMSF patterns
- ATO firms up ties with SMSF sector
- ATO reports on cheap audits swoop
- Count Financial reveals cost impact of licensing for firms
- TPB braces for registration renewals for tax financial advisers
- ATO braces for errors as new reforms roll out
- Class launches consolidated portfolios tool
- Super still vital for protection despite concession cuts, says lawyer
- Govt told to up ATO budget for SG audits
- Trouble brewing with flexi-pensions confusion
- Govt called on for better fraud protections in super
- Upwards swing for total super savings pool
- Deed change tipped to help prevent unwanted taxes
- High court judgement a lesson for ‘puppet’ SMSFs
- ATO set for new round of non-lodgement clampdown
- CGT consideration essential to estate planning, advisers told
- Actuaries Institute highlights further legacy pension issues
- Fintech company launches online client management tool
- Government urged to rectify ‘legislative shortcoming’ with CGT relief
- Newer SMSF investment products facing APL constraints
- Government slammed over actuarial certificate plans
- High-level departures at AMP’s SMSF licensing arm
- Majority of accountants still unlicensed, survey reveals
- BT adds new super, insurance functions to platform
- ATO reports on top contravention areas for SMSFs
- PwC warns SMSFs on CGT timing issues
- SMSFs cautioned on multiple pension consolidation
- SMSF firm set to acquire advice business
- Kelly O’Dwyer rules out further super tax changes
- Slow economic growth key concern for retirees
- Data concerns surface as SMSF real-time looms
- Penalty rate hike sparks corporate trustee push
- Accountants dropping the ball on SMSF advice
- CGT relief posing valuation traps with divorce cases
- SMSF admin firms make ground on data post-reform
- ATO tipped to target additional SMSF set ups
- DomaCom buoyant after first move in new venture
- SMSF documents ‘ripe for elder abuse’
- RBA makes March cash rate call
- CGT relief creating conflicts for accountants
- Welcome clarity on CGT election dates
- ASIC flags concerns over adviser's website
- AIST calls for removal of $450 monthly income threshold
- SMSF practitioners warned to avoid CGT liability trap
- Mid-tier flags post-reform contributions strategy
- DomaCom signs major agreement
- ATO finalises CGT guidance
- ATO eyeing lump sum withdrawals, mid-tier warns
- SMSF industry makes moves to adopt mobile applications
- Fresh CGT relief details for TRIS applauded
- SMSF firms in high demand from buyers
- ASIC bans adviser following super issues
- SMSFs warned on risky conflict clauses in trust deeds
- SMSF admin firm points to death benefit rollover trap
- Survey reveals disparities in cash returns for SMSFs
- SMSF law firm introduces estate planning course
- ATO finalises guidance on transfer balance cap
- Drop in trustee numbers tipped amid advice, reform sagas
- DomaCom signs off on new crowdfunding deal
- HSBC highlights income-splitting strategies for retirees
- Technical experts find gaps in new guidance
- MYOB reacts to reports of SMEs dipping into super
- Auditor warns on administrative trap with CGT relief
- Practitioners cautioned on clients ‘seeking revenge’ for CGT decisions
- Asset manager eyes SMSFs with listing of ethical LIC
- ATO tipped to scrutinise backdated pensions
- SMSF sector suffering from lack of fintech development
- SMSFs urged to review segregation clauses in trust deed
- Survey reveals growing pessimism among retirees
- Lawyer warns of dangers of mistranslated rules in deeds
- Calls for calm over pending CGT amendments
- ASIC ramps up surveillance tools for SMSF licensing
- Dwindling confidence an opportunity for advisers
- Government dodges Keating’s smackdown of super for first home buyers
- High-profile appointments for SMSFA committee
- NowInfinity bolsters team post-reform
- Industry funds hit back as government takes aim
- Low take-up tipped for new government retirement initiatives
- Big insto addresses CGT misconceptions
- Calls for ATO funding to audit businesses over super
- SMSFs told to review express powers in trust deeds
- SuperConcepts partners with accounting outsourcing firm
- Fresh licensing figures surface as 31 March looms
- AIST announces new CEO
- Big four bank eyes further SMSF growth
- ATO draft ruling to impact SMSF residency, warns lawyer
- Major bank announces rate hikes for SMSF loans
- Non-major finds investment mismatch in SMSF portfolios
- ATO, ASIC ramp up shadow shopping process
- SMSFs told to take urgent action on QROPS changes
- BGL hits out at outdated software
- ASIC investigates hundreds of SMSFs at random
- Risk profiling a ‘pain point’ for licensed accountants
- SMSFs pinpointed for cyber security attacks
- Prep for SMSF loan changes, practitioners told
- Verdict reached on future of actuarial certificates
- Report tips housing price spikes to wipe out super savings
- ‘Nonsense outcome’ surfaces in new regulations
- ASIC appoints SMSF specialists to new initiative
- Professionals set to bear new regulatory costs
- Charter Hall eyes SMSFs with direct office fund
- Government floats major changes for SMSF loans
- AMP announces leadership change at SMSF Advice
- Government to ‘put to bed’ uncertainties with TRIS
- New APRA lending measures tipped to impact SMSFs
- Big name appointed to Class board
- SMSF services set to expand, says CBA
- SMSF industry told to expect further ATO downtime
- Licensed SMSF firms fined over registration failures
- Reserve Bank makes monthly cash rate call
- Federal Court rules following firm's super failings
- Treasury lobbied for ‘urgent’ action on foreign super transfers
- Voting now open for the 2017 SMSF Awards!
- ATO ruling ‘bad news’ for TRIS lump sum strategies
- Robo-advice provider to launch CGT relief tool
- Lawyer pinpoints flaws in pension documents
- Automation push driving software take-up
- Government told to fix ‘fundamental flaws’ in super system
- Newer SMSFs opting for independent advisers
- Licensing posing succession challenges for SMSF firms
- ‘Unrealistic views’ on ASIC’s expectations surfacing
- Latest LRBA changes blasted as ‘retrospective’
- ASIC’s SMSF guidance spurs tax advice confusion
- ATO finalises lifetime pensions guidance
- Major bank finds most Aussies shun super advice
- Treasurer goes on the record with super, housing links
- ATO mulls pushing govt on problem regulation
- New professional standards board welcomed
- Estate planning may be ‘radically different’ beyond July
- Labor comes out swinging at super housing proposals
- Bank’s wealth arm notes major spike in CGT issues
- CFS pinpoints equalising strategies for SMSF clients
- Fund manager eyes SMSF investors with global expansion
- ATO tipped to release guidance for valuation issues
- Draft legislation released on TRIS amendments
- Editorial: In defence of super, from a first home buyer
- Lawyer sheds light on pre-2015 pension concerns
- Unlicensed accountants turning to automated tools
- Government ‘jumping at shadows’ with LRBA reforms
- SMSFA calls for softer approach to elder abuse reforms
- Robo-advice service joins forces with SMSF admin firm
- Financial services firm launches SMSF portal
- Technical expert provides clarity on death benefit confusion
- Former property developer arrested and charged
- Lawyer calls for unified e-signature laws
- Ambiguities with CGT guidance still plaguing industry
- Lonsec upgrades ratings for two fixed interest funds
- Practitioners told to watch for division 293 triggers
- Govt's super for housing policy not off the table
- Common back-filling method 'fraught with danger'
- Grant Abbott resurfaces after NowInfinity departure
- ATO provides clarity on CGT timing for segregated funds
- Labor’s proposal to ban LRBAs slammed by SMSFA
- SMSF establishments tipped to dwindle
- CFS highlights top-up strategies for super
- ATO set to release guidance targeted for SMSF clients
- Topdocs revamps trust deed update process
- SMSF services provider announces leadership restructure
- New actuarial certificate firm up and running
- SMSF practitioners told not to delay client consultation
- Death benefit pensions in line for tax trap
- Govt releases draft legislation on LRBA changes
- BGL joins forces with trading platform
- Research house debunks touted super for housing benefits
- Topdocs Legal nabs senior SMSF lawyer
- NowInfinity locks in new strategic partnership
- SMSFs warned on budget threat with CGT relief
- ATO issues ‘most important’ super reform guideline
- Advised SMSFs outshine self-directed funds
- ATO finalises guidance for capped defined income streams
- ‘Good and bad news’ in proposed LRBA changes
- Vital procedure flagged for SMSFs post-reform
- Super policy ignites campaign to replace O’Dwyer
- Tax terminology causing trustee confusion
- Last chance to ‘ramp up super balances’, SMSFs told
- Class introduces new commutation feature
- RBA announces cash rate decision - May 2017
- Former director convicted over illegal SMSF scheme
- Government lobbied for stability in super
- Myths debunked on 'confusing' reform detail
- Events-based reporting a ‘live issue’ for SMSFs
- SMSFA highlights important differences with indexation
- SMSFs warned on short-term dip for US equities
- Lawyer warns on trap with trust deed updates
- Older SMSF members hit hardest by reforms, says Class
- ATO clarifies position on key post-reform issue
- ATO highlights important mechanics with CGT relief
- ASFA floats proposals for housing affordability
- Lawyer pinpoints Part IVA risks with CGT relief
- SMSF industry braces for 2017 budget
- BT Panorama sees jump in funds under administration
- ATO finalises guidance on death benefits
- Govt's super, downsizing measure open to manipulation
- Opening super to first home buyers met with caution
- Govt dodges LRBA concerns in budget papers
- Related party transactions set for more scrutiny
- Govt pushed on LRBA amendments
- CFS flags complexities with insurance considerations
- Deduction scrapped for SMSF property investors
- Inconsistent asset values set for ATO scrutiny
- Admin hurdles surface with home super saver scheme
- Super body finds holes in new complaints authority
- SMSFs warned on tax evasion with CGT relief
- ATO extends crucial deadline for SMSFs
- SMSF outflows dent cash flows for AMP’s wealth arm
- Penalty unit hike passed by both houses
- Class partners with robo-advice provider
- Licensed accountants facing ‘mounting disincentives’
- SMSF tech giant criticises budget changes for super
- Labor slams government’s ‘poison’ super scheme
- New UK pension transfer service launched for Australian advisers and accountants
- Urgent 30 June estate planning strategies flagged
- Evolv releases new SMSF audit offering
- Cash flows on the rise among SMSFs
- ASIC bans former advisers from providing advice
- ATO busts common super reform myths
- Robo-adviser hits out at minimum balance arguments
- Pension commutation decisions still causing confusion
- SMSF practitioners warned on ‘sham principle’
- Benefit payments spike ahead of 1 July changes
- Software heads facing roadblocks with budget changes
- ATO flags ‘imminent’ release of new guidance
- Lawyer points to benefits of AFCA for SMSFs
- Timing issues flagged with pension commutations
- SMSF real-time reporting slated for FY2018-19
- Software provider releases super reform-focused services
- ATO poised to ramp up focus on key compliance area
- Caution advised on ATO’s new super balance tool
- ATO sheds light on LRBA reporting requirements
- Superannuation unattractive for moderate earners, says CA ANZ
- ATO guidance provides clarity on death benefit confusion
- LRBA amendments to hit SMSF lending by banks
- SMSF loans facing ‘double whammy’, says broker
- Spike in SMSF assets for March quarter
- CFS eyes SMSF investors with portfolio service
- SMSF member bodies confirm merger
- New Investment Product For High Net Worths set to Disrupt The Industry
- AMP pushes SMSF arm in broad growth strategy
- Midwinter releases superannuation calculators
- Positive exclusion as LRBA amendments introduced to Parliament
- Merged association poised to shake up member services
- Medicare levy rise spurs estate planning considerations
- CFS highlights flaw in housing super saver scheme
- Lawyer warns on ‘practical difficulty’ with TRIS commutations
- New data points to spiralling retirement costs
- SMSF software firm partners with share registry
- ‘Tremendous’ new oversight looms for SMSF professionals
- Salary sacrifice concerns flagged with housing saver scheme
- ATO provides clarity on segregated pension issue
- ASIC rectifies ‘regulatory anomaly’ with licensing
- Technical expert identifies traps with TRIS conversion
- ATO sheds light on uncertainty with refinanced LRBAs
- ‘Technical glitch’ surfaces in SMSF guidance
- SMSFA appoints non-executive director
- Class adds data feed for ING cash account
- DomaCom seeks Federal Court declaration
- ‘Nuisance’ requirement lingers for SMSFs
- SMSF loans ‘not off the table’ in ASIC’s fraud project
- CPA's licensing arm poised for recruitment
- ATO ups grilling on new SMSF trustees
- Lawyer warns of ‘pitfalls with property development’
- SMSF trustees told to take action on contributions
- Accountants pursue SMSFs in fight for fees
- Treasury confirms tweak to pension plans
- RBA announces cash rate for June
- Professionals urged to take up ATO ‘lifeline’
- SMSFs told to consider tax outcomes in asset selection
- ATO reveals further details about events-based reporting
- ATO sheds further light on TRIS conversion
- Higher cash allocations hurting SMSF returns
- KPMG finds SMSF growth steadies as retail funds plummet
- Vital technical step flagged for commutation requests
- ATO speaks out on outage impact on super sector
- New research reveals conflict in SMSF, accounting services
- Principal partner for industry-first event unveiled
- Half of young Aussies have ‘vague or no idea’ about super balance
- New super fund set to rival SMSF offerings
- Advisers falling behind with super advice disruptors
- Big bank finds knowledge gap with SMSF loans
- Aussie super system beats rivals on return, growth
- SMSF sector ripe for identity theft, professionals told
- New awards launched for women in financial services
- Adviser warns, gives tips on ‘last-minute mayhem’
- BGL teams up with finance platform
- Action needed as ‘rubber hits the road’ with pensions
- Estate planning strategies flagged for 30 June
- IOOF to acquire trustee services provider
- ATO stresses position on actuarial certificates ahead of EOFY
- Vital SMSF bills pass both houses
- SMSF industry applauds passage of regulatory amendments
- Survey reveals ‘worrying’ retirement trends for Aussies
- ATO reports on auditor numbers swoop
- Leadership change locked in at major actuarial certificate firm
- LRBAs still facing ‘two-pronged attack’
- Younger Australians drawn to SMSFs
- Law Reform Commission releases final report on elder abuse
- ASIC tipped to bin limited AFSLs
- Documentation overhaul
- Software provider prepares for super reforms
- Mid-tier points to contribution issues with EOFY
- Non-major tightens the screws on SMSF loans
- ATO set to target reserves strategies
- ATO outlines notification requirements for TRIS conversion
- SMSF assets climb to $648bn for March quarter
- SMSFs warned on timing traps with unit trust transfers
- CGT relief still plaguing trustees, says former ATO exec
- Consultancy firm predicts low take-up of SMSF robo-advice
- ATO sets compliance targets for auditors in 2017-18
- Westpac veteran and SMSF exec set to depart
- SMSF practitioners told to reassure clients in 30 June lead up
- SMSFs warned on 30 June cut off for electronic transfers
- Trustees reminded of ‘positive’ CGT news as EOFY looms
- Adviser banned over super fund insurance dealings
- ASFA assess impact of super changes on 1 July
- ATO reports on key contraventions for 2016-17
- Technical expert clarifies CGT relief requirements for TRISs
- Last-minute EOFY relief gets mixed reviews
- SMSFs reminded of upped interest rate for LRBAs
- Over 50s neglecting super, survey finds
- Big dealer groups tipped to exit limited licensing
- SMSF services provider to acquire mid-tier licensee
- Former ATO exec departs consultancy firm
- Major bank tightens lending policies for SMSF loans
- Class releases CGT relief applications in software
- Appetite increasing for mobile financial services, says BT
- Westpac’s subsidiaries also implement SMSF loans changes
- Major SMSF administrator announces expansion in SA
- ASIC disqualifies SMSF auditor - June 2017
- SMSFs warned on last-minute CGT relief traps
- Major SMSF administrator scales back Victorian operations
- ATO identifies red flag areas with cheap audits
- SuperConcepts flags vital CGT record-keeping procedures
- Practitioners told to ‘dig deeper’ for pension information
- Government’s review of super system to include SMSFs
- BT addresses misconception with defined benefit pensions
- SMSFs warned on risks with foreign exchange trading
- ATO tipped to target income attribution strategies
- ASIC identifies problem areas for APRA funds
- DomaCom launches crowdfunded residential community
- SMSF practitioners told to take action on valuations
- ASIC finds 15% of super funds fail on transparency
- Technical expert flags estate planning strategies for 2017-18
- CGT timing myth debunked for SMSFs
- Shift to automation boosts market share for Class
- SMSFs cautioned on trap with BDBNs
- Consultancy firm launches workshops with CPA
- ASIC scrutinising SOA templates, warns lawyer
- Adviser ban for dodgy super dealings upheld by AAT
- SMSFs told to review salary sacrificing arrangements
- SMSFs warned on traps with child pensions
- More revealed about new plans for major SMSF administrator
- Super software veteran ups ATO systems fight
- DomaCom completes property acquisition on platform
- ASIC down to final batch of limited AFS applications
- Tech heavyweight disputes ATO outages impact
- Government shuts down lump sum ‘loophole’
- Lawyer pinpoints snares with reversionary pensions
- ‘Substantial deficiencies’ flagged with important client test
- Class partners with automated advice provider
- Lawyer warns on ‘skewed’ death benefits
- Commutation decisions spur industry disagreement
- Tax effect accounting tipped to rise with CGT relief
- Super members told to review minimum pension payments
- ‘Tens of thousands’ of SMSFs at risk with ECPI
- SMSF audit firm integrates One-Click Audit service
- ATO grants more deadline relief for SMSFs
- Deadline for exclusive awards opportunity fast approaching
- Post-deadline commutation requests labelled ‘risky’
- ATO provides clarity on audit reporting process
- Government to shut down salary sacrifice loophole
- CFS announces upgrades to FirstTech app
- SMSF trustees uneasy about offshoring, survey reveals
- BGL releases new software upgrade
- Hold fire on family trusts planning, practitioners told
- Lawyer warns on ramifications from ATO draft ruling
- ATO sheds further light on events-based reporting
- Tech firm launches automated SMSF assessment tool
- ASIC reports on SMSF crackdown
- Deloitte unveils robotic technology for SMSF audits
- ASIC bans former SMSF financial adviser - July 2017
- Auditor flags ECPI concerns with events-based reporting
- Adviser banned over dodgy super withdrawals
- Class upgrades data feeds for real-time reporting
- Audit software firm joins forces with BGL
- Judges revealed for inaugural awards program
- Lawyer pinpoints estate planning concerns with TRISs
- ATO flags bring-forward rule as ‘risk area’
- SMSFs hit as ASIC moves to wind up scheme
- SMSF industry facing ‘structural issues’ with staffing
- Super for housing draft legislation released
- Government moves to boost consumer protections in super
- ATO rules out further lodgement extensions
- Financial services firm fined over misleading marketing
- Lawyer pinpoints traps with ‘hard-wired’ pension rules
- SMSF software veteran slams new reporting requirements
- Government told to remove income threshold for super
- Labor calls for further action on ATO outages
- Submissions closing soon for industry-first awards program
- Lawyer flags identification traps with CGT relief
- Pressure on ATO to fix portals saga continues
- CEO warns on threat of super fund start-ups
- SMSF firms cautioned on unpredictability of super
- ATO reveals penalties for real-time reporting failures
- Accounting firms neglecting client advice needs
- ATO to delay enforcement activity on EPCI calculation
- SMSF firms told to prepare for intergenerational wealth transfer
- ‘Industry practice’ could create tax bill for SMSFs
- ATO warns on dangers of delaying events-based reporting
- Prominent SMSF audit firms announce merger
- RBA makes cash rate call for August - August 2017
- BGL releases growth stats for FY16/17
- Accountants hitting roadblocks with SOAs
- LRBA changes spurring industry confusion
- Super reforms diverting attention from investments
- SMSFs to be hit by Labor’s trust tax, lawyer predicts
- Licensing costs outstripping revenue benefits
- Alternative investment platform eyes SMSFs
- SMSFs warned on retrospective lump sum payments
- Software data reveals uptick in SMSF firm acquisitions
- ASX looks to expand infrastructure funds on mFund
- ATO responds to real-time reporting backlash
- Government pushed on super for housing legislation
- Heffron announces high-profile acquisition
- Re-contribution strategies vital for ‘future-proofing’
- SMSFs warned on hidden estate tax
- Finalists announced for Women in Finance awards
- Software company points to ‘admin firm chasm’
- Accounting licensing provider joins forces with HUB24
- Reversionary TRISs at risk of serious breach, warns CFS
- Class partners with national accounting network
- CFS pinpoints complications with child pensions
- BDBN case a lesson for SMSFs, cautions lawyer
- Finalists revealed for industry-first awards program
- AMP bullish on SMSF revenue growth
- SMSF auditor disqualified for independence breach
- SMSFs with unmet needs surges, licensing gap festers
- ATO mulls changes to events-based reporting time frames
- Regulatory changes still plaguing SMSFs
- SMSF investors still neglecting fixed income
- Technical expert flags key pension reporting rules
- ‘Compare the pair’ campaign to relaunch
- ‘Unintended consequences’ of super changes tipped to surface
- SMSF professionals warned on key client test
- Class gains market share in financial year results
- SMSF auditor disqualified for misconduct
- SMSF firms underprepared for events-based reporting
- Contribution limits restricting future balances, warns mid-tier
- Qld succession law changes tipped to impact SMSFs
- Industry questions ATO’s capacity for new reporting
- Tax component confusion spurs potential tax liabilities
- Contributions triple in June quarter, survey shows
- Data feeds unreliable for new reporting, says mid-tier
- ATO locks in details, addresses panic on real-time reporting
- Lawyer challenges ATO view on two fund strategies
- Risks flagged with real estate appraisal values
- SMSFA appoints high-profile Australian as patron
- Top investment mechanisms for tax savings revealed
- ATO releases position paper, penalties approach
- SMSFs cautioned on ECPI trap with excess amounts
- Finalists announced for landmark new awards program
- ATO targeting illegal retirement schemes
- Contributions spike for 2016-17 financial year
- Contentious views on segregation locked in
- TBAR reporting tipped to expose illegal advice
- Transfer balance cap confusion posing risks for practitioners
- 'No apparent benefit' in ATO position on ECPI
- Critical disclosures flagged for US expat clients
- Industry association hits out at ‘legislative anomaly’ with SMSFs
- Court case provides clarity on bankruptcy protections
- Regulatory oversights to challenge APRA funds, KPMG predicts
- TPB flags concerns about registration failures
- SMSF firms told to revaluate pricing for new reporting
- SMSF accountants cautioned on disclaimer risk
- New investment service launched for advisers
- ATO flags big intervention on SG non-compliance
- SMSFs cautioned on death benefit compliance trap
- Retirement costs rising faster for modest incomes
- Lawyer criticises heavy focus on cost with low balances
- Passive investments triggering large tax bills, warns expert
- Further snares identified with downsizer contributions
- SMSF audit firm flags trap with GST
- SMSFA loses head of education
- TBAR events to triple, software firm predicts
- Tax regulators ramping up data exchange, SMSFs warned
- Responsibilities, time commitments for SMSFs ‘overblown’
- SMSF auditor disqualified over evidence requirements
- SISFA lobbies against performance benchmarking for SMSFs
- U.S. TAX TREATMENT OF AUSTRALIAN SUPERANNUATION
- Women prioritising superannuation investments, report reveals
- Consultant clarifies technical issue with preserved benefits
- Lack of regulatory action on licensing spurring complacency
- ASIC independence blitz claims another auditor
- SMSF industry warms to ATO ‘carve out’ for TBAR reporting
- Gaps found with PI insurance for licensed accountants
- RBA announces cash rate for September
- Exciting awards program sells out
- AMP expands retirement income product range
- SMSFs to be monitored daily under TBAR, warns software firm
- SOA hold-ups still plaguing licensed accountants
- SuperConcepts locks in new director following big departure
- Former advice firm principal pleads guilty to fraud
- SMSF firm acquires financial planning practice
- SMSFs on ATO’s ‘hit list’ with trust crackdown
- ASFA lobbies for extension of SG to self-employed
- Super for housing measures introduced into Parliament
- Risks flagged with software-generated pension documents
- Accounting firms facing roadblocks with full AFSLs
- Pension commutation timing ‘critical’ with new rules
- SMSF software companies look to invest in TBAR solutions
- Part IVA risk flagged with re-contribution strategy
- Tech specialist departs SuperConcepts team
- Satisfaction in super system declining, survey shows
- ASIC bans financial adviser over SMSF advice failures
- Government introduces bill for recovering super
- Trusts at risk of ‘CGT relief mismatch’, warns lawyer
- SMSFs accused of ‘inflaming the property market’
- DomaCom poised to launch equity release product
- Policy issues still plaguing licensing regime
- ASIC contacts unlicensed firms, demands quick action
- National network on SMSF acquisition trail
- SMSF service providers lock in partnerships with Xero
- Class nominates high profile industry figure
- Cloud over future of CPA's advice licence
- SMSF specialists awarded top honours
- Key strategies flagged for simplifying ECPI
- Advisory firm flags concerns with proposed performance measure
- The next generation of practice efficiency for advisers
- Licensing space seeing further movements, says mid-tier firm
- SMSF firms underestimating demand for ethical investing
- SMSFs cautioned on ‘brutal’ trap with pension minimum
- SMSFs facing weaker investment outlook, report reveals
- Treasury still bullish on six-member fund measure
- Sluggish wage growth ‘undermining super savings’
- Government likely to review licensing regime, consultant predicts
- Government rules out tax cut for family trusts
- Super saver scheme to benefit wealthy, says consultant
- ‘Execution only’ approach with SMSFs high-risk for accountants
- SMSF firms told not to ‘antagonise ASIC’
- ‘Robo-advice’ reference turning SMSF investors away
- ATO to release further guidance on reserves
- Lost and unclaimed super climbs to $18 billion
- Lawyer flags subdivision trap with downsizer contributions
- ATO urged to address ‘unknowns’ with LRBA reporting
- Male SMSF investors ‘bigger risk takers’, says report
- ASIC permanently bans SMSF property spruiker
- ATO flags common errors with TBAR cancellations
- AIST slammed for ‘prejudiced views’ on SMSFs
- Audit firm reports ‘tsunami’ of CGT errors
- The “Super” Reason Australians Are Renouncing Their US Citizenship
- Survey results point to major concerns with new reporting
- Consultant flags strategies to negate complex ECPI calculations
- Tax advice exemption discrepancy driving away accountants
- Statistics reveal full impact of events-based reporting
- Big 4 firm says property, unit trusts in ATO's sights
- ATO set to add new items to SMSF watch list
- Doubts cast over ATO ability to cope with new reporting
- PSC: Three letters that mean so much (and about to mean a whole lot more)
- SMSF auditors in clients’ firing line
- Aged care advice gap an opportunity for SMSF firms
- ATO releases updated LCGs for consultation
- TBAR forms tipped to cause delays with new reporting
- One in five advisers risk losing TPB registration
- Amazon threatening property investments, SMSFs warned
- ATO mulls further transitions for new reporting
- Common SMSF ‘stuff ups’ persist
- Lawyer flags contentious issue with pension transfers
- Establishment exemption rife with pitfalls
- Court decision sheds light on critical BDBN issues
- RBA makes cash rate call for October
- Bequests a low priority for retirees, survey shows
- Advisory firm calls for additional SMSF qualifications
- SuperConcepts CEO joins fintech board
- SMSFs warned on snares with personal contributions
- Onerous CPD process for SMSF professionals blasted
- ATO pushed on low balance carve outs from TBAR
- Simple Fund 360 sees uptick in funds over September quarter
- NSW stamp duty changes to benefit SMSFs
- Reserves missing from super legislation, says consultant
- New tool launched for managing CPD requirements
- New complaints trends an ‘alert’ for SMSFs
- SuperConcepts gears up for TBAR with new software release
- Demand for advice ramps up amongst older Australians
- Industry reaction to TBAR labelled as ‘overkill’
- SMSF auditors spared from new ASIC levies
- Insurance policies in SMSFs plummet in FY16/17
- DomaCom gears up for launch of new gearing products
- SMSFs told to take timely action on pension trap
- Hybrid securities spurring CGT relief woes
- SMSF document provider launches new platform
- Low balance threshold for TBAR a ‘dangerous’ proposition
- DomaCom to raise $4.3m for bio-product project
- Survey points to bleak retirement outlook
- Robo-advice firms facing hurdles with SMSFs
- SuperConcepts distances business from jailed tax agent
- New guidance imminent as regulators, associations meet
- New payments platform to shake up SMSF automation
- Lawyer flags technical issue with dual fund strategies
- Robo-advisers to expand into retirement advice
- Data feed issues creating hurdles for SMSF automation
- ATO criticised for anti-adviser bias
- IOOF to acquire ANZ pension business
- SMSF admin firm sets sights on real-time auditing
- Evolv White joins forces with tech company
- Government introduces bill to restrict use of company tax cut
- Further red flags raised with partial commutations
- Super for housing measures enter Senate
- BGL slams ATO 'big brother' moves
- ATO loses veteran super director
- Winners announced for inaugural awards
- ATO’s independence swoop continues
- ‘Continually in excess’ pensions linger for SMSFs
- Raft of superannuation measures enter Parliament
- SMSF sector ‘playing catch-up’ with automated advice
- Big concessions looking likely for TBAR regime: ATO
- Tax Institute rejects ATO position on reversionary TRISs
- ASIC licensing crackdowns see uptick in robo-advice demand
- 40,000 SMSFs set for chopping block
- ATO calls on SMSF ‘circuit breakers’
- Costs predicted to soar for administration of TRISs
- Lawyer flags high-risk area for disputes
- Super reforms increasing risk of elder abuse
- ‘What a shemozzle’: tipped changes divide SMSF sector
- Women gaining ground on superannuation balance front
- SuperConcepts sees uptick in funds over third quarter
- Delays with disputes handling causing PI claims issues
- Federal Court penalty a warning for SMSF professionals
- BT Panorama joins forces with BGL
- SMSFs warned about looming CGT relief deadline
- Treasurer rules out further super changes
- ASIC continues unlicensed advice blitz
- 1 in 10 SMSFs failing regulatory obligations
- SOA mismatches leading to compliance issues
- Superfund Wholesale announces rebrand
- Charges laid in messy SMSF, proceeds of crime case
- Events-based reporting to revitalise SMSF services
- Women’s balances higher in single member SMSFs
- Critical steps flagged with pension commutations
- Association marks big changes with personnel moves, new services
- ATO eases position on second SMSF strategies
- Straw poll reveals preference for onshore services
- NSW winners announced for inaugural awards!
- Millennial super quadruples over past decade
- Lawyer points to ‘gaping holes’ with safe harbour rules
- ATO pinpoints 70 advisers in lodgement swoop
- BGL adds insurance filters to SMSF software
- BT sheds light on confusion with asset segregation
- ATO to contact trustees, practitioners in reserves crackdown
- SMSFs warned on ‘messy’ property developments
- RBA announces cash rate decision for November 2017
- Practitioners cautioned on risks with downsizer contributions
- SMSF firms told to cater to rising aged care needs
- SMSFs warned on catch with residential property purchases
- TRIS issues continue to plague industry
- ATO provides clarity on valuing complex assets
- ATO issues verdict on events-based reporting
- Reserves confusion leading to ‘serious tax consequences’
- SMSFs told to protect for rising inflation rates
- 'Surprising outcome' from ATO gets mixed reaction
- A case of hanging on
- New service line an opportunity for SMSF firms
- Big four accounting firm enters agreement with Class
- SMSFs in rugby legend’s sights as licensing numbers stagnate
- The fintech transforming the cash investment sector for advisers
- ASIC accepts enforceable undertaking from adviser - November 2017
- ATO facing ‘catch-22’ with delinquent SMSFs
- Sage moves tax lodgement software to the cloud
- Former planning boss jailed after SMSF dealings
- ATO adds schemes to watchlist, flags compliance focus
- Consultant highlights client segmentation strategy for TBAR
- TBAR to expose document backdating, adviser warns
- Victorian winners announced for inaugural awards
- Segregated method for CGT relief still spurring confusion
- Brace for reporting changes in five years, SMSFs told
- CGT relief advice to cost clients thousands, says lawyer
- ATO floats proposals for common TBAR concerns
- Fears around cloud technology still lingering
- New TBAR timeframes to complicate death benefits
- Class estimates total reach of TBAR threshold
- SMSFs warned on ‘ticking time bomb’ with outdated deeds
- Vanguard launches new suite of diversified ETFs
- Gaps found in ASIC’s latest guidance for limited licensing
- Statutory wills underutilised in estate planning
- ASIC letters inbound for unregistered licensees
- Advisers warned ‘time running out’ to renew TPB registration
- TBAR tipped to shake up SMSF admin services
- SMSFs warned on overlooked trap with trust deeds
- CGT relief for retirement phase TRISs under threat
- Reporting trap flagged with accumulation members
- Shadow shop findings to be released early 2018
- Adviser banned for three years over SMSF advice blunders
- New platform launched for SMSF investment products
- Fintech firm to undertake study into financial advice
- SMSFs warned on ‘misleading’ wording in TBAR form
- Total number of SMSFs jumps to almost 600K
- ASFA hits back at superannuation critics
- WA winners announced for inaugural SMSF and Accounting Awards
- Heffron announces integration with BGL
- CPA missed major deadlines, business targets with SMSF licensing
- ASIC reveals full extent of delays with limited licences
- SMSFs warned on insurance snare with LRBAs
- TBAR hurdles flagged with smaller credit unions
- Spike in private lending posing risks for SMSFs
- Deadline looms for excess TBC amounts under $100K
- Promising signs for super’s gender gap, software firm finds
- RBA announces cash rate decision for December 2017
- ATO to issue excess transfer balance determinations in January
- Accounting bodies slammed for poor lobby efforts
- SMSF firms hitting roadblocks with licence upgrades
- European regulations to impact SMSF transactions
- Government broadens scope of super for housing measure
- Investment bonds ‘back in vogue’ for older SMSF trustees
- Wholesale client tests cause havoc for SMSF firms
- SMSFs warned on impact of royal commission on bank stocks
- Treasury to review early release of superannuation
- BGL locks in two more partnerships with actuarial firms
- Total superannuation balance a ‘sleeper issue’ for SMSFs
- SMSFs told to protect against ‘erratic spending’ of benefits
- Same-sex couples warned on BDBN traps
- Foreign-backed network acquires SMSF firm
- SMSF software company lands ex-Accurium CEO
- Bitcoin triggering SMSF compliance issues
- Robo-advice platform to expand SMSF modelling services
- Critical steps flagged for documenting commutations
- Consultancy firm highlights further issues with tax advice guidance
- SMSF software provider updates transaction features
- Government pushed on personal contributions review
- SMSF uptake by wealthy on the rise
- BGL announces partnership with fintech firm
- Out with the old, in with the new
- Licensee in hot water over super switching advice
- SMSF data vulnerable to overseas hackers, software company warns
- Flimsy property valuations exposing SMSFs to risks
- SMSF services provider acquires WA dealer group
- US asset manager acquires stake in SMSF lender
- Technical expert flags top 3 traps with CGT relief
- Why a 13.22C unit trust makes super sense
- ATO investigating SMSFs that invest in professional practices
- ASIC accepts enforceable undertaking from adviser - December 2017
- IPA hits out at ‘exorbitant’ fee hike for SMSF auditors
- Government urged to retrospectively review SMSF lending
- SMSFs hitting roadblocks with reducing reserves
- Accounting firm market sees uptick in buyers
- Total super balance ‘twist’ to spark questioning from clients
- Estate planning strategy flagged with partial commutations
- SMSFs underestimating CGT record keeping
- ‘Clean handover’ critical for sale of client book
- Trustees still puzzled by transitional bring forward rules
- Tech specialist highlights challenges with commutations
- Regulation the ‘greatest threat’ to SMSFs, says lobby group
- SMSFs neglecting documentation for retirement
- Business owners forgoing sale of practice
- SMSF assets held by wealthy stays steady
- Consultant flags key technology challenges for 2018
- SMSF advice firm acquires regional practice
- Lawyer warns on ‘botched’ changes of trustee
- Practitioners facing ‘crunch time’ with CGT relief
- Property, debt stress prompts clients to take tax risks
- ATO releases data breach guidance for professionals
- Big real estate lobby pushes to open up super to home buyers
- Super changes in 2018 a ‘windfall’ for members, says NAB
- Licensed accountants to be hit by new education requirements, lawyer predicts
- Government pushed to extend grounds for early access to super
- Super for housing policy labelled ‘confusing’
- Bitcoin craze distracting SMSFs from poor investments
- Lawyer pinpoints flaws in proposals for accessing criminal super
- SMSF firms urged to ramp up technology focus this year
- Satisfaction with SMSF performance sees slump
- High dividend stocks facing volatility risks, SMSFs warned
- Federal Court makes interim orders against financial services firm
- Stability in a volatile market
- Trading platform eyes SMSFs with expansion into international equities
- DomaCom to integrate with major real estate platform
- Reforms see SMSF jobs spike, but salary growth remains flat
- Proposed LRBA measure ‘heavy-handed’
- SMSF auditor fee hike faces further backlash
- Government urged to address Indigenous retirement gap
- SuperConcepts consolidates software systems
- LRBA measures tipped to limit SMSF loans
- Cryptocurrency in ATO’s sights as ‘FOMO’ seeps into SMSF sector
- SMSFs attracting younger members, says ATO
- SMSFA proposal spurs industry contention
- Adviser receives 5-year ban for poor super advice
- Home loan provider in hot water over super switching advice
- ATO extends major SMSF deadline
- SMSFs warned on bitcoin-related scams
- ASIC swoops on dodgy BDBN practices
- Tech execs concerned by software 'fail rate'
- WHY SMSF’S OUTPERFORMED APRA FUNDS
- Uncertainty lingers for TRISs and CGT relief
- ATO issues email scam warning
- Platform provider launches contributions tracker
- Major bank warns on ‘aspirations’ with SMSF property development
- Research reveals full impact of career gaps on super balances
- BGL locks in integration with Topdocs
- Mid-tier flags strategy for strengthening inheritance protections
- Lawyer pinpoints common flaw in TRIS pension documents
- Treasury releases draft legislation for SG measures
- Parents subsidising SMSFs for adult children, says mid-tier
- First home buyers told to tread carefully with Super Saver Scheme
- ASIC identifies ‘significant concerns’ with superannuation platform advice
- SMSF firm launches new insurance business
- Government cautioned on extending early access to super
- Topdocs integrates with major accounting software company
- ‘Read the tea leaves,’ brace for cryptocurrency regulation, advisers told
- SMSFs urged to consider excess transfer balances with estate planning
- Australians losing faith in super, says Tax Institute
- ‘Don’t use super as a substitute for public health,’ government warned
- OPTIMISING DEATH BENEFITS & SUPER
- Mid-tier warns on snares with business succession and SMSFs
- SMSFs cautioned against heavy exposure to long-duration bonds
- New SG rules 'add insult to injury' for employers
- Consolidation of SMSF industry gaining speed
- Cryptocurrency attacks exposing SMSFs to fraud risks
- Aussies failing to plan finances for final phase of life
- ASIC undertakes further action with Heritage Group investigation
- Government told to extend fair entitlements guarantee to SG payments
- Court case a lesson for SMSFs on sole purpose test
- SMSF veteran acquires boutique admin firm
- SMSF Academy marks expansion plans with new brand
- RBA locks in first rates decision of the year
- Advisers bullish on aged care advice services
- Super funds attracting demand for retirement advice
- Critical audit requirement flagged for cryptocurrency
- Simple BDBN traps catching out SMSF trustees
- Government told to boost resources for cryptocurrency regulation
- BGL locks in integration with actuarial firm
- BPO Connect acquisition boosts market share for SuperConcepts
- Crypto in your SMSF
- Class reports jump in profits for first half
- Financial services ordered to pay penalties for super switching advice
- Prominent SMSF auditor and partner departs Deloitte
- Total super balance miscalculations putting ECPI at risk
- Super tax breaks to intensify gender retirement gap, says Grattan
- Heffron creates new data specialist role
- Fund manager launches voice activated assistant
- Jo Heighway details reasons for Deloitte departure
- SuperMate launches automated management system for documents
- The real cost of lazy cash
- Royal Commission receives influx of complaints about super
- IOOF weighs in on access to super proposals
- SuperConcepts locks in big acquisition
- Treasury proposes fix for reversionary TRIS headaches
- ATO tipped to scrutinise ‘untoward’ actions with TRISs
- ASIC issues warning on shadow shopping scam
- New SMSF Association chair locked in as Gale finishes term
- Sizable portion of SMSFs at risk of running out of savings
- Extending access to super to ‘muddy the waters’ warns BT
- ASFA lobbies for extending super benefits to domestic violence victims
- LRBAs, low-balance SMSFs could be drawn into royal commission, SMSFA says
- SMSFA unveils latest 'strategic direction' moves for 2018
- ATO reveals figures on excess transfer balance determinations
- FASEA foreshadows approach to licensed accountants with new standards
- SMSFs the focus of new taxpayer alert
- ATO set to release official guidance on reserves
- Hundreds of SMSF auditors singled out for an ATO visit
- ATO issues fresh caution on cryptocurrency, SMSFs
- SMSFA sees spike in early access requests for weight-loss procedures
- ASIC reinforces property, SMSF focus in 2018
- Director facing restrictions over lost superannuation advice
- ‘A serious concern’: 61 dividend stripping cases escalated
- Auditors cautioned on distorted asset valuations
- Zero touch transaction matching on the horizon, BGL predicts
- SMSF firms warned on litigation risks with elder abuse
- Passing the buck
- PwC sees uptick in residency queries
- Class appoints data feeds operations manager
- Lawyer highlights hurdles with reversionary pension issue
- LRBA amendments 'inequitable' says Tax Institute
- Bitcoin: how you can make the most of the market correction
- Lawyer flags risks with unanswered correspondence
- Treasury floats legislation for transfer of early release powers
- Government’s plans for study into elder abuse applauded
- Former financial adviser banned for dodgy dealings
- CFS provides clarity on retirement definition for directorships
- Non-lodgement numbers slashed, 30,000 funds still in ATO’s sights
- FOS disputes arising from elder abuse incidents
- IPA labels penalties for SG non-compliance ‘excessive’
- Tax trap surfaces in death benefit rollovers
- Diversification Within Diversification – Crypto and Precious Metals
- KPMG sells super admin business
- Adviser banned over super switching advice
- SMSFs bullish on equity markets, survey reveals
- ASIC seeks Deloitte as liquidator to SMSF spruiking firm
- Industry funds turn the heat up on SMSFs
- 'Shades of grey' surface in BDBNs, pension strategies
- Older women at greater risk of elder abuse
- SMSF auditor booted after handling own fund
- When the Big Money Enters – Crypto and Gold Bullion
- Living with children a ‘perfect storm’ for elder abuse
- ISA slammed over ‘distorted SMSF analysis’
- New superannuation category announced at Australian Accounting Awards
- ATO SMSF leader replaced with KPMG exec
- Increased super thresholds flagged for 2018–19
- SMSF investors selecting ‘sub-optimal’ cash accounts
- Grattan Institute predicts low take-up of super saver scheme
- Moodys Gartner Tax Law on “US Tax and Renunciation Seminars”
- ATO’s robo-advice update cops backlash
- Lawyer sees spike in queries for SMSF estate planning, incapacity issues
- Federal Court hands down unexpected decision on SG case
- New awards program launched to recognise new SMSF talent
- Technical expert pinpoints TBAR trap with transitional rules
- Succession tipped to be the focus of reserves crackdown
- Young women in the lead for super consolidation, says ATO
- NALI traps identified for unit trusts in proposed measures
- Industry divided over early access to super proposals
- ATO issues warning on dodgy super downsizer claims
- Fed Court gives wind up orders to SMSF spruikers
- Financial abuse concerns flagged with access to super proposal
- Accounting body lobbies government on QROP issues
- Labor’s tax plan hits SMSFs hard, has major knock-on effects
- Super advisers falter on data compliance as guidance lacks
- The Impact of Select US Tax Reform Provisions on Australian Superannuation Funds and Its Beneficiaries
- CGT ‘technical hitch’ plaguing SMSFs
- Law firm questions Duties Office position on stamp duty, SMSFs
- SMSFs remain bullish on ETF investments
- ATO issues new guidance, cautions on reserves
- Government lobbied to address legacy pension issues
- BGL announces data feed with Praemium
- ATO guidance on reserves a ‘hard line’ position, says expert
- SuperConcepts extends TBAR capability
- Jailed SMSF auditor struck off ASIC's list
- Small business retirement exemption under threat
- Fresh figures released on SG non-compliance
- ATO provides clarity on CGT technical hitch
- BGL releases first stage of TBAR tool
- Gaining stability in a today's market
- New mandatory training ‘not reasonable’ for SMSF professionals
- SMSFs look to global trends for investment growth
- ATO clears up confusion over CGT relief detail
- Practitioners skipping over CGT relief, warns mid-tier
- Low balance SMSFs to 'bear the brunt' of Labor's tax policy
- Another SMSF auditor booted as ASIC knuckles down
- Storm Financial directors escape maximum penalty
- Win for retirees as big insurer to refund almost $1m
- SMSFs’ appetite for food, beverage stocks grows
- Accountants' SMSF exodus feared as new advice laws unfold
- 100 pages ‘turn-off’ clients: SMSF advisers told to get smart with SOAs
- Big new acquisition for SuperConcepts
- Gig economy spike prompts calls for super policy changes
- Bitcoin fuels flurry of SMSF set-up enquiries
- ‘It’s very hard’: OneVue speaks on SMSF admin exit
- Labor tipped to float exemptions for pensioners in tax plan
- Navigating the fixed interest market
- Labor confirms policy exemptions include SMSFs
- Predators feared as govt to introduce new super changes
- ‘Two-tiered and complex’ proposals a blow to SMSFs
- Former Macquarie director joins Class
- CGT failures triggering ‘unnecessary tax bills’
- Labor’s tax measure could favour the rich, analysis shows
- Government moves on new SG compliance powers, penalties
- Property funding struggles surface for SMSF clients
- ‘Jargon’ taints funds management for clients
- Government scraps ASIC’s public service hiring focus
- Reserve Bank makes April cash rate call
- New rules capture SMSFs trading big with cryptocurrency
- ‘Not too fussed’: rate holds look likely until 2019
- ATO to send super alert to thousands of taxpayers
- SMSFs tipped to ‘flirt’ with risk as rates could lower again
- Opposition builds to new education standards’ criteria
- More alerts surface for off-the-plan investors
- SMSFs called out again in Labor’s policy plans
- $10bn super fund born from national merger
- Professionals eye new strategies as returns soften
- ‘I’ve opposed it always,’ says Keating on SMSF borrowing
- Cloud computing, automation, and innovative accounting firms
- SMSFs ‘key target’ in low-cost ETF launch
- Government told to make advice a tax deduction
- Longstanding CEO of Xpress Super, SuperGuardian departs
- Modern SMSF Administration
- 'The key is to be wary': SMSF property investors cautioned on market changes
- More auditors booted for handling their own SMSFs
- ‘Unnecessary’ SMSF contraventions flagged with ATO
- Keating era Treasury heavyweight speaks on Labor’s tax plans
- Super fund’s troubles a lesson in ‘alarm bells’ for super switchers
- New education standards body loses CEO mid rollout
- ‘Nip it in the bud’: catches lurk with deemed contributions
- Property exec spies shift in buying trends for SMSFs
- Hundreds of planners fight mandatory education standards
- SMSF auditors to face $2K registration fee
- Common EOFY slip-ups flagged for SMSFs
- $130bn industry fund launches new advice process
- ‘More than a barbecue conversation’: trustees react to Labor’s tax plans
- Leadership change at dealer group targeting SMSF professionals
- 18-fold increase in fees leaves SMSF auditors ropeable
- 90% fail rate in ASIC’s SMSF compliance swoop
- SMSFs in Vanguard’s sights with low-cost offering
- Clients paid out $2.5m as dealer group has licence conditions lifted
- Disqualification cheapest exit option for SMSF auditors under ASIC's new model
- SMSF advice set to lose senior execs under proposed education laws
- Leadership change locked in at Westpac's wealth arm
- BGL makes artificial intelligence play with latest release
- Australian Accounting Awards finalists revealed
- ASIC makes a show of banks’ SMSF, super advisers
- Ex-SMSFA boss Andrea Slattery joins fund manager
- Look before you move | Limited time offer by Class
- Westpac admits to bad SMSF advice as client fronts royal commission
- Don't jump ship as bank shares tumble, investors told
- SG 'sleeper issue' could see unexpected bills for employers
- Criminal penalties upped as SMSF scandals unfold at royal commission
- SMSF wind-ups slows push towards 600,000 funds
- ATO systems backfire again mid-transition
- Digital advice provider launches white label service
- More banks admit to poor super advice at royal commission
- Budget tipped to see aged care policy changes
- Current climate calls for renewed focus on client engagement
- Further ‘reckless’ SMSF property advice surfaces in royal commission
- Omniwealth appoints specialist as head of SMSF
- Clients urged to take action with complying pensions
- Digital advice provider teams up with Heffron
- Advisory firm CEO in hot water over SMSF advice
- ASIC updates guidance on licensing exemption for SMSF services
- Government announces plans to expand SMSF member limit
- Data breach laws exposing firms to new litigation risks
- ATO statistics show jump with super balances
- Grattan Institute slams plans to increase SG rate
- Cooper joins SMSF Association public policy committee
- Labor’s tax policy to spur shift to accumulation
- When Fear is in your favour
- RBA locks in interest rate decision for May
- ASIC cancels over a hundred SMSF auditor registrations
- SMSF auditor disqualified over independence breaches
- ATO issues tax assessments for excess transfer balance tax
- Fee hikes for ASIC funding model unjustified, says IPA
- Government announces appointments to AFCA board
- Lawyer flags inheritance traps with non-family members
- Countplus appoints new chief operating officer
- ASIC releases findings of SMSF advice review
- Lawyer highlights impact of accounting methods on TSB
- Government lobbied on retirement outcomes for older women
- ATO to clarify reporting requirements for TBAR
- TBAR spurs wider shift to quarterly reporting for SMSFs
- SMSF industry awaits 2018 budget
- DomaCom completes crowdfunding campaign for mortgage backed loan
- Alliance formed in response to Labor franking credits policy
- Rice Warner proposes rebate for imputation credits
- ASIC commences court proceedings against adviser
- Work test measure to add flexibility
- ‘Good news’ measure announced for preventing concessional cap breaches
- Budget takes aim at super fund fees and charges
- Testamentary trust measure a ‘sleeper issue’ for SMSFs
- Government announces plans to ramp up super consolidation
- Three-year SMSF audit cycle to spur ‘practical hurdles’
- Tax deduction process for contributions set for shake-up
- High-net-worth investors bullish on corporate bonds
- Are you and your clients ready for the new world of actuarial certificates post 1 July 2017?
- Property development risks flagged following member limit proposal
- Audit proposal to see harsher penalties, increased fees
- Event-based reporting experiencing slow take-up
- Government steps up fight against elder abuse
- Finalists revealed for inaugural awards program
- ATO sheds light on CGT relief query with reversionary pensions
- Tech expert pinpoints insurance snag for SMSFs
- Survey reveals strong opposition to retirement system changes
- BDBN complications flagged with increased member limit
- CGT eligibility trap found with IPO
- Parent company of Dixon Advisory lists on ASX
- Audit cycle proposal ‘a snow job’ by the government
- Auditor lobby group formed in response to new measure
- ATO set to revise approach to TSB calculation
- SMSF sector growth predicted to slow
- BGL releases new feature on compliance software
- ATO provides further details on SG exemption measure
- SMSFs boost growth for BT Panorama platform
- ATO confirms important view on TBC treatment of insurance proceeds
- Meghan Markle and the long reach of the IRS: What US citizens living abroad need to know
- ASIC cancels AFS licence over super switching advice
- Survey identifies gaps with diversification for SMSFs
- ATO view posing ‘double counting’ issue for market-linked pensions
- Diverse commercial investment key to property success
- Neglected reserves causing headaches around death, incapacity
- Mixed phase SMSFs holding greatest assets
- Deductions for contributions flagged as ‘big tax planning tool’
- Hidden complexity found with CSS reversionary pensions
- SMSFs hit with extra SIS Act obligation under new proposals
- Government pushed to provide answers on audit cycle proposal
- Looming deadline for public trading trust distributions
- ASIC intensifies scrutiny of AFS licence applications
- Latest Class Benchmark Report: SMSFs continue to fuel ETF growth
- Wealth platform launches new services with View Legal
- Elder abuse risks flagged with increased member limit
- SMSFs told to tread carefully with contribution reserves
- Class releases bulk reporting on TBAR console
- ATO sets ‘sharp focus’ on high-balance SMSFs
- SMSFs told to implement contingency plans for new members
- Cost of six members on par with second SMSF, says tech expert
- ATO sheds light on CGT confusion over property, corporate restructures
- Government unveils victims of crime proposals for super
- Fintech company joins forces with BGL
- Class announces new actuarial certificate integration
- CGT schedule wording posing snares for SMSFs
- Quality of SMSF advice ‘questionable’ says Productivity Commission
- BGL releases multi-fund reporting for TBAR
- 'Light bulbs going off' with member extension says ATO
- SMSFs urged to maximise NCCs ahead of federal election
- Aussie equities lagging global markets, SMSFs warned
- Cryptocurrency investments a liability risk for SMSF firms, law firm warns
- ASIC provides disclosure relief ahead of AFCA commencement
- Commutation authority issues surfacing for APRA funds
- Federal Court approves settlement for SMSF class action
- Treasury, ATO seek to resolve double counting issue for legacy pensions
- Information gaps identified with TBAR
- ATO flags potential losses with flexi-pensions
- Westpac tips proposed policy to hit listed income securities
- ‘Inadequate’ new SG proposals cop union backlash
- ‘Welcome surprise’ for accountants in fresh super changes
- RBA makes cash rate call for June 2018
- Key salary negotiations flagged with new SG opt-out
- Quarter of a million trustees flag new, unmet advice needs
- New provisions pave way for big NALI bills
- SMSF firm cops ASIC action following record-keeping, compliance holes
- ASIC tipped to widen SMSF surveillance net
- Delays with SMSF lodgements ahead of ‘double-whammy’ deadline
- Lump sum payments gain ground over pensions
- KPMG confident in super win for wealthy clients
- Liability risk for tax agents posed in new audit cycle
- Critical steps flagged for related party loans ahead of new provisions
- SMSFs holding $50bn in excess cash, says Vanguard
- SMSFs eye cyber security stocks for long-term growth
- Spate of SMSF auditor changes prompt new membership launch
- ‘Little known’ 2019 deadline tipped to hit SMSF accountants
- Protecting your client’s SMSF savings in the event of a divorce
- Next steps locked in for early super release reform
- SMSF trustees, accountants hit by messy licensee closure
- Real estate super fund rallies for blocks on low-balance SMSFs
- SMSF and Accounting Awards launched for 2018
- Class Benchmark Report: SMSFs continue to fuel ETF growth
- Class makes moves in direct investor market
- BGL boss knocks back SMSF cash concerns with 140,000 funds as evidence
- Accounting network eyes SMSF firms in major overhaul
- SMSF advisers, accountants up for thousands with new rules
- US, tech-focused ETFs top performers as SMSFs invest millions
- ATO confirms treatment of pensions headache
- ‘A slap in the face’: Big backlash to more mandatory training continues
- Win for accountants over planners in new ATO, super feature
- ATO issues tax-time tips, black spots for SMSFs
- Dealer groups, SMSF advisers brace for licensing switches
- The superannuation gender gap and your clients
- Term deposit reforms see SMSFs eye bonds, managed funds
- New SMSF audit proposals divide hundreds in new poll
- ATO, Treasury’s take on TRIS ‘gives rise to a lot of cost’
- Misuse of SMSF funds sees adviser convicted
- BGL announces new SMSF services, integrations
- Brand new eBook: Navigating Technology Choices
- KPMG flags potential premium hike for insurance in super
- 'Widespread dissatisfaction’ revealed with age pension process
- Government pushed to raise income threshold for super
- SMSF loan restrictions intensify for off-the-plan, new properties
- US tax reform a windfall for Canadian businesses
- Understanding the strategy landscape in 2018
- Firm valuations tipped to take a hit under new education rules
- ‘Rorts and rip-offs’ targeted as new super bill enters parliament
- Trustee behaviour in focus as ATO wins in Administrative Appeals Tribunal
- Low-balance SMSFs under fire, but SMSF sector fights back
- Trustee favourite takes a hit, but jumping ship not advised
- ‘It’s irrevocable and important’: ATO issues CGT reminder
- Awards night recognises young SMSF, advice professionals
- CBA demerger set to impact big super, wealth brands
- Last minute EOFY tips, traps flagged for super
- More ‘unintended impacts’ with super, insurance measures
- Race to EOFY as 35% of SMSFs still lodging
- ATO sounds alarm for SMSFs in new taxpayer scam
- Software quirk flagged with transfer balance account
- Super savings gap for women stuck at 30%
- ‘It just won’t happen’: SMSFs struggle to hit EOFY deadline
- AMP set for court for insurance in super failures
- ‘Pointless’ move for SMSFs slammed
- Dishonest SMSF dealings see Sydney woman jailed
- ASIC issues alert over big gaps in SMSF trustee knowledge
- Bill passes to allow SMSF auditor fee hikes
- Adviser banned for 4 years over super switching advice
- Service providers brace for ‘biggest ECPI changes in a decade’
- SMSF lodgments see last minute surge
- SMSF advice review to impact new compliance schemes
- Small business owners to be caught by Labor’s tax policy
- 'Difficult' new ECPI calculations prompt update from Class
- 'Surprise' cap breaches tipped to ramp up
- Triple A Super loses director of technical services
- SMSF firms announce merger
- RBA reveals cash rate decision - JULY 2018
- SMSF firm heads to court as $1.4m in question
- More concerns over approved degrees for SMSF advisers
- Touted $1m minimum for SMSFs cops more heat
- ASIC assessment shake-up tipped to impact SMSF accountants
- Mounting costs bode ‘unsettling times ahead’ for SMSF firms
- BGL announces integration with fintech firm
- Moodys Gartner Tax Law on “Accidental Americans”
- Tax ruling a warning to SMSFs on ‘rubber stamping’
- Accounting degrees’ recognition cut in new lobby to government
- Winners of 2018 SMSF Awards revealed
- Winners reveal their secrets in securing a 2018 SMSF Award
- Treasury proposes framework for three-year audit cycle
- Major banks get $1.2m bill over unauthorised super advice
- ‘Tsunami-like’ shift in SMSF firms as real-time hits
- New details of three-year audits slammed as ‘naïve and messy’
- Property value risks flagged with audit measure eligibility
- ‘Duplicated’ ethics standards tipped to spur adviser exodus
- Holley Nethercote appoints new head of compliance
- High-profile appointment and departure for SMSFA board
- 'Significant upswing’ in licensing activity as changes loom
- ATO homes in on SMSFs in early access crackdown
- New conveyancing rules to impact SMSFs
- Another bank tightens loan conditions for SMSFs
- New services dealing with pensions headaches hit the market
- Mobile app in the works from SMSF software giant
- Industry shakeup tipped to benefit SMSF professionals
- Guidance issued on compulsory exam for advisers
- Forced exam a ‘false sense of security’ for clients
- Diversification in fresh focus following ASIC report
- St.George Bank set to exit SMSF loans
- SMSF sector feels the pinch of new, compounding costs
- New litigation case sees SMSF auditor responsible for losses
- Fresh tips for incapacity issues for SMSF professionals
- Major bank scraps all SMSF loans
- The psychology of money to better serve clients – client behaviour stories from Behavioural Economist, Morgan Housel
- SMSF auditor loses appeal after major breaches
- Former SuperGuardian boss resurfaces at advisory group
- Important tax time decision flagged for SMSF insurance
- More banks ditch their SMSF loans offering
- New draft SuperStream regulations ‘overkill’ for SMSFs
- Advice firms see decline in client numbers
- Moodys Gartner Tax Law on “New IRS Campaigns on Withholding and International Individual Tax Compliance”
- Govt pushed on exemptions to avoid SMSF advice exodus
- Second SuperGuardian manager surfaces at Prime Financial
- Remuneration tipped for shake-up under new guidelines
- Submissions closing soon for annual awards program
- SG amnesty could trigger excess contributions, lawyer warns
- ATO issues alert on super, tax scams
- ASIC claims scalp in wake of SMSF report
- BGL updates software to tackle ECPI changes
- Spike in queries for contribution deductions in June
- SMSFs caught up in ABN reforms
- CPA Advice to shut down by December
- Tickets released for premier SMSF specialist event
- SMSF sector cops further heat from ISA, ASFA
- CPA Advice fallout sees accountants scramble to stay compliant
- Further lenders tipped to drop SMSF loans
- Court case an estate planning lesson for blended families
- SMSFs lose thousands in property, investment scams
- BGL announces integration with document provider
- FASEA floats proposals for CPD, foreign qualifications
- SMSF performance ‘grossly misrepresented’ in PC report
- 50-hour CPD requirement tipped to spur ‘poor quality training’
- ATO issues over 500 commutation authorities
- Clients falter as accountants hamstrung under SMSF advice rules
- ASIC set to contact clients in new super shadow shopping mission
- Govt told to raise minimum SMSF balance recommendations
- Retrospectivity issues flare up for SMSF professionals
- ASIC winds up companies in land banking scheme
- BGL joins in fight against minimum SMSF cap
- CGT withholding regime spurring ‘real hassles’ for SMSFs
- SMSFs lose ground to industry funds on satisfaction
- Royal commission ‘more than a hiccup’ for bank shares
- Ex FASEA boss spots 'interesting challenge' for SMSF advisers
- SuperConcepts’ CTO set to depart by December
- Non-major bank set to further tighten SMSF lending policy
- Lodgement double-ups surfacing as TBAR confusion sets in
- Report finds profit sweet spot with SMSF client numbers
- ‘Tectonic shift’ in SMSFs’ tax-free status after reforms
- Advisers get extensions under new ASIC guidance
- BGL set to launch new SMSF services, partner integrations
- ASIC raises red flags for SMSFs in new ETF report
- ATO updates tax return form for legacy pension taxes
- ‘It’s a really big risk’: Ripoll hits out at growing SMSF advice model
- Phoenix clampdown sees 'coordinated strike' on tax agents
- Productivity Commission proposes new licence for advisers
- Six-member fund limit gets traction with SMSF clients
- Software boss gathers lobby to revive accountants exemption
- Low-balance SMSF debate ignores estate planning
- Royal Commission reveals details on dodgy super fees
- TPB announces shakeup to structure and leadership
- RBA makes cash rate call for August - August 2018
- $9.4m boost for ASIC to target super as more 'poor outcomes' exposed
- Strategy flagged for total super balance accuracy, ease
- Half of adviser population tipped to exit when new standards hit
- AMP reports big drop in SMSF Advice rep numbers
- BT launches new SMSF insurance service
- SMSF audit cycle rallying ‘falling on deaf ears’
- System error sees trustees hit with incorrect determinations
- ASIC obtains court orders against dealer group owner
- SMSF fraud case prompts new compliance measures
- SMSF practitioners falling behind on TBAR lodgements
- AustralianSuper grilled over ‘fox in the henhouse’ campaign
- Bank stocks headed for short-term dip, SMSFs warned
- Court hands down judgement in critical sole purpose case
- Investment manager eyes SMSFs with new ethical fund
- NAB interrogated over compensation, dealings with ASIC
- Industry fund under fire as millions in insurance under threat
- Accurium reports $1 million dip in revenue
- ASIC cracks the whip as another SMSF auditor handles their own fund
- CBA admits to further failures with super product distribution
- IPA joins lobby to restore accountants' exemption
- ‘Take responsibility’ SMSF trustees told as advice scandals unfold
- ANZ probed about enforceable undertaking for super advice
- Independence crackdown claims another SMSF auditor
- ATO releases fresh figures on lodgements, CGT relief
- FASEA rules out further consultation on standards
- ASIC grilled over ANZ dealings with super advice
- SMSF firms told to manage litigation risks with divorce
- LRBA ban feared following ‘horror stories’
- Ban on advice fees from super mulled at Royal Commission
- ATO acts on transfer balance errors, gives tips to fix mistakes
- SMSFs outperform MySuper funds for FY 2018
- NALI rules tipped to impact SMSF property development
- Missing clause burdening SMSFs for FY 2017-18
- Carve-outs for SMSFs under fire post Royal Commission
- CGT deferral ‘nightmares’ set to surface for SMSFs
- Court case to determine critical EPOA, death benefit issues
- Government to meet with IPA over accountants’ exemption
- Touted $1m SMSF cap dealt a blow with new survey
- Fresh modelling shows big cost hit of investment picks
- ATO issues 2000 excess determinations to SMSF members
- The leadership change and SMSFs
- Court hands down key judgement on attorney powers, BDBNs
- Alarm bells sound for SMSFs over property hotspot
- Audit firms facing ‘strangulations’ from both sides of politics
- ‘Big increase’ in amendments to SMSF financial statements
- SG changes ‘won’t happen’, lawyer predicts
- Cabinet reshuffle sees Kelly O’Dwyer lose financial services portfolio
- SMSF auditor insurances tipped to rise after landmark case
- SMSF software giant ups AI play
- Bank unveils new services, features on SMSF platforms
- Finalists revealed for SMSF and Accounting Awards
- Critical reporting deadline looms for SMSFs next month
- Fight against audit cycle measure heats up in final days
- Big adviser drop-off foreshadowed in new poll
- SuperConcepts eyes broader reach with new service launch
- ‘Death by 1000 cuts’ as LRBA changes loom
- ATO speaks on risk factors, surveillance triggers for FY19
- 'Kick in the guts': Clients react to opposition's reform plans
- KPMG finds defects in cost promises for proposed audit cycle
- Accountants question CPD value in new industry poll
- Treasurer allocates portfolios for super policy, financial services
- Insurance confusion spurs ‘unfortunate repercussions’
- ‘Doomed to fail’: Eligibility for audit measure slammed
- SMSF accountants targeted with new compliance product launch
- Major bank switches off commissions on super products
- RBA reveals cash rate decision for September
- Court upholds adviser termination over insurance, SMSF advice
- Fresh hope for SMSF audit lobby in leadership shakeup
- More flaws spotted with three-year audit eligibility
- ‘Adverse’ tax risks for SMSFs in newer finance options
- Relief for lower balance SMSFs in PM’s new pension measure
- Emerging insurance strategy on the rise for SMSFs
- Software giant unveils new SMSF notification features
- Pension, deductions blunders feed multi-million dollar SMSF tax gap
- More Triple A Super directors jump ship
- ECPI miscalculations in ATO firing line, says top auditor
- Major bank facing court over super fees
- Dodgy insurance in super practices busted in ASIC review
- Super advice earmarked by ASIC’s FY19, SMSF advisers on notice
- Contributions an emerging trouble spot for SMSFs
- Major bank finds SMSFs turning from blue-chip holdings
- Reporting Australian Superannuation Funds as Foreign Trusts for Tax Purposes
- LRBAs pegged as hotspot for ATO’s new data tools
- SMSF industry receiving ‘mixed messages’ on quality of advice
- Senator pushes for criminal penalties for super industry
- CGT relief error rate highlights small firm struggle
- Hundreds of insurance in super disputes exposed in RC
- Retail super funds targeted in $1b class action campaign
- Full agenda revealed for SMSF Summit
- NALI changes 'awkward,' implicate SMSF firms' employees
- Contribution rules prompt SMSFs to drop cash in FY18
- ATO called on to change ‘grossly inefficient’ TBAR declarations
- Court decision raises questions about missing SMSF documents
- Raft of superannuation legislation languishing in Senate
- Ex Westpac adviser loses appeal in SMSF advice case
- Lump sum payments continue to climb under super reforms
- ‘Major CGT issue’ surfacing in 2017-18 returns
- SMSFs trump APRA funds on returns for FY18
- Monthly TBAR reporting ‘inevitable’ as clashes crop up
- Non-lodgements continue to drop following ATO crackdown
- Holes in guidance leaves ECPI open to manipulation
- Industry super fund cops heat over insurance clauses
- Dealer group boss, director of SMSF firm set for Federal Court
- All majors exit SMSF residential lending
- ATO rules out concessions for TBAR declarations
- SMSF software firm unveils new privacy, data controls
- New SMSF software tie-up set to boost client collaboration
- If you’re a US expat living in Australia, it’s time to start thinking about renouncing your US citizenship
- ASIC announces new insurance product relief for limited licences
- Contentious franking credits proposal set for review
- ‘Inventive’ early access schemes top SMSF disqualifications list
- Accountants’ exemption revival ‘not going to happen’, CA ANZ tips
- Labor plans to drop divisive SG threshold if elected
- CA exodus flagged as FASEA pushed to fix education woes
- ‘Hatchet job’ on SMSFs blasted as inquiry looms
- Fix for death benefit rollover trap at a standstill for SMSFs
- 76% of accountants give SMSF advice, but numbers are sliding
- SCT hands down landmark decision in fees for no service case
- Common traps flagged with excess determinations
- How artificial intelligence is standardising the SMSF audit process and boosting bottomlines by 30% instantly
- BGL boss tells CA ANZ to help lobby or 'butt out'
- ATO set sights on 27,000 funds in ongoing crackdown
- ‘Huge' professional risk in SG delays, big four firm warns
- New SMSFs opt for administrators over accountants
- SMSFs drop top 10 ASX stocks
- Super tops the list for significant breaches in ASIC review
- ASIC report a ‘big impact’ on SMSF death benefit advice
- ATO makes moves to fix ‘unworkable’ TBC data access
- SMSF software firm launches automatic SMS alerts
- Another bank drops all SMSF loan products
- Tax traps surface in delayed death benefits payments
- Selling super products gets support from APRA fund lobby
- Double prison time, five-fold penalties for misconduct on the cards
- Mistakes with new TRIS rules tripping up practitioners
- ATO swoop on high-balance SMSFs exposing Part IVA schemes
- SMSF accountants in ‘unique position’ following RC
- Major advice gaps identified for SMSF clients
- ATO zones in on hundreds of newly created reserves
- Checklist released for SMSF firms as November deadline approaches
- Fears simmer about repeat of Storm Financial fallout
- RC report released, raises serious questions about advice laws and regulations
- ASIC releases guidance on compliance schemes for new standards
- Insurance in super up to 40% pricier than other policies, firm finds
- RBA locks in interest rate decision for October
- ‘Surprising’ take-up with first home super saver scheme
- New SMSF admin offering hits market from fintech firm
- Major case prompts fears of sole purpose breaches spiking
- Treasury releases work test reform changes
- ‘Significant event’ for SMSFs as regulations locked in
- SMSFs warned on looming TBAR deadline
- Major court decision prompts debate over sole purpose test
- TSB trap flagged with super fund expenses
- ATO slashes warning time for audit file reviews
- ‘Square peg in a round hole’ as SMSF firms falter on cloud implementation
- Govt called on for legacy pension amnesty
- Bad news for SMSFs with cash-heavy portfolios
- Capital stable investing – the devil is in the detail
- Spike in reserves likely due to complex pension arrangements
- Poorly documented member withdrawals a risky move
- ASIC floats LRBA ban, SMSF advice policy changes
- ATO position on legacy pensions, reserves clarified
- Adviser banned after insurance in super failings
- Major bank backs ban on grandfathered commissions from super
- ATO reveals appeal decision for Aussiegolfa case
- ‘Out-of-balance-holdings syndrome’ tackled in SuperMate updates
- Stamp duty confusion sees SMSFs pay unnecessary tax
- Valuations Guidelines for SMSF
- Small relief as profession 'anxiously awaits' education certainty
- Wait on ATO before acting on landmark case, SMSFs told
- Professionals cautioned on tax strategy with super saver scheme
- ATO tipped to scrutinise smaller trust structures post Aussiegolfa
- Legacy pensions causing TSB headaches for SMSFs
- Timing miss-match flagged with pension values
- SMSF advice failures found in high-profile adviser’s review
- SMSF software firm unveils new retirement notification tool
- ECPI compliance burden tackled with new AI feature
- What’s next for SMSF audit technology?
- ‘Adverse’ tax outcomes flagged with misconduct compensation
- ‘Knee-jerk’ reaction to bank stocks feared
- Superannuation gender gap narrowing, research shows
- Another litigation case finds SMSF auditor liable for losses
- Leadership changes announced for SuperConcepts' tech team
- Fresh ATO stats point to slowdown in LRBA growth
- SMSFs targeted with new commercial property fund
- SMSFs, individuals singled out in vacant land tax reforms
- Court case highlights conflict of interest issues with death benefits
- ‘Difficult territory’ ahead for SMSF industry on reform front
- Overseas pension transfers in doubt as ‘minefield’ forms
- BGL adds daily data feeds from investment platform
- Guidance for SMSF auditors released as one-third set for review
- Lost and unclaimed super drops to $17.5 billion
- Winners revealed in Queensland’s SMSF and Accounting Awards
- ATO zones in on benchmarking for related party loans
- Downsizer hurdles flagged with subdivided property
- Bringing Wall Street to Main Street: Technology innovations that enhance liability matching strategies
- Younger SMSF trustees still bullish on property, says mid-tier
- Treasury mulls fixes for legacy pension headaches
- SMSF Software Selection Checklist
- Fresh litigation prompts SMSF auditors to consider protections
- Mischief with reserves unfounded, says software giant
- Government stalls on accountants’ exemption discussions
- Downsizer contributions prompt flood of queries in first quarter
- TSB measure growing ‘problematic’ amid tighter SMSF lending
- Over 100 SMSFs singled out in auditor number crackdown
- Rise in SMSF loans from second tier lenders sparks concern
- Tips flagged for super saver scheme as $13.5 million released
- Class CEO steps down, search begins for new leader
- ASIC bins firm’s AFSL after finding SMSF advice holes
- ATO claws back $850m in unpaid SG in FY 17-18
- New ‘little known’ reporting, pensions quirk surfaces
- SMSF and Accounting Awards winners announced for South Australia
- ATO audit swoop lands tax agents in hot water
- ‘Hefty penalties’ with TRIS payment failures, SMSFs warned
- ASIC reveals figures on SMSF auditor enforcement action
- New services launched to combat SMSF loans gap
- Three-year audits’ chances slim as ‘small window’ remains
- Act faster this year on pensions to avoid ‘can of worms’
- ASIC crackdown claims more SMSF auditors
- Franking credit proposal to cost SMSFs $11k-plus: report
- Government to fix tax liabilities with death benefits
- OCR in SMSF Audits – What is it And Why is it a Breakthrough?
- Government makes moves to speed up raft of super measures
- Calculation issue raised with fix for legacy pensions
- ATO to review SMSF program after interrogation complaint
- ASIC removes 155 SMSF auditors from register in FY17-18
- Independence clampdown claims another SMSF auditor
- Hundreds of SMSF ABNs cancelled following ATO surveillance
- Fresh data emerges as rally against mandatory minimum continues
- Gold Coast adviser jailed for dodgy super dealings
- Four-fifths of clients in the dark on estate planning and super
- FASEA standards inflicting ‘study for study’s sake’ on accountants
- SMSF performance on government’s radar after PC report
- Super switching scheme sees firm hit with $9m penalty
- Clarity provided on tax confusion with lump sums
- Red flags raised for proposed work test legislation
- The REAL impact of the 3-year SMSF audit proposal
- Super advice regulation in need of shake-up, says ASIC
- Greens propose shifting super, advice regulation to ACCC
- Court orders issued over early release scheme
- Investing after divorce: Who gets the mine and who gets the shaft?
- Webinar: Don't get left behind
- Court upholds SMSF claim over misappropriated monies
- SMSF trustees left with difficult choice with NALI measures
- You May be Taxed on Your Worldwide Income as a US Green Card Holder
- CA ANZ hits out at ‘unnecessary licensing restrictions’
- ASIC floats proposed changes for advice licensees
- More administrative hurdles flagged with work test exemption
- ATO pinpoints Part IVA hotspots for the SMSF sector
- Things you didn’t know about SMSF data feeds
- Audit cases prompt fears with new NALI measures
- FASEA, licensing weeding out good accountants, warns mid-tier
- Franking credit policy to dent retirement savings by 15 per cent
- ‘Hit and miss’ access to TSB data continues to cause gripes
- ASIC calls for greater powers to deal with SMSF promoters
- SIS Act ‘due for overhaul’, says APRA
- Adviser banned for stealing client super
- Trumping geopolitical uncertainty in SMSF portfolios: Thinking global and acting local
- SMSF receives favorable ruling in legal action against insurer
- IPA flags dangers with piecemeal changes to franking credits
- ASIC toughens stance on hired responsible managers
- SMSF advice failures land adviser with $50k fine
- Lower balance SMSFs shutting down super for simplicity
- Victorian winners announced for SMSF and Accounting Awards
- Are you a US citizen or green card holder living abroad?
- Important lessons for directors in SG case
- Tax, Centrelink snares flagged with TRIS conversion
- Practitioners warned on curveballs with TBAR time frames
- Compliance, tax advice in strongest demand from SMSFs
- Admin blunder sees super fund launch investigation
- Major CPD mismatch for SMSF professionals
- New platform for trustees, investors gets SMSF Association’s support
- ATO pushes back delivery date for TBC data access
- Government makes moves on early access measure
- Webinar: Moving your practice to regular processing
- Licensing regime set for ‘problems down the track’
- Government unveils new data system for superannuation assets
- ‘Mind-blowing’ further study details released for SMSF advisers
- Early release rules set for shakeup with new consultation
- New data feed to boost SMSF visibility for advisers
- ASIC issues warning on ‘execution-only services’ for SMSF setups
- Advice exam to inflict ‘onerous, irrelevant study’ onto accountants
- SMSF professionals warned on looming registration deadline
- SMSF and Accounting Awards winners announced for NSW
- Liability traps flagged for SMSF professionals
- CA ANZ optimistic after latest round of FASEA guidance
- Super admin fees tipped to spike with Labor’s policy
- Last chance: SMSF Summit nearly sold out
- Section 17A clauses causing havoc with incapacity
- Incoming CPD requirements cop further backlash
- Return of accountants’ exemption ‘doubtful’, says industry veteran
- Quirks with residency rules pinpointed for SMSFs
- SMSF professionals targeted in non-lodgement crackdown
- SMSF software firm slams Grattan report as ‘false hope’
- US expats warned on hefty tax bills after prominent tax dispute
- Potential breaches flagged with employee share schemes
- ‘Overlooked’ benefits with segregating assets in accumulation
- FASEA issues further guidance on foreign qualifications
- Adviser charged for dishonest conduct with SMSFs
- Wide conflict clauses exposing SMSFs to future troubles
- Final round of winners revealed for SMSF and accounting awards
- Chief executive to depart major SMSF admin provider
- ATO releases decision impact statement for Aussiegolfa
- ASIC cancels AFSL over super switching scheme
- New documentation tool launched for unlicensed accountants
- ASIC cancels AFS licence over SMSF loans scheme
- Crucial piece still missing from FASEA guidance
- Mixed views on caps and carveouts for franking credit policy
- Win for bankrupt SMSF member in WA court
- Litigation risks surfacing as trustees look to outsource responsibility
- ‘Long road’ for new entrants under FASEA standards
- Incorrect charges, admin errors top complaints for super
- Industry funds targeting SMSF trustees in set-up process
- Senate passes bill to rectify reversionary TRIS issues
- Reporting errors with commutation authorities surfacing in APRA funds
- Welcome change in new work test regulations
- Tax tips flagged for US pension transfers
- Government floats proposals for retirement product disclosure
- ASIC highlights problem areas with dispute resolution
- ATO sounds alarm on emerging auditor risk
- New TPB blitz circles 2,700 SMSF trustees
- Dwindling time frame left for ‘high stakes’ adviser exam
- Software provider adds new data feeds for banks, brokers
- Reporting quirk with pensions spurs advice struggles
- Government open to licensing regime discussions, says IPA
- SMSF establishments bounce back in September quarter
- ‘Conflict of interest’ risks raised with new CPD requirements
- Labor election win tipped to see 2 budgets in 2019
- ASIC clarifies transition process for new education standards
- CGT relief errors still surfacing in annual returns
- Auditors warned on critical obligation with threatening behavior
- SMSF professionals to fork out hefty fees for exam
- Labor unveils new policy for protecting super
- ASIC orders wind-up of firm over SMSF advice failings
- Adviser banned over illegal early access scheme
- Charges laid over dishonesty offences with super fund money
- Associations join forces ahead of looming education standards
- ATO issues fresh warning on valuations after major cases
- SMSFs on alert as agency zones in on terrorist funding
- SMSF software provider adds property valuation tools
- SMSF software firm unveils new security features
- ‘Significant concerns’ raised for accountants as critical deadline looms
- ATO sheds ‘welcome light’ on proposed NALI changes
- ATO swoops on funds with NALI issues in major project
- FASEA releases final instrument for professional year
- Alternate director strategies posing risks for SMSFs
- FASEA announces transition period for CPD policies
- ASIC sounds alarm on SMSF promoters
- Time frame for three-year audit measure fast dwindling
- Actuarial firm reveals top queries for ECPI
- ATO pushed to improve access to lost super information
- ECPI changes causing CGT headaches
- Low-cost audit providers tipped to shake up pricing model
- Strong demand for accountants’ exemption in new poll
- Data feed bugs the ‘biggest challenge’ for real-time reporting
- Currency conversion rules causing ‘unfair’ outcomes for UK pensions
- Land tax considerations highlighted for SMSFs with multiple properties
- Federal Court hands down judgment in major super case
- Admin, BDBN errors flagged for SMSFs this year
- Tribunal makes decision in SMSF stamp duty case
- Tax troubles cropping up with super withdrawals
- Qualified audit reports tipped to rise for SMSFs this year
- Accounting body lobbies for extension to adviser exam
- Deloitte ordered to provide documents for SMSF lawsuit
- Tribunal upholds ASIC’s refusal of limited AFSL
- ‘Retrograde’ Labor policy cops heat from ex-ATO exec
- ASIC floats changes to advice fee disclosure for super members
- Coalition pushes Senate to pass superannuation bills
- Mandatory exam causing ‘great angst’ for SMSF professionals
- Spate of changes for SMSF advice in final PC report
- Mixed reviews for PC report’s minimum threshold
- SMSFs warned on basic slip-ups with transfer balance accounts
- Major questions linger for reversionary TRIS issues
- Power shift feared with 3-year audits
- ATO outlines compliance approach for next TBAR deadline
- Relief coming for U.S. citizens living abroad? Unfortunately, we don’t think so.
- Important safeguards flagged for SMSF auditors
- SMSF industry told to brace for ‘interesting’ times ahead
- Labor’s $3k tax affairs cap tipped to hit SMSF trustees
- ATO begins rollout of new super services for tax agents
- Election battle lines drawn over women’s super policy
- IPA calls for greater accountability from super fund trustees
- Fresh battle launched in SMSF, property case
- ATO to issue 90,000 division 293 assessments
- ‘Limited time’ left for passage of 6-member SMSFs
- ‘More work’ needed with comparison of SMSFs and APRA funds
- APRA funds warned on TBC system error
- Labor pushes ahead with trust tax
- ASIC imposes licence conditions on SMSF firm
- 12-month window for SG amnesty fast evaporating
- Court winds up SMSF firm over misuse of funds
- Tribunal rejects appeal against enduring guardianship decision
- PC report proposals tipped to benefit industry funds most
- Five things you should know about major changes in US Immigration
- Labor flags cuts to super tax concessions in budget repair policy
- Adviser banned for ‘deceptive conduct’ with binding nomination forms
- PC proposal to require ‘serious documentation’ from SMSF advice firms
- Months left for government to address ‘unfinished business’ for super
- Submissions pour in as franking credits inquiry heats up
- Common BDBN ‘pitfalls’ flagged in wake of ASIC action
- Non-taxpaying SMSFs a ‘system anomaly’, says Bowen
- Rice Warner sceptical of PC report proposal for SMSFs
- MLC announces fee cuts, family pricing for super products
- ATO flags common errors with contribution deductions
- SuperConcepts announces interim CEO
- AMP finalises wind-up of SMSF Advice licence
- Grant Abbott launches SMSF-focused political party
- Case law points to ‘growing importance’ of SMSF document chain
- FASEA reforms tipped to cause spike in advice fees
- SMSF admin firm eases concern over trust tax impact
- Andrea Slattery appointed to bank board
- Labor win tipped to have ramifications for transfer balance cap
- BGL releases automated fund transfer feature
- SMSFs ‘singled out’ in PC report recommendations
- Major debt and bankruptcy concerns raised with commission ban
- Three-quarters of accountants to exit advice under FASEA: poll
- ASF Audits acquires Melbourne-based audit firm
- Former adviser pleads guilty to theft of client money
- SuperConcepts announces shakeup to leadership team
- The SMSF Party set to register after reaching 500 members
- Loss of franking credits is a game changer
- Government to adopt RC changes for advice fees, super
- SMSF firms ‘a low hanging fruit’ for ASIC action
- Mixed phase SMSFs see greatest jump in growth
- Federal Court disqualifies officers over failed land banking scheme
- RC proposal for best interests duty pegged as win for advisers
- ATO urges members to ‘tidy up’ multiple super accounts
- Tribunal upholds decision to reject AFSL for SMSF firm
- CA ANZ calls for shake-up to actuarial certificates for SMSFs
- Super lobby group tells government to lower lost super threshold
- Early release measures ‘a job half done’ for SMSFs
- Dodging Labor’s trust tax may trigger ‘murky taxes’, SMSFs warned
- RC’s soft stance on vertical integration ‘a missed opportunity’
- Industry super fund launches points offer after fee hike
- Critical carveout date flagged as election looms
- Employers still the main channel for super survey shows
- RC proposal boosts protection for SMSFs hit by advice failures
- An investment grade portfolio lets your clients sleep at night
- TRIS headache rectified as new legislation passes
- Adviser numbers spike across SMSF-focused licensees
- Legal disputes feared with uncertainty around death benefits
- New auditor tool launched for title searches, ASIC extracts
- Prominent SMSF industry figure takes up new role at Deloitte
- Bill to increase SMSF member limit enters Parliament
- Franking credit proposals prompt spate of buy-backs, dividends
- SMSF software firm automates tax statement processing
- AMP reports ‘signs of deterioration’ in loans to advisers
- ATO to contact members about deductions for contributions
- SMSF service providers review fee arrangements post RC
- SMSF property spruiker cops court orders
- Association calls for overhaul of TRIS rules
- Advisers warned on sole purpose breach with advice fees
- Mixed reviews to changes in government’s ‘rorts and rip-offs’ bill
- Admin firm launches SMSF strategy and compliance aid
- Class announces new CEO
- Labor’s tax advice cap to limit SMSFs from fighting ATO
- FASEA ‘another nail in the coffin’ for limited licensing
- 9 considerations for building a diversified bond portfolio
- ASIC to appeal Federal Court decision on major super case
- SMSF accountant in hot water, enters EU with ASIC
- Certain super wraps, funds could be hit by franking credit changes
- Victorian court hands down decision in SMSF estate planning case
- Consulting firm to launch client onboarding tool for advisers
- SMSF software firm launches new support platform
- ATO flags changes to notice of compliance process for SMSFs
- Government makes moves to pass insurance in super measures
- SMSF software firm unveils new integration for managed accounts
- ASIC outlines priorities for SMSF advice space
- ATO spies illegal early release patterns, readies for new crackdown
- Auditor population set for ATO campaign as false declarations continue
- Draft ruling for NALI provision lacking clarity on 17B and retirement
- SMSF software company launches new adviser dashboard
- Investing in bonds can cushion the loss of franking credits
- Hope for accountants, advisers as big new education regime rolls in
- ATO reports back on top 100 SMSFs probe
- ATO to introduce register of disqualified SMSF trustees
- Government to have ‘one last crack’ at passing 6-member bill
- SMSF professionals in the spotlight as ATO continues non-lodgement crackdown
- ‘Blips on the radar’ for SMSF industry as set-ups decline
- Tax and estate planning traps flagged with pension restructures
- More SMSF auditors caught by ATO’s independence crackdown
- Industry funds gaining further ground on SMSFs, says consultancy firm
- CPA takes aim at fee hike for SMSF auditors
- ‘Missing SMSF’ case dismissed by Tribunal
- Government has ‘given up’ on SG amnesty measure
- ATO reveals red flag areas for SMSF contraventions
- Key lessons on conflict of duty in SMSF death benefit case
- Draft legislation released to fix tax trap with death benefits
- SMSFs warned on potential pitfalls with Airbnb rentals
- Quirks with ECPI and software clarified
- Excess balance concerns raised with legislative fix
- Advisers told to take action on legacy pensions to prevent ‘nasty’ taxes
- High-risk LRBAs, TBAR on the ATO’s radar this year
- SMSF investor optimism has ‘fast evaporated’: Report
- SMSFs central to AAT backing limited licence refusal
- FASEA’s impact on adviser attrition ‘overstated’
- CGT cap to jump by $35k in FY 2019–20
- SMSF software firm teams up with managed account provider
- ASIC stands by AFSL assessment process after recent cases
- SMSFs ‘unfairly targeted’ in vacant land tax changes
- ATO flags common TBAR failures for SMSFs
- Sole purpose guidance needed following recent fund offers
- SMSFs cautioned on potential tax trap with Duties Act
- Government told to introduce pooled thresholds for super
- ASIC takes action against 7 SMSF auditors in misconduct crackdown
- More misuse of auditor numbers surfacing as ATO campaign kicks off
- BDO lobbies government for lifetime contribution cap
- ‘Ridiculous complexity’ with changes to small business CGT concessions
- AAT reviews ATO decision on lump sum payment
- Early access to super tops the list for adviser queries in February
- ASIC provides update on super fees compensation
- UK expats warned on Brexit impact on pensions
- IPA ups support, education focus with new launch
- SMSF trustee takes insurance company to court
- FSC urges government to act on legacy super products
- Advisers told to revise SMSF set-up process ahead of SuperStream
- How ethical funds benefit client portfolios
- AAT finds ATO tax decision ‘unreasonable’ in SMSF case
- Full pension SMSFs to lose $5k under Labor policy
- ACTU’s push for SMSF inquiry cops heat from SMSF industry
- Liability risks highlighted with 6-member SMSFs
- BGL hits back at AustralianSuper’s attack on SMSFs
- Adviser sentenced to jail for losing $5.1m in SMSF client money
- Tax commissioner sceptical of Labor’s $3k tax affairs cap
- SMSF service provider flags priorities for improving ECPI
- Westpac restructures SMSF services, exits advice
- SMSF software firm adds new management and document services
- Accountants exemption axing created ‘gap’ in SMSF advice: ATO
- Over 40 SMSF firms to be hit by Westpac’s restructure
- Adviser banned as ASIC continues BDBN document swoop
- ATO flags PAYG obligations for SMSFs with legacy pensions
- Trust deed updates flagged for 6-member SMSFs
- Federal Court winds up parent company of SMSF firm
- Licensees reminded on important CPD deadline for FASEA
- ‘Inappropriate’ Medicare outcome flagged with franking credit denial
- There’s hope for yearly audits, says ATO
- 6-member SMSFs ‘a solution looking for a problem’
- Federal budget tipped to bring ‘sweeteners’ for super
- Common adviser practices with SMSF documents posing liability risk
- Andrea Slattery to take up new role on AMP audit committee
- Senate committee gives 6-member SMSF bill green light
- FASEA’s verdict on FPA designation good news for accountants
- Personal super contributions flagged as key EOFY strategy
- ‘Little sympathy’ for advice firms stung by commission ban, says Labor MP
- Advice regulations plagued by structural issues, says SMSFA
- SuperGuardian appoints former SuperConcepts senior manager
- Meg Heffron steps into managing director role
- Federal Court hands down decision in family trust case
- ATO to contact 100 SMSF auditors with inactive audit periods
- Campaign launched to boost Senate support for 6-member SMSFs
- Government announces new super contribution measures
- Higher levies, more reporting tipped to follow ASIC, APRA measures
- Budget measure to delay SuperStream for SMSFs
- Government to bolster ATO’s compliance activity on unpaid super
- ECPI measures proposed to target tax manipulation
- Top budget measures impacting SMSF professionals
- 6-member SMSF measure falls flat
- ATO provides update on TBAR services for tax agents
- Tax Institute calls for raft of changes to TBAR
- ASIC imposes licence conditions on SMSF Advisers Network
- Government fails to pass NALI, SG opt-out measures
- Strategy considerations flagged with accessing super benefits
- SuperConcepts announces new CEO
- Protections and risks highlighted with ATO publications
- Labor flags women’s super as priority in budget reply
- Government committee hands down franking credit report
- Labor tax proposal to hit over 2m APRA fund members
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- WA court case highlights lessons on death benefit conflicts
- SMSF software company gears up for new ATO services
- New APRA powers a potential win for SMSF sector
- Accidental withdrawals highlighted as red flag area for financials
- SMSF satisfaction leads overall despite industry fund pressure
- Software firm launches new SMSF administration service
- Costello says SG doesn't cut it, backs bigger voluntary contributions
- Non-major bank sells off specialist SMSF firm
- BGL locks in new integration with cash investment platform
- ASIC issues warning on advice fees from super accounts
- Election date locked in as battle over super policy continues
- $100m in SG recovered in proposed SG amnesty period
- Andrea Slattery leaves SMSF Association board
- Australia’s $4bn SG blackhole impacting self-employed workers most
- Proposed levy tipped to impact taxation to SMSFs
- SMSF Party fails to register before election deadline
- $75k pension exemption limit still ‘a possibility’ under Labor
- Lack of detail on proposed LRBA ban causing strategy roadblocks
- Bill Shorten cops heat over attack on deductions for tax affairs
- Adviser receives ban over inappropriate superannuation advice
- ‘No plans to increase taxes on super’, says Bill Shorten
- Changes to super contributions ‘not a tax increase’, says Shorten
- ATO issues reminder on upcoming TBAR deadlines
- Personal super contributions the biggest adviser query for March
- Bill Shorten cops further backlash over super, accountant comments
- 6-member SMSFs flagged as election policy by Liberals
- FOFA architect appointed to SMSFA board
- Federal Court hands down decision in bankruptcy case
- Labor’s $3,000 tax affairs cap to hit new businesses, migrants
- ‘Major issues’ with supply of SMSF documents in certain states
- Critical steps outlined for dealing with loss of capacity, EPOAs
- Labor rules out plans to introduce death taxes
- Superannuation policy divides voters in lead-up to election
- SMSFs reminded on pension payment deadline for EOFY
- TBAR a ‘big issue’ for SMSFs in next 12 months
- Bowen clarifies figures used to support franking credit policy
- ASIC’s tougher approach to responsible managers causing problems
- BGL adds new provider to its actuarial wizard
- ATO sticking to SuperStream deadline for SMSF rollovers
- SMSF Association makes 2 new board appointments
- AAT upholds TPB decision to end tax agent’s registration
- ATO responds to gripes over access to TBAR services
- CountPlus acquires stake in SMSF advice firm
- Regulatory burden impeding access to super advice, says CPA
- ATO outlines causes for missing TBAR info on online services
- ‘No plan to lift Medicare levy’, Labor promises
- ATO flags key lodgement dates for SMSFs
- TBAR lodgement errors causing processing delays, says ATO
- Submissions now open for the Women in Finance Awards 2019
- Franking credit recipients reliant ‘on public purse’, says Shorten
- Franking credit changes ‘won’t be the death of SMSFs’
- ATO issues audit checklist for events-based reporting
- Unpaid super still ‘an epidemic’, recent analysis shows
- ATO releases disqualified trustee register
- SMSFs, retirees ‘made to feel like tax cheats’, says Frydenberg
- Average age for establishing SMSFs sitting at 48.9: Report
- Consider a juicier alternative, that may better suit you SMSF business needs
- PAYG case provides clarity on pension payments for SMSFs
- ATO outlines plans to upgrade digital services for SMSF auditors
- PM talks superannuation promises as election draws nearer
- Accounting industry ‘already subsidised’: Labor defends childcare proposals
- Industry super fund pays penalty notice for misleading claims
- Leaders clash over contributions for self-employed in final debate
- ATO urges SMSFs to prepare for ‘protecting your super’ changes
- SuperConcepts CEO announces leadership restructure
- Labor’s franking credit, super policies to raise $88bn
- IPA tells Labor to come clean on accounting service fees
- Industry group lobbies for changes to franking credit policy
- SMSF lodgements at 60% as deadline looms
- BGL adds new SMSF loan application feature
- ASIC takes action on 58 licence holders over dual authorisation
- Contribution strategies outlined in lead-up to EOFY
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- ATO figures show jump in starting balances for SMSFs
- SMSFs to be hit with higher admin penalties under Labor
- SMSF investors told not to panic about election result
- CA ANZ launches campaign against Labor’s tax affairs cap
- SMSF industry gears up for federal election result
- Approvals of diplomas, bridging courses by FASEA at a standstill
- SMSF firm clarifies TBAR reporting for family law splits
- Past convictions still a trap with SMSF set-ups, practitioners warned
- ATO provides compliance checklist for SMSF wind-ups
- FASEA opens registrations for adviser exam
- Major superannuation changes off the table following Liberal win
- NSW Court upholds appeal in estate planning case
- ATO scrutinising contributions ‘paid in error’, SMSFs warned
- Lapsed measures to be reintroduced after Coalition win
- Outlook for equities ‘positive’, SMSFs told
- Labor needs to rethink franking credit policy, says MP
- Adviser exam the next ‘hurdle’ for advisers with new standards
- Federal election a ‘lesson’ on jumping the gun on policy proposals
- SMSF investors tipped to transition to commercial property
- LRBAs, guarantees in need of review after property market falls
- SMSF lodgments spike in final weeks to deadline
- Election result tipped to boost property, high-yielding shares
- Financial adviser banned for failing director duties
- Division 7A amendments a ‘hidden danger’ for related party SMSF loans
- Joint accounting and advice firms predicted to dominate advice space
- SMSFs reminded on PAYG obligations for legacy pensions
- Franking credit debate far from over, says KPMG
- FASEA begins assessing foreign qualifications
- Accountants look to planners to outrun SMSF admin firms
- SMSF professionals face licensing, insurance holds ups
- Government reveals new line-up for financial services, super
- ATO updates valuation guidelines for pension reporting
- ‘Grey clouds lift’ from catch-up contributions
- SMSF assets climb to over $746bn, new data shows
- Superannuation savings ‘less risky’ compared to negative gearing
- Last chance to enter the Women in Finance Awards
- Timing of transactions critical to maximising ECPI
- Loans to unrelated trust or companies to ‘invite auditor scrutiny’
- SMSFs warned on complications with asset test exemption
- Class action filed against AMP over super fees
- SMSFs reminded on deadline with protecting your super measures
- ECPI proposals predicted to see return of old regime
- ASIC bans adviser over SMSF property, loans advice
- Accountants’ exemption debate ‘back on the radar’, says IPA
- Important tax return inclusions flagged for downsizer, super schemes
- Stock market slows ahead of speculated rate cut
- Franking credit discussion should be ‘dead and buried’, says BGL
- CGT strategy highlighted with work test exemption
- ‘Serious ramifications’ with slip-ups under trustee-member rules
- ATO reports back on late lodgement swoop for tax agents
- SMSF software firm announces release for tax time
- Top 10 tips to SMSF Compliance
- Former accountant sentenced for defrauding SMSF investors
- ATO systems suffer major outage amidst key SMSF deadline
- High dividend shares still a vital part of SMSF portfolios
- ASIC permanently bans adviser over inappropriate SMSF advice
- Reporting mismatch with reversionary pensions causing excess TBCs
- Law firm announces plans to launch class action over super fees
- Non-bank lenders see surge in refinancing for SMSF loans
- eBook: The 7 things your SMSF clients are judging you on
- EOFY checklist items outlined for SMSF clients
- ATO provides update on lodgements impacted by outage
- Zuper targets SMSF professionals with super fund offering
- Global equities facing ‘darkening outlook’, SMSFs warned
- First Home Super Saver Scheme changes to rectify admin hassles
- Planning strategies highlighted with contributions ‘beyond the caps’
- Proposed retirement income review ‘missing the point’
- SuperConcepts announces new appointments to leadership team
- Incorrect determinations issued following system error
- Practitioners cautioned on liability risks with reviewing insurance
- Decline in property prices slowing in pace
- APRA fund transfer process expected to cut SMSF admin burden
- Adviser demand for technology, data science courses on the rise
- Members in the dark about changes to superannuation insurance
- Federal Court orders removal of corporate trustee
- ASIC launches court proceedings over conflicted SMSF advice
- Clarity provided on in-specie contributions and unallocated reserves
- Trustees warned on CGT events with family trust changes
- Major bank to sell accountant-focused advisory firm
- Sole practitioners vulnerable with insurance in super changes
- Extra requirement for tax agents with 2019 SMSF returns
- APRA imposes licence conditions on bank-owned super fund
- FASEA approves first round of graduate diplomas, bridging courses
- SMSFs warned on trap with TBAR cancellations
- Critical documentation steps flagged with switching SMSF loans
- Bank stocks looking strong on the back of APRA guidelines
- The Contributions Conundrum
- Court awards damages in SMSF property development case
- Failure to pay minimum pension ‘diabolical’ for reversionary pensions
- SMSFs reminded on upcoming PAYG withholding obligations
- Vital compliance steps flagged for contribution deductions
- Software firm alerts SMSFs to changes in 2019 SMSF return
- Government looks to ease burden of ABN system changes
- Recession in Australia ‘unlikely’ following promising signs
- Industry fund targets SMSFs with new investment offering
- ATO to use new tax return label for SMSF risk profiling
- Digital signatures still posing risks despite legislative changes
- SMSFs to be spared from new STP reporting obligations
- Interest rate for SMSF loans set to rise under safe harbour terms
- ATO confirms next TBAR deadline for quarterly reporters
- Fees and maintenance costs detracting from property returns
- Finalists revealed for Women in Finance 2019
- Clarity provided on contentious issue with contribution reserving
- Safe harbour law leaving consumers vulnerable with conflicted advice
- Morrison government outlines priorities for super sector
- Australian stock market tipped to hit all-time high
- eBook: Endangered Practitioner or Industry Leader?
- ATO updates online services for SMSF members
- SMSFs cautioned on breaches with unpaid trust distributions
- Processing time frames with clearing houses ‘catching out’ clients
- Control considerations flagged with death benefit pensions for children
- ATO issues correction about late lodgement emails to tax agents
- Government still mulling over 3-yearly audit cycle
- Adviser receives permanent ban over super switching advice
- Second class action filed against AMP over super fees
- High-risk SMSFs under increased pressure with new return labels
- Changes to SuperStream deadline creating confusion for SMSF sector
- SMSFA receives RPL credit for specialist designation
- Another adviser banned over super and insurance advice
- Prominent SMSF lawyer joins SMSF Association board
- SMSF investors initiate legal action against audit firm
- Big four firm outlines new financial year checklist for SMSFs
- ATO taking tougher action on late lodgements
- Younger SMSF clients seeking transparency, ethical investment focus
- ‘Ride to hell’: SMSFs dump blue-chip stocks
- Super fund in hot water as class action looms
- Funds eye merger to create 320k-plus member pool
- RBA reveals cash rate call for July
- Hostplus enters into MoU with Club Super over possible merger
- Enshrine super objective: SuperConcepts
- Class eyes accounting, financial services with expansion plans
- Federal Court rules against SMSF admin firm in recent dispute
- Property development attracting regulator attention, SMSFs warned
- ASIC rejects calls for levy changes for advisers under limited licences
- Delayed start to SuperStream rollovers for SMSFs confirmed
- Document provider outlines traps with auto-reversionary pensions
- ASIC expected to toughen licensing application process
- Winners announced for SMSF service provider awards
- Downsizer contributions see strong take-up
- SMSF Summit and Awards launched for 3rd year
- SMSF court case sheds light on trustee appointments
- Big four firm urges government to take decisive stance on LRBAs
- Class announces raft of appointments to leadership team
- Pension documentation, valuations marked as compliance hotspots
- Advisers, trustees warned on ‘hidden’ platform fees
- SMSFs cautioned on administrative traps with foreign property
- Risky behaviours with cryptocurrency and SMSFs on ATO’s radar
- Tax agents warned against ‘inappropriate use’ of myGov
- Tribunal upholds ATO decision on excess transfer balance
- Adviser receives 10-year prison sentence for stealing SMSF client money
- Deeming rates cutting pensioner incomes by a third
- FPA lobbies government to extend FASEA deadlines
- Accountants gaining SMSF market share from planners
- Bank-owned super fund facing class action over advice fees
- ‘Complex and unforgiving’: SG regime in need of overhaul
- 1 in 5 SMSFs consider winding up fund
- ATO updates guidance on conversion of TRISs
- ASIC takes action against licensees over AFCA membership
- Dealer group appoints regional business manager
- ATO reveals findings on misuse of auditor numbers
- Hundreds of SMSFs cancelled over illegal early release
- ATO contacts 50,000 SMSFs in late-lodgement swoop
- AMM announces integration with myprosperity to make 12 Financial Planning Software Partners
- Death benefit dispute highlights role of fund guardians
- ASIC cancels AFSL over failures with licensee obligations
- ATO releases ‘welcome guidance’ on death benefit income streams
- Contravention report changes to impact SMSF auditors
- FASEA approves RPL credits for CPA, CA ANZ designations
- ATO flags tax return inclusions for legacy pensions
- ATO set to release guidance on SMSF property development
- Accountants urged to do FASEA exam to ‘keep the door open’
- Tax Office outlines process for ineligible downsizer contributions
- Law firm loses appeal against SMSF in contract clause case
- ASIC disqualifies 3 SMSF auditors in major swoop - July 2019
- ASIC adviser levy impacting licensing decisions by accountants
- FASEA’s education pathways a complex ‘matrix’
- ATO’s death benefit pension guidance sparks new questions
- Reforms to superannuation insurance trigger mixed views
- SG freeze to prolong reliance on Age Pension, says ASFA
- ASIC bans adviser over licence breach, superannuation advice
- Compliance traps outlined with UPE reinvestment
- Government revives NALI and LRBA measures with new bill
- SMSFs outperform APRA-regulated funds in fresh analysis
- Movement between licensees ramps up as advisers consider options
- Updated guidance on death benefit pensions spurs more confusion
- ATO updates instructions and guidance for TBAR
- ATO releases decision impact statement on early access to super case
- SMSFs told to hold fire on new reporting for LRBA, NALI measures
- Details locked in for SMSF Summit agenda
- Adviser numbers drop for second quarter in a row
- Court rules against SMSF firm in employment contract case
- Problem areas flagged with SMSF business property
- ‘Retrospective’ LRBA measures tipped to cause headaches
- Guidance on pension minimums missing key issue
- Government pushed to rectify SG loophole
- NALI changes may catch advisers with an SMSF
- APRA super funds under scrutiny for ‘improper inducements’
- Advisers ‘undeterred’ by increasing regulation and compliance
- Trustees forced to wait till 2020 for SG opt-out
- Superannuation advice fees under scrutiny by regulators
- SMSF professionals facing ‘unprecedented challenges’ as compliance rises
- Superannuation professionals recognised in major awards event
- Retirees facing major ‘conundrum’ with LRBA measures
- Advisers urged to reassess clients for senior heath card eligibility
- Work test exemption rules still causing confusion
- Former adviser banned for deceptive conduct with SMSF accounts
- ATO contacts SMSF auditors over concentration risk concerns
- ‘Few signs’ of global recession in near term
- Software firm launches mobile app, announces new integration
- Treasury floats revival of accountants’ exemption in TPB review
- Stamp duty a sticking point for Victorian trustees
- SMSFs warned on timing traps with private company shares
- Audit software firm launches new features for SMSF accountants
- SMSFs told to keep ‘eyes wide open’ with 13.22C unit trusts
- BGL to enhance AI, phase out desktop
- IPA urges government to fix ‘FOFA’s failures’
- SuperConcepts delivers steady revenue despite dip in market share
- Shades of robo-debt scandal in SMSF penalty disclosure
- BGL announces raft of new appointments to management team
- Court rules in favour of widow in death benefit case
- AAT refuses stay application for director of SMSF firm
- FASEA announces 90% pass rate for first exam round
- Tribunal upholds ATO decision to disqualify trustee
- ATO warns trustees with poor diversification to review strategy
- Limited licensing failed ‘to achieve policy intent’, says consultant
- Australian Money Market’s platform extends to over 25 financial institutions
- Government lobbied on SMSF carveout for vacant land tax bill
- Double counting issue with pensions ‘taking many by surprise’
- SMSFs warned on traps with property co-ownership
- SMSF cash flow modelling gives the numbers you need for the best decisions
- Valuations key to avoiding NALI restrictions
- SMSFs told to hold fire on TSB double counting issue
- Practical issues with SMSF death benefits still causing confusion
- ATO clarifies downsizer guidelines as contributions rise
- Accountants Daily launches industry-first 30 Under 30 Awards
- Case highlights value of planning for death benefit conflicts
- SMSF Association policy head resigns
- Investment strategy documentation poor among SMSFs
- Queensland Supreme Court rejects SMSF investors’ appeal
- ATO clarifies next steps on double counting
- Corporate trustees key to combating penalty rise
- Tax relief possible for reversionary pensions
- ATO no longer accepting spreadsheet TBARs
- Audit uncertainty weighing on trustees
- BGL overhauls software support
- Costello resigns as SMSF Association patron
- ATO outlines compliance guidelines for diversification probe
- ASIC bans SMSF property scheme director for 8 years
- Looming indexation will make TBCs more complex
- ATO diversification review reveals strategy disconnect
- SMSFs a value-add for rural clients
- Tax, estate planning considerations in benefit payouts
- ATO provides voluntary disclosure update
- ATO enhances electronic audits
- 6-month leeway on deceased member pensions
- Can you integrate your SMSF advice into your client’s wealth journey?
- Timing key for trustees on death benefit pensions
- Ruling reveals grey areas for dependant death benefits
- BGL launches mobile app
- Financial planning customers want more SMSF advice
- NSW Supreme Court orders SMSF trustee reinstatement
- ATO clarification needed on investment strategy
- Death benefits trusts create estate planning flexibility
- Options available for underpaid pensions
- Warning to deed suppliers on e-signature validity
- Melbourne, Sydney retirees most affected by LRBA changes
- ASIC increases SMSF education focus
- Bionic advice key to SMSF take-up
- Complexities abound in SMSF succession planning
- Advisers should heed restrictions on downsizer contributions
- Document flaws can allow BDBN challenges
- Industry associations welcome FASEA’s deadline extension
- Mistaken contribution refunds cause trustee headaches
- Manual trading puts SMSF advisers under pressure
- Child members raise deed, director issues for SMSFs
- Benefit payment timeline can be extended
- Planning transactions can maximise ECPI
- Industry association calls for SMSF advice inquiry
- ATO diversification probe may cause audit headaches
- BDBNs, separate funds worthwhile for blended families
- Concerns overblown around ATO diversification review
- SuperConcepts expands to Adelaide
- SMSF advice shift needed on aged care
- ‘Don’t let the naysayers kill good ideas’: ATO’s plea to practitioners
- BGL launches Smarter SMSF document integration
- ATO diversification focus unjustified
- Corporate trustees see surge in member interest
- Rise in SMSF auditor referrals to ASIC
- Diversification probe highlights sticking point for accountants
- Topdocs launches estate planning service
- LEI deadline approaching for SMSF traders
- Carry-forward brings opportunities for younger trustees
- SMSF clients see little value in full advice
- SMSF member TSBs overstated
- Recession could create SMSF boom
- Concerns unfounded around ATO diversification penalties
- CPA president extends tenure
- Industry education veteran joins SuperGuardian
- ATO beefs up verification for SMSF rollovers
- ATO cracks down on FHSSS release times
- BGL launches tax statement tool
- Trustees risk legal action from lack of investment strategy
- Return of accountants’ exemption hits a snag
- PSTs raise complexity for ECPI calculations
- AAT upholds banning of SMSF lender
- Government floats changes to downsizer contributions
- ATO releases updated guidelines on SMSF changes
- Late-lodging SMSFs to have contributions suspended
- Member outcome scrutiny threatens SMSF viability
- Exemption return a start to fix SMSF advice
- Interest rising in SMSF set-up
- SG amnesty resurfaces in Parliament
- ATO confirms LRBA focus in diversification probe
- CA ANZ, CPA defend accountants’ exemption decision
- Late lodgement rules point to sector-wide issues
- NALI, LRBA measures pass Parliament
- Rethinking your client engagement
- New lodgement rules help accountants to chase up clients
- Last chance to nominate your rising stars for the 30 Under 30 Awards
- CGT complexities in scrip-for-scrip rollovers
- Class enhances TBAR, TSB functionality
- SMSF trustees look beyond planners
- Are you looking for alternative ways to grow your client's capital?
- ATO turns focus towards ‘software one-stop shop’
- Financial Services Minister contemplates accountants’ exemption proposal
- ATO confirms lodgement rules won’t apply to deferred returns
- Trustee interest in SMSF property transfers on the rise
- Abbott rekindles SMSF Party plans
- ATO releases new online service updates
- ATO avoids big stick with lodgement rules
- Auditors on notice to check SMSF assets line-up
- Dixon case could see super taxed in US
- Government kicks off retirement income review
- ATO opens applications for SG exemption
- ATO diversification probe puts onus on trustees
- Tax agent’s ‘cavalier attitude’ leads to registration termination
- Grey areas in related-party property agreements
- ‘Real crisis’: CPA details $112k cost of providing holistic advice
- Self-funding disincentives should be high on retirement probe’s list
- Guidelines released as ATO ramps up SMSF auditor focus
- Multi-generational SMSFs require careful consideration
- Family home pension exclusion should be capped
- ATO clarifies application of NALI changes
- Complications arise for SMSF property purchases post-exchange
- Bowerman succeeds Ralston as SMSFA chair
- Wording key to reversionary pension nominations
- Accountants given transitional relief on general NALI expenses
- SMSF numbers triple in 20 years
- ‘Get started now’: Practitioners cautioned on short SG amnesty window
- ATO unveils SMSF annual return changes
- SMSF professionals at risk from investment strategy advice
- Total Super Balance Mistakes You Don’t Want To Make
- IPA warns SG amnesty could be blocked by opposition
- SMSFs should consider small caps allocations
- Tax agent appointment useful for late-lodging SMSFs
- Limited licensing driving accounting firm acquisitions
- ATO confirms online TSB updates
- FASEA provides update on exam dates and venues
- SuperConcepts restructure sees closer AMP ties
- LRBA criticism overblown
- ASIC flags concerns with inappropriate SMSF set-up
- ATO letter campaign around SG obligations set to debut
- SIS Act key to investment strategy compliance
- Morrison dumps adviser associations on code monitoring
- Professional, personal distinction key in NALI changes
- Regulation making SMSFs less viable
- SMSFA points to ASIC fact sheet inconsistencies
- Rebrand brings new opportunities for SMSF law firm
- House arrest for accountant who misled clients, misused funds
- Make-or-break year for accountants as FASEA deadline looms
- ‘Unprecedented level of visibility’: ATO announces first use of STP data
- Non-SIS dependants cause estate complications
- SMSFs next in line for ATO’s super guarantee focus
- Ex-director of SMSF advice firm charged with dishonesty
- BGL, Crestone in integration deal
- New LRBA holders should maximise contributions
- TPB eyes 2,000 agents responsible for $1bn overclaimed deductions
- Legal actions ramp up pressure on SMSF auditors
- ASIC SMSF fact sheet makes exaggerated claims
- Tax, super robo-advisers shut down following ASIC concerns
- NowInfinity partners with RSM, GreatSoft
- AAT unmoved by ATO website’s ‘poor use of language’
- SuperConcepts customer GM departs for AMP Capital
- SMSF spruiker cops 3-year prison sentence
- CA ANZ, CPA reveal advice advocacy plans
- Vacant land tax bill passes with amendments
- Wealth management investigations up by 216%
- BGL integrates with will provider
- ATO urges quick action on transfer balance caps
- Signed declarations not enough to prevent client litigation
- No more changes needed to fit-for-purpose super system
- ASIC overestimates SMSF running costs by $8,000
- ‘Community expectations have changed’: TPB signals new regulatory focus
- There is a new way to grow practice income by ceasing to offer audit insurance to clients!
- Super system maintains high world ranking
- Steer clear of managing tax affairs cap, government told
- ASIC SMSF management data skewed by professional investors
- Hold off on account closure during SMSF wind-up
- AFCA recruits customer service head
- Current pension documents key to avoid legal risk
- Australians’ wealth increasing as debt rises
- Downsizer contributions offer more than meets the eye
- Impact of a mortgage improves engagement with super
- Is your team ready?
- Real-time TBAR necessary for APRA fund rollovers
- ATO considers non-compliance notices for lapsed lodgers
- Late SG contribution tax deductibility issue flagged
- Practitioners resisting change on investment strategy
- Hopes for further ‘wiggle room’ on NALI application
- ‘The time has come’: Joint accounting bodies lobby for regulatory framework overhaul
- FASEA grilled on treatment of experienced advisers
- ECPI bonus from reversionary pensions
- Royal Commission driving financial services complaints spike
- The Devil is in the Email
- Using existing companies as SMSF trustees too risky
- Preservation age, work test in government’s sights
- Vacant land tax changes could hit SMSF developments
- Rising interest in deductible contributions
- Inquiry mute on dedicated compensation for ATO outages
- 2 SMSF auditors disqualified
- Industry split on best way forward for SMSF advice
- ASIC supportive of less regulation for TFAs
- ATO provides clarity over portal closure
- Adviser cops 4-year ban over SMSF advice
- The Security Risk of Social Media
- Advisers should be on guard for section 55 breaches
- AAT denies 30-year-old death benefit appeal
- Risks abound in small business CGT exemption
- FASEA releases September exam results
- New rules impacting Victorian LRBA holders
- LightYear Docs launches specialist SMSF will
- Class announces integration with Cloudoffis
- ATO details myGovID implementation roadmap
- SMSFA to propose super transfers for couples
- Evolv launches new features focused on risk
- ‘More secure than any credential’: ATO plays down myGovID security concerns
- ATO to contact trustees around SMSF bank accounts
- Interdependency key to tax-free benefit payment
- SuperAA, SUPERCentral unveil new appointments
- Superannuation body CEO defends current system
- Catch-up contributions reignite attraction of TTRs
- ASIC relieves AFSLs from compliance scheme
- ATO won’t police NALI general expense rules
- New fact sheet provides relief for accidental cap breaches
- Top 10 suburbs reporting greatest super loss
- Complexities abound in SMSF employee share transfers
- ATO unveils further details on TBC indexation
- AAT reduces agent’s registration disbarment period
- 0-100% asset ranges ‘not acceptable’: ATO
- FPA backs accounting bodies on reducing advice red tape
- SMSF Party essential to protect retirees’ wealth
- SMSF property expense claims carry risks
- WA Supreme Court denies appeal to gain 70% of couple’s super
- Diversification not limited to SMSF investments
- ASIC concedes Hayne error on personal advice
- SG increases linked to higher wages
- ASIC hands down 6-year ban over dodgy SMSF advice
- Take note of trustee job changes for new LRBA rules
- ATO reminds trustees on commutation due dates
- ATO NALI consultation raises more questions than answers
- Tax Office sounds warning on 8 types of super schemes
- The Best of Three – Liquidity, Yield and Capital Growth
- SMSF clients reject licensed advice
- The SMSF for clients on the hunt for yield
- Help your clients obtain a high 7% yield
- Balmain deliver monthly income with online first mortgage investment
- Retirees face uncertain future
- Benefit cashing rule causing confusion
- ATO provides further trustee instructions on myGovID
- ASIC urges advisers to flag FASEA concerns
- A third of high-balance SMSFs in ATO’s sights
- Complications abound in death benefit gifting to grandchildren
- Commissioner acts on deceased estates dilemma
- Retirement review leaves door open to pension tweaks
- SMSF Adviser Editor’s Choice Awards 2019 winners revealed
- FASEA CEO defends code of ethics amid scrutiny
- ATO to roll out myGovID to SMSF auditors
- Three Investment Diversification Strategies to Minimise Potential Losses and Improve Investment Return Over the Long Term
- Navigate limited licensing exemptions with caution
- SG amnesty clears lower house, ATO urges employers not to wait
- Structuring key to business purchase using LRBA
- FSC calls for TPB adviser monitoring to be scrapped
- Catch-up contributions can release assets from defined benefit pensions
- New degrees to be added to FASEA-approved course list
- Family home not off the table in retirement review
- BGL adds accounting work papers to Simple Fund 360
- End of year tax scams set to spike as ATO issues warning
- Federal Court orders release of documents around bankrupt trustees’ assets
- ASIC commences civil proceedings against SMSF scheme operator
- Government called to improve Treasury, tax profession relations
- Tax Institute calls for delay to enforcement of NALE rules
- Digital could fill advice gaps for ageing SMSF trustees
- Online learning hub could assist unengaged trustees
- Only one in four retirees seek advice, report finds
- Super growth hampered by low interest rates
- Australians not prepared for ‘largest’ transfer in history
- Disqualified trustee granted stay from TPB termination decision
- Why Australian solar investment opportunities are in high demand
- ATO to ‘hand-hold’ larger firms through myGovID transition
- Illegal release scheme operator cops fine and 7-year ban
- Regulatory actions improved SMSFs in 2019
- ATO flags delays to SMS alert system
- BGL announces training partnership with The Outsourced Accountant
- Super fund, advocacy groups partner on super splitting
- How useful is APRA’s heatmap?
- Future of advice could shift to ‘naked pricing’ model
- ATO, TPB look to new suppliers to future-proof IT systems
- SuperConcepts floats carve-out for NALE laws
- ATO reveals more details of SMSF audit failings
- SMSF borrowers still waiting for cheaper rates
- New bill could assist with restarting market-linked pensions
- Commissioner acknowledges imminent ‘disruptions’ to tax profession
- ATO flags Christmas shutdown for SMSF functions
- Death benefit types affect minimum payments for pensions
- TPB readies for register transparency push
- Super bills in limbo as new year approaches
- Federal Court makes further orders around SMSF scheme
- SMSF adviser accuses banned planner of misrepresentation
- ‘Reasonable expectation’: ATO explains myGovID change
- ATO ruling raises questions around SMSF property improvements
- SMSF lifestyle asset breaches under the microscope
- AUASB to update SMSF audit standard
- ECPI changes looming in 2020
- Advisers should outsource portfolio management: SSGA
- ‘Visible, valued and owned’: ATO outlines super priorities for new year
- SMSFA unveils 2020 priorities
- Full Federal Court rules in SGC test case
- Surprising insights into Christmas Day workaholics
- ‘No guarantees’: Commissioner urges practitioners to temper expectations for ATO systems
- FPA launches guide on the future SOA
- New legislation to correct penalties for death benefit rollovers
- Super could help address financial stress for drought, bushfire victims
- Time running out for 2019 budget changes
- Government action on complying pensions essential in 2020
- New year offers estate planning opportunities for trustees
- SG loophole changes come into force
- New contribution opportunities for trustees in 2020
- Will low wage growth stop Aussies from reaching their financial goals?
- 2020 audits to focus on investment strategy
- SMSF adviser cops 5-year ban for best interest breach
- Are mortgages the key to holistic financial advice?
- FASEA director resigns from board
- Use caution when making bushfire donations from super
- ATO outlines tax relief for bushfire victims
- ASIC fact sheet causing anxiety for trustees with mid-level balances
- AFCA opens online bushfire support hub
- Act2 to donate proceeds to bushfire relief
- SMSFA calls for phase-out of limited licensing
- Women more likely to access low-income super contribution
- Industry hopes for sensible resolution to NALE in 2020
- Government consults on ASIC-APRA cooperation
- Advisers must prepare for TBC indexation
- A rare feel good opportunity for SMSFs
- Victoria’s stolen super adds up to $1.4bn a year
- FASEA reveals update on adviser exam for 2020
- 4 financial changes to prepare for in 2020
- SMSFA calls to reinstate higher contribution cap for over 50s
- A SMSF Diversification Opportunity
- Is bank mistrust breeding financial criminals?
- Federal Circuit Court dismisses rig worker’s case for additional super
- Heffron urges ATO to democratise SG contribution treatment
- Travelling trustees can retain complying fund status
- SMSF Alliance joins financial services bushfire relief efforts
- BGL attains data security certification for Simple Fund 360
- SMSFA reveals more conference details
- Accountants underestimating depreciation for SMSF properties
- NowInfinity, View Legal terminate partnership
- SuperConcepts announces free assistance for bushfire victims
- NALE guidance leaves unit trusts in limbo
- ATO updates disaster relief fund list
- Arm’s length rules key for bushfire-damaged properties
- Most retirees fear outliving their savings: Research
- ATO extends bushfire relief to SMSF lodgments
- Industry Super blasts ANU SG research
- New software saves trustee accounting costs
- SMSF property damage will cause death benefit complications
- SMSFs a key area for jobs growth in 2020
- Ageing SMSF members trapped in legacy pensions
- SG non-payment over public holiday could attract large debt
- FSC renews calls to extend choice of funds
- Education, efficiency to dominate the ’20s for SMSFs
- Are we heading for a retirement crisis?
- SA super scammer charged with 69 counts of deception
- Retirement trap hurting saving Aussies
- SMSFA moves to trim licensing restrictions
- Class acquires NowInfinity
- Unforeseen consequences in ATO late lodgement policy
- SMSF trustees could live longer than other retirees
- FPA seeks removal of ‘conflicted’ stamping fees
- Restructured code of ethics will ‘stand the test of time’
- Inflation figures confirm TBC won’t be indexed in 2020
- Rise of robo-advice presents challenges for auditors
- Retirement review should nail down super objective: SMSFA
- 14k employers, $230m in super: Financial Services Minister defends proposed SG amnesty
- Non-standard costs distorting ASIC SMSF figures
- Property deduction errors down to ‘lack of understanding’: ATO
- SISFA warns against special treatment for accountants in advice reform
- SMSFA announces first accredited educators
- Penalties and pitfalls of the early release of super
- SMSF investment strategies on AFCA radar
- Topdocs launches new integration with BGL
- FPA cautious on new laws applying 22 Hayne recommendations
- myGovID concerns not ‘insignificant’ as deadline looms
- Dodgy SMSF adviser cops permanent ban
- ATO launches SMS alert service for trustees
- Retirees feeling let down by retirement income system
- FASEA updates approved degrees standard
- SMSFs a case study for retirement success
- New SMSFs could face challenges as return deadline looms
- ATO to commence ‘field visits’ in myGovID push
- Compensation scheme must extend beyond advice: AFCA
- Employees didn’t receive promised wage rise from SG freeze
- Beware of using SMSFs to fund retirement property purchases
- Banks follow suit on beefing up SMSF account security
- Deakin University integrates CFP program into degree
- Government urged to consider fiscal stimulus measures ahead of federal budget
- ASIC defends SMSF fact sheet following trustee feedback
- Lump sums offer benefits for excess pension payments
- Quarantining of capital gains an option for NALE rules
- Small advice firms punished for bank misconduct: Ombudsman
- SuperAA rebrands to Seamless SMSF
- BGL integrates new features into Simple Fund 360, CAS 360 platforms
- myGovID deadline set for 27 March: ATO
- Contribution reserving worth considering to avoid cap breaches
- Succession plans must be consistent across SMSFs, family trusts
- FPA welcomes Labor backing of FASEA extension
- Co-ownership agreements key for joint property purchase
- FSC seeks end of ‘scourge’ of multiple super funds
- Tread carefully around electronic SMSF deeds
- SuperConcepts business tumbles as AMP cuts super product range
- Commissioner allays concerns around myGovID
- ATO investigating errors in SMS alert service
- Inefficiencies blocking retirement income access for Aussies
- ASIC disciplines SMSF auditors for misconduct
- Labor can’t blame “dodgy advisers” for stamping fees: FPA
- Starting a new SMSF an option to overcome lost deeds
- Regulators welcome greater ASIC oversight of super
- Adviser numbers reach a 4-year low
- Beware the pitfalls of underpaying death benefit pensions
- Advocacy group seeks consumer input in retirement review
- Reckon launches cloud accounting initiative with IPA
- ASF Audits announces new platform integrations
- ATO resolves errors in SMS alert service
- Retirees taking on increasing cost of living
- FASEA gives tick of approval to more prior learning
- SMSF Association names chair to lead board
- ATO releases investment strategy guidance
- Topdocs provides estate planning course for advisers
- Working with Millennials
- Minister asserts potential of fintech to boost SMSF sector
- New laws mean 65-year-olds should hold off on large contributions
- Accurium announced as accredited educator by SMSF Association
- Advisers face drastic CPE changes under TPB proposal
- Heffron calls downsizer contributions a ‘new best friend’
- Out-of-office myGovID access control in the works
- OpenInvest partners with global investment manager
- Opposition keen to address advice gap, repair industry
- ATO defends investment strategy guidance despite ‘communication issues’
- Advisers at risk under TPD education standards
- CA ANZ announces master’s degree partnership
- Director pleads guilty to dodgy SMSF property deals
- ATO to auto-subscribe new trustees to SMSF news service
- SG amnesty to become law after passage through Parliament
- Where to turn in a yield-starved world? By Russel Chesler, director – investments, VanEck
- Allan Gray launches new super fee calculator
- The most common mistakes in SARs flagged by the ATO
- Adviser permanently banned for misuse of client SMSFs
- Simplification of CGT system could hurt SMSF trustees
- Family trust tax ‘trap’ lurks beneath the surface
- FPA says compensation scheme should not replace regulation
- IPA hails legislation of SG amnesty bill
- Discretionary trusts now have ‘substantial sting in the tail’
- Advisers left in dark with FASEA code: AFA
- ATO investment strategy guidance ‘unnecessary’: SUPERCentral
- Advice opportunity exists with lack of retirement information
- FASEA extension bill delayed
- ‘Stealthy’ TPB investigation tactic could catch accountants out
- ATO treading fine line between enforcement and support
- BDBNs don’t remove trustee decision-making: Smarter SMSF
- ESGs: A new kind of investment
- SuperConcepts names new chairman
- Class Limited announces new CTO
- Inquiry recommends auditor tenure disclosure, new tendering regime
- CGT relief review worthwhile when selling SMSF assets
- ATO rates itself a ‘good’ regulator despite fall in key metrics
- RBA makes cash rate call for March 2020
- It’s hip to be bonds
- AFA blasts annual renewal, FDS reforms
- Beware the complexities of SMSF control in case of member death
- TPB makes register more ‘transparent’
- BGL partners with head of bookkeeping firm
- HALO launches equities research app
- SMSFA reinforces need for advice amid turbulence
- ESGs poised to become mainstream
- AFA sounds alarm at reforms to breach reporting
- Allianz Retire+ teams up with fintech on retiree tool
- Trustees warned on property co-ownership through SMSF
- SMSFA backs new legislation outlawing product ‘hawking’
- Government releases work test draft legislation
- Wealth group moves to BGL cloud platform
- SMSF conference postponed due to coronavirus
- Asset valuation still problematic within SMSF sector
- ATO cracks whip on crypto transactions
- Industry body reinforces freedom to choose super fund
- CGT cap hike of $50k expected in 2020–21
- Huge tax hit awaits trustees ignorant of NALE changes
- Female SMSF investors gaining ground
- Work test changes receive industry body approval
- Why cash flow matters?
- Law firm adds 2 accredited SMSF advisers to stable
- Director permanently banned for illegal release scheme
- Calculating CGT in SMSFs more complex than 10% rule
- Court case highlights uncertainty of tax on selling shares
- Heffron hires industry leader to lead strategy
- SG amnesty given September deadline
- 30 June a key date for strategies around TSB
- Uncertain times calls for more strategic measures
- New myGovID functions to be given weekend update
- ‘High’ chance of franking credit reform this decade
- ATO to release tax gap estimates for high-wealth earners
- BAS agents given free pass on SG amnesty services
- ATO provides update on SAR lodgements
- Software platform rebrands following acquisition
- Simplicity forgotten in current tax reform, says Costello
- Hold off on drawdowns until end of 2019–20
- ATO details COVID-19 assistance
- FASEA April exams still proceeding but may cancel ‘last minute’
- Concerns flagged on property development through SMSFs
- Financial regulators work to weather COVID-19 storm
- Changes made to managing super online for trustees
- Accountants free to choose ATO communications preferences
- SMSF industry adjusts to realities of COVID-19
- Investment strategy compliance still applies to single-member SMSFs
- Accounting bodies respond to COVID-19 impact
- Estate planning ‘taboo’ with Asian clients can be overcome
- Valuing high-risk SMSF assets
- How to tie up LRBA loose ends
- Most common super advice complaints revealed
- FASEA cancels April exams
- RBA makes call on further cash rate cut
- Agreement can minimise property co-ownership risks
- Work test exemption ‘quite powerful’ for certain clients
- ATO issues myGovID reminder to desktop software users
- Industry body backs FASEA changes in response to COVID-19
- Government urged to review TBC as super balances plummet
- SMSFs to fare better during current market woes
- ‘More help’ issued for SMEs and sole traders
- Federal budget delayed to October
- Super changes in COVID-19 measures — what it means for SMSFs
- Industry bodies united behind super changes
- AFCA to ‘fast-track’ COVID-19 complaints
- ‘Compulsory reading’: Coronavirus omnibus bill passes
- Early access to super ‘a last resort’, says industry body
- New SMSF audit service to respond to queries in 2 days
- Royal commission reforms on hold as Parliament set to close
- Government warned to tighten early access to super criteria
- ATO launches dedicated COVID-19 resource
- FASEA impact to see orphaned clients skyrocket
- Trustees warned to avoid early release scams
- COVID-19 rent relief fraught with SISA compliance risks
- SAN misuse figures for 2017 and 2018 revealed
- TPB relaxes requirements in COVID-19 response
- Check fund balances as TBAR deadline looms
- Clarifying ‘arm’s length’ crucial in COVID-19 rent relief
- Halving drawdown rates to benefit certain client groups
- Advisers most trusted source of financial info amid pandemic
- AAT confirms longstanding agent registration termination
- Dixon super claim dismissed by US court
- ATO clarifies COVID-19 rent relief concerns
- Historic $130bn wage subsidy to cover 6 million workers
- SMSFA hails rent relief, $130bn stimulus
- COVID-19 rent relief has LRBA complications
- Advisers ‘dumbfounded’ by lack of FASEA exam feedback
- Over 50% of advisers may retire in 2020
- Super splitting prone to common misconceptions
- ATO unmoved on SG amnesty deadline
- ‘We have to be more available than ever’
- Advisers to guide clients through COVID-19 stimulus maze
- Franking credits ‘on the table’ to fund stimulus, says Geoff Wilson
- Avoid SISR traps in early access to super scheme
- COVID-19 business confidence survey launches
- Audits on early super release need ‘common-sense’ approach
- ASIC fires up over unlicensed super ‘advice’
- Government reveals more details on rent relief measures
- ATO cuts trustees some slack on SAR lodgements
- Trustees warned against using claims of release loopholes
- Director served with 10-year jail term
- FASEA approves additional qualifications
- ‘Swift action’ on tax agents illegally accessing COVID-19 stimulus
- COVID-19 creating SMSF residency grey area
- Former SMSF adviser permanently banned
- Treasury updates JobKeeper guidance
- Government announces mandatory code for rent relief
- Drawdown revisions lead to better investor returns
- FASEA releases February exam results
- ATO reveals simpler work-from-home deduction method
- In-house asset limits at risk of being breached
- Loan relief guidance expected ‘in the coming days’
- $130bn JobKeeper legislation passes
- ‘Seriously deficient’: Rent relief code missing key element
- SG amnesty tension mounting for virus-affected businesses
- Industry body refutes consumer group attack on advisers
- NSW announces 25% land tax relief for landlords
- Wrong calculation for JobKeeper could turn ‘ugly’
- SMSFA throws weight behind ASIC’s affordable advice push
- ASIC puts regulation on backburner
- Over $100bn liquidity needed for super system
- ATO releases initial JobKeeper guidance
- No compliance activity for loan relief in FY20, says ATO
- FASEA deadline can’t be assumed
- AFCA gives extra leeway to respond to complaints
- Victoria announces tax relief for landlords
- Tenants without JobKeeper can still seek rent relief
- 5-day limit set on early super release
- Super, investments ombudsmen added to AFCA ranks
- ATO updates JobKeeper guidance for sole traders, trusts
- SMSF offshoring issues to worsen amid COVID-19
- ATO updates turnover test guidance
- 2 factors key to effective crisis pension strategy
- ‘Fast-tracking’ of e-signatures inevitable, auditor says
- Rent relief guidance given on non-geared unit trusts
- Advisers brace for COVID-19 recession
- LRBA relief limited in practice, says law firm
- ATO highlights cash-flow boost lodgement timing issue
- Court dismisses appeal of SMSF death benefits decision
- Industry fund data suggests early super figures overblown
- ATO lists out fraudulent COVID-19 schemes
- SMSF auditors disciplined by ASIC
- SAR lodgement due date extended
- SuperConcepts AUA down in March quarter
- ATO withdraws cash-flow boost lodgement timing guidance
- Trustees seeking liquidity should be cautious
- Accountants see further revenue hit due to pandemic
- FASEA reports 98% connectivity for April exam
- Consumer satisfaction up for SMSFs, down for industry funds
- ATO releases JobKeeper alternative test
- ATO addresses document signing concerns amid COVID-19
- Important document often missing in pension puzzle
- JobKeeper to address service entities
- Marsella case a major win for SMSF advice
- Rent relief with 13.22C unit trusts needs ‘paramount’ care
- Security concerns raised over FASEA exam platform
- Victorian rent relief protections may exclude SMSFs
- ATO extends initial JobKeeper payment deadline
- Audit requirement for rent relief relaxed
- Marsella different to Katz, says law firm
- AFP teams up with ATO, Treasury in COVID-19 tax fraud taskforce
- SMSFA releases record of advice template
- FSC joins calls for tax treaty flexibility
- Adviser hit with permanent ban for SMSF misconduct
- ATO’s ‘well-meaning’ JobKeeper GST guidance backfires
- ASIC bans drop by 50% in second half of 2019
- Vendor financing with 13.22C trusts fraught with danger
- ATO reveals new SMSF property development bulletin
- ATO, ASBFEO to clarify JobKeeper concerns
- No further JobKeeper eligibility changes, says Treasury
- More cases can guide court removal of trustees
- $7.1bn paid in early release scheme: ASFA
- ATO reveals JobKeeper compliance approach
- Super funds tipped to hoard cash, earn less after early release
- Shunning rent relief for tenants could have NALI risks
- Rent deferral could lead to in-house asset issues
- FASEA remote exam guidelines released
- SMSFs ‘high on the radar’ for cyber scams
- Marsella to have wider implications for advice provision
- SMSF lender joins mortgage aggregator panel
- Businesses qualifying for JobKeeper to stay eligible: ATO
- SMSF Association hires deputy CEO
- Surge in super switching, new data finds
- FASEA remote exam provider refutes security concerns
- Topdocs to offer COVID-19 documents free of charge
- Establishing SMSFs for illegal access on ATO radar
- SMSFs moving ‘further up the risk curve’
- Up to 150 fund members affected by early release scam
- ‘Sympathetic’ approach vowed on JobKeeper turnover review
- ATO clarifies stance on in-house asset breaches
- $9.4bn paid in early release scheme: ASFA
- BGL brings sales director to leadership rank
- FASEA extension bill poised to pass Parliament
- Hayne royal commission reforms given 6-month delay
- Trustees with new pensions may be in breach of TBC
- NALI for no rent relief has ‘no sound basis’
- COVID-19, royal commission take toll on practice values
- JobKeeper speculation dismissed by PM
- Marsella puts trustees on notice around good faith duty
- AFA signals defeat on FASEA bill
- JobKeeper documentation ‘absolutely critical’ in ATO audit
- LRBA variation likely to trigger NALI
- Industries seeking early super ‘in line with expectations’
- Post-COVID recovery for SMEs depends on key factor
- Joint bodies look to capitalise on ASIC’s licensing ease
- COVID-19 may favour preservation age ‘retirees’
- Tax Institute hires former ATO executive as new director
- FSU hits back at FASEA bill stalemate
- Job losses spike as JobKeeper exceeds capacity
- Early super access possible while under JobKeeper
- Corporate trustees set for electronic deeds
- BGL includes COVID-19 changes in 2020 SAR documents
- Tax agent deregistered for false SMSF declarations
- ATO makes changes to independent auditor’s report
- Advice group in receivership amid growing complaints
- Members warned on TBC risks with pension strategies
- Lodgement extensions critical as 3 out of 4 agents fall behind
- SMSFs to emerge from COVID-19 as largest super sector
- Deed suppliers may be prone to shortcomings
- Licensees ‘flying blind’ on professional year
- Agents regain access to deceased estate data
- Intermediary LRBA legislative instrument registered
- SMSF property development prone to ‘slippery slope’
- SISFA expands lobbying effort with revamped trustee offering
- ATO broadens commutation authority support
- Queensland passes new will signing regulation
- SMSF entitlements retained in asset splitting decision
- TPB warns on COVID-19 scams
- Patience urged on non-concessional contributions
- ATO extends JobKeeper monthly declaration deadline
- Corporate trustees advised to update constitutions
- JobKeeper ‘significant errors’ see estimated take-up halved
- 74 tax agents found to have lodged incorrect SARs
- Retirement income framework deferred due to COVID-19
- Court decides on taxable capital gains distributions
- 5-year ban handed down for inappropriate LRBA advice
- FASEA releases April exam results
- Tax storm looms for super
- ATO rent relief approach raises questions, says SISFA
- Tax agents could be ‘misled’ by JobKeeper turnover guidance
- SMSF market declined by 9.4% in March quarter
- Recession calls for ‘plan B’ pension drawdown strategy
- Correct family trust distributions critical as deadline approaches
- ATO updates JobKeeper compliance approach
- SuperConcepts backs calls for further lodgement extensions
- Key super splitting requirements often overlooked
- Aussies prone to misconceptions of super investing
- Early super release reform widening gender gap
- AFCA reports soaring complaints amid crisis
- ASIC bans directors of closed parent company of SMSF firm
- COVID-19 leaving SMSF wind-up a more viable option
- Advisers at risk due to FASEA technicality
- Prime Minister flags possible stimulus extension
- Queensland passes rent relief code
- SISR amendments create new ‘opportunity zone’
- ATO reveals approach to NALE under NALI provisions
- Vale Paul Drum
- Landmark nature of Marsella under question
- SMSFA gives thumbs up to work test changes
- FPA calls for abolishment of AFSL system
- Class completes integration of NowInfinity
- Deferred ATO ruling leads to hopes of better NALE approach
- Deadline extended for future JobKeeper enrolments
- Right idea, wrong time: Associations reject FPA move
- Trustees may have been given wrong ATO notice
- TPB to go ahead with COVID-19 registration fee hike
- Businesses warned ahead of JobKeeper review
- ATO issues warning of scams targeting SMSFs
- SMSF providers recognised in Australian Accounting Awards
- The FPA’s policy platform explained
- Means test knocks mid-income retirees, actuary warns
- Vulnerable retirees at risk from drawdown changes
- ATO finalises initial cash flow boost credits
- COVID-19 opens up possible early release condition
- Administrator releases new portal amid fee pressures
- Innovation for Accountants
- Accountants looking to broaden SMSF involvement
- FPA shrugs off AFSL debate
- ATO SMSF commissioner moves to new role
- JobKeeper turned off for childcare sector ahead of midway review
- Think tank blasts ‘self-interested’ calls for SG increase
- Government won’t rule out early JobKeeper withdrawal
- ‘Severe’ repercussions for in-house asset breaches
- SMSF property valuation crucial after ‘significant events’
- Adviser charged following misrepresentation offences
- AMP releases digital application for SMSF accounts
- JobKeeper public register ruled out as payments reach $13bn
- Investment strategy advice needs cautious approach
- Submissions open for Women in Finance Awards 2020
- FASEA extension bill in jeopardy again
- ATO flags work-related deduction hotspots
- Consider LRBA rates ahead of new financial year
- ASIC gives end date for SOA relief
- Where to next for the FASEA extension bill?
- Critical EOFY items flagged for SMSFs
- ATO to issue guidance on tax loophole with early super release
- High-growth asset allocations leaving SMSF retirees exposed
- Data collection tool launched for COVID-19 requirements
- ‘Tough love’ approach required for illegal early access issues
- FASEA extension bill in deadlock after Senate vote
- Beware of ‘locking in losses’, SMSFs warned
- SMSF industry welcomes passage of FASEA extension bill
- SMSFs urged to make pension payments as 30 June looms
- Adviser numbers tipped to halve by end of 2021
- Australia’s retirement income system ‘riddled with flaws’
- Financial uncertainty throws retirement plans into jeopardy
- Passage of bill delivers ‘good news’ measures for SMSFs
- SMSFA unveils details for virtual Technical Day event
- New guidance to clear the ‘murky waters’ of auditor independence
- Documentation critical for mitigating risks with rent relief
- FASEA schedules remaining exam sittings for 2020
- Home equity product launched for self-funded retirees
- ATO ramps up focus on COVID-19 compliance issues
- SMSFs told to review previous reporting following new laws
- Early super payouts climb to $15.9bn
- New ATO figures throw light on ASIC’s financial fact sheet
- Lesser known change, and an unfortunate delay, leave their mark
- Amendments to bring-forward rule in limbo
- ‘Unfortunate timing’ with admin penalty increase
- ATO to issue guidance on ‘high-risk’ arrangements
- ASIC takes major bank to court over conflicted remuneration
- ATO releases additional guidance on reporting contraventions
- ATO to contact audit firms over new independence guidance
- Intra-fund super advice on APRA’s radar
- Trust deed issue flagged with new accounting standard
- Critical SMSF issues surface from new trust income rules
- Property lease issues surfacing for SMSFs with COVID-19 relief
- FASEA announces CPD relief
- New laws give rise to Part IVA issue with downsizer contributions
- ATO reminds SMSFs on looming TBAR deadlines
- TPB and FPA to share misconduct information
- New identification initiative to boost integrity of SMSF sector
- Limited relief for limited recourse borrowing arrangements (LRBAs)
- New laws prompt review of SMSF estate plans
- SMSF software firm announces digital signature integration
- Vanguard adds SMSF account to personal investor offer
- New financial year to bring new rules for super
- Division 7A reforms still in limbo as new financial year starts
- ATO figures show shift towards shares by SMSFs
- Early release of super sees ‘high take-up’
- New AI tool launched to assist with family law disputes
- SMSFs warned on pension payment issues with rent relief
- Government revises start date for ECPI measures
- SMSFs urged to review leases before granting rent relief
- IPA questions eligibility of 2.3m early release recipients
- Eligibility traps with second wave of early release payments
- ATO pushed to deliver practical outcomes in final NALI ruling
- ATO’s online systems fail as new financial year kicks off
- AFCA receives hundreds of COVID-19 complaints for super
- Advisers warned on ‘catch’ with CPD extension
- ATO outlines key tax return changes for SMSFs this year
- APRA imposes licence conditions following investigation
- Legacy pensions expected to hit solvency issues this year
- Prominent SMSF specialist to retire from SMSF Association
- Regulator predicts surge in early release of super applications
- Court decides on family law dispute over missing SMSF money
- ATO statistics highlight challenges in regulating SMSF sector
- Government tipped to delay response to retirement income review
- RBA makes first cash rate announcement for new financial year
- ATO responds to investigation into death and taxes
- Adviser platform launches new rebalancing tool
- SMSFs reminded to recalculate TSB with new financial year
- Concerns raised with SMSFs self-assessing for early release
- Missing trust deed case a lesson for SMSFs
- 1 in 4 looking to withdraw retirement savings
- Court dismisses negligent advice claim against accountant
- Advisers cautioned on electronic execution of deeds
- SMSF registrations experiencing processing delays
- Huge spike in early super withdrawals for new financial year
- Financial advice improving mental health outcomes in COVID crisis
- SMSFs warned on reclassifying pension payments
- Actuaries Institute lobbies for low-cost super advice
- Heffron launches toolkit for SMSF investment strategies
- Contravention risks flagged for SMSF rental properties
- FASEA closes exam venues for Melbourne
- Investment strategies, documentation on ATO’s radar
- Regtech firm expands advisory board
- SMSFs apply for $280m in early super release payments
- FASEA standards creating potential conflict for managed accounts
- COVID-19 predicted to have ‘lasting impact’ on super balances
- ATO set to release legislative instrument on rent relief
- ATO set to take firmer stance on admin penalties
- Tax Office increases focus on SMSF incapacity issues
- ASIC provides update on misconduct with early super release
- Government flags possible SOA relief extension
- FASEA registers CPD relief instrument
- Surge in SMSF registrations raises alarm for ATO
- Nearly a quarter of SMSFs yet to lodge return
- Division 7A relief available to SMSFs, ATO confirms
- Implications for SMSFs with phase 2 of ABA’s loan relief
- SMSFs ‘walking a thin line’ with property development
- Tracing death benefit payments critical after recent law change
- Senator pushes for cost reductions in super system
- Gold Coast tax agent banned for systemic SMSF lodgement abuse
- Cloudoffis announces new integration with BGL
- How a cloud faxing solution can improve workflows, record keeping, and productivity
- ATO announces plans to review safe harbour rules
- SMSF services firm hires former Deloitte partner
- Budget could see big changes to tax and super, warns BT
- TBAR errors still a major concern, says ATO
- Important considerations highlighted with testamentary trusts
- Industry body lobbies for direct payment for super fund advice
- APESB guidance represents ‘significant shift’ for SMSF audits, says ATO
- Property valuations under increased scrutiny by SMSF auditors
- Government urged to review taper rates and asset testing for pension
- Liberal MP slams ‘absurd’ FASEA exam process
- ‘Practical issues’ flagged with fix for death benefit rollovers
- Total number of SMSFs now close to 600,000
- Government announces extension to early access to super scheme
- ATO’s focus on incapacity a timely reminder about EPOAs
- COVID-19 ‘exacerbating’ exodus of advisers from industry
- Tax strategy highlighted with reduced pension minimums
- Early super extension sparks stability concerns
- Excess TBC issues surfacing with reduced pension account values
- Government told to simplify financial advice regulation
- Voluntary transfers of super to improve outcomes, says ASFA
- Court orders wind-up of SMSF investment scheme
- Potential concession flagged for SMSFs hit by market volatility
- Government lobbied on expanding infrastructure investment for SMSFs
- Testamentary trust changes prompt need for tax rulings, guidance
- SMSFs with derivatives cautioned on compliance risks
- BGL moves to closed beta with Simple Invest 360
- Rounding errors flagged with reduced pension minimums
- Franking credits expected to be spared in budget
- ATO reports back on auditor compliance programs
- AMP advisers file class action
- Common issue flagged with triggering benefits before death
- COVID-19 to spur increased audit confusion this year
- ATO investigation uncovers ‘serious’ cases of SAN misuse
- Issues on the horizon for related party loans
- More advisers join class action against AMP Financial Planning
- Treasury underestimates early super by $15bn
- MyGov troubles arising with early release of super
- Managed funds a ‘lucky dip’ for SMSFs
- Timely action required for market-linked pensions
- Falling adviser numbers sees rise in wholesale investors
- Government extends relief for electronic execution
- Former adviser sentenced for dishonest conduct
- RBA announces interest rate decision for August
- ATO to scrutinise ‘evidence of skills’ with new audit standards
- Important eligibility condition flagged for early release
- FASEA reveals June exam results
- ATO kicks off compliance blitz for early super access
- ASF Audits announces new head of education role
- Tax Office clarifies position on loans on hold during COVID-19
- ATO releases draft determination on in-house asset exclusion
- Super guarantee amnesty deadline fast approaching
- MyBusiness to host 100% virtual, entirely free event for all business owners
- Valuations a ‘critical’ part of audits this year, SMSFs told
- Large-scale reciprocal auditing expected to be on ATO’s radar
- La Trobe Financial partners with valuation platform
- FASEA adds new courses to approved degree list
- BGL launches AI-powered document reader
- TBC issues flagged with stopping a pension
- Labor demands early super investigation
- Data feeds critical for new independence standards, says mid-tier
- SMSFs warned on sole purpose ‘blunders’ with business property
- Melbourne lockdown posing compliance concerns for advisers
- Early super payments surge above $30bn
- Demand for SMSF loans remains steady amid economic downturn
- Negligence risks surfacing with SMSF property advice
- BGL pushes ASIC to remove ‘misleading’ SMSF fact sheet
- Cloudoffis releases major update for its SMSF preparation software
- TPB ramps up terminations with 129% spike
- Advisers warned on ‘double duty’ traps with unit trusts and property
- Technical expert eases concerns with NALE rules and ATO audits
- Industry body calls on government to end policy tinkering with super
- FASEA downplays adviser exodus as graduate enrolments surge
- Class to acquire documentation provider
- BGL announces integration with practice management software firm
- SMSF Awards winners revealed for investment categories
- Further clarity needed on in-house asset exclusion
- AMP CEO defends changes to AMP’s BOLR terms
- Adviser fee focus creating conflict with best interests duty
- SMSF Awards: Cash and term deposit winners announced
- Clarity provided on NALI risks with reduced insurance commissions
- Less than a third of advice graduates entering industry
- PwC defends superannuation system with new research
- Actuarial certificate & ETF provider winners revealed
- Former adviser loses appeal against 10-year sentence
- BT outlines common traps with personal super contributions
- Tribunal overturns SMSF auditor disqualification
- Part disposals of homes eligible for downsizer, ATO confirms
- ATO expands early super release investigation to 2,000 applicants
- SMSF Awards: SMSF audit and document provider winners announced
- Tribunal refuses stay order for terminated tax agent
- Government lobbied on boosting access to tax portals
- More than $31bn paid under early super release
- Winners revealed for technology categories in SMSF Awards
- ASIC obtains interim orders against sole director
- SMSF lender & SMSF administration provider winners revealed
- ASIC swoops on SMSF auditors over experience requirements
- ATO urged to adopt educative SG approach post-amnesty
- Late lodgers, new SMSFs reminded on looming due date
- Over 650,000 members lose insurance from early super
- Tax Office reports back on SAN misuse investigation
- ATO provides further clarity on part disposals and downsizer
- Adoption of financial advice declining among SMSFs
- SMSF investors maintain steady asset allocations amid volatility
- ASIC targets Westpac subsidiaries over fees for no service
- Court makes orders in SMSF estate case
- Final round of winners revealed for SMSF Awards
- In-house SMSF audit services ‘not worth the risk’, says law firm
- Further accountability for FASEA unlikely: Van Manen
- Court hands down decision on gifted money in estate case
- Dealer group facing court over alleged cyber-security failures
- ATO apologises for database failures
- Government pushed on SG rise amid ‘grim forecast’ for wages
- ATO confirms important issue on pension payments
- Further guidance needed on reporting of rental deferrals
- ASIC issues ban over inappropriate SMSF investment advice
- Age pension increase not likely until budget, says BT
- Accounting firms’ loss could be financial planning’s gain
- Former financial adviser pleads guilty to dishonest conduct
- Downsizer contributions remain steady amid property downturn
- Super fund selection now enshrined as law
- Legal risks flagged with popular methods of documenting rent relief
- Court hands down important decision on administrator powers
- Evolv Super Audits develops new automated risk tools
- Industry funds reveal intra-fund advice spend
- Victorian rent relief extension prompts review of documentation
- COVID presenting ‘unique challenges’ for SMSF audits this year
- ATO’s SMS alert service causing ‘unnecessary concern’, says mid-tier
- MLC Super trustee hit with licence conditions
- SMSF trustee ordered to give security for costs for defamation action
- Former adviser charged with fraud involving SMSF money
- ATO interpretation to impact borrowing strategies with trusts
- IOOF announces plans to acquire MLC
- BGL announces integration with document provider updated
- CPA calls for amnesty for early release errors
- SMSFs urged to act on compliance issues ahead of tougher penalties
- RBA reveals September cash rate
- New dates announced for SMSF Adviser virtual masterclass
- Bring-forward measure still stuck in Senate
- Government lobbied on SG amnesty extension in wake of COVID-19
- FASEA consults on draft amendments to prior learning
- 6-member SMSF bill introduced into Parliament
- Exercise caution with rollovers in market downturn, advisers warned
- ‘Set pensioners free’ from costly legacy pensions, government urged
- Superannuation taxes predicted to be a ‘soft target’ in budget
- Tribunal upholds decision to refuse limited AFSL
- Deed considerations highlighted with 6-member SMSFs
- Taxpayers will foot early release bill: ISA
- Government pushed to release Retirement Income Review
- Growing profits should support super guarantee raise: ASFA
- ATO extends deadline for reviewing market-linked pensions
- SMSF firm taken to court over alleged advice failures
- ATO monitoring new compliance item in SAN misuse mailout
- TPB extends concessions for CPE, renewals
- Government extends relief for distressed businesses
- Tribunal decides on banning order appeal
- ATO reverses changes to SMSF auditor instructions
- Commissioner’s remedial powers a ‘solution’ for market-linked pensions
- FASEA approves additional graduate diploma subjects
- COVID period sparks SMSF interest in OTC derivatives
- FASEA confirms details for 2021 exams
- ATO confirms post-SG amnesty approach
- SMSFs cautioned on rent relief carve-out under Victorian law
- Bring-forward measure to be stalled until November, BT predicts
- Pension payment guidance causing confusion for mixed-account SMSFs
- ATO cancels hundreds of newly registered SMSFs
- Class extends mental health assistance program to clients
- ATO reveals jump in contraventions reported for FY20
- Winners revealed for 2020 Women in Finance Awards
- Industry funds grilled over secrecy
- ASIC planning to appeal AAT decision on SMSF auditor registration
- ATO flags SMSF auditor priorities for FY2021
- ASIC commences civil proceedings against former Linchpin directors
- New report justifies compulsory super system
- Bank hit with $57.5m penalty over fees for no service
- ATO sheds further light on ‘routine and mechanical’ services
- Coalition promises ‘no adverse tax changes’ to super in budget
- Support service extended for SMSFs with commutation authorities
- AMP CEO says BOLR decision ethically, legally right
- ATO flags potential changes to SAR following APESB guidance
- SMSFs reminded on GST considerations with newly built homes
- SMSFs expected to be spared in October budget
- SMSFA pushes for de minimis threshold with NALI rules
- ATO reveals ASIC outcomes for SMSF auditors in FY2020
- Tax Office gears up for 6-member SMSF bill
- Heffron launches COVID rent relief tool
- ATO confirms stance on reciprocal audit firm arrangements
- Tax traps highlighted with transferring overseas super benefits
- Early release amounts for SMSFs climb to $341m
- Advice fees, costs top inquiries for unadvised consumers: FPA
- SMSF firm completes acquisition
- Court orders reinstatement of super fund trustee
- ASIC imposes conditions on 2 SMSF auditor registrations
- ATO targeting 1,200 taxpayers over early release tax strategy
- Bring-forward measure opens opportunities for recontribution
- SMSFA optimistic about single-issue advice improvements
- ATO clarifies SMSF auditor obligations with NALE
- SG amnesty returns half a billion in unpaid super
- ‘Gone are the days of in-house audits’, ATO warns
- SMSF trustee takes private investor to court over unpaid returns
- BT outlines TBAR implications with 6-member SMSFs
- ASIC extends COVID-19 relief for early release advice
- OpenInvest adds BlackRock to its investor marketplace
- Regulator tipped to scrutinise 6-member funds for best interests
- Investment strategy breaches tipped to see rise in disputes
- Diversification risks to remain firmly on ATO’s radar, says SMSF expert
- SMSF member satisfaction sees significant decline
- Low returns pushing SMSFs into riskier assets
- Major banks predict October rate cut
- Estate planning opportunities highlighted with work test changes
- Early super raiders unclear on long-term impacts
- Auditor independence standards posing ‘logistical conundrum’
- Limited lifespan left for Chinese wall SMSF audits
- Trust deed issues highlighted with non-trustee services
- AAT upholds decision on family tax benefits case
- Early release of super payments climb to $33.5bn
- Time to evolve your firm’s approach to SMSF audits
- SMSFA calls for longer transition period for APESB standards
- Independence standards to impact 54% of SMSF accountants, survey shows
- Court hands down decision in superannuation insurance case
- 6-member SMSFs to reduce compliance costs, says IGTO
- Government could dismantle super: Hewson
- Budget predicted to deliver good news for pensioners
- Offshoring considerations flagged with outsourcing decisions
- IGTO outlines top SMSF complaints
- ATO flags potential issues with audit pooling arrangements
- Government ‘prioritising the wealthy’ with 6-member SMSF bill, says ACTU
- FASEA releases August exam results
- The role of technology in managing the new independence standards
- ATO further clarifies evidence requirements with APESB guidance
- ATO provides clarity on offshoring and independence standards
- New ATO assistant commissioner appointed for SMSF risk and strategy
- Senator Hume flags further possible relief for advisers
- Professional indemnity risks flagged with delaying new independence standards
- Low interest rates driving related-party loan refinancing
- Assessing Audit Candidates
- Government lobbied on boosting contribution threshold
- Court dismisses family claim provision in estate case
- Adviser charged with dishonest conduct relating to superannuation
- Budget day cut still up in the air
- ASIC investigations hampered by COVID crisis
- Support for super increase craters
- RBA hands down rate decision for budget day
- Potential breaches flagged with retirement home purchases
- Accurium creates new head of education role
- SMSF firm acquires regional accounting firm
- New super measures announced to tackle fund underperformance
- AAT upholds decision on disqualified status waiver
- Property still a significant draw card for SMSFs, new research shows
- ATO issues reminder about October TBAR deadline
- FASEA releases draft Code of Ethics for consultation
- APRA clarifies work test rules for JobKeeper payments
- Further technical detail needed on new super measure
- ATO provides guidance on payment of death benefit rollovers
- Adviser exodus still a possibility despite positive signs, says BT
- Court dismisses appeal case against SMSF accountant
- Former adviser sentenced over accessing client super accounts
- Audit pools may ‘ultimately fail’, audit firms warned
- Law firm flags potential FASEA code breaches with intra-fund advice
- AGI revamps SMSF insurance offering
- Class launches new trust accounting software
- ATO death benefit guidance removes unnecessary admin burden
- Clients warned on hasty decisions on super after new tax cuts
- ATO close to completing guidelines on allocation of profit issues
- Tax Office statistics point to uptick in SMSF establishments
- SAN misuse mailout now finalised
- Super reforms contain ‘glaring anomaly’
- ASIC suspends SMSF firm’s AFSL over PI obligations
- ATO issues updated auditor independence guidance
- Small caps predicted to outperform as economy recovers
- Senator Hume flags compensation scheme of last resort
- Critical planning outlined for death benefit and lumpy assets
- Testamentary trust tax issues flagged with super death benefits
- ATO’s new admin penalty approach to see ‘hefty penalties’
- Further clarity provided on evidence requirements for valuations
- ASIC to consult industry on limited advice solutions
- Fixed Fee Playbook: How to implement fixed fees in your accounting firm
- Dual purpose corporate trustees placing SMSF assets at risk
- Banks may reinstate advice offerings in future, IOOF predicts
- Senator Hume sheds light on disciplinary body reforms
- Common lessons for SMSF professionals in succession case
- 6-member SMSFs may spur residency requirement benefits
- SMSF lender announces $600m mortgage-backed securitisation
- Income challenge ‘intensifying’ for SMSFs
- From our small business to yours: how to outsource your SMSF audits
- Gaps identified in ATO auditor independence guidance
- SISFA calls for tweaks to legislative instrument for rental deferrals
- [Free trial] Stop chasing debtors and get paid for your work on time
- Sam Henderson sentenced over dishonest conduct
- ASIC reveals further detail about scaled advice consultation
- Potential Part IVA risks surfacing with TSB, COVID relief
- Advisers still fearful of ASIC overreach with advice regulation
- ‘Quirks’ with contribution rules causing client confusion
- Capital preservation front of mind for SMSF returns
- SMSFs hitting valuation hurdles with lack of data
- Implications for real business property in recent cases
- Monitoring super performance critical in light of new measures
- FPA outlines concerns about single disciplinary body
- SMSFs warned on quirks with personal guarantees, contributions
- SMSF auditors challenged ‘on several fronts’ with new penalty regime
- ASIC concedes failure of early super SOA relief
- ISA outlines concerns about ‘loopholes’ in super fund performance measures
- ASIC strengthens CFD protections for retail clients
- BT flags potential FASEA code breaches with SMSF advice
- Accountants call for unity with pandemic response
- Corporate regulator faces scrutiny over unlicensed advice
- Federal Court orders wind-up of unlicensed SMSF firms
- SMSFs struggling with SAR deadline urged to obtain deferral
- Tax Practitioners Board takes further action on SAN misuse
- APRA faces heat on industry fund donations
- Over 200 SMSF auditors exit the industry
- Red flags raised with wholesale clients and FASEA ethics code
- Advisers scared off SMSFs to the detriment of clients
- ASIC planning to release scaled advice paper by end of year
- Former SMSF property spruiker found guilty of fraud
- Majority of retirees expected to fall short on retirement savings
- Court makes orders in family trust dispute
- Government change of heart could stop adviser exodus
- AAT upholds commissioner’s decision in excess contributions case
- Critical considerations highlighted with timing of death benefits
- ASIC faces fresh questions on industry super campaign
- Lonsdale partners with SMSF Adviser for virtual masterclass event
- NALI traps flagged with in-specie contributions
- Critical steps outlined for preventing setbacks for executors
- CFS highlights potential issues with SMSF property transfers
- Scaled advice unworkable under best interests duty
- Court dismisses appeal in SMSF property development case
- NALE changes tipped to spur rise in audit costs
- RBA announces rate decision for cup day
- Law firm offers strategies for combating in-house asset hurdles
- Early release of super payments climb to $34.6bn
- Proposed SMSF reporting measures slammed as ‘unreasonable’
- Practical issues raised with TPD insurance payouts in super
- AFCA outlines transition approach for remaining superannuation complaints
- ATO flags processes for early super release during shutdown period
- ATO sheds light on Part A qualification reporting
- ATO pencils 2022 income year as start date for SAR change
- SMSFs reminded on repercussions, career impacts of disqualification
- Senate committee gives 6-member SMSFs bill green light
- Former adviser convicted for dishonest conduct
- Law firm offers tips on compliance issues and PI insurance
- ATO addresses outsourcing queries with auditor independence
- ‘No safe harbour safety net’ for best interests duty, advisers warned
- Standard 3 of FASEA’s ethics code still ‘unworkable’, says association
- FASEA urged to fix ‘incompatible’ wording in guidance
- SMSFs cautioned on implications of short-term related party loans
- ATO ramps up SMSF auditor compliance activities
- Tougher penalties needed for dud funds: AustralianSuper chief
- Tax implications of Biden win for SMSF properties in US
- AAT upholds ASIC’s decision to ban adviser
- SMSF Adviser Technical Strategy Masterclass Day 1 wrap: Procedure critical to mitigating disputes with electronic documents
- FASEA code of intent, guidelines at odds
- Indexation uncertainty creating conundrums with contributions
- SMSF Adviser Technical Strategy Masterclass Day 2 wrap: ATO reports spike in high-risk, unrectified ACRs
- Proposed SMSF reporting requirement cops further backlash
- ASIC reports on SMSF auditor registrations for FY2020–21
- Super reforms could worsen consumer outcomes
- Court makes orders in family trust case involving beneficiary clauses
- Investment strategies critical in mitigating property development issues
- ATO flags concerns with lodgement rate for 2019 return
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- ASIC mulls further action on industry fund ‘advice breach’
- Super benchmarks are counterproductive: IFM, Mercer
- SMSFs warned on outdated ATO rulings on NALI
- Proposed reporting requirement to place ‘undue pressure’ on auditors
- Government introduces further royal commission recommendations into Parliament
- Regulators must co-operate to allow scaled advice
- Federal Court grants leave for director of corporate trustee
- Electronic execution measures expected to clarify case law issues
- ‘Enforcement and definition’ issues with prescribed timeline for financials
- Former Financial Circle director charged following ASIC investigation
- ASIC flags limited AFSL, superannuation advice issues as focus area in consultation
- Financial adviser pleads guilty to misappropriating $2.9m
- Draft reporting regulation to exacerbate late lodgements, penalties
- Hume stands firm on super crackdown
- Bring-forward measures unlikely to be passed this year
- Auditors in financial advice firms warned on independence threats
- Significant audit date errors identified from SAN misuse mailout
- Industry fund CEO lashes super critics
- Accounting bodies join in fight against proposed reporting measure
- SMSF Association appoints new vice-chair
- Government pushed to rule out 3-year audits
- BGL lobbies Treasury to drop 45-day reporting proposal
- 5 Reasons to Off-shore your SMSF Audits (to Tasmania!)
- Retirement Income Review highlights ‘inequity’ issues with tax concessions, bequests
- Division 7A issues surfacing with COVID loan relief
- ATO finalises SGC Part 7 penalty remission guidelines
- Liberal MP blasts ASIC hypocrisy on intra-fund advice
- Retirement costs rising despite COVID impacts
- Fresh research challenges ASIC guidance on SMSF costs
- Research report highlights hurdles with super insurance
- ASIC initiates Federal Court action against SMSF accountant
- ATO pushed for clarity on unit trusts in final NALI ruling
- SMSFs warned on ‘pain points’ with deathbed payments
- Retirement Income Review reforms unlikely to happen till mid-2022
- Industry fund faces questions on soaring advice costs
- New SMSF advice model gaining government momentum, says CA ANZ
- Desire for control top reason for SMSF set-ups, survey shows
- COVID-19 reveals ‘flaws’ with account-based pensions
- Barriers to tax and financial advice costing economy $630bn: CPA Australia
- The impact of FASEA’s Code of Ethics on SMSF advice
- Government urged to fix ‘ridiculous’ advice exemptions
- ATO flags key deadlines for early release of super
- SMSF property spruiker sentenced in Brisbane District Court
- Pass rates for adviser exam see drop in October sittings
- Advisers cautioned on best interests duty following SMSF costs data
- Wholesale investor definition in need of shake-up
- Associations lobby government to ‘level the playing field’ with capital raisings
- Government targets fund expenditure, best interests in new super reforms
- ASIC flags new claims handling restrictions for advisers
- ATO issues SuperStream reminder to SMSFs
- Instrument for in-house asset exclusion now registered
- Government to review advice issues for SMSF accountants
- SMSF service provider further debunks myths on SMSF costs
- Court extends freezing order against SMSF trustee
- Last rate call of the year revealed
- Critical steps outlined with property transfers and trust cloning
- SuperConcepts to unveil new AI functions, trustee app
- Advisers crucial to amending retirement gender gap
- Deadline to amend discretionary trusts fast approaching
- ATO issues draft legislative instrument for SMSF rollovers
- Structure of related party ‘crucial’ with related-party loans
- AAT upholds decision to refuse AFSL to adviser
- ASIC looks to overhaul ‘occupation classification’ in super insurance
- Capital losses a critical consideration with transitional CGT relief
- ATO tipped to extend lodgement deadline for 2019–20 return
- Government pushed for confirmation on claims carve-out
- SMSFs warned on sole purpose breaches with education costs
- Death benefit rules ‘due for an overhaul’
- Former director charged over dishonest conduct with super money
- Wholesale investor definition in need of review
- Early release applications jump by 200k in November
- Court determines taxation issues in invalidity payment case
- Advisers warned on limitations with life expectancy estimates
- ATO issues alert on imputation benefits and derivatives
- Off-market transfers a ‘catalyst for future NALI issues’
- SuperConcepts to downsize Sydney office
- BT calls for transitional relief for bring-forward amendments
- Court orders wind-up of unregistered investment scheme
- Traps ‘lurking’ with conditions of release, recontribution strategies
- Intra-fund advice ‘held to same standards’, says ASIC
- New bill introduced to increase transparency of advice fees in super
- AMP’s BOLR terms impacting practice values
- SMSF insurance policies see significant drop
- SMSF satisfaction levels ‘turning a corner’
- New awards program to recognise digital leaders in advice, accounting space
- Canning of FASEA to bring new prominence to ASIC
- Practical implications for SMSFs in best financial interests reforms
- ATO prepares SMSFs for potential indexation of transfer balance cap
- Anti-hawking provisions for super, insurance passes both houses
- ASIC releases updated remuneration guidance
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- Indexation of TBC tipped to trigger surge in excess amounts
- ASIC identifies ‘significant variation’ in outcomes for superannuation insurance
- SuperConcepts to adopt open banking services in new year
- Retail super dodges performance test: ISA
- Heffron honours warm, kind-hearted leader
- Implications for franking credits in US tax case
- Senate amendments to bring-forward bill called into question
- Practical hurdles highlighted with use of related-party builders
- Government abandons proposed 45-day reporting requirement
- ACCC won’t oppose IOOF, MLC deal
- SMSFs cautioned on Division 293 payment blunders
- Super funds rank dead last on disclosure
- [Free] 40 service templates for accountants and bookkeepers – with pricing benchmarks
- ‘No marked increase’ in illegal early access issues despite COVID
- Class eyes new markets, industries as part of expansion plans
- SuperConcepts CEO to depart business
- Industry welcomes ‘common sense’ decision to bin 45-day accounts proposal
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- Industry fund reports surge in demand for digital advice
- Accounting network acquires SMSF accounting firm
- SMSF trustee granted leave to initiate proceedings against Linchpin
- Senator Hume promoted to ministry
- ‘Welcome proposal’ for legacy pensions in MYEFO
- Victorian rent relief extension prompts further evidence requirements
- SuperConcepts appoints new interim CEO
- Government looks to modernise SMSF record keeping
- FASEA releases updated legislative instrument for degrees
- Adviser exam now completed by over half of all advisers
- FASEA adds new degrees to approved list
- SMSF professionals urged to take time off following disruptive year
- Industry warned on potential for ‘big stick’ policy approach to retirement capital
- ASIC obtains orders against property developers targeting SMSFs
- Advisers in ‘difficult position’ with bring-forward measure delay
- Standard 3 guidance muddies the water on conflicts
- NALI provisions still a key ‘audit challenge’
- Superannuation strategies outlined for 2021
- Change of trustee can trigger ATO ‘risk assessment’
- FASEA wind-up unlikely to see standards change, advisers told
- SMSFs warned to tread carefully with purchase of building materials
- Mid-tier launches new SMSF service for accountants
- Options for clients in ‘tricky position’ with bring-forward measure
- Former SMSF auditor sentenced for contempt of court
- Benchmarking reforms for super cop further criticism
- ATO issues reminder on early release of super
- ASIC commences proceedings against SMSF fintech firm
- ‘Unfinished superannuation business’ to watch for this year
- Wealth giant hit with class action on advice commissions
- Is your SMSF protected?
- Critical compliance checks flagged with family law splitting process
- Firms warned against delaying audit decisions for ATO letter
- Retirement the ‘number one trigger’ for financial advice
- 6-member SMSFs still sparking client interest
- Reforms won’t fix super underperformance
- NALI barriers outlined with property development and related unit trusts
- Prominent technical expert reaches 20 years at Heffron
- Returning expats reminded on tax snares with pensions, investments
- Technical expert lists ‘new year’s resolutions’ for super
- Retirement time bomb requires complex thinking
- Wound-up trusts impacted by new foreign surcharge laws in NSW
- ‘Consistent approach’ critical to reforming SMSF advice model
- ATO issues reminder on January deadline for TBAR
- SMSF Advisers Network overtakes AMP as biggest licensee
- Scaled and limited advice hampered by ‘confidence issue’
- Government pushed for details on proposed payment restrictions for super
- Advisers warned on ‘nuances’ with aged pension post-pandemic
- ASIC responds to questioning on super advice breaches
- Pooling arrangements ‘no holy grail’ for auditor independence
- SMSF audit independence – the time to act is now!
- ATO provides update on timeline for auditor independence guidance
- Evolv bolsters management team ahead of independence standards
- Common shortfalls highlighted with SMSF company constitutions
- FASEA defends 3-month exam lockout
- Best financial interests measure tipped to spur higher compliance costs
- Proposed super measures could lead to ‘unacceptable’ NALI breaches
- Proposed opt-in measure for SG increase slammed by industry bodies
- Fear of ASIC retribution stopping scaled advice take-up
- ATO issues reminder on triggers for SMSF alerts
- SMSFs warned on tax traps with divorce and splitting fund assets
- ‘No justification for overreach’: ASFA
- Jane Hume reaffirms commitment to fixing retirement advice regulation
- SMSFs reminded on looming due date for SMSF annual returns
- War of words rages over opt-in super
- Auditors warned on independence threats with partners of client firms
- Increased strain on SMSF firms sees consultancy expand team
- Common dispute areas outlined with SMSFs, unit trusts
- ASIC’s ‘inconsistent approach’ an impediment to scaled advice
- FPA calls for repeal of safe harbour provisions for best interests duty
- Licensees restricting SMSF advice with ‘burdensome compliance’
- Important factors for clients in ‘grey area’ with super accounts
- Audit exchange service launched ahead of independence standards
- ASIC probes ex-director of collapsed advice firm
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- SMSF engagement letters due for overhaul under new APESB standard
- ISA lobbies ASIC to expand role of intra-fund advice
- SuperConcepts completes migration to new consolidated platform
- Adviser body calls for new ASIC advice unit
- SMSF firm wins court appeal in dispute over sale of client list
- AFCA amends rules following court judgment
- ASIC lobbied on ‘private ruling service’ for new advice offers
- FASEA grilled on education double standards
- APES 305 to improve due diligence with auditor independence standards
- Retirees proceeding with downsizing plans as confidence rises
- Up to 6,000 advisers at risk as FASEA deadline nears
- Government expected to adopt simpler election method with ECPI measure
- Smoothing the journey to SMSF audit independence
- General transfer balance cap set to rise to $1.7m
- Raiz eyes SMSF market with new investment service
- FASEA defends decision on CPD recognition
- State of SMSF advice model needs ‘urgent wholesale review’
- Rollout of director ID regime ahead of schedule
- Strong pipeline of IPOs expected as economy bounces back
- CA ANZ flags challenges to affordable SMSF advice
- ATO launches new online services for super obligations
- ATO to issue follow-up mailout on SAN misuse
- Timing key to navigating market volatility and transfer balance cap impacts
- Hume reaffirms changes to commutations for legacy pensions
- Complexities arising from indexation of TBC should prompt a rethink
- SMSF advice firm expands to Tasmania
- Does super need ‘rough justice’?
- RBA makes first cash rate call of the year
- ATO flags changes for employee super options
- Evolv appoints new chair
- Ongoing COVID-19 compliance issues yet to play out for SMSFs in 2021
- Westpac loses High Court appeal on super rollover advice
- APRA reveals priorities for 2021
- Early access boosted interest in advice
- Reducing super complexities crucial, says SMSF Association
- New GM joins State Super
- Adviser outflows slow, zombie licences grow
- Approaching ECPI ahead of draft legislative changes
- SMSF trust deeds need to be more guarded in increasingly litigious environment
- Limited licensing framework needs to be removed and transitioned, says SMSF Association
- Making the leap to keep advice affordable
- New platform head joins BT
- Taking a deeper dive into indexation of the transfer balance cap
- Cloudoffis makes major updates and integration to SMSF platform
- ASIC suspends AFS licence of SMSF investment firm
- Understanding ATO’s new admin penalty approach
- Advice fees jump over 20%
- $36bn stripped from super during COVID-19
- SMSFs cautioned on key compliance risk areas for 2021
- CPA Australia pushes for rethink of ASIC funding model
- Scale – the must-have factor for SMSF audits
- A volatile year for the Australia 200's healthcare companies but vaccine brings new hopes
- Additional licence conditions imposed on financial advice firm
- New ATO investment strategy guidelines can benefit trustees amid uncertainty
- ASFA pushes for removal of TBC
- SAPEPAA appoints new directors
- Former accountant who defrauded SMSF investors appeals convictions
- Indexation of TBC ‘a nightmare’, says BGL
- TPB raises the bar on CPE requirement
- Halting 12% SG rise to add $33bn to pension spending
- ASIC permanently bans former financial adviser
- Super giant calls for intra-fund advice expansion
- Dealing with breaches of NGUT causing unnecessary costs, says SMSF Association
- SMSF loans speeding towards efficiency after major banks exit
- Law firm warns of trusts traps with estate planning
- ASIC puts funds on alert over Westpac case
- 12% SG rise a right idea at a wrong time, says CA ANZ
- Class acquires ReckonDocs
- Critical NALE issues need to be addressed by ATO, says SMSF Association
- Scaled advice is the future: ASIC
- New SMSF changes highlight coming reforms in government’s super plan, says Hume
- ‘Embrace technology to cut SMSF red tape’
- Non-bank lender targets SMSF sector
- Just 1 in 5 advice complaints resolved early
- ATO commits to educative approach around in-house audits
- Your Future, Your Super introduced to Parliament
- Scaled advice the future for SMSFs
- ATO outlines guidance on reporting obligation impacts from COVID-19
- Streamlining the audit process
- FASEA concedes code change may not be relevant
- ATO highlights continued strong partnership with SMSF sector
- ‘Proposed MYFEO changes to legacy pensions not a cure-all’
- ‘3 strikes and you’re out’: ATO eyes 80,000 late SMSF returns
- SMSF firms handed fresh resource on independence changes
- Advice body urges Senate amendments to renewals bill
- SMSFs with LRBAs ‘not penalised’ for capitalising interest
- ASIC reveals next steps on affordable advice for SMSFs
- Wilson makes ‘no apologies’ for superannuation campaign
- Self-funded retirees make up 10% of PLS reverse mortgages: Pension Boost
- Tax trap considerations when splitting illiquid assets for SMSFs
- ‘We need to have a different system’: Roadblocks limiting accountants from driving SMSF sector forward
- SMSFs warned on building contract traps that breach super rules
- Industry bodies jostle for royal commission bill amendments
- ATO flags top errors to avoid for SMSF annual returns
- Arising capital gains tax complexities for SMSFs ahead of TBC indexation
- SG freeze ‘a tragedy’ for advice clients
- Future of SMSF investment strategies must be ‘trustee-driven’
- Key NALE areas that need to be resolved ahead of ATO ruling
- Super contribution caps set to increase from 1 July 2021
- Annual renewals advice bill passes Parliament
- How a withdrawal and recontribution strategy can benefit a non-dependant
- Frydenberg flags super freeze
- ‘Problematic’ SMSF splits creating court headwinds
- ASIC grilled on process for banning announcements
- SMSFs flagged on allocation drawbacks from asset separation
- Former financial adviser charged over illegal access scheme
- Key strategic considerations arising from contribution cap changes
- RBA sets official cash rate for March as JobKeeper end looms
- ‘Call a spade a spade’: Industry body urges renaming of general advice
- SG debate an opportunity to move past super system complexities
- Drawing clear lines in subject matter crucial to tackling grey areas in sole purpose test
- Super payouts surge by 39.4%
- ASIC red tape strangling advisers: Labor
- DomaCom completes integration with BGL
- Uncertain future for attorneys of SMSFs making BDBNs for their principals
- ATO outlines guidance on preparing for transfer balance cap indexation
- Experienced adviser salaries on the rise
- ASIC takes Statewide to court in 2nd super fund legal battle
- Cost of retirement up in December quarter
- Related party valuations could be next COVID challenge for SMSFs
- ‘Start acting promptly’: ATO flags next steps for SMSFs exceeding transfer balance cap
- ASIC defends higher industry levies
- Navigating the post-pandemic challenges and pathways of super for young women
- Financial advice firm hit with $1.4m penalty
- SMSFs flagged on deeper TRIS restrictions impacting pension standards
- Industry bodies call for immediate review into ASIC funding model after ‘shameful’ fee hike
- 90% of advisers stressed about compliance
- ATO flags additional updates on information accessible ahead of TBC changes
- What SMSFs need to know about evening out spousal super
- Timing strategies to navigate risky thresholds in contribution cap changes
- Choosing the perfect SMSF audit partner
- Could the adviser exodus be turning around?
- Real estate trusts continue strong performance ahead of COVID recovery
- Considering the flexible approach to protect SMSF death benefits
- Navigating key compliance issues SMSFs face under ATO’s investment strategy change
- BT members head for the door after upgrade delays
- Ensuring correct processes crucial when appointing EPOA for an SMSF
- ASIC expands new super litigation plans
- SMSF sector continues steady expansion
- False lodgement declarations see tax agent terminated
- AFA urges government action on advice tech
- AFCA reports increased COVID-19 disputes
- Retirement phase and fund income changes biggest determinant of ECPI choice
- Advice model needs more innovation: IOOF
- Sydney lawyer reprimanded, fined for trust account violation
- Pension Boost questions Retirement Income Review report outcomes
- ASIC obtains compliance orders for SMSF accountant
- The advisers profiting from ASIC actions
- Melbourne adviser permanently banned
- Finding opportunities for tax deduction strategies during contribution cap changes
- ATO flags continued crackdown on illegal SMSF retirement planning schemes
- Industry body blasts ‘discriminatory’ exam processes
- What SMSFs need to consider when losing the EPOA
- Urgent review needed on SMSF loan offset dangers
- Long-awaited ATO auditor independence guidance released
- APES 305 – the impact on SMSF audit terms of engagement
- SMSF tech provider achieves data security recertification for 2021
- Back-to-back loans an arising issue for related-party SMSF loans
- Busting insurance myths around SMSF collectables and personal use assets
- Uncertain forms of SMSF trust spark deeper implications in court conflicts
- Specialist education pathways not necessary
- Raiz Invest targets SMSFs in growth trajectory plans
- TBC indexation to create various complexities in death benefits
- Building a fit-for-purpose mantra for advisers crucial across SMSF life stages
- New chairman appointed for Colonial First State
- ATO makes changes to communication updates for SMSFs
- Heffron launches new personal transfer balance cap tool
- New SMSF quarterly statistical report shows healthy uptick
- Justifying prospective strategies to break through asset segregation intricacies
- Why ASIC can’t get its funding from the big end of town
- ISA slams ‘rigged modelling’ from Retirement Income Review
- ‘A strategic asset structure’: Townsends spills on 6-member SMSF benefits
- SMSF treading differently in retirement income paths compared to super funds
- Why the value of your practice could take a hit
- Electronic document execution measures hit roadblock
- Understanding the reportable breach process in ATO’s new investment strategy changes
- More deeper, specialised processes required to fully measure SMSF operating cost
- When onboarding is easy
- BDO expands partnership with SuperConcepts to bolster audit offering
- ATO sees highest response rate after SAN misuse mailout
- Consistency needed when determining best methods for apportioning SMSF expenses
- ‘Too many Band-Aid approaches’: Super contributions more complex with increasing changes
- ATO makes extension relief on NALI
- Low-fee clients kneecapping practice values
- ASIC outlines advice fee consent requirements
- ATO’s reciprocal auditing benchmark not a ‘get-out-of-jail-free card’
- ASIC throws hands up at levy
- ATO flags changes to SMSF member verification service
- Unusual year means defying conventional strategies when it comes to pensions
- Integrated approach key to navigating SMSF legal headwinds
- Advisers handcuffed by licensee lookbacks
- Revenue model rethink to boost practice profits and lower cost of advice
- ATO releases updated guidance on LRBA and Division 7A interaction
- Understanding impacts of TBA on strategies to maximise personal transfer balance cap
- FASEA exam processes revealed
- Heffron launches new Pension Pack tool
- ASIC admits failures in SMSF operating costs fact sheet
- Staying on top of uncertainty ahead of looming bring-forward measures
- Managing change for APES 110
- Westpac case to call advice distribution into question
- New research finds majority of Australian retirees exhaust their super savings
- Evolv enters strategic alliance with AuditMatch
- Navigating SMSF compliance risks and best approach when facing the ATO
- ATO updates guidance on reciprocal auditing arrangements
- Regulation, fee-for-service model blocking annuities
- New super benefits rollover form published
- Taking a closer look at the unsegregated method for calculating ECPI
- Multi-member SMSFs: What to prepare for ahead of the next financial year
- RBA sets official cash rate for April
- Aussies ‘get nothing’ without super increase: Keating
- SMSFs flagged on TBAR reporting deadline
- Joint bodies take aim at ATO’s guidance on professional firm profits
- Auditor referral sources guidance requires further review
- ‘They weren’t just doing it to me’: Ex-AMP planner reveals terminated advisers’ stories
- Cloudoffis releases all-new automated SMSF workpaper solutions
- Can an SMSF member with a majority interest expel another member?
- New super contributions changes give rise to TTR strategy comeback
- A superannuation train wreck looms
- SMSFs looking to ride the crypto wave
- Advisers hit with ASIC late fees over FASEA exam
- SMSF investment strategy set to attract auditor, ATO scrutiny
- Fix regulators, not the law: AIST
- BGL launches CAS 360 in Singapore
- What SMSFs are buying ahead of 2021
- SAN misuse sees SMSF tax agent convicted
- Treasury grilled on missing detail in super overhaul
- FASEA chair reappointed
- ‘The devil is in the detail’: What to remember when combining contribution splitting and reserving strategies
- Increasing legal complexity requires greater preparation for SMSF super splitting
- Is AFCA causing vexatious complaints?
- ASIC takes action to wind up companies behind SMSF scam
- Advisers urged to keep up with shifting preferences of HNW investors
- 6-member funds could spell a ‘recipe for disaster’
- What’s the ‘magic number’ to service clients profitably?
- Annual consent means more than a ‘yes’ for advisers
- Next phase underway in business registration modernisation
- Drawing a clear line in NALE, NALI impacts on property
- No two SMSF audits are the same
- ‘The most disruptive we’ve ever seen’: Almost 8,000 advisers gone in 2 years
- ATO flags June SAR lodgement deadline
- ASIC extends temporary financial advice relief measure
- Timing liquidity risk impacts on the SMSF property investment strategy
- Wilson’s latest super play fails to take flight
- ATO ‘intimidating’ firms under new partner profit guidelines: IPA
- New breach reporting regime a substantial increase in complexity: AFA
- SMSFs flagged on LRBA contributions traps
- James Mawhinney’s ‘reprehensible conduct’ earns 20-year ban
- SMSFs to receive additional consolidation payments from Reuniting More Super changes
- Trustees warned on arising complications from bankruptcy claims on property
- SMSF auditors urged to proactively identify SAN misuse
- Government reveals details of new financial advice disciplinary body
- 2021 Budget opportunities to enhance women’s super
- SG freeze could be Coalition’s Achilles heel: Hewson
- Former adviser hit with 4-year ban
- AAT affirms next steps on disqualification of SMSF trustees
- Small business CGT concessions a continued missed opportunity for SMSFs
- Former financial adviser pleads guilty over illegal access scheme
- ‘Where’s the strategic thinking’: Hewson slams Coalition advice reforms
- Widening gap between SMSF providers may lead to future intervention
- Hume concedes FASEA strangling industry
- ASIC releases draft guidance on breach reporting reforms
- Defining compliance metrics to navigate audit issues in business real property
- SMSFs flagged on Div 7A relief implications from ATO’s updated guidance
- Adviser numbers to plummet by 30%
- New SMSF legal, compliance product launched
- Law firm offers insights into ATO dealings
- ‘Extremely versatile’: Carry-forward concessions a key strategy heading into end of financial year
- Adviser focus shifting back to pre-pandemic strategies as COVID relief ends
- CA ANZ pushes back against ATO’s ‘outdated’ personal services income approach
- ATO switches on Online services for business
- Advice ‘deficiencies’ found in IOOF after ASIC probe
- Advisers to be ‘extra cautious’ around TBC impacts on death benefit income streams
- AFA confirms claims carve-out for advisers
- WA woman faces jail term over early access to super fraud
- ATO flags audit requirements for accepting downsizer contributions
- SMSF advisers rally against proposed ECPI changes
- Which licensees are shedding advisers fastest?
- New draft regulations released for Your Future, Your Super
- SMSF property development issues to see continued ATO, auditor scrutiny
- Disruption to advice tech increasing at pace
- Adviser banned for 5 years for misleading super advice
- Government appoints new ASIC chair
- SMSF Association clarifies NALI issues around pension phase assets
- Is a fixed-term better than an ongoing fee arrangement for advisers?
- SMSFs flagged on audit requirements around precious metal assets
- ATO, TPB unveil new client verification standard
- New auditor independence standards to create fresh perspectives on investment strategies
- SMSF refinancing a ‘missed opportunity’ for brokers
- Financial adviser faces more dishonesty charges over super misconduct
- Segregating large assets more complex during ECPI calculation
- SMSFs flagged on key pitfalls facing the bring-forward strategy
- RBA announces cash rate decision for May
- Superannuation industry to see the dominance of mega funds
- Superannuation industry to see the dominance of mega funds
- Dealing with compliance complexities impacting overseas SMSF property
- Wealth costs still weighing on Westpac
- ASIC rejects ‘general advice’ change
- SMSFs encouraged to begin planning for new director ID regime
- Most Australians support 12% super
- SMSF firms should not try and ‘run the gauntlet’ on auditor independence
- ‘Expect carnage’: New reporting requirements could cause mass exodus of AFSL licensees
- Former adviser hit with 8-year ban for falsifying BDBNs
- Determining the best splitting approach ahead of increasing complexity in super splits
- Contribution reserving flagged as active strategy: CFS
- Questions raised on AFCA use of ‘experts’
- New myGov scam surfaces
- SMSFs warned on control limits impacting BDBNs
- Federal budget hoped to bring about SMSF changes
- Is your onboarding process turning off clients?
- New defensive advice approach needed to solve cash conundrum
- Greater planning required when dealing with potential SMSF residency changes
- Budget tipped to tackle super cap and threshold complexities
- Government to improve the Pension Loans Scheme
- Superannuation boost for 300k workers as government scraps minimum SG threshold
- Government extends access to downsizer contributions
- Government scraps work test for voluntary superannuation contributions
- SMSF residency rules relaxed
- SMSFs to see changes in legacy pensions
- Super industry bodies react to federal budget
- Budget falls short on gender super gap, industry says
- SMSF Association applauds federal budget measures
- Changes in work test to rejig SMSF contribution strategy
- Hume moves to tackle ‘inflexible’ super system
- What was missed for SMSFs in the budget
- Downsizer extension a great opportunity for SMSFs but caution required
- AAT sets aside disqualification on non-complying SMSF
- Independent watchdog to scrutinise ASIC, APRA
- CrowdProperty launches into Australia with sights on SMSFs
- ASIC sounds alert on scams targeting SMSFs
- Central management and control tests still tricky despite SMSF residency changes
- AFCA appoints new chair
- Accountants should seize upon financial advice to add value
- SMSFs reminded to seek deferrals immediately for annual returns
- SMSFs cautioned on income stream uncertainties ahead of legacy pensions changes
- SMSF winners for Australian Digital Technology Awards announced
- New pension loan scheme changes can level the playing field for seniors
- Funds ramp up robo-advice
- Advisers encouraged to go beyond the ‘average’ retirement strategies
- New advice disciplinary body welcomed but extra costs, ASIC role a great concern
- Reducing the risk of compliance breaches
- ATO clears the air over lodgement support bungle
- Advice considerations for clients entering next phase of social security measure changes
- Adviser registration should be centre of new disciplinary model
- Legacy pension changes create uncertain sting in treatment of pension reserves
- ASIC takes action against SMSF property ‘one-stop shop’
- ASIC’s hands tied on affordable advice
- Budget measures designed to give retirees control in increasingly ‘opaque’ super environment
- ATO embarks on new SMSF research survey
- What changes will ASIC make from its affordability review?
- Labor calls for inquiry into FASEA
- Government releases draft legislation for ECPI changes
- ATO flags SMSF TICK response requirements
- ASIC concedes levy estimates were ‘badly wrong’
- ASIC revokes 2 AFSLs
- ATO flags correction on audit contravention reports
- SMSFs in blended families face new approaches to deal with legal uncertainties
- Adviser numbers tipped to sink below 10k
- Submissions open for Women in Finance Awards 2021
- ATO issues final warnings on outstanding SARs
- Bring-forward changes confirmed to align with federal budget measures
- New SMSF quarterly statistics highlight continued post-COVID recovery
- Former SMSF adviser sentenced for misappropriating funds
- ‘Advisers are traumatised’: Industry body to query planner mental health
- TBAR, TBC impacts to affect timing of winding up SMSFs in 2021
- Caution needed on contribution reserving strategy when managing the TSB
- ASIC suing AMP for charging deceased customers
- Industry body warns on ‘critical’ renewal error
- SMSFs reminded about new accounting standard changes for trust deeds
- ATO updates auditor obligations on NALE compliance relief
- TBC impacts require early management of reporting frequency in TBAR
- Almost three-quarters of advisers suffer burnout, stress
- Cloudoffis releases new automated workpapers and audit automation updates
- SMSFs warned on commutation traps when managing a child pension
- Why the legacy pension changes should not include taxing reserves
- ‘Surprising and disappointing’: Greater innovation needed in retirement strategies
- WealthO2 responds to increased Super Simplifier demand with lower fees
- Draft legislation released on improving visibility of super assets
- Halving of minimum pension drawdown rates extended
- RBA reveals June cash rate call
- CPA, CA ANZ cast doubt over Your Future, Your Super reforms
- Changing and enhancing the property development process for SMSFs
- New adviser registration should not blur the obligations of the individual and the AFSL
- Is your SMSF’s cash allocations working hard enough?
- Sage Asia Pacific appoints new managing director
- SMSFs flagged on differentiating tax deduction opportunities and traps for property
- FASEA to amend Standard 3
- Deadline approaching on final timing opportunities from NALI pension asset CGT exemption
- New ASIC chair ‘concerned’ about regulatory burden on advice sector
- Former adviser banned for 3 years
- SMSFs flagged on new SuperStream changes impacting rollover management
- SMSFs need to consider ECPI ‘choice’ outcomes affecting income stream strategy
- Your Future, Your Super still has flaws despite passing house
- Tribunal confirms administrative academic rule for TPB registrations
- Managing the total super balance to enhance contributions for this EOFY
- ‘Reality doesn’t match the dream’: LRBA surges cautioned on lurking dangers
- Fitzpatricks bolsters Queensland advice team
- Advice sector billed for ASIC IT, property costs
- Identifying pension opportunities and traps approaching this EOFY
- Approaching ‘delicate’ control when managing unit trusts in SMSFs
- ATO reveals Business Portal retirement date
- Sequoia acquires client books through subsidiary
- Sydney adviser cops permanent ban over $5m fraud
- FASEA uncertainties shroud potential code rework
- More IOOF, MLC firms abandon ship
- SMSFs flagged on defining clear income purpose and intention for land tax deductions
- Advisers risk being misaligned with timing of education standards
- SMSFs reminded over need to establish clear wealth structures to avoid difficult funds tracking process
- Younger clients ‘changing the dynamic’ with crypto
- Zenith introduces dedicated index fund rating
- SMSFs reminded on pension income stream PAYG obligations
- Navigating SMSF compliance processes for employee share schemes
- Crypto crackdown underway as ATO locks in data-matching program
- Ongoing fee reforms a positive step: Hume
- ‘Sit tight and wait’: SMSFs impacted by bring-forward rule setback urged not to rush avoiding excess determination
- Caddick’s SMSF auditors face potential class action
- Differentiating risk impacts for unit trusts in unitholder agreements
- SMSFs flagged on planning opportunities for EOFY concessional contribution strategies
- ‘Wikipedia for auditors’: AUASB launches interactive portal
- Should you get your FASEA exam re-marked?
- Accountants, ATO officers honoured on the Queen’s birthday
- ATO to delay eSAT retirement
- Time for an annual review for related-party lease arrangements
- ASIC’s ongoing fee guidance explained
- IOOF completes first migration to new super platform
- AAT dismisses adviser banning appeal
- ATO confirms updated personal transfer balance cap availability date
- Pressure on reluctant exam sitters as deadline looms
- Standard approach to electronic document execution in the works
- SMSFs warned on traps from legal processes after death of the last trustee
- Bring-forward measures and 6-member SMSF bill passes Parliament
- FASEA clarifies loophole for exam-shy advisers
- AFCA sticks to Supreme Court decision after rule change
- ATO confirms deadline for SMSF member verification service changes
- SMSFs flagged on arising pitfalls from complex valuations approaching EOFY
- Persecution of advisers must stop: AFA
- ATO introduces new SMSF rollover alerts
- Accountants cautioned on ‘one size fits all’ approach to trust distribution
- Downsizer and bring forward combination creates new opportunities for super strategy
- Pension payment standards for SMSFs – the importance and the implications
- Advisers ‘concerned’ late compliance changes will impact FASEA exam
- Advisers flagged on shifting focus to long-term wealth thematics for current market climate
- ATO fixes Super Fund Lookup issue affecting over 30,000 SMSFs
- ATO extends Division 7A relief
- ASIC grilled on fine print of industry funding
- SMSFs reminded on investment strategy review for shifting allocations
- Super changes offer greater flexibility but alternatives still required for wealth generation
- APESB releases draft fee provisions for auditor independence
- Treasury confirms bring-forward age application
- Government announces ‘limited’ FASEA exam changes
- Better Advice Bill introduced into Parliament
- ATO issues new SMSF independent auditor report form
- Why Do Auditors Always Ask For A Property Title?
- Financial regulators ASIC, APRA to be regulated by new authority
- Hobart adviser banned for 4 years
- Utilising TRIS strategies ahead of TBC indexation
- ATO issues alert on missing unique bank account details for SMSFs
- AFA chief blasts advocacy group’s ‘baseless claims’ on SMSF recommendation
- Government unveils new changes to electronic document execution
- Top superannuation accounting strategies this EOFY revealed
- ATO continues crackdown on SAN misuse
- Unlisted SMSF investments – auditor collaboration is key
- ATO doubles down on wealthy and private groups
- SMSFs reminded on July TBAR lodgement deadline
- Wills flagged for a review to guard against foreign beneficiary impacts on the estate plan
- SMSF auditor disqualified for breaching independence standards
- BT names new super chair
- ATO to implement system changes for new increase in SMSF membership
- Intergenerational report highlights big role for super and self-funded retirees
- Winners revealed for 2021 SMSF Awards
- SMSFs advised on capturing upside and downside trends to assess risk impacts on portfolio
- Regulators urge trustees to get tough on fee consent
- ATO releases YourSuper comparison tool
- Showcasing the Education and ETF Provider winners at SMSF Awards 2021
- SMSF Awards: Showcasing Advice Platform and Insurance Provider winners
- New year, new super changes
- SMSFs warned on compliance traps facing transactions with former spouse
- Assessing best timing approaches for death benefit payments to satisfy ATO compliance
- Increased Managed Fund Offering on AMM
- SMSF Awards: Showcasing SMSF Document and Global Equities Fund Manager winners
- EOFY Summary & What to Look out for in 2022
- ‘Political suicide’ inheritance tax gains growing support: Research
- ATO delays personal transfer balance cap availability date
- ASIC previews feedback on affordable advice review
- SMSF Awards: Showcasing Administration and Audit Providers of the Year
- RBA sets official cash rate for start of new financial year
- ASIC says unlicensed advice costs ‘recovered from industry’
- FASEA reveals May exam results
- Review contributions opportunities this financial year: Experts
- SMSF Awards: Showcasing Fixed Income and Cash and Term Deposit Platform winners
- SuperConcepts appoints new CEO
- Colonial First State confirms senior hires ahead of sale
- SMSFs flagged on reviewing opportunities for minimum pension drawdown changes
- SMSF Awards: Showcasing Technology Provider winners
- Industry bodies blast ‘unreasonable’ fee consent guidance
- Balancing discretion and direction approaches for death benefits
- Evaluating tax opportunities arising from the removal of excess contributions charge
- SMSF Awards: Showcasing final round of investment provider winners
- BT Panorama tops $100bn
- VanEck strengthens ETF team
- FASEA scraps 3-month registration requirement
- SMSF firm forks out $7.2m to resolve ASIC court proceedings
- Non-compliant advisers remained in AMP ranks
- Class launches new SMSF auditor search tool
- ATO urges preparation for incoming SuperStream changes
- Finalists revealed for Women in Finance Awards 2021
- Ord Minnett poaches Pitcher Partners wealth director
- Ex-director pleads guilty to false super document charges
- SMSFs flagged on insurance review alignment for new financial year
- BDBN reviews needed to guard against continued exposure to legal risks
- The what, why and when of death benefit nominations
- New research shows advisers can play key role during family breakdown
- FASEA consults on 3-month exam relief
- SMSF scams are on the rise: Here’s how to fight back
- Proposed ECPI measures tipped to create increased complexity and burden for SMSFs
- Industry body questioned over direct insurance tie-up
- BGL launches SMSF auditors panel
- SMSF trustees turn to risk in low-yield environment
- ATO defines ‘appropriate reviewer’ approach to independence threats
- FASEA slammed for not recognising previous study
- AMP escapes ASIC charges for ‘fees for no service’ scandal
- 6-member SMSF registration availability to begin mid-August
- ATO issues reminder for SMSF trustee disqualification checks
- 6 Member SMSF – Is it Worth it?
- Government releases further royal commission legislation
- Personal registration system to impact changes in regulatory obligations for advisers
- Government releases retirement income covenant paper
- Timing issues from ATO’s TBC information to create ‘significant problems’ for SMSFs
- Treasury still vague on Better Advice detail
- ASIC releases new reference checking protocol for advisers
- ATO zeroes in on SMSF lifestyle assets
- New contribution caps to impact SMSF TTR strategies
- ASIC concedes further levy cost blowout possible
- SMSFs flagged on transitioning approach for new electronic processes for companies
- Gold Coast adviser banned over failures in super advice
- Transfer balance cap changes to impact outcomes on segregating pension assets for ECPI
- Adviser urges lawmakers to bypass industry ‘gatekeepers’
- SMSF Association appoints 2 new board members
- SMSFs flagged on technical requirement challenges for SuperStream changes
- SMSF property fraudster loses appeal
- Inheritance tax could address questions of financial inequality: The Tax Institute
- ASIC levy to soar for new financial year
- Solicitor reprimanded for trust account breaches
- Accountants call for changes to proposed ECPI measures
- ASIC funding levy must be addressed or more practices will close: FPA
- BT and Asgard fork out $3m for charging fees for no service
- ASIC revokes licence of SMSF advice firm
- Regulators worried about arising uncertainty on sole purpose test alignment for super trustees
- Government slammed for ‘forcing’ advisers to pay ASIC fund levy
- Financial advice industry bodies make new leadership changes
- What the COVID-19 loan repayment relief extension means for related-party loans
- New research underway for SMSFs on investment returns
- Industry body calls for urgent review of ASIC levy model
- Managed accounts delivering better efficiencies to advice firms during disruption
- SMSF auditor banned after neglecting personal tax obligations
- ATO releases final ruling on NALI
- 1 in 4 yet to switch to Online services as Business Portal retirement looms
- IOOF adviser departures see increased outflow
- ATO to upgrade Online services for SMSF auditors
- ‘Mammoth consequences’: ATO’s NALI ruling draws ire from accountants
- MP calls for royal commission laws to be scrapped
- Former wealth director hit with false statement charges
- Advice fee consent not applicable for SMSFs
- New audit firms require greater safeguards to manage fee referral benchmark
- Melbourne accountant sentenced over $135k GST fraud
- Gold Coast advisers banned for 5 years
- SMSFs flagged on managing duty traps for discretionary trusts
- SMSFs warned on increasing compliance risks affecting property valuations
- RBA hands down cash rate for August
- ASIC cancels licence of Victorian SMSF adviser
- Wealth director and officer hit with 6-year ban
- ‘A direct attack on the profession’: Labor called to ditch $3k deduction cap on tax agent fees
- Recontribution strategies tipped to change bring-forward approach
- Calls renewed for major banks to foot ASIC levy
- Court finds advice group failed to supervise adviser conduct
- SMSFs flagged on asset protection alignments for estate plan
- Greater care needed on balancing excess contribution impacts on SMSFs
- ASIC needs to get tougher on dodgy funds: Industry body
- Major institutions pay almost $2bn for financial advice misconduct
- SMSFs flagged on key evidence required from auditors for downsizer contributions
- ECPI ‘choice’ conflicts to create different impacts on segregation
- How to get SuperStream ready
- Liberal Party slammed for treating advisers ‘so appallingly’
- TPB prepares to usher in new era of regulation
- Education standards to exacerbate advice business sell-off
- The evolution of new processes reshaping BRP applications for SMSFs
- Better Advice Bill passes lower house
- ASIC bans accountant over $73m failure
- Court imposes conditional release on former superannuation wealth director
- ‘Retirement income covenant provides no practical benefit for SMSFs’
- The importance of succession planning and SMSFs
- NAB eyes HNW expansion with global banking buy
- Calls for ASIC to address dire impacts of reporting changes on AFSL holders
- ATO resolves system issue affecting additional tax on concessional contributions
- New strategic tax opportunities to impact SMSF recontribution implementation
- TPB extends CPE support through new mental health program
- Leaving advice review to 2022 ‘does not make sense’
- Temporary relief extended for electronic execution of documents
- Changes to ECPI and visibility of super assets before Parliament
- ATO flags requirements for SuperStream changes affecting dependent beneficiaries
- Advisers charged for Westpac general advice case
- ASIC to commence royal commission financial advice reforms in October
- SMSFs flagged on managing lodgement issues affecting private entities
- ASIC initiates court action against property developers targeting SMSFs
- Super funds hit back at government retirement claims
- ATO to finalise COVID-19 recontribution form
- ABR updated to allow 6-member SMSFs
- Compensation scheme of last resort may be ‘last straw’ for financial advice industry
- How to invest in Cryptocurrency for your SMSF - The right way
- Listed wealth manager acquires boutique firm
- BGL launches integration with digital signing tool
- SuperConcepts makes new appointments to leadership team
- ATO issues administrative arrangements for COVID-19 recontribution amounts
- SMSFs warned on new non-arm’s length consequences facing unit trusts and LRBAs
- What ASIC charged advisers to take Westpac to court
- Establishing control approach to create effective succession planning in SMSFs
- Class acquires Topdocs
- SMSF investment strategy scrutiny to force rethink
- ‘It will be up to clients’: ASIC says no leeway for sole practitioners on exam
- SMSF trustees warned on increasing exposure to compliance risks affecting collectables
- SMSFs to see increasing value in regular reporting for compliance requirements
- ATO extends SuperStream compliance obligations
- Why ASIC took 12 months to act on Caddick
- Lonsec unveils new CEO
- ATO releases draft ruling on NALI interactions on super contributions
- Retirement income covenant creates impractical outcomes on SMSF advice
- ASIC walks back comments on advice sector refunds
- Key processes affecting enduring power of attorney change
- Navigating challenges affecting SMSF record-keeping requirements
- ATO releases guidance on advice compensation impacts on contribution caps
- ATO to offer new lodgement support in September
- ATO flags SuperStream compliance statement for employers and SMSFs
- Reversionary pensions no longer a ‘set and forget’ strategy
- Accountants reject need for retirement income covenant
- What progress has been made since the royal commission?
- ATO flags preparation for October SAR lodgement date
- Westpac hit with $10.5m penalty for super rollover advice
- SAN misuse mailout to commence early September
- ATO releases draft ruling on expenses associated with vacant land
- Best financial interest changes tipped to increase burden of proof for trustees
- Employee share scheme report lands in the House
- Greater clarity needed from ATO on nature of recurrent expense in NALE and NALI
- Judge, jury and executioner’: Industry body rebukes ASIC’s silence on CP 332
- NAB hit with $18.5m penalty for fee disclosure statement failures
- CA ANZ takes aim at ASIC’s indicative levies
- SMSF advice complaints trending upwards: Report
- Better Advice bill in limbo after Patrick amendment
- ATO issues alert on rising investment schemes targeting super
- SMSF auditors reminded on changes to fee provisions
- Former SMSF adviser charged for breaching ASIC ban
- SMSFs flagged on new Victoria COVID-19 rent relief requirements
- ASIC’s considerations for small advice practices ‘disappointing’ – MP
- SMSFs warned on dangers in arm’s length and related-party investment acquisition process
- Government announces temporary relief on ASIC levies
- 3 in 5 candidates pass FASEA July test
- SMSFAAA makes new appointment to board of directors
- Government welcomes ASIC red tape reduction unit
- Further clarity needed to better define fee provision changes for SMSF audits
- Calls for share scheme reform mount in the face of ‘economic crisis’
- ATO flags availability of COVID-19 early release super recontribution
- SMSFs warned on legal hurdles when selling collectables to related party
- Retirement income covenant can improve outcomes for SMSF retirees
- ATO unveils new lodgement deferral phone service
- Timing opportunities to utilise shares as contributions for SMSFs
- Changes to ECPI and visibility of super assets passes Parliament
- SMSFs show resilience and sustained growth during COVID-19
- ATO hits pause on ‘firmer’ tax debt collection
- Arising incapacity dangers can impact EPOA process for SMSF trustees
- Planning for impacts facing SMSF members with terminal condition
- SMSF assets cross $800bn mark
- Taxpayers left in the lurch on appeals, complaints channels: IGTO
- Life settlements can become fixed income alternative for investors
- Managing carry forward impacts on spousal contribution splitting strategy
- New asset statistics point to changing picture of the typical SMSF
- RBA sets cash rate for September
- Why have ASIC’s regulatory costs doubled in 2 years?
- SMSFs warned on related party hurdles affecting estate transactions
- SMSF Adviser Technical Strategy Day 2021 launches
- Fee threshold may create unintended consequences for SMSF audit firms
- Colonial First State facing penalties for misleading superannuation members
- ATO prosecutions fall by 70% in FY21
- Superannuation pensions can be subject to risks in ‘pension grandfathering’
- SMSFs seeing increased challenges around managing assets and income streams strategies
- ASIC must ‘take the foot off our throats’ for advice industry to thrive
- Retirees warned on arising risks affecting investment planning outcomes
- Assessing situational impacts affecting taxable components on pension payments
- 6 member SMSFs may provide alternative strategic approach for aging members
- Former Macquarie CEO to chair the Financial Regulator Assessment Authority
- Wealth directors facing criminal charges following $26m debt to ATO
- Changes to governing rules in trust deed update can affect fund protection
- SMSFs warned on managing changing ATO processes for fund establishment and compliance
- Is the ATO’s final NALI ruling the result of a solution looking for a problem?
- Adviser numbers dwindle as big advice groups lose 1 in 5 members
- Commercial landlords and tenants may face rent determination risks in lease process
- Different SMSF reporting types can impact timing of updates to myGov
- SMSFs warned on coordination hurdles when managing SuperStream changes
- Advisers flock to ETFs for reduced costs
- ATO reminds October TBAR lodgement for SMSFs
- SMSFs flagged on ATO processes in new super visibility changes
- SMSFs still have ‘fair way to go’ on managing evolving estate disputes frontier
- BT appoints new CEO to start next month
- Government scraps ‘nil complaints’ requirement ahead of DDO start
- Increased capital access needed for SMSFs to level the playing field
- Momentum’s new cyber security podcast hits the mark
- SMSFs getting increasingly comfortable with crypto
- Carbon Group expands in WA
- Advisers warned on inflation impacts on equity portfolio protection
- Navigating arising traps unravelling SMSF contribution plans
- Related party commercial leasing increasingly risky for SMSFs
- Poor advice customer compensation to cost industry $60m
- New SMSF trustees cautioned on fund history impacts on compliance
- Practitioners warned on key hurdles when utilising SMSFs to buy property
- Former SMSF adviser hit with permanent ban
- High-yield bonds to be increasingly attractive as volatility expectations rise
- SMSF Association expands education partnerships for industry specialisation
- Financial adviser numbers hit 5-year low
- Changes around restructured market-linked pensions still uncertain for SMSFs
- ATO eyes foreign income disguised as gifts, loans
- ASIC to establish new financial adviser hub for regulatory guidance
- SMSFs can face situational traps affecting related-party transactions with former spouse
- Joint SMSF audit firms call for change to fee threshold
- ‘This has to be a 2-way street’: What advisers can do to help industry
- ASIC bans former wealth manager for market manipulation
- ASIC releases guidance on transitional exam timeframes for advisers
- Navigating CGT strategy impacts on business real property transfer
- Advisers caught up in a ‘pincer’ movement, says AFA CEO
- ASIC releases new guidance on hawking reforms
- Navigating discretionary trust variation protections affecting beneficiary outcomes
- ATO extends COVID-19 relief for SMSFs
- ATO sets out recommended approach to legal privilege claims
- ASIC issues warning on social media led ‘pump and dump’ campaigns
- ATO issues reminder on making BDBN updates for SMSFs
- Practitioners face evolving compliance demand impacts on SMSF templates
- ASIC releases report on competition in the managed funds sector
- AMP hit with lawsuit from former licensee
- ASIC bans Queensland adviser for 4 years
- SMSFs flagged on managing ATO corrections process on personal contribution errors
- SMSFs spared from retirement income covenant
- Sydney tax agent disqualified over fraudulent cash-flow boost claim
- New super rules and growing appetite for SMSF to drive demand for advisers
- Navigating unexpected traps for SMSFs from investments in unlisted companies
- SMSFs urged to focus on retirement income strategy despite covenant exclusion
- Advisers face additional scrutiny as YFYS oversight grows
- ATO makes new changes to strengthen ID security in myGov
- ‘Catch-all’ approach can face challenges for interdependency application in death benefits
- Government unveils new regulations for incoming Better Advice Bill
- 'Excluding banks from CSLR is a travesty of justice'
- ATO updates register of SMSF messaging providers for SuperStream changes
- Navigating SMSF structural changes when utilising corporate trustee
- Government needs to ‘stop saying’ it’s making advice accessible and act on it
- Service NSW releases guidance on commercial rent relief
- Advisers face timing changes to benefit payments with SuperStream implementation
- Industry body launches petition to delay DDO
- FASEA exam fee hike a result of declining adviser numbers: AFA
- SMSFs warned on navigating after-tax impacts from six-member changes
- Regional house price surge sees boost to retirees in PLS
- Increasing compliance scrutiny against digital advice a ‘myth’: Ignition
- RBA sets October cash rate
- Struggles of FASEA exam creating ‘self-doubt’ for advisers
- LightYear Docs appoints new chief sales officer ahead of platform release
- Advisers warned on reversionary ABP timings impacting TSB strategies
- ATO fixes issue affecting SuperStream implementation
- ‘It’s a lot to cope with in one hit’: What new regulations mean for advice industry
- Heffron Super Intensive Day returns for the 15th year
- Major associations rally for stronger compensation scheme
- Fake SMSF adviser who stole client funds sentenced to 8 years in jail
- New software launched to tackle compliance challenges for advisers
- Advisers face ‘notoriously difficult’ challenges in private business valuations
- Government sets director ID deadline for SMSFs
- New time frames to test SMSF ability in meeting SuperStream rollover requirements
- From flipping burgers to CFO: ‘keep learning and seize opportunities’
- ‘Advisers have had enough’: What is driving planners out of the industry
- Advisers flagged on navigating pitfalls from breach reporting obligations
- Navigating bare trust considerations when paying out an LRBA
- New director ID requirements to create new process challenges for SMSFs
- Federal Treasurer backs economic recovery as NSW emerges from lockdown
- Current ASIC compliance more concerning for advisers than FASEA exam
- ASIC launches Federal Court action against super fund over banned adviser
- SMSFs need to seek new investments or accept possibility of ‘humble retirement’
- SMSFs urged to increase document trail safeguards to protect BDBN strategy
- ATO doubles down on lodgement benchmark ‘support’
- ASIC revokes licence of former tax accountant
- Managing hurdles impacting SMSF residential property transition to business
- ATO issues alert on SMSF verification delays impacting SuperStream rollovers
- Treasurer calls out labor’s ‘war on aspiration’
- Financial advisers ‘invaluable’ during COVID-19 pandemic
- FSC plans major reforms to overhaul compliance and cost burdens for advice
- Navigating unexpected situational challenges affecting cap breaches on SMSFs
- ATO sets compliance relief on PAYG instalments for SMSFs
- Prior study of advisers should be recognised after 2026 FASEA transition: FSC
- CrowdProperty oversubscribes seed round for $200m focus on SME developers
- ASIC extends further COVID-19 financial advice relief
- SMSFs warned on ignoring valuation difficulties in unlisted securities and trusts
- Further ATO guidance needed on accumulation interest timing from new ECPI changes
- New proposed advice framework highlights current ‘tick-a-box’ approach to compliance
- Practitioners warned on changing developments in LPP scrutiny
- Navigating arising pitfalls that can impact the full commutation strategy for pensions
- New ATO ruling to reshape strategic thinking on certain contributions for SMSF practitioners
- ASIC cracks downs on distribution of super products
- SMSF auditors reminded of actuarial certificate requirement changes for ECPI
- HUB24 completes deal to acquire Class
- Government to look into fix for ‘broken’ non-arm’s length tax rules
- AAT varies ASIC ban on former wealth director
- ATO updates SuperStream enabling and release authority instructions
- COVID relief top of mind for SMSF advisers
- Dixon Advisory hit with lawsuit over poor SMSF advice
- CountPlus acquires Accurium
- Heffron launches on-demand education program
- Adviser hit with 6-year ban after ‘significantly eroding’ clients super balance
- SMSF Adviser Technical Strategy Day 1 wrap: New legacy pension changes to challenge practitioner strategies for SMSFs
- Government introduces virtual AGM and electronic combinations bill to parliament
- Licensing regime to enable advisers to advise on crypto deemed unnecessary
- SMSFA backs FSC white paper on advice reforms
- SMSF Adviser Technical Strategy Day 2 wrap: New work test changes to set strategic contribution changes for advisers
- Better Advice Bill passes Parliament
- BGL completes successful implementation of SuperStream changes
- SMSF Adviser Technical Strategy Day 3 wrap: Navigating protection strategies affecting contributions from NALI
- ATO circles increasing high-risk behaviours in SMSFs
- FASEA September test pass rate remains low
- Class adds electronic signatures to administration product suite
- ATO urges regular investment strategy review for SMSFs
- SMSF firms face increasing cost and compliance navigation post-auditor independence
- Looking to provide your clients with exposure to Global Markets?
- Funds push back against ‘nationalised super’ proposal
- SMSF Association launches 2022 National Conference
- Practitioners warned on YFYS performance indicators on SMSFs
- ATO flags concerns with SMSF non-lodgement rate for 2020 return
- Fractional investing an increasing practical solution shaping investment landscape
- 1 in 4 FAR-listed advisers yet to pass FASEA exam
- SMSFs cautioned on pre-non-concessional contribution consequences on caps
- Government introduces bill to implement new budget measures for SMSFs
- ASIC looks to pursue opportunities for ‘smarter regulation’
- New FAR regime and CSLR changes before Parliament
- Managing timing challenges in partial commutation affecting pension strategy
- QSuper confirms ATO audit
- ASIC releases new guidance on crypto investment products
- ATO flags tips on streamlining SuperStream administrative process
- Advisers warned on situational traps affecting recontribution strategy process in SMSFs
- SMSFs flagged on updates to contribution measures in upcoming super bill
- Super funds flunk readability test
- Managing uncertain changes from simultaneous death of trustees in SMSFs
- Director IDs now available online for SMSFs
- Class partners with Cloudoffis to launch free workpapers solution
- RBA makes November cash rate call
- Warning issued as super stapling begins
- BGL makes new CAS 360 product updates
- Assessing strategic changes to death benefits for non-tax dependants
- New rules to reduce choice complexity for SMSFs when calculating ECPI
- FASEA consults feedback before Standard 3 amendments
- ASIC sues timeshare company for poor financial advice outcomes
- Advisers flagged on SMSF investment strategy alignment with new DDO changes
- SMSFs warned on trends impacting discretion approaches in death benefits
- Advisers aren’t the only ones wanting clearer communication on regulations
- AIOFP seeks new amendments to CSLR
- ASIC bans adviser for 3 years over high-risk investments
- New Federal Court spousal asset ruling to have profound impacts for asset protection
- ASIC obtains Federal Court orders against major SMSF rollover investment scheme
- Financial services set to increase uptake of AI and blockchain
- ASIC and ATO circle 21 directors as part of illegal phoenixing surveillance campaign
- ATO flags awareness on rising scams across the year
- Class action launched against Dixon Advisory over conflicted SMSF advice
- ASIC releases guidance on ROAs
- ATO updates guidance on FHSS conditions of release and SuperStream application
- Emerging contribution opportunities to create new alignment for ABP strategies
- Specialist advisers have key role to play in preventing SMSF scams
- Advisers favour option 1 ahead of FASEA’s Standard 3 redraft
- Post-COVID landscape to drive changes in retirement approach for real assets
- Navigating EPOA traps affecting residency tests on SMSFs
- SMSFs warned on pinpoint valuations uncertainty for NALI pricing safeguards
- Is ASIC to blame for Australians being reluctant to seek financial advice?
- BGL launches integration with Colonial First State’s FirstWrap platform
- Balancing member benefit timing challenges against SMSF tax position
- SMSFs see millennial and Gen Z surge
- MySuper members keep money in failed funds
- ASIC to recover $25m from advice sector
- Managing compliance checks for investment strategy changes impacting SMSFs
- ATO to streamline transfer balance cap reporting framework
- Government liable for ‘deliberate attempt’ to abolish advisers, says AIOFP
- Government finalises new super portfolio holdings disclosure rules
- New automation developments to drive changes to SMSF accounting efficiencies
- Accountants see increased revenue expansion from SMSF clients
- October regulatory changes not ‘set and forget’, says ASIC
- Heffron adds new features to Super Toolkit
- Managing trustee criminal record impacts on fund compliance hurdles
- New TBAR system changes can enhance accuracy in SMSF pension commencement
- FSC to consult with industry groups following criticism of proposed advice framework
- ATO flags issues with processing super transfer requests
- SMSF executors warned on administration liability traps for estate plan
- ‘Perfect storm’ of upheaval to start driving sector-wide changes for SMSFs
- 690,000 trustees to apply for Director ID – are your clients ready?
- ASIC eyes improvements to remediation in financial services industry
- ATO reminds use of SMSF early engagement disclosure service
- ‘Not just about ECPI’: Evolving super changes to enhance segregation use for SMSFs
- ATO flags action on overdue October SAR lodgement
- Returns you'll feel good about
- Super mergers hit new high
- Former adviser pleads guilty to dishonest conduct
- ASIC releases new guidance on superannuation forecast tools
- Navigating emerging compliance breach hurdles facing crypto in SMSFs
- 7 in 10 advisers bullish about future growth prospects
- Electronic signing measures to become permanent in NSW
- ATO issues reminder on SMSF valuation preparation
- Industry bodies hopeful on reasonable outcomes to NALI changes
- ‘Meaningful improvements underway’: ATO outlines priorities ahead
- Former WA adviser charged with dishonest conduct
- Specialist input needed on COVID-19 relief for SMSFs
- AAT upholds penalties on SMSF over breaching borrowing restrictions
- LightYear Docs launches partnership with FuseSign
- SuperConcepts unveils next generation of SuperMate
- Why advice sector is primed for another ‘mass exodus’ in 4 years
- New ATO focus on CGT relief to increase compliance risks on SMSFs
- SMSF National Conference to home in on emerging technical issues
- Former adviser sentenced to jail over illegal early release scheme
- Government uses FASEA ‘as a weapon against advisers’
- ATO releases new draft laws on rent relief extension for SMSFs
- Navigating an SMSF when a member develops dementia
- Australians planning to work longer to achieve retirement satisfaction: Fidelity
- Total super assets rise to $3.4 trillion
- ‘A new decade in tax administration’: Chris Jordan speaks of challenges ahead
- ATO updates information on providing SMSF details for employers
- Inflation expectations hit 7-year high
- Why more millennials are turning to SMSFs
- New updates to online services for SMSF auditors to begin next year
- Court dismisses claim against SMSF in contract case
- FASEA urged to fix confusing wording in standards
- Advisers cautioned on statistic variations on investment allocation for SMSFs
- SMSFs warned on balancing ‘tightrope’ expense risks from NALI
- Research and invest on more than 30 global exchanges, with one cost-effective solution
- SMSF assets continue to climb in September quarter
- Major bank facing legal proceedings over insurance in super fees
- Buoyant markets drive changes in asset trends for advisers
- ATO issues warning on investment scams targeting SMSFs
- SMSFs hitting ‘roadblocks’ with rollovers under SuperStream
- SMSF industry poll launches ahead of upcoming federal election
- ASIC releases guidance on limited advice
- Navigating in-specie traps when transferring assets to SMSF
- ATO releases new guidance on SMSF life cycle management
- How Evolv’s client portal delivers valuable SMSF audit benefits
- Family trust case raises big questions for SMSFs
- Evidence requirements in tax cases causing unnecessary ‘burden’
- ATO provides deadlines for early access to super over Christmas
- Budget measures for SMSFs delayed till 2022
- 3-day time frame for SuperStream still proving challenging
- New platform tackles affordability of advice issue
- Practitioners warned on impact of NALI changes on in-specie transactions
- Draft legislation released to rectify legacy pension issues
- Bankruptcy case raises key SMSF compliance lessons
- AAT reduces adviser ban for false BDBN witnessing
- SMSFs warned on increase in trust and SMSF legal disputes
- ATO releases new checklist for SMSF management
- High Court decision could spark new BDBN legislation
- RBA makes last cash rate call for the year
- University of Melbourne launches intensive SMSF subject
- Cryptocurrency assets facing increased scrutiny, SMSFs warned
- Further hurdles flagged with SMSF SuperStream rollovers
- Important timing considerations outlined for SMSF strategies in 2022
- Limited number of ESA providers creating difficulties for SMSFs
- ASIC files charges against former CBA subsidiary over superannuation fees
- ATO releases new tips for navigating SuperStream rollovers
- BGL to launch corporate compliance software in Hong Kong
- ATO updates SMSF alert messages to increase transparency
- SMSFs reminded on upcoming TBAR lodgement deadline
- FPA announces new chief executive
- ThinkTank closes record $750m issue
- SMSF industry still hopeful for fix for NALI rules
- Labor promises to scrap university degree for experienced advisers
- Winners of the 2021 Women in Finance Awards unveiled
- SMSFs warned on looming federal election disruption for new super measures
- SuperMate releases last major software update for 2021
- SMSFs face structural challenges with large benefit transfers in pensions
- ATO flags scheduled maintenance for SMSF services
- SMSFs reminded of auditor requirements
- SuperStream posing potential compliance issues with court orders
- Gain exclusive access to HALO’s out-performing thematic share portfolios
- New amendments to help fix ‘unintended consequences’ for legacy pensions
- ATO provides further clarity on director ID process
- SMSF Association appoints new board member
- SMSF expert highlights key contribution strategies for 2022
- ASIC bans financial advisers over SOA compliance issues
- Court makes determination in bankruptcy case involving SMSF
- Industry fund launches new tool to boost access to advice
- Auditor flags lingering ‘teething problems’ with independence changes
- ASIC sues OnePath over fees for no service misconduct
- SMSFs warned on emerging compliance challenges with NFTs
- SMSFs expected to be spared from major changes in budget
- ATO outlines Commissioner’s discretion on super benefit breaches
- Advisers reminded of closing education pathway
- Advisers cautioned on ‘fundamental flaw’ impacting SMSF investment allocation
- ‘Advice sector is in turmoil’: Labor MP
- ‘Extremely limited’ rollover options for defined benefit pensions
- Superannuation advice to be examined under Quality of Advice Review
- Government proposes an ‘experience pathway’ for existing advisers
- ATO releases final PCG on professional firm profits
- ASIC announces 2022 financial adviser exam dates
- ATO provides further guidance on SuperStream issues
- Sydney adviser hit with two-year ban
- ATO releases update on reporting of market-linked pensions
- New director ID regime reaches nearly 200k applications
- Government to make changes to super co-contribution regulations
- BT to cease SMSF administration service
- Additional ID checks causing SuperStream rollover delays
- Proxy advice reforms to impact outcomes for super members
- Further clarity provided on SMSF breaches with SuperStream
- CSLR changes to add ‘significant cost and complexity’, says IPA
- ASIC to release guidance on operation of FSCP early next year
- ASIC cancels licence of wealth management firm and bans 2 advisers
- Further details released on transition process for BT’s SMSF clients
- ‘Unnecessary complexity’ must be removed to simplify advice process
- Important details highlighted with power of attorney decisions
- Death benefit payments flagged as key technical issue for 2022
- SMSF sector headed for big ‘period of transition’ next year
- Important checklist items for reviewing SMSFs
- Advisers playing bigger role in mental health, family advice
- Property valuations still 'high on the audit hit list'
- Important steps highlighted with lump sum payments, death benefit pensions
- Documentation critical with rental relief, SMSFs reminded
- Advice regulation predicted to see ‘significant change’ this year
- Advisers warned on liability risks with director ID process
- ASIC releases guidance for tax (financial) advisers
- CPA Australia flags concern on CSLR ‘shortcomings’
- Property valuations still causing SMSF audit delays
- ‘Clearly articulated policies’ around services vital with NALI
- 6-member SMSFs proving popular for older trustees
- Audit firm flags concerns about identifying NALI issues
- Adviser numbers predicted to see further reduction ahead of 2026
- Issues flagged with use of external SuperStream providers
- Financial burden of COVID sees rise in illegal loans to members
- Government’s super fund comparison tool records 1m visits
- ‘Election years rarely bode well for superannuation’: SMSF Association
- Headaches arising for deceased estates without administrators
- SMSF professionals warned on NALI traps with bundled fees
- Financial services company acquires Topdocs Legal
- BT highlights top priorities for advisers this year
- AFA CEO steps down after 5 months
- NALI outcomes still unclear for certain related-party loans
- SMSFs turn to unusual investments in low-return environment
- AIOFP calls advice industry to unite ahead of election
- SMSFs warned against relying on potential NALI changes
- Critical considerations highlighted with pension commencement
- ATO urged to address ‘super rip-off’ impacting Qld workers
- Latest COVID wave ‘creating chaos’ for SMSF audits
- Investment strategies, insurance ‘important theme for 2022’
- Technical expert debunks myths around financial dependency relationships
- ‘Tsunami of work coming’ in lead up to lodgement deadline
- Retirement-specific products still seeing limited adviser uptake
- Industry called on to help address ‘complex’ financial services laws
- CFS faces scrutiny under class action
- ASIC nudges insurers over new AFS obligations
- ASIC issues warning to SMSFs on cryptocurrencies
- Advisers cautioned on risk of waiting for legacy pension amnesty
- COVID outbreak sees SMSFA conference postponed
- NALI tax consequences ‘ginormous’ for contributions, super funds warned
- Tax Institute pushes for July 2023 start for new TBAR system
- South Australians losing $283m in super contributions
- Statewide Super hit with $4m penalty over misleading members
- Transitional period needed for new TBAR system, says SMSFA, NTAA
- Franking credits off policy agenda, Labor reaffirms
- Dixon Advisory files for voluntary administration
- ATO warns SMSFs on impacts of new insolvency legislation
- Industry fund insists Federal Court penalty will not be paid by members
- Government launches death notification service
- Safe harbours needed for reporting estimates, says Tax Institute
- Contributions case involving ‘COVID victim’ provides important lesson
- ATO updates process for requesting non-binding advice
- ‘Absolute minefield’: Auditor outlines major bugbears with valuations
- Making SoAs shorter ‘not enough’ to make advice easier for clients
- Greater transparency needed for director ID holders: CA ANZ
- ATO’s late lodgement focus set to continue this year
- Advisers reminded on work test with CGT concessions
- ‘The pendulum has swung too far’: Why advice industry should be ‘optimistic’ ahead of election
- Government unveils plans for Open Finance
- ATO flags action on SAR lodgement for 2022
- SMSFs warned on ‘narrow’ access rules impacting stamp duty transfers
- Effects of COVID-19 to shape advice industry ‘for many years to come’
- ATO urges vigilance on ongoing threats impacting client information
- CFS highlights grey areas with CGT exemption rules
- General transfer balance cap to remain at $1.7m this year
- SuperStream failures pose ‘liability risk’ for SMSF professionals
- Government urged to address lingering issues with advice reforms
- FSC continues to raise CSLR concerns
- SMSFs warned on potential rise in illegal early access schemes
- ‘Great potential’ for advisers with incoming retirement income covenant
- SMSFs reminded on administrative changes for unallocated reserves management
- Regulator promises ‘firm supervisory action’ on underperforming funds
- Proposed experience pathway may disadvantage ‘dual hat’ advisers
- ‘Catastrophic consequences’: Government lobbied on NALI rules
- Technical expert provides tips on SMSF investment strategies
- RBA makes first cash rate call for 2022
- Planning strategies flagged with family law super splits
- ATO releases new guidelines to combat identity theft
- Government urged to prioritise legacy pension amnesty
- Reclassifying wholesale investors to inflict ‘significant’ disruption on advisers
- Ambiguity surrounding SMSFs in DDO provisions posing risk to advisers
- Australia’s super system facing multiple threats, says CPA
- Technical expert outlines reserve strategies for legacy pensions
- ATO debt recovery changes to strain AAT resources, increase burden of proof
- Important detail highlighted in legacy pension draft regulations
- ASIC told to extend relief around superannuation calculators
- Government urged to simplify transfer balance cap in upcoming budget
- Federal Court hands down $6m penalty over inappropriate retirement advice
- Bluestone to launch SMSF and construction loans this year
- SMSF Association calls for practical approach to non-geared unit trust breaches
- ‘FASEA got it wrong’: Government urged to change education standards proposal
- ATO provides clarity on SuperStream and family law super splits
- HUB24 acquisition of Class receives green light
- ATO issues reminder on SAN misuse mail-out
- ASFA pushes for higher taxes in super for high-income earners
- FASEA’s ‘one-size-fits-all approach’ has failed, says CA ANZ
- BGL releases new Simple Fund 360 update
- ATO urged to reconsider view on ‘attempted rectification’ in PS LA 2021/D3
- Senate committee backs industry calls to expand CSLR legislation
- ASIC criticised over ‘lack of engagement’ with SMSF industry
- CA ANZ calls for better recognition of accountants in adviser education reforms
- SuperConcepts set to launch new SuperMate
- Gen X ‘forgotten’ in recent superannuation measures
- SuperConcepts sees dip in SMSF market share
- SMSF industry calls for shake-up to wholesale investor definition
- Senate blocks reforms to proxy advice
- Technical expert flags important detail with CGT withholding regime
- Work test and contribution measures pass both houses
- SMSF wills ‘no safer than BDBNs’, SMSF warned
- Passage of retirement income covenant welcomed by FPA
- Quality of Advice Review must address lack of new entrants ‘challenge’
- SMSF auditors reminded on eSAT closure in March
- Government urged to review contribution caps
- ASIC reports on compensation for financial advice misconduct
- ATO wins appeal over SMSF trustee disqualification
- ‘Tight window’ left for remaining budget measures
- ‘Comparative analysis’ needed in light of new ECPI reforms
- BGL announces integration with advisory and reporting software
- ‘Superannuation the new glass ceiling’: CA ANZ calls for further super reforms for women
- Fresh research challenges guidance on SMSF minimum balances
- Planning opportunities highlighted with new ECPI reforms
- ATO reveals top contraventions for SMSFs
- The Fund protecting investors from market volatility
- ‘Unnecessarily harsh’: CPA, CA ANZ flag concerns with treatment of rectified breaches
- Labor pushes for CSLR to include managed investment schemes
- ATO statistics reveal pandemic’s impact on SMSF investments
- Reforms needed to prevent exodus of accountants from advice space, say CA ANZ, IPA
- CountPlus announces change of CEO and managing director
- SMSF Association appoints new chair
- Super fund fined $20m over fees for no service
- Adviser confidence on the rise as pandemic restrictions ease
- BT clears up confusion with safe harbour for CM&C test
- ASF Audits appoints new CTO
- Advisers warned on implications of recent High Court decisions
- Pre-retirement planning shows boost in advice adoption and financial literacy
- Accounting and advice industries prefer Coalition, new research reveals
- BDBN legislation in need of overhaul, says Tax Institute
- ATO flags common errors emerging from SuperStream rollovers
- Advisers urged to consider younger SMSFs in advice service offering
- APRA proposes updates to super data transparency
- Fixing advice the ‘great unfinished business’, says Stephen Jones
- Industry still waiting for final ‘jigsaw piece’ with work test repeal
- Blockchain, open banking fuelling ‘wave of innovation’ in SMSF space
- Super funds urged to adopt new super splitting initiative
- Cryptocurrency exchange sees 25x jump in SMSF accounts 
- Tax effect accounting vital in family law super splits
- ATO issues draft guidance on trusts
- Changes to SMSF performance calculation welcomed by SMSFA
- Profitability is shrinking across the advice industry, new report shows
- Current advice model ‘busted’, says Labor MP
- SMSFs still experiencing delays with SuperStream
- Quick action on bankruptcy issues critical for SMSFs, says technical expert
- Accountants ‘have important role to play’ in digital transformation
- AAT upholds termination decision for SMSF accountant
- SuperConcepts releases next generation of SMSF software SuperMate
- SMSF professionals perform vital ‘honest broker’ role in divorce
- Support grows for $5m super balance cap
- ASIC releases draft guidance on Financial Services and Credit Panel
- SMSF investors awarded damages in recent litigation case
- Accurium clarifies common area of confusion with segregated method
- RBA makes cash rate call for March 2022
- Small businesses urged to bolster cyber-security measures
- Tribunal upholds ATO’s decision in excess contributions case
- Advice regulation needs ‘consumer-centric’ focus
- Problems loom for conservative choice products ahead of performance tests
- Industry urged to recognise advice needs of women
- Commissioner’s remedial powers need transparency, says SMSFA
- Women still behind on super contributions, research shows
- CFS clarifies common downsizer query with subdivided land
- Digital advice critical to resolving advice gap, says advice provider
- Government registers regulations for work test repeal
- Current advice definitions causing ‘significant confusion’ for consumers
- Education standards, not the only reason advisers are leaving the industry
- SMSFs warned over ATO discretion on early access benefits
- ASIC swoops on SMSF auditors in reciprocal audit crackdown
- Women facing ‘structural impediment’ under current advice framework
- Removing ‘age discrimination’ from super a positive step
- BGL partners with Cointree to provide cryptocurrency price feed
- ASIC undertaking review of SMSF performance research
- SISFA members to vote on merger with Tax and Super Australia
- Government rejects proposal to add super to paid parental leave scheme
- ASIC announces final sitting dates for 2022 exams
- SMSFs cautioned on key pitfalls during BDBN set-up
- Australian businesses warned to prepare for cyber-warfare attacks
- Rejecting parental super "hurts hundreds of thousands": CPA
- SuperStream issues causing grief for SMSF audits
- SMSFs warned on NALI dangers with employer share schemes
- Melissa Caddick scam highlights fraud risks for SMSF auditors
- SMSFA slams proposed cap for super balances
- Proposed AFCA funding model could reduce burden on advice firms
- SMSFs cautioned on NALI risks with trustee services for unit trusts
- Law firm sheds light on financial dependency and death benefits
- ‘The bar is raising’: New study reveals top expectation of financial advisers
- SMSFs warned on commutation traps affecting death benefit pensions
- A new tool for SMSFs makes investing in real estate simple
- TR 2010/1DC offers promising news for ESS and SMSFs, says law firm
- Stake Super adds cryptocurrency to investment platform
- SMSFs reminded on ‘catastrophic’ consequences of accidental vesting
- Terms of reference for advice review receive mixed response
- Federal Court dismisses appeal over death benefit dispute
- Total SMSF assets climb to $877bn during COVID
- Work test changes prompt ‘big focus’ on recontribution strategies
- BGL adds company constitutions to compliance software
- Capital losses a critical consideration for ECPI decisions
- Expansion of CDR will help support retirement decisions, says Treasury
- ATO updates online services for recontribution of COVID payments
- HALO Technologies Holdings Ltd IPO is open to investors till 4 April 2022 and filling fast
- ATO announces temporary measure to address SuperStream issue
- SuperStream breaches predicted to be ‘huge’ for SMSFs
- ASIC’s latest auditor enforcement action the ‘tip of the iceberg’
- Important detail flagged with in-house asset limit
- SMSFs reminded on director IDs as April deadline approaches
- Federal Court case provides lessons for AFS licensees
- ‘World of pain’: Huge NALI risks emerging with SMSF property development
- ATO urges urgent action on cyber security
- Little ‘wiggle room’ with payment standards, SMSFs warned
- Common misconceptions flagged with deceased estate taxes
- ASIC puts influencers on notice over unlicensed advice
- SMSF loan provider acquired for $1.5bn
- Research shows reduction in superannuation gender gap
- ATO flags system error with COVID-19 recontributions
- Licensee charged with anti-hawking offences involving super
- Tesla, Square, Visa, PayPal among many others have warmed to Crypto – and SMSFs are following suit.
- Government outlines terms for taxation of digital assets review
- Government announces plans to rectify NALE issues
- Tax rethink aims to make Australia a crypto hub
- ATO provides ‘welcome’ guidance on NALI for LRBAs
- Technical expert flags traps with deemed contributions
- Critical step highlighted with ATO’s rollover relief measure
- ASIC ramps up surveillance of managed fund marketing
- Government urged to apply NALI fix retrospectively
- ‘Decimated and shattered’: New survey looks at adviser’s mental and emotional health
- ATO upgrades Online services for SMSF auditors
- Work test repeal opens opportunities with UK pension transfers
- SMSFs reminded on deadline for appointing auditor
- SMSF identity fraud on the rise, warns ATO
- SMSFs urged to review BDBNs ahead of High Court decision
- Explicit documents critical for avoiding NALI tax bills
- SMSFs warned on NALE uncertainty
- SMSF industry welcomes halving of minimum pension for FY 22-23
- ATO working on fix to SuperStream ‘pain point’ with APRA funds
- SuperConcepts outlines budget predictions
- Over 70 financial services misconduct matters remain before the courts
- ATO provides update on Australia Post SuperStream rollout
- Automatic flip with TRISs can cause ‘nasty TBC excess’
- Government intervention in super a ‘low priority’ for consumers
- Budget delivers ‘stability’ for superannuation policy
- SMSFs warned on ‘taking liberties’ with trust distributions
- Expansion of CDR a potential boon for advisers
- ATO rules out extending compliance relief for NALI
- Budget missing ‘fundamental’ super reforms, says HESTA
- ATO reports ‘alarming increase’ in non-lodgment
- Advisers reminded on major consideration with downsizer
- Private equity valuations still causing headaches for audits
- Product and advice must be separated to make industry a ‘genuine profession’
- COVID still impacting SMSF audit process for elderly clients
- Advisers missing ‘serious question’ with pension set-ups
- ATO scales up SMSF compliance program as ACRs rise
- Coalition, Labor concede concerns over 100A
- Despite recent market dip, Bitcoin continues to outperform high growth funds – and SMSFs are taking notice
- ASIC ramps up compliance activity in SMSF audit space
- Government registers regulations to fix legacy pension headache
- Clarity provided on confusing aspect of work test changes
- Fraudsters using cold calls to target SMSFs, ATO warns
- Macquarie facing court over alleged SMSF fraud detection failures
- Regulations to reduce pension drawdown rate now registered
- RBA announces cash rate decision for April
- ATO to investigate 1,300 instances of SAN misuse
- SISFA and Taxpayers Australia merger receives green light
- SMSFs warned on dangers of waiting for NALE changes
- Court upholds AFCA decision on death benefit payment
- Macquarie responds to ASIC court action
- ‘Slashing advice paperwork’ top priority for industry reform
- ATO flags ‘concerning findings’ in SMSF research
- Traps still lingering with electronic execution for SMSFs
- ASIC repeals temporary relief for financial advice
- Regtech could solve finfluencer conundrum, ASIC says
- New regulations present planning opportunity for legacy pensions
- Treasury mulls big changes for modernising SMSF documents
- A guide to the new regulations impacting legacy pensions
- Technical expert flags traps with Part 8 associates
- SMSFs warned on emerging NFT hurdles
- Further guidance needed on testamentary trusts and borrowings
- Tax-free components critical for optimising death benefits
- Superannuation trustee penalised over insurance commissions in super
- We could have done better with 100A, says ATO
- Questions I should ask before using my SMSF to buy real estate
- Auditor provides tips for avoiding valuation headaches
- Court dismisses appeal in fraud case
- ATO publishes ECPI checklist for SMSFs
- Labor MP pledges to address advice industry in ‘meltdown'
- UK pensions expert highlights ‘hybrid strategy’ with transfers
- Emerging litigation risk flagged with death benefits
- Automated SMSF advice service launched
- BGL releases new software in Singapore
- CFS flags hidden traps with work test changes for retirees
- SMSFs warned on member definition traps with disputes
- AIST commits to keeping super in focus throughout election campaign
- Major parties urged to address ‘bureaucratic treatment’ of SMSFs
- SMSFs cautioned on ‘antiquated rule’ with death benefit payments
- ASIC suspends Dixon Advisory’s AFS licence
- Heffron appoints new head of product
- Misconception with life insurance leading to missed opportunities
- SMSF’s 4 most popular crypto investments
- Investment strategies to follow through the Russia - Ukraine conflict to protect your investments
- Stocks, cyrpto and property a big focus for younger SMSF investors
- SIS compliance the next big step for AI, says BGL
- BT Panorama sees jump in SMSF funds under administration
- ATO position ‘has litigation written all over it’
- ATO provides clarity on nil member balances
- SMSFA works with APRA funds to standardise SuperStream verification
- ‘Stupid’ advice regime has huge mental health cost
- Industry suffering ‘disconnect’ on how advice is delivered
- ATO seeing ‘big shift’ with in-house audits
- DDO regime still ambiguous for SMSFs
- ATO ruling may offer solution to NALE issues
- Westpac ordered to pay $113m after multiple legal actions
- SMSFs urged to consider pension classification approach
- SMSFs reminded on cryptocurrency risks as marketing intensifies
- Over 2,000 financial advisers to exit in 2022
- Trust deed details critical for BDBN planning, advisers cautioned
- ATO ramps up identity fraud detection for new SMSFs
- Joint bodies welcome research on retirement standards
- Super fund slapped with infringement notices
- Deadline looming for quality management standards
- ‘Burning platform’: Retirement covenant speeds up digital advice for super
- ATO reports back on TBAR consultation
- Auditor fee referral threshold set to be revised
- SMSF account openings shift from self-directed to advised clients
- Potential director ID breaches flagged with EPOAs
- ATO outlines main drivers of rise in contraventions
- Count Financial continues acquisitions with another recruit
- FPA pushes for tax agent portal, greater industry certainty
- Lawyer provides important tip on EPOA start dates
- SOA, disclosure documents in need of overhaul
- Labor flags plans to improve MyGov access for advisers
- Breach reporting regime taking its toll on financial services sector
- RBA lifts rates 0.25%
- Safe harbour provisions ‘not the problem’, says Stephen Jones
- SMSF firms warned on ‘weak points’ with cyber security
- Trustees cautioned on practical considerations with SMSF wills
- Weaponised 100A needs a rewrite: CA ANZ
- Lawyer flags ‘difficulties’ in managing time frames for family law splits
- Concerns raised with ATO’s ‘black letter approach’ to legislation
- SMSFs warned on common breaches with 13.22C entities
- AIOFP pushes mental health of advisers as top priority for next government
- SMSF auditor numbers continue to dwindle
- Class launches trust lodgment functionality
- Licensed advice traps flagged as SMSF tax planning kicks off
- Federal Court finds advice group failed to manage cyber security risks
- Pensions being lost in advice regulation discussion
- ‘Jury still deliberating’ on success of SuperStream for SMSFs
- SuperConcepts makes senior appointments in growth division
- Social media referrals remain a challenge for advice practices
- CFS clarifies confusion around age limits for work test changes
- Australia Post’s ESA service for rollovers now live
- Implications for SMSF appointors in discretionary trust case
- ‘Businesses must learn’ from landmark RI Advice court decision
- The importance of record-keeping of crypto transactions for every Australian SMSF
- Smaller SMSF firms disadvantaged under NALI rules
- Further traps highlighted with work test changes
- Investment strategy considerations outlined with NFTs
- Quality of Advice Review presents opportunity to ‘rebuild adviser numbers’
- New detection strategy uncovers increased SAN misuse
- Court hands down decision in SMSF death benefit case
- Technical expert highlights carry-forward contributions strategy
- 100A audits now ‘a lottery’
- Standing instructions important for ‘ad hoc pension payments’
- SMSFs urged to take action on legacy pension regulations
- Part IVA risks flagged with contribution reserving strategies
- Auditors told not to rely on ATO’s disqualification emails
- Hume declares 'the worst is over' for advisers, backs finfluencers
- 1 July changes may prompt trust deed updates
- ASIC outlines cyber security expectations for AFS licensees
- Calls for safe harbour provisions to be recasted as ‘indicative behaviours of compliance’
- APRA funds expected to see spike in ENCC release authorities
- Super for housing policy ‘weakens sole purpose of super’
- Does SMSF need a new Brand Identity?
- Downsizer changes announced ahead of looming election
- Former adviser sentenced over forged wholesale client certificates
- Commercial property and SMSFs: the secret weapon in business owner’s back pockets
- Trust deeds may offer guidance on NALE issues
- ‘Devil in the detail’ with super for housing policy
- Heffron provides tips and traps on recontribution strategies
- Push for advisers to unite for Quality of Advice Review submission to Treasury
- Recent case prompts important planning discussion for SMSFs
- Tax traps flagged with restructuring of trusts
- ATO reminds 6-member SMSFs to update details
- APRA funds warned on consequences of unchecked errors for members
- Switch to lifetime super cap, says CA ANZ
- Managing taxable component crucial for safeguarding against tax
- Contributions timing ‘more important than ever’ with new changes
- ATO SMSF registration checks on the rise
- SMSFs slipping behind on TBAR deadlines
- ‘Beware’ of personal guarantees and NALI, SMSFs warned
- BGL appoints new head of Simple Fund 360
- CountPlus announces new CEO
- What a Labor government means for the SMSF sector
- SMSFs urged to rethink BDBN approach following court case
- Critical EOFY checklist items highlighted for SMSFs
- Partners Wealth Group announces new head of Partners Private
- SMSFs urged to review loans amid rising interest rates
- Estate planning issues flagged with single-member funds
- Advocacy group calls for improvements to retirement system
- Common industry practice leaves SMSFs in potential NALI territory
- Technical expert provides tips on preventing in-house asset breaches
- Audit ramifications putting SMSFs off crypto-assets
- SMSFs outpace APRA funds with 12% growth
- Labor pushed to deliver ATO data access to advisers, administrators
- RBA rate rise spurs mixed response from SMSF lenders
- Work test changes open up TBC strategies for couples
- ASIC cancels AFSL of financial services firm
- ASIC chair says exam concerns ‘a matter for government’
- ATO flags changes to TBAR reporting
- ASIC cancels registration of 10 SMSF auditors
- Work test changes remove ‘safety valve’ for contribution mistakes
- SMSFs reminded on quirks with contributions timing
- ATO view on member benefit payments a ‘Pandora’s box’
- How to choose the right crypto exchange for SMSFs
- Advice industry to shed 2,400 advisers by year's end
- ‘Trigger ages’ an important focus with new changes
- Advisers warned on licensee restrictions with recontribution strategies
- New AFCA funding model to kick off in July
- BGL appoints head of ecosystem
- ‘Catch-22 situations’ with NALE unresolved as 1 July looms
- Clarity provided on confusing area with EPOAs, individual trustees
- BT outlines EOFY tips for super
- Accounting and advice firm mergers predicted to accelerate
- High-risk factors for NALI flagged
- Stephen Jones appointed as Financial Services Minister
- BGL adds trust tax electronic lodgment to Simple Invest 360
- SuperStream to ‘rear its ugly head’ at audit time
- Renewed calls to scrap ‘nonsense’ exit fee for auditors
- Cost of living pressures hitting retirees
- Safe harbour interest rate rises for related-party loans
- 1 July changes to exacerbate member benefit payment issue
- Strategies flagged for managing a client’s TSB
- General advice term ‘should be scrapped’
- SMSFs warned on rate rise impact as RBA decision looms
- Disclaimers needed in ‘period of ongoing uncertainty’
- ASIC announces financial reporting changes for AFS licensees
- Addressing ‘hidden costs’ in consolidating super
- What’s the ATO’s current stance on crypto and SMSFs?
- RBA makes cash rate call for June 2022
- Part IVA risks flagged with tax planning and capital losses
- ATO issues warning to late lodging SMSFs
- SuperConcepts reaches first milestone with onboarding process
- ASIC slaps Spaceship Capital chairman with ban
- ATO to extend compliance relief for NALI
- Court freezes funds of alleged SMSF property spruiker
- Aussie fintechs announce ‘historic’ merger
- Further calls to expand ATO portal to wider SMSF sector
- Timely action needed on UPEs ahead of 30 June
- Succession planning becoming top SMSF query
- Industry responds to amended audit fee standards
- Investment property app launched for SMSFs
- Active Super and Vision Super explore potential merger
- ASIC issues guidance on warnings and reprimands for advisers
- Safe-deposit box closures causing headaches for SMSFs
- Advisers urged to adopt sophisticated retirement modelling
- SMSFs reminded on limitations of PCG 2020/5
- Collectable asset rules a barrier to holding NFTs
- ATO to issue 100A tax time guide this week
- ASIC levy reduction ‘a welcome relief to all’ in advice industry
- ATO responds to GST case involving SMSF
- SMSFs reminded on record keeping ahead of new FY
- ASIC raises concerns about greenwashing by super funds
- Practitioners advised not to skip the basics with downsizer
- High Court delivers landmark decision on BDBNs
- Internet research, word of mouth driving SMSF setups
- ‘Broken’ advice system needs accountants to fill gap
- BGL appoints Simple Fund 360 connected services manager
- ATO statistics show 12 per cent jump in SMSF assets
- Proportion of advised SMSFs declining
- Professionals urged to review profit allocation ahead of 1 July
- Spike in wholesale investors ‘a canary in the coal mine’
- ATO disqualifies 83 SMSF trustees in March quarter
- SMSFs embracing managed funds, ETFs, new research shows
- Court orders retrial for former SMSF adviser
- SMSFs embracing managed funds and ETFs, new research shows
- Push to remove 'failed' limited licensing regime
- SMSF adviser convicted for breaching banning order
- Investment bonds flagged as useful estate planning tool
- Limited take-up of refinancing for related-party loans
- SMSF administrator ordered to pay penalty over marketing
- Details unveiled for proposed strategic advice model
- Just over 40% of advisers pass May exam
- Tax time guide offers path through 100A
- Advisers cautioned on ‘disaster’ scenario with work test changes
- BGL releases SMSF annual return for 2022
- SMSFs warned on ambiguous clauses after High Court decision
- NSW Duties Act changes ‘a potential minefield’ for SMSFs
- Data access an unnecessary ‘friction point’ for advisers
- Law firm flags 'damaging' trust deed requirement
- Tax Institute highlights priorities on SMSF policy front
- ATO takes aim at ‘reckless’ claims of legal privilege
- ATO flags early release concerns with lapsed lodgers
- Recent change spurs new discussion around children and SMSFs
- Important nuances highlighted with advice on pension assets
- ASIC warns super trustees over performance test communications to members
- Aggressive approaches to work test may attract ATO scrutiny
- SMSF audit industry to see ‘second wave’ of migration
- Increasing proportion of accountants assisting with SMSF setups
- SuperConcepts rolls out latest SuperMate software update
- SMSF data reveals significant workload increase borne by advisers
- BGL obtains mental health skilled workplace accreditation
- Court examines AFCA determination involving SMSFs
- ATO flags changes to treatment of military invalidity payments
- SuperConcepts launches chatbot function
- LightYear Group appoints new director to board
- SMSFs cautioned on wash sales as ATO issues warning
- ATO outlines new TBAR framework for SMSFs
- Downsizer announcement creating confusion for members
- 'Current regulatory approach is preventing innovation', company says
- Heffron outlines impact of streamlined TBAR reporting
- Court case reignites debate on reversionary pensions, BDBNs
- Mercer to face court over alleged misrepresentations
- ASIC hands down three-year ban to Melbourne adviser
- Law firm outlines options for SMSFs with major deed issues
- Audit risk areas flagged for SMSFs for FY21–22
- FPA releases new toolkit for video SOAs
- Vanguard proposes complete overhaul of financial advice
- Heavy cryptocurrency exposure to attract auditor scrutiny
- ATO flags common TBAR errors ahead of new framework
- Court case highlights misapprehensions with contractors and SG
- RBA announces another cash rate rise for July
- Advisers urged to review TTR strategies after SG increase
- ASIC releases guidance on superannuation calculators
- Quality of Advice Review must ‘remove adviser and licensee fear’
- SMSFs warned on trust deed limitations with beneficiaries
- SMSF auditor numbers continue downward trend
- ATO updates guidance on SMSF voluntary disclosure
- SG increase to impact first home super savers
- RBA rate raises ‘will need to keep going’
- Law firm flags critical timelines for objecting ATO decisions
- BT pushes for simplified SOAs for strategic advice
- ECPI changes raise procedural questions for SMSF firms
- CFS launches FirstWrap mobile app
- ISA calls for tougher consumer protections on SMSF advice
- ASFA welcomes review of MySuper performance tests
- Big questions surrounding experience pathway measure
- Super funds post lowest returns since the GFC
- BGL announces integration with gold investment platform
- LightYear Docs launches crypto discretionary trust
- ASIC deregisters five SMSF auditors
- ATO releases new trustee guide on SMSF windups
- Assessing non-compliance a critical step with super splitting
- Implications for pension planning with likely TBC increase
- SuperMate launches integration with investment platform
- ATO updates guidance on TBAR for legacy pensions
- July exam ‘last chance’ for advisers eligible for October extension
- Former director charged with unlicensed advice offences
- Law firm flags ‘common pitfalls’ in super splitting process
- ATO outlines approach on trustee disqualifications
- New software integration to streamline company incorporations
- ATO announces new information features for contributions
- SMSFs urged to weigh up practical issues with private company investments
- Dutiable property requires extra care in super splitting process
- 1 July changes prompt rethink on pension planing
- Advisers warned on common errors with notices of intent
- Sub-trusts ‘redundant’ under final Div 7A ruling
- Consumers support significant decrease in cost of advice
- NALI issues left in Labor’s ‘in tray’: CA ANZ
- Nil member balances a sign of potential issues, ATO cautions
- ATO outlines compliance approach as COVID relief ceases
- Younger Australians investing more in their super
- Accountants ‘well-qualified’ to satisfy advice demand
- AFCA reports significant drop in inappropriate advice claims
- Auditor flags common SMSF audit issues with crypto
- Critical steps flagged with notices of intent
- Focus on outcomes 'vital in wake of COVID'
- Death benefits decision ‘will fail to halt SMSF disputes’
- Unregistered investment scheme operator charged with fraud
- Recent changes pose potential trap for grandfathered pensions
- Only half of Aussies optimistic about their superannuation savings
- Government called on to assist farmers with financial planning services
- NALI ‘not going away anytime soon’
- Revised TSB calculation can help maximise NCCs
- Valuations still on the radar for SMSF auditors this year
- BT Panorama sees slight dip in SMSF FUA
- 'Crucial piece' missing in the adviser-client relationship
- ‘Finite contributions window’ flagged with reversionary pensions
- SMSFs warned on common mistakes with bare trusts
- Outraged CA ANZ member plans AGM assault on board
- SuperConcepts makes key appointments in technology team
- BGL to accept crypto as payment
- Court hands down orders in family trust dispute
- Hidden complexities with TSB calculation
- Elder abuse issues raised with electronic execution changes
- CFS flags critical step for avoiding ‘nightmare’ with recontributions
- Draft bill released on tax changes to military super benefits
- ATO outlines process for financial hardship requests
- SMSF Association announces new CEO
- CA ANZ member abandons campaign against board
- ATO expected to scrap SuperStream relief by year end
- Tax Office homing in property deductions, SMSFs warned
- SuperConcepts launches new learning centre
- SMSFA calls on APRA-regulated funds to standardise verification requirements
- Michelle Levy flags concerns about accountants’ advice proposal
- ASIC uses DDO stop orders on three firms
- 50 financial services matters still before the courts
- ‘Environment of fear’: Advisers terrified of regulator action
- Variations in EPOA laws can cause an ‘administrative nightmare’
- Trustees warned on repercussions of ignoring valuations
- ASIC suspends AFSL of wealth management firm
- ‘Confusing’ advice definitions leading to disputes: AFCA
- Implications for SMSFs in recent family trust case
- BGL announces electronic lodgement for PAYG payment summaries
- Latest advice complaints data shows 'rapid professionalisation' of sector
- RBA announces cash rate decision for August
- IPA calls for ASIC’s powers to be stripped
- SMSFs cautioned on testamentary trust trap
- ASIC bans adviser over misleading conduct allegations
- SuperCentral releases new compliance technology platform
- Class appoints four extra general managers
- Downsizer contributions surge to over $10 billion
- Dixon Advisory clients told to act quickly on claims
- ASIC releases new guidance on disciplinary panel
- Technical strategy day returns as in-person event
- Uninformed disclaimers offer little protection, lawyer warns
- Advisers may have ‘obligation’ to consider recontribution strategies
- Gadens releases new updates for breach reporting tool
- APRA expecting some products to fail in second MySuper performance test
- ‘The poster child for red tape’: SuperStream tipped to cause maximum grief this year
- Stepchildren still a big ‘grey area’ in terms of death benefits
- LightYear Group announces expansion in HR documents
- Age for downsizer super scheme to drop to 55
- More frequents reviews needed for volatile assets
- Former adviser banned following conviction
- Legal trap flagged for SMSFs with child members
- Government expected to 'move' on addressing education standards
- PI insurance a critical factor when scoping advice services
- Unpaid present entitlements may 'raise questions’, SMSFs cautioned
- Experts highlight complexities with crypto and SMSFs
- Bill to change CSHC thresholds introduced
- Sophisticated investor definition ‘complicated’ in SMSF context
- Court decision provides another option for bankrupt SMSF members
- ASIC identifies concerns with dispute resolution by super funds
- Stephen Jones announces consultation on education standards and adviser exam
- Submissions open for Women in Finance Awards 2022
- SMSFA flags ‘murky’ area of sophisticated investor definition
- Risk of contravention with overpayment of trust distributions
- Dixon Advisory collapse highlights need for broad-based CSLR
- COVID payments had ‘detrimental’ impact on retirement savings
- AAT upholds ATO decision in SMSF pension payments case
- SMSF industry facing ‘HR nightmare’
- Heffron flags traps with future service tax deductions
- Crypto buyers fail to understand risks, ASIC says
- BGL integrates with SuiteFiles
- AAT upholds SMSF trustee disqualification
- Law firm highlights complexities with related party builders
- ASIC's new breach reporting regime resulting in 'unnecessary compliance burden'
- SMSF auditor refused stay of disqualification decision
- Younger Australians driving spike in SMSF establishments
- Grey areas flagged in NFT investments
- SMSF Association updates e-learning modules
- TBAR transition may cause mix up with events, SMSF warned
- Director IDs a 'silent compliance bomb'
- Regulators must put 'more trust' in advice industry
- Advisers reminded on important CGT planning tip
- Vital to keep notes, accountants told after trustee points finger
- Staff shortages blamed for huge drop in on-time lodgements
- Ensure you appoint an auditor before SAR, warns ATO
- Audit rule ‘the source of most disruption’
- Advisers cautioned on possibility of TBC ‘freeze’
- SuperStream still a ‘work in progress’
- Clarity on disclosure requirements vital in Quality of Advice Review
- 'We're trying to solve the problem': Why advisers and accountants working together is a good thing
- Withdrawal strategies before death require careful consideration
- BGL adds document reminders to CAS 360
- Michelle Levy wants to see 'a diverse industry' following Quality of Advice Review
- Pensions to face tougher scrutiny under new TBAR system
- ATO clarifies critical reporting deadline with TBAR transition
- New speaker revealed for technical strategy day
- Federal budget could deliver ‘nasty’ surprises
- FPA pushes for urgent extension of ASIC industry levy freeze
- ATO flags common TBAR errors with commutations
- Proof of ownership flagged as ‘biggest’ crypto issue for SMSFs
- Over $3bn compensation paid or offered for financial advice misconduct
- Netwealth announces major leadership change
- Collapse of crypto platform raises big CGT questions
- ATO puts late lodging professionals on notice
- Labor committed to legislating objective of super
- Recent decision highlights risks for advisers with incapacity
- SuperStream compliance issues could ‘blow up’ in 2022
- Michelle Levy ‘absolutely’ agrees advice sector has been subject to ‘overregulation’
- No plans to tighten TBAR timeframes further, says ATO
- Winners of the 2022 SMSF Awards unveiled
- Super fund hit with penalties over advice breaches
- ASIC calls on super funds to improve their TMDs
- ‘We don’t want to repeat the FASEA model’: What education standards consultation must address
- Finance bodies welcome proposals for sweeping overhaul of advice rules
- QAR proposals ‘a breath of fresh air’ for advice industry
- Limitations on crypto advice enabling scams to flourish
- SMSF firms urged to review services ahead of TBAR change
- New data suggests education reforms could benefit 7,500 advisers
- Documentation key in preventing ‘disappearing crypto’, SMSFs told
- SMSFs warned on common issues with unit trust deeds
- SMSF professionals warned on risks with outdated deeds
- Low adviser numbers to feature at jobs and skills summit
- Court orders removal of trustee in testamentary trust case
- Advisers cautiously optimistic about QAR proposals
- Trust deed more critical for BDBNs after Hill v Zuda
- FPA and AFA announce intention to merge
- Jobs summit $1.1bn boost for TAFE ‘just one piece of puzzle’
- ATO data reveals 250 trustee disqualifications for 2021–22
- SMSFs told to review investments amid ‘tightening property market’
- Bluestone Home Loans launches residential loans for SMSFs
- ‘Shout from the hilltops how hard you work’, award-winner tells women
- ATO releases new guidance on reporting SuperStream breaches
- SMSFA, APRA funds look to improve SuperStream error messages
- BGL rolls out new integration with Xero Practice Manager
- Michelle Levy confident QAR process will ‘turn into law quickly’
- RBA announces fifth interest rate rise
- Advisers told to take urgent action as exam cut off looms
- Expert flags ‘major issue’ impacting SMSF rollovers
- A quarter of advisers plan to exit industry
- ‘Devil in the detail’ of extra skilled migrant scheme
- Court makes determination in case involving BDBN
- Government pushed to address critical SMSF issues ahead of federal budget
- LightYear Docs announces new integration with Xero Practice Manager
- QAR proposals will help curb declining adviser numbers
- Economic downturn increasing litigation risk for SMSF professionals
- Government urged to review small businesses CGT concessions
- SMSF specialist launches e-book aiming to ‘demystify SMSFs’
- Timing is everything when choosing ECPI method
- Auditors closely scrutinising related party leases, SMSFs warned
- Government urged to rectify ‘anomaly’ impacting unused contributions
- SuperStream ‘teething’ issues to cause audit headaches
- FPA flags ‘disappointing’ CSLR scope after government tables bill
- A HR nightmare – rectifying the SMSF staff shortage
- SMSFs warned on risk of ‘mortgage prison’
- LRBAs tipped as potential target in upcoming federal budget
- SMSFs warned on traps with insurance set up
- Rising interest in ‘human side of advice’ resulting in some advisers leaving industry
- Refinancing for related party loans predicted to rise
- SuperStream standards creating additional risk for ‘family SMSFs’
- Dwindling TSBs open up opportunities for clients
- ASIC places stop orders on two managed funds
- Exclusion from CSLR leaves SMSFs at risk, warns SMSFA
- Law firm flags ‘liability risk’ with BDBN references in statements
- ATO to contact professionals over profit allocation arrangements
- Government opens consultation for Financial Accountability Regime Minister rules
- Property market downturn raises ‘sole purpose’ issue with personal guarantees
- ‘Reverse’ recontributions a solution for funds with limited cash
- BDBNs at ‘real risk’ of being dragged into divorce proceedings
- Court overturns James Mawhinney’s 20-year ban
- Indexation of contribution caps looking unlikely for FY23–24
- ‘Retrograde step’: Stuart Robert slams super fund advice proposal
- ATO reminds new SMSFs on looming lodgment date
- ‘Common sense’ needed in NALE conversation, says ATO
- ATO homing in on valuation disclaimers, SMSFs warned
- Rising bankruptcies expected to trigger spike in disqualifications
- Dixon Advisory hit with $7.2 million penalty over SMSF advice
- FPA to gather with members following vote to merge with AFA
- ATO taking ‘harsher’ stance on loans to members
- Take action on valuations now to avoid delays, says ATO
- SMSF Association announces new appointment to technical team
- LightYear releases trust and SMSF vesting package
- NALE rules to put SMSF auditors in difficult position
- ATO commences mailout for auditor number misuse
- Momentum Markets expands financial services footprint
- Lawyer calls for BDBNs to be modernised
- AMP fined over $14m for fees for no service
- Private companies subjected to intense scrutiny, SMSFs warned
- ‘Concerning’ activity surfacing with accountants’ certificates
- Advisers alerted to tips and traps of recontributions
- Stuart Robert says advice industry ‘couldn't get itself together’ on education standards
- BGL offers company secretary induction course
- Expansion of digital advice raises ‘big questions’, says Stuart Robert
- Change in auditors exposing lingering compliance issues
- SMSF Association urges QAR to focus on role of accountants
- SMSF auditor exodus continues in first quarter
- ATO provides cyber security tips for SMSFs
- Downsizer bill enters the Senate
- QAR proposal paper shows ‘perfection has become the enemy of good’
- SMSF establishments hit 5-year high
- Advice associations call for holistic review of education pathways
- SuperConcepts launches new suite of SMSF services
- Tax traps flagged with overseas pension transfers
- Auditor Proud Day toasts the profession with tea and cupcakes
- Liberal Party accused of reigniting ‘ideological war on super’
- Dead and resigned directors caught in ID requirement net
- Federal Court dismisses charges against CBA in conflicted remuneration case
- QAR proposal raises potential risks for adviser marketing
- Law firm calls for super fund advice to be broadened
- Important planning decisions highlighted with SMSF company shareholders
- Labor's franking credits proposal reignites debate
- Retail income fund hit with interim stop order from ASIC
- RIC and QAR to help quell retirement fears: AMP
- New requirements from vendors, lenders creating ‘practical difficulties’
- SMSF scam investigation sees call centre raided
- Former SMSF spruiker sentenced in Brisbane Court
- RBA announces October cash rate decision
- Prime Financial Group acquires SMSF administration firm
- BGL announces new integration with crypto exchange
- Cash account changes causing roadblocks with SMSF setups
- Principles based approach a ‘huge shift’ for advice profession
- AIST pushes for ban on SMSF borrowing
- Concerns raised regarding QAR-proposed SOA removal
- Update of BDBN guidance needed to resolve ‘industry conflict’
- Inadequate payment processes enabling SMSF fraud to occur
- ASIC cancels licence of SMSF advice firm
- ISA slams proposal to streamline core knowledge areas for advisers
- Finalists revealed for Women in Finance Awards 2022
- Reform crucial to increase advice accessibility as advisers shun less well-off clients
- SMSFs warned on tax traps with in-specie transfers of benefits
- Accurium expands education offering into new technical areas
- Likely Privacy Act changes to impact advisers
- Court awards claim in estate planning dispute over verbal agreement
- Labor’s franking credit policy a sign of things to come, says BDO
- FPA pushes for sensible cost recovery amid falling adviser numbers
- Two-thirds of directors drag feet on ID numbers
- ATO sets record straight on director ID requirements
- Compliance traps flagged with personal guarantees for LRBAs
- Court dismisses Mayfair 101 appeal against $30m penalty
- CPA adds two extra directors to board
- Pay super with wages to end billions in shortfall: ISA
- ATO warns trustees to check registers when appointing new professionals
- Law firm outlines danger areas with UPEs for SMSFs
- ‘Targeted approach’ of franking credit policy to limit SMSF impact
- Increasing super taxes ‘won’t fix the budget deficit’ says FSC
- Midwinter announces integration with estate planning platform
- ASFA renews calls to cut super concessions for higher earners
- SMSFs chasing franked dividends ‘should diversify overseas’
- Government to make huge reduction to auditor cancellation fees
- James Mawhinney lodges High Court appeal
- Heffron outlines steps for correcting SMSF insurance policy issues
- ATO expected to adopt ‘educative approach’ with SuperStream breaches
- Two tax agents banned after falsifying SMSF auditor numbers
- SuperMate releases software update with new features
- ATO sees uptick in use of its voluntary disclosure service
- SMSFA hopeful LRBAs will be spared in budget
- James Mawhinney sues ASIC for defamation
- Potential implications for accountants, lawyers with QAR proposal
- Non-bank lender launches new SMSF mortgage product
- ‘Signficant shortcomings’ with CSLR, industry associations warn
- CA ANZ, CPA worry YFYS test can be ‘gamed’
- BGL appoints head of customer experience
- ‘No plans’ to deal with $5m super cap in budget, says Stephen Jones
- SMSFs targeted in government’s new director ID campaign
- Objective for super critical to protecting retirement savings, says CPA
- ATO raises ‘illegal early access’ concerns with small business owners
- Over half of SMSF directors yet to apply for director ID
- ‘An almighty mess’: $5 million cap to further complicate system
- Tax Office ‘hit by 3 million cyber attacks a month’
- ASIC consulting on changes to SMSF advice guidance
- ATO reports huge surge in ‘abandoned SMSFs’
- Tax Office urges SMSFs to seek advice on crypto assets
- FPA points to faults in proposed Choice performance test
- Extra ID checks expected to delay SMSF rollovers
- Dixon Advisory claims driving spike in advice complaints: AFCA
- ASIC publishes final CRIS, responds to criticism
- Budget ‘must address NALI rules, simplify super’
- Research reflects difference in opinion with SMSF starting balances
- Crypto timing issues flagged with payment of benefits
- SMSF trustees reminded on finer points of reversionary pensions
- What the Budget means for SMSF professionals
- Government to defer proposed SMSF residency changes
- Confusion around director IDs continues as deadline looms
- ASIC appeals CBA, Colonial conflicted remuneration decision
- Auditor independence changes driving uptick in contraventions
- SMSFs to be hit with penalty hike in 2023
- ATO revamps compliance program for SMSF auditors
- ATO’s private binding ruling on NFTs ‘risky’ for industry
- Increasing proportion of SMSFs holding onto public offer funds
- Government’s MIS review to focus on product providers
- SMSF insurance strategies flagged for Gen X clients
- CA ANZ calls on QAR to address investment strategy issue
- Property still a big SMSF advice issue, says AFCA
- RI ‘knowledge vacuum’ represents great benefits for advisers
- SMSF advisers warned on common dispute issues with MDAs
- Know how to handle a successful scam, trustees told
- ASIC says it may name licensees reporting breaches as soon as 2023
- SMSF collectable debt, contraventions on the rise, ATO confirms
- RBA announces seventh rate hike for November
- CSHC changes to help clients trapped in SMSFs
- Advisers increasingly opting for one association membership
- Budget leaves question mark over active member test changes
- Government to ramp up compliance focus on unpaid SG
- Off-market buyback measure sparks fears about further policy change
- Financial adviser registration requirement delayed till July
- TBC freeze still a possibility for May budget
- Submissions open under new ASIC inquiry
- Court makes declaratory order in estate planning dispute
- Crypto exchange launches range of ETF-style crypto investments
- Winners revealed for Women in Finance Awards 2022
- Regulators report tipped to shape LRBA policy agenda
- Super fund wants to offer direct advice to Aussies via employers
- Capacity tipped to become big issue in future BDBN disputes
- ATO issues private ruling on member benefit issue
- ASIC to delay opening portal for adviser registration
- Court upholds appeal in case involving superannuation insurance complaint
- SMSFA hopeful MIS review will consider CSLR
- SMSF asset growth trailing industry super funds
- FPA and AFA confirm vote timing
- Government to examine taxation issues in super
- Investment scams posing ‘real risk’ to SMSF sector
- Vanguard Super commits to 2022 launch
- Ms Levy defends proposal to allow super, banks to provide advice
- ASIC inquiries an opportunity to prevent future fraud against SMSFs
- ABN changes tipped to impact 80,000 lapsed lodgers
- Franking credit changes to ‘weaken’ franking system, says Geoff Wilson
- Pensioner work scheme ‘will fail to ease skill shortage’
- ‘Concerning’ loan arrangements surfacing, technical expert warns
- Trustee disqualifications see fourfold increase
- Labor under fire over broken election promise on super
- SIAA questions why advisers funded Caddick enforcement action
- Law firm flags complexities of foreign purchaser duty for SMSFs
- Critical issues outlined with last minute withdrawals of benefits
- Important steps for trustees exercising discretion
- FPA, AFA, AIOFP respond to Levy’s proposal to allow super, banks to provide advice
- Fresh warning on reserving strategies amid $5 million cap discussion
- ATO issues reminder on upcoming TBAR changes
- Accounting bodies call for SMSF auditor registration fee to be scrapped
- Financial advice firm to cease operating following ASIC investigation
- SuperConcepts launches investment portfolio solution
- SMSF auditors to face new raft of challenges from 1 July
- Super balance cap would destabilise the system: TSA
- ‘Unexpected requirements’ flagged with director ID paper form
- SMSF professionals play critical role in Age Pension planning
- CountPlus outlines expansion plan, throws support behind QAR
- Deferred COVID relief repayments tipped to exacerbate SMSF mortgage stress
- ABRS outlines compliance approach for director IDs
- Risks flagged with electronic execution of trust deeds, BDBNs
- Buyback law closes loophole ‘but franking credits here to stay’
- SMSF Association welcomes LRBA findings in CFR report
- ATO undertaking ‘extensive’ examinations as compliance action ramps up
- Draft legislation released for franking credit changes
- ATO to contact tax agents, trustees over SAN misuse
- Aussies willing to pay more to plug their advice gaps, research shows
- Property trusts targeting SMSFs hit with interim stop orders
- ‘Unresolved issue’ lingering with director IDs
- ATO will add security layer to agent linking
- Advisers warned on major timing traps with lifetime CGT cap
- Div 293 threshold tipped as target for May budget
- SMSFs reminded on other requirements with director resignations
- Planning implications flagged with potential $200k TBC increase
- Lose trust and it’s a long way back, says CPA Australia
- Penalty increases an incentive to shift to a corporate trustee
- A third of SMSF directors yet to apply for ID as deadline looms
- Levy confirms proposal to allow banks, super to provide advice will remain in final report
- SMSFs with defined benefit pension reminded on upcoming deadline
- Increased ID requirements causing roadblocks with SuperStream process
- Multiple SOAs ‘more practical’ for complex SMSF client groups
- Director ID deadline tipped to see extension
- ASIC confirms new adviser registration requirement
- Poor super returns could trigger ‘knee jerk’ SMSF setups, SMSFA warns
- Advisers cautioned against signing off on outsourced advice
- New SMSFs warned on importance of meeting lodgement deadline
- ASIC places interim stop orders on two Perpetual funds
- Bill to lower downsizer age passes both houses
- Advisers cautioned on generic SOAs with SMSF setups
- Trustees reminded on in-house assets traps with trusts
- ASIC grants FSG relief to certain authorised representatives
- ASIC takes action against six SMSF auditors
- SuperStream services leaving SMSF professionals ‘out of pocket’
- Law firm launches SMSF lost deed service
- Super fund advocates for ‘personalised help’ for retirees
- ‘QAR will enable increased retirement-specific advice’ says FSC
- FTX collapse sparks tax and valuation issues for SMSFs
- SMSF assets see 6 per cent drop from peak in March
- Compliance status check a critical step for avoiding SuperStream headaches
- SMSFs cautioned on cash flow risks with more adventurous crypto investing
- ASIC publishes 2023 exam dates
- Australian Unity exec supports Levy’s ‘episodic’ assessment of advice
- Court dismisses claims in dispute over unit sale agreement
- ASIC places interim stop orders on 4 more funds
- Scammers targeting investors with fake bond investments, ASIC warns
- ASIC wins appeal against SMSF auditor in Federal Court
- Advisers cautioned on ‘five key downsizer risks’ for younger clients
- ATO flags shutdown period for members seeking early access
- Levy’s QAR rethink leaves advisers in limbo
- Court reinstates SMSF corporate trustee in complex legal case
- RBA announces last rate decision for the year
- ‘Critical timing issues’ flagged with SMSF windups
- ATO reports surge in director IDs following extended deadline
- ASIC takes action against two AFS licencees
- Procedures for SMSFs highlighted with draft electronic execution changes
- Compliance concerns with overpaid present entitlements resurfacing
- Section 35C tipped to see ‘resurgence’, SMSFs warned
- Investors turning to advisers in ‘unsettling times’
- Former financial adviser convicted for fraud
- ASIC announces major changes to SMSF advice guidance
- Joint associations support annual review to repeal redundant provisions
- ATO drops final ruling on changes s100A
- Eighth rate rise an opportunity for trustees to review LRBAs
- Strategy risks flagged with ‘member benefit’ payments before death
- SMSF Alliance developing documentation tool in response to ASIC guidance
- SMSFA welcomes removal of $500k SMSF threshold
- 1 in 5 funds fail to adhere to ASIC’s dispute resolution guidelines
- Accounting industry gives cautious thumbs up to final s100A ruling
- Audit procedures for NALI remain uncertain
- ATO chasing down late returns, unpaid PAYG instalments before year end
- Further clarity needed on GST, reinstatement process with ABN changes
- Former super fund executives charged with dishonesty offences
- Jones says experience pathway to go before parliament by mid-2023
- Two-year threshold for automatic ABN cancellations ‘unreasonable’
- BGL adds company tax return to 360 suite
- ATO announces changes to SMSF registration process
- Bluestone announces interest rate cut for SMSF loans
- NALI trap flagged with multi-purpose corporate trustees
- ATO to start applying penalties for outstanding director IDs
- What if Australia has enough advisers to meet demand?
- FPA and AFA announced round two of merger consultation
- Former financial adviser imprisoned for superannuation fraud
- FPA welcomes consultation on tax deductibility of financial advice fees
- AIST calls for performance tests to be extended
- Crypto scams surfacing in SMSF audits
- ASIC takes term deposit provider to court over DDO breaches
- Fraudster sentenced after stealing millions from super and share accounts
- ATO tipped to take tougher stance on late TBARs next year
- ASIC cancels AFSL over ‘layered advice strategy’
- Licensee response to ASIC guidance the next big piece for advisers
- Sole purpose risks flagged with unit trust investment scheme
- Court finds finfluencer contravened law
- BT outlines top five takeouts from ASIC’s SMSF guidance
- BGL promotes Daniel Tramontana to CEO
- SMSF adoption of ETFs continues to rise
- Professional predicts it will take ‘at least’ 2 years for reforms from QAR to be implemented
- Unit trusts tipped to see increased auditor scrutiny
- SMSFs cautioned on ‘strict conditions’ with SMSF lending
- CA ANZ outlines top challenges for SMSF professionals in 2023
- SMSFs reminded on key timelines for record keeping
- Downsizer age reduction now in force
- Government warned on making rushed changes to super
- 'Two clear rails’ emerging in SMSF population
- Release of QAR may prompt review of SMSF guidance
- ATO raises alarm on asset protection scheme for SMSFs
- LightYear Group announces new CEO and leadership
- AAT reduces ASIC’s banning of financial adviser
- SMSFA pushes for ‘make good clause’ to address NALE concerns
- Auditor flags surprising traps with e-signatures and SMSFs
- Trustee disqualifications climb to over 400
- Loan letters a legal minefield, accountants warned
- Staffing tipped to be biggest industry challenge this year
- One in 10 super funds performing poorly
- Rise in self-licensing to continue this year
- SMSF wins appeal case against court orders
- FAR to display tax (financial) advice services from February
- Property downturn enters ‘new territory’
- Time for action on loan letters, professional bodies told
- ATO updates TBAR guidance ahead of new time frames
- Latest penalty increase ‘a compelling argument’ for corporate trustees
- BGL announces Great Place to Work recertification
- Limited licensing numbers drop by a third in past year
- Court dismisses appeal in death benefit dispute
- Auditor highlights ‘grey area’ with windups and SuperStream
- AAT upholds ASIC’s decision to cancel AFSL
- TTR strategies still relevant despite work test changes, says CFS
- Privately licensed universe now makes up two-thirds of licensees
- SMSF auditor numbers continue to dwindle
- Compliance set to play ‘sizeable role’ for SMSF sector this year
- SMSF firms warned to prepare for TBAR transition now
- SIAA asks Jones to pick up pace on education reform
- Lawyer flags additional risks with gift and loan back arrangements
- CFS highlights equalisation strategies for lower-balance clients
- British expats ‘should act fast’ to maximise UK pension
- Court dismisses appeal in dispute over testamentary capacity
- Former adviser sentenced for falsifying documents
- New research points to ‘optimistic’ future for advice industry
- ‘We want thousands of members voting’, says FPA chair
- Double indexation of TBC ‘almost certain’ says BT
- Pension reporting to face increased scrutiny under new TBAR framework
- Carry-forward contributions can enhance splitting strategies
- ASIC commissioner exits before end of term
- Expert sheds light on complexities with indexation and reversionary pensions
- Sense of control a key driver in retirement satisfaction
- ATO urges auditors to respond to SAN misuse mailout
- Contribution caps expected to stay the same for FY 23–24
- Super funds ‘armed and ready’ to meet retirement advice gap
- Modernising measures to bring big changes for SMSFs
- SMSFs reminded to pay down COVID-19 relief deferrals
- QAR to be released in coming weeks
- Serial lodger sentenced after falsely claiming tax deductions
- ATO issues fresh warning on illegal early access schemes
- Govt cracks down on sexual abusers hiding assets in super
- ASIC issues flow chart on classification of tax (financial) advisers
- Important issue flagged in meeting CSHC test
- ABN reforms create ‘unnecessary red tape’ for SMSFs
- Strategy considerations flagged with potential TBC increase
- More than 2,000 adviser resignations in 2022
- Treasury consults on non-arm’s length expense rules
- Inflation pressures on retirement income expected to ease this year
- NALI proposal to impose 225% tax rate for general expense breaches
- Guardian AIT decision leaves s100A questions hanging
- Super trustee receives additional licence conditions from APRA
- ATO pushed to extend transitional relief for NALE rules
- TBC set for double indexation from 1 July
- TBC increase to add further complexity, advisers warned
- Technical expert flags top contribution strategies for the new year
- AFA reveals completion date of proposed FPA merger
- Former Melbourne planner pleads guilty to dishonest SMSF conduct
- ATO refers 13 SMSF auditors to ASIC
- Why advisers fear intergenerational wealth transfers
- Court extends caveat in case involving succession dispute
- Incapacity emerging as major risk issue for advisers
- Digital advice firm optimistic QAR will ‘reset financial advice’
- SMSFA pushes for reforms to simplify TBC, TSB
- AIST pushes for tougher restrictions on cold calls by advice firms
- Nearly 2 in 3 Australians want one-on-one advice from their super fund
- TBC indexation raises important questions for contribution planning
- Over 350 SMSF auditor registrations cancelled
- Government urged to ‘protect super system fundamentals’
- Finfluencers less popular among investors
- Upcoming budget reignites debate on $5m super balance cap
- Tips and traps flagged for TRISs with TBC indexation
- SMSFs cautioned on ‘danger zone’ with downsizer strategies
- ATO issues warning on Ponzi schemes
- Levy makes ‘hard’ recommendations in final report
- Government warned against tampering with TBC uplift
- SMSFA and FPA join forces to launch specialist adviser pathway
- Class makes key appointment as part of growth plans
- JAWG pens open letter to Stephen Jones on QAR
- Heffron highlights benefits of segregating accumulation assets
- Former Perth adviser jailed
- Consistent issues surfacing with LRBAs, auditor warns
- Auditor flags knowledge gaps with loans and financial assistance
- Super trustees to remain under APRA spotlight
- How young Aussies are changing the face of SMSFs
- TBC indexation to spur wide range of complex scenarios
- RBA reveals first interest rate decision for the year
- BDO calls for review of contribution caps
- Government to release objective of super consultation ‘very soon’
- CA ANZ students now qualify for fee assistance scheme
- Common audit issue flagged with pre-1999 unit trusts
- ‘No reason’ for accountants’ exemption: final QAR report
- Late reporting may cause ‘significant consequences’ after TBC uplift
- FPA, AFA ‘leading the way’ with planned merger
- LightYear Docs announces new integration with BGL
- ‘Real disappointment’: NALE proposals fall short of industry expectations
- SuperConcepts reveals key initiatives for 2023
- Be brave about advice reform, Canberra told
- Superannuation tax changes ‘almost guaranteed’ to be in budget
- Final QAR report fails to address limited AFSL issue
- CA ANZ calls for ABN changes to be delayed till 2026
- $1bn blow-out prompts review of MBR program
- ATO updates guidance on death benefits
- Wealth management platform partners with Xpress Super
- QAR recommendations require ‘deeper scrutiny’
- ASIC bans two advisers
- Heffron launches Super Foundations course
- Critical checklist outlined for contributions advice
- Death benefit guidance ‘not fit for purpose’
- Smarter SMSF creates new education manager role
- QOA proposal risks turning funds into ‘simple savings accounts’
- Federal Court makes orders in windup of Ponzi scheme
- Australian equity still holds ‘lion’s share’ of SMSF assets
- ATO issues reminder to SMSFs on PAYG instalments
- CA ANZ calls for comprehensive review of super, retirement systems
- Stress, pay and robo-accountants top deterrents to profession: ACCA
- Trustee disqualifications continue to surge in early 2023
- SuperConcepts reports uptick in software users
- Advisers can capitalise on burgeoning demand among women: Netwealth
- Law firm flags important time frames and steps with death benefits
- Netwealth profits bolstered by platform revenue boost
- NALE rules to spur increase in tax-related disputes
- Government releases proposed objective for super
- ATO statistics show consolidation of SMSF audit industry
- Class order for SMSF auditors due to expire in April
- Draft super objective to ‘protect super from interference’
- Abood explains limitations to FPA’s support of QAR
- NALE proposals set to drive up SMSF audit costs
- HUB24 unveils SMSF product for younger members
- SMSF member balances see strong 5-year growth
- Potential challenges for advisers if personal advice scope expands
- Advice firm convicted of hawking breaches
- Government to make moves on residency rule reforms this year
- SMSF market ripe for digital advice
- Positive outlook for growth of SMSF sector
- Super must move to sustainable basis, says Minister Jones
- No plans to extend NALI compliance relief, says ATO
- Contribution caps to stay the same for 2023–24 year
- Repeal ‘perverse’ rules that put super at risk, Canberra told
- ATO issues warning on undated benefit payment requests
- One in seven SMSF directors yet to apply for ID
- Late ASIC fees driving spike in deregistrations for SMSFs
- ASIC slaps ban on unlicensed individual
- Government to proceed with legacy pension changes
- Implications for missing trust deeds in recent court case
- Levy says she remains ‘puzzled’ by Jones’ response or lack thereof
- Lost and unclaimed super climbs to $16 billion
- Delaying pensions for TBC increase ‘not a given’ for all clients
- Government confirms plans for $3 million super cap
- ‘More work to be done’ on accountants’ advice framework: SMSFA
- $3m super cap may spark ‘unintended consequences’, warns CA ANZ
- FPA and AFA members vote to merge
- ‘Retrospective’ tax issues flagged with $3m threshold for super
- Super tax changes could drive greater interest in SMSFs
- Court case sheds light on section 17B
- Levy rejects claims QAR is creating two-tiered system, says advice is a continuum
- Details of tax calculation for $3m threshold a ‘mixed blessing’
- Advisers cautioned on making hasty deathbed withdrawals
- NALI risks flagged with SMSF borrowing and digital assets
- Disputes over trustee discretion tipped to rise
- Law firm outlines potential strategies for $3m threshold
- Advocacy top priority following AFA-FPA merger
- $3m threshold calculation to create cash flow challenges
- Loss of SOA to create PI insurance uncertainty
- ‘Simplest and best way’: Treasurer defends plans to tax unrealised gains
- Expert flags benefits of holding agribusiness assets in an SMSF
- Missing areas in details for proposed threshold
- Super balance cap to impact more Aussies than initially estimated
- RBA announces 10th consecutive rate hike
- $3m threshold may raise taxes upon death
- ‘The house always wins’: Threshold imposes unfair tax outcomes on losses
- BT flags top adviser queries for female clients
- Stuart Robert slams Stephen Jones' delay in addressing QAR's findings
- Threshold poses ‘brutal’ consequences for LRBAs, illiquid assets
- Strategy tips flagged with indexation and death benefit pensions
- Geoff Wilson calls for ‘thorough analysis’ of franking system changes
- CSLR and FAR legislation introduced to parliament
- Review of managed investment schemes welcomed by industry
- Lawyer flags serious risks with use of undated benefit requests
- FPA outlines reservations with CSLR, FAR legislation
- Xero to cut hundreds of jobs, close Waddle app
- Class highlights proactive contribution strategies for women
- SMSF reserves expected to form part of threshold policy design
- Alternative threshold calculation could leave members worse off
- BGL unveils email to fund software feature
- ASIC reveals latest data on compensation payments for financial advice misconduct
- Private binding ruling recommended in deathbed benefit cases
- Decline in total superannuation assets in December quarter
- Division 293 doesn’t just affect high-income earners
- More than $600m in claims made through AFCA in unpaid compensation
- FPA releases new cyber security guidance to members
- There are advantages to delaying TRIS under new TCP rules
- SVB collapse may impact SMSF crypto investors
- AFS licence suspension of Sydney financial service provider ends following non-compliance with obligations
- Jones and Robert ‘very, very pleased’ with FPA and AFA merger
- Super funds get a nod towards advice in QAR consultation
- Heffron outlines key contribution strategies for next financial year
- ASIC bans adviser over ‘layered advice’ strategy
- Former adviser permanently banned from providing financial services for falsifying exam results
- CFS flags critical questions for SMSF clients moving abroad
- Looking to the past for solutions to super tax threshold
- Court ruling on presumptive death has implications for SMSFs
- Backlash building against plans to tax unrealised capital gains
- Former financial services director Mark McCabe charged with eight counts of fraud
- ASIC issues interim stop orders on three BT Advance Asset Management funds
- Greenwashing will put funds at risk of legal action: analysis
- Is the pressure on to revalue assets under new super cap?
- COVID-19 super withdrawal scheme will have long-term economic impact: study
- Reducing tax on property inheritance comes down to proper planning
- Accessing super overseas can be taxing
- SMSF investors must watch for ‘risk creep’ when chasing income returns
- More women take up SMSF as others look for advice
- The FPA and AFA announce the 2023 United Association Roadshow
- Investment concerns as global outlook continues to slow
- SMSFs overweight in Australian shares and cash
- Working group to investigate consequences of new super cap
- SMSF contributions down but transfers out have doubled
- Super plays ‘indispensable role’ in Australia’s policy initiatives: Treasurer
- Superannuation trustees urged to improve insurance outcomes for members
- Court ruling highlights the importance of secure deeds
- Iconic and Clearwater offer assistance to ‘at risk’ SMSFs
- Investors should stay in market despite global turmoil: economist
- SMSF funds record highest satisfaction: survey
- More SMSF members accessing funds without meeting conditions: ATO
- Section 20C notices issued from today
- Two charged over alleged $3.5 million self-managed superannuation
- Australian retirees face accelerating price pressures
- ETFs now first choice for advised SMSFs
- Unexpected work test issue impacts personal contributions
- Fong Financial Planners pleads guilty to dishonest conduct
- Fixed interest resurgence fuels ETF innovation, inflows
- Alternative assessment can save on annual property asset valuation: BDO
- Pressure likely to mount ahead of reporting regime changes
- ATO now issuing Division 293 assessment notices
- Inflation hits spending patterns of retirees
- SMSFs need to notify ATO before re-injecting COVID-19 funds
- Trustees warned to keep sole purpose in mind to avoid possible legal action
- Budgeting in rising inflation necessary for SMSFs
- Knowing trends can help provide better investment advice
- SMSF sector will be watching valuation requirements closely
- ATO warns SMSF on sole purpose test for property investment
- Capital notes offer alternative to generate more investment income for clients
- AFA outlines package of QAR ‘quick wins’ it plans to recommend to government
- Investors still holding on to commercial property despite rate rises
- Advisers must consider ethics of ‘special assets’
- Tougher laws introduced to tackle superannuation theft
- SMSF Alliance develops proposed excess member balance tax calculator
- Managing an SMSF could help women spot super underpayments
- Transferring property from an SMSF needs special circumstances
- Program helping to make a difference to Australian communities
- Motivation needs to be right when buying shares in a private company
- Tax breaks should be wound back says think tank
- Mixed reaction to super tax consultation paper
- FAAA new board directors confirmed
- ATO advice and guidance on super issues
- Property downturn could be opportunity for SMSF investment
- Framing the complex rules, regulations for artworks, collectibles in an SMSF
- AFCA pauses complaints due to firms’ insolvency
- Non-concessional contributions by women helping to close the gender super gap
- Updated PSLA warns trustees of penalties for non-compliance
- Objective of super submissions reveals the issue is far from simple
- BGL integrates with accountantsGPS to streamline SMSF reporting
- Freedom of Information reveals top five SMSFs hold an average of $379m in assets
- Performance review may increase to 10 years, says YFYS draft
- SMSF Association says objective of super can’t be achieved without more consideration
- Tweaks will help but the YFYS benchmarks need a redesign: industry association
- Safe harbour rules misleading when a member goes abroad, warns adviser
- Expert warns of super pension indexation trap
- ATO reveals most common contraventions for SMSFs
- ASIC tells trustees to focus on members in performance test failure communications
- ATO warns SMSF about dangers of 'promoters'
- Report advocates for retirees to spend their super
- Conditions of release the focus of IPA submission in superannuation consultation
- QAR set to create opportunities for fintechs, advisers
- Rollover relief is ending 30 June, ATO warns
- ASIC continues to act against SMSF auditors
- Franking credit changes risk unintended consequences
- SuperConcepts brings document provider integration with Smarter SMSF
- Reform needed in super system to stop higher taxes on retirement savings: FSC
- Minister Jones supports boosting super’s role in financial advice
- ATO warns of harsher penalties for outstanding lodgments
- Redefined team unveiled to drive financial services media powerhouse
- Scam losses reinforce digital advice technology is becoming crucial for financial advisers
- Why is buying property through an SMSF on the rise?
- Industry mentor questions government super consultation
- Super system needs ‘nudge’: Assistant Treasurer
- New appointment to SMSF Association
- Non-lodgement of SMSF returns a red flag for ATO, say industry associations
- SMSFs could capitalise on ‘attractive’ small cap dynamic
- Accounting organisations’ concern over changes to franking regulations
- SMSF Association slams government’s proposed super tax
- Super members with more than $10m should withdraw money: CA ANZ
- Auditor ‘brain drain’ fear if experience leaves industry
- SMSFA tables response to super tax changes, calls for extended consultation
- Give funds the option on calculations: SMSFA CEO
- Unintended consequences of work test changes to be rectified
- Auditor’s open letter to Treasurer raises alternative to super tax
- FAAA welcomes consultation on financial adviser education standards reform
- Class scores top marks in continued growth
- Report finds most people have no super when they pass
- ATO warns of rise in SMSF identity fraud and investment scams
- Women are (slowly) closing the superannuation gap
- Non-bank lender offers 3-year fixed mortgage for SMSF
- TSB to become more important if super proposal legislated
- Electronic signatures may invalidate certain documents warns adviser
- New laws will be needed under current super proposal: FAAA
- Super proposal may see taxpayers liquidate assets to fund liabilities: IPA
- Former Qld financial adviser sentenced to 6 years’ imprisonment
- ATO advises trustees to check bank details, lost super
- JAWG calls for staged rollout of QAR recommendations
- Research shows SMSFs outperform APRA funds
- Super tax could open door for more tax on individuals: BDO
- Latest super heatmaps show ‘dud’ funds still ‘fleecing’ members
- Record superannuation contributions in 2021–22
- SMSF investment in private companies possible but rules apply
- Financial adviser who stole $1.6 million from clients permanently banned from providing financial services
- Small caps becoming top choice for all fund types
- QAR ‘quick wins are not going to get us very far’, says Levy
- Work test changes a surprising turnaround, says lawyer
- SMSFs driving growth of ETFs: expert
- Pre-retirees lacking formal plan for future goals: research
- Adviser interest in active funds grows amid volatile market conditions
- Only 50% of SMSFs have lodged their 2022 audit with 2 weeks to go
- Scams and organised crime targeting SMSF industry: auditor
- SuperConcepts launches new pricing for SuperMate
- New offering allows SMSF to invest in new property builds
- Auditing needs human touch, not just technology
- Budget figures will reveal whether unrealised gains will be taxed: SMSFA
- HUB24 acquires myprosperity to enhance client engagement
- More people need to update their wills as circumstances have changed
- Should you roll over a grandfathered account-based pension?
- SMSF industry bodies welcome new payday super rules
- Work test rule abolition sees spike in re-contribution strategies
- Government green bonds will encourage sustainable investment, says Assistant Treasurer
- Preparation and planning key to high retirement confidence: Vanguard
- SMSFs hold firm amid market share shake-up
- Did your member exceed their non-concessional contribution cap?
- Foreign super funds may be affected by $3m super tax proposal, warns lawyer
- Solidifying the disposal of illiquid assets when winding up an SMSF
- Experience-only pathway for advisers misses the point: SMSFA
- Can a tax agent legally prepare a deed update?
- SuperStream could be revised to alleviate problems, says auditor
- Calculating in-house assets the right way
- Qld court ruling highlights documentation is crucial in BDBNs
- Super in focus ahead of 2023–24 budget announcement
- Investors should stick with assets that can be moved say advisers
- SuperMate selects ACSISS as open banking partner to expand and streamline data feeds
- SMSF wind-ups continue to slow
- NALI win for SMSF in Budget
- Don’t bank on it: SMSFs and trustees have to keep things separate
- Industry says legacy pensions omission is a ‘travesty’
- Some concessions but not enough: mixed reaction to budget measures
- SMSFA says government’s claim of equity for all fund sizes not evident in budget
- Guide released on SMSF messaging providers’ register
- ATO issues advice on responding to release authorities
- Death benefits die with member under new proposed rules, says adviser
- Unpacking the ‘quirks’ of TSB
- SMSF industry backs specialist diagnosed with cancer
- HUB24 expands relationship with Striver to support next generation of advisers
- Industry frustrated by government inconsistency
- When is a win not a win? The great NALI debate
- Dutton says super tax undermines tax system
- Government urged to push ahead with SMSF residency reforms
- Open banking is set to be the next revolution in SMSF
- Australians say super for a house would inflate property prices, diminish savings
- Court ruling highlights need for SuperStream adjustments
- Will structural inflation be the end of property growth?
- Personal transfer balance caps displayed from 11 July 2023
- ATO to release free online SMSF education modules
- Legacy LRBAs locked into ‘mortgage prison’ as banks apply rate pressure
- Time running out to wind up an SMSF, says leading educator
- Rules now clear on the use of inter vivos trusts to access excepted trust income
- Financial advice: Accessibility for all or reserved for a privileged few?
- Treasury denies new super tax is not equitable
- SMSFs don’t influence ASX market: research
- QAR needs to consider specialisation of SMSF advice
- The power of SMSF life insurance
- ATO says not enough being done to educate clients about checking their super
- Made any changes to your SMSF? Let the ATO know
- The rise of younger SMSF members and what it means for accountants
- Work test changes still need careful consideration, warns SMSF adviser
- Court rulings shed light on what to do if trust deed is lost
- Finalists revealed for 35th Fund Manager of the Year Awards
- FAAA concerned about Superannuation Performance Test draft regulation
- Take advantage of super changes now to get the most out of an SMSF
- Latest ATO statistics show more young women establishing SMSFs
- Finalists unveiled for 35th Fund Manager of the Year Awards
- SMSFA conference gets down to the technicalities
- Australians want to do more with their money: Research
- Is wind-up trend a blip or sign of things to come?
- SMSF property disputes a ‘systemic issue’: AFCA
- ATO releases guidance on private rulings
- Super assets cross $3.5tn in Q1 2023
- Business valuation in divorce poses more complex issues for SMSFs
- Ex-Suncorp manager warned SMSFA of credit ‘risks’
- ATO advice on offsetting debts on hold and invitation for SMSF webinar
- Tread cautiously before making decisions about $3 million tax proposal, adviser warns
- More SMSF establishments means more advisers needed
- Media creating false narrative about SMSF industry
- Inflation drives the cost of retirement to a record high
- Beware related-party rules in unit trust investments
- Legislation changes give market-linked pensions better outcome
- Big fines for trustees that don’t comply with NCC release authority
- Beware of hidden costs in refinancing SMSF loans, warns adviser
- KYC principle important to avoid legal consequences of lost trust deeds, advises lawyer
- For Jo Hurley, SMSFs are a personal crusade
- Penalties over Director ID missing in action
- CDR for superannuation ‘paused’
- Changes to minimum annual payments for super income streams
- SMSF lending showing resilience despite rate rises: lender
- Helping younger SMSF members see the future needs a different approach
- Unclaimed super can trigger contribution excess: SMSF expert
- Legal framework still unsure around SMSFs advice rules
- More than 130% rise in trustee disqualifications in March
- Concerned trustees, accountants, advisers in limbo as super tax proposal remains unclear
- Financial advisers more likely to recommend SMSF if they are connected to an accountant
- This one strategy could save thousands in tax
- Binding Financial Agreements an important element of SMSFs
- SMSFA advocating ATO to review restructuring market-linked pensions
- TBC and TSB still creating confusion in the market
- Special amendment allows SMSFs to invest in related company or trust
- SMSF pensions best way to go for flexibility and control
- ‘Generational transfer of wealth is not a future problem, it’s a now problem’
- Financial adviser numbers show signs of recovery
- More advisers seeking specialist SMSF qualifications
- Changing SMSF landscape makes estate planning even more important
- Look closely at terminal illness or incapacity cash restrictions, says adviser
- New generation of investors changing look of portfolios
- Another 29 auditors have registration cancelled
- Franking credit review welcomed by SMSFA
- CA ANZ pushes for advice regulation changes ahead of $3m threshold
- ATO admits it holds tax professionals with an SMSF to higher standards
- ASIC bans financial adviser for 5 years over SMSF deals
- Women more likely to seek advice for their SMSF: Vanguard
- Rate rise will impact SMSFs and investment choices
- SuperConcepts sold to Pemba Capital Partners
- ATO seeking guidance on TBC and stalls on NALE and education orders
- Cash is king as SMSFs rethink investment strategies
- A rollover under medical conditions can create problems, warns technical expert
- Another adviser faces ban over SMSF property scheme
- Personal insurance uptake a victim of rising cost of living
- When two is better than one – TPD payout advice
- Downsizer contributions could rise as inflationary pressures bite
- SuperMate selects ACSISS as Open Banking Partner, to expand and streamline data feeds
- Opening the door to better data sharing
- Government wants the best of both worlds with super tax proposal, says lawyer
- Changing landscape of retirement puts more decisions in the tax mix
- ASF Audits acquires Deloitte’s SMSF audit business
- NALI/NALE confusion still not settled
- Look closely at sell-down plans to avoid tax impost
- Phase 1 QAR reforms welcomed by sector
- Company structure more secure way of establishing an SMSF: adviser
- Funds embrace Jones’s QAR response, agree it will improve member outcomes
- Underpaying your SMSF pensions can have costly consequences
- SMSFA welcomes QAR steps but says fundamental element needs clarifying
- Rise in superannuation claims complaints to AFCA
- Managing risk and diversification drive rise in ETF and managed fund investment
- Next phase of QAR reforms won’t be rushed: Jones
- Equity issues clouding super tax proposal, especially around personal injury contributions
- Trustee disqualification register updated
- Asset sales and death benefit payouts can be sticking point for trustees
- SMSFs and property development projects on ATO radar
- ATO looking into reversionary pension changes
- Small caps trading on the rise as recession looms
- Don’t readjust loan payments before checking documentation, expert warns
- Not following residency rules could cost an SMSF 45% of its value
- Fine line between dependants and interdependency can dictate death benefits
- SMSF clients boosting advisers’ revenue
- Tax alert warning could catch more in the ATO web
- Industry hoping for a hearing as NALI/E consultation opens
- Minimum annual payments for super income streams
- What happens when the minimum pension is not paid for an ABP?
- SMSF investment analysis shows long-term deposits rising in popularity
- Understanding the average SMSF investor
- ATO warning on market-linked pensions
- QAR reforms may not solve unique SMSF needs
- Court rulings in lost trust deeds are no longer set in stone
- The work test may be gone but read the fine print, warns adviser
- Winners of the Fund Manager of the Year Awards revealed
- SMSFA Technical Summit 2023 to set the bar for professional development
- High interest and inflation can pay dividends for SMSFs
- Trustees must comply with rectification orders in time or face penalties
- Getting the value out of property in an SMSF
- The impact of increase in interest rates on related party loans
- Specialist SMSF advisers in demand
- ALRC calls for restructuring of Corporations Act to enhance treatment of advisers
- Steps to take before EOFY for members receiving pensions
- Government scraps ASIC levy freeze
- Can I sell my property to my SMSF?
- Firms should embrace AI to increase efficiencies
- Special reporting and age considerations for downsizer contributions in FY 2022–23
- Intergenerational wealth transfer accelerating
- Advice community outraged following significant jump in ASIC levy
- ATO cracks down on landlords, targets depreciation reporting
- SMSFA responds to ATO’s NALI draft ruling
- ASIC levy will have a ‘significant’ impact on advisers
- Voting opens for SMSF Awards 2023
- SuperConcepts officially under new ownership
- ATO releases new checklist for trust distribution resolutions: What trustees need to know
- NALI draft ruling highlights need for legislative clarity
- Count invests in Victorian accounting firm
- RBA announces interest rate decision
- Hays reports salary surge for senior financial planners
- SMSFs to face hybrid economic and legislative challenges in complex year
- Verdict delivered in the class action filed against AMP
- Levy and Abood to dissect government’s QAR response in free webcast
- Bentham Global Opportunities Fund opens up to SMSFs
- Is the industry entering a transformative 12 months?
- Stampede into AI tempered by questions of trust
- ASIC levy: ‘Outrage is an understatement’
- ATO signals warning on illegal SMSF property purchase schemes
- Court documents reveal AMP likely aware of mental health impact on advisers
- Adviser losses hit 599 for FY2022–23
- Market valuations and super tax key concerns for SMSF audits
- Silver lining for an SMSF owning bullion
- ATO issues warning on SMSF scams
- SMSFA calls for NALE/NALI to be repealed in Treasury submission
- Proposed advice structure would accommodate SMSFs: AIOFP
- SMSFs put on notice over NOIs
- Weigh up the risks of SMSF structure, experts warn
- ASIC levy raises concerns of professionals leaving advice industry
- SMSFs reminded to lodge quarterly TBAR
- Knowing your client could be the difference between winning or losing lost deed case
- NALI/E draft exposure a ‘solution looking for a problem’
- ASFA welcomes changes to advice landscape
- Money in the bank when winding up an SMSF
- Check your taxable income before making a personal deductible contribution
- Think tank slams government’s $3m super tax proposal
- ‘This is not going to be a quick fix’, Anderson says on QAR
- Investment bonds offer alternative as super cap looms
- Education the key to managing SuperStream anomalies
- SMSF Adviser Technical Strategy Day 2023 returns for its 10th year
- AI may save time but could cost SMSF advisers in other ways
- Electronic signatures may now be legal but there are risks
- NextGen ordered by court to pay $270k for inappropriate advice
- Redistributing wealth in SMSF members’ balances could help as super tax looms
- Government is playing politics with super legislation: adviser
- Submissions open for Women in Finance Awards 2023
- SuperConcept releases new vision after staff cuts
- Trustee services failing ‘middle Australians’
- Retirees projected to own 55% of all superannuation assets
- NALE won’t be triggered if SMSFs act within reason
- Director payment presents a fine line to tread
- ASIC continues to act against SMSF auditors
- Heffron partners with SMSFA
- Super death benefit nomination disputes on the rise
- Inflation will play havoc on proposed super cap
- Gold-backed NFTs offer new opportunities for precious metal investment
- Use it or lose it: Call for legislation to make retirees spend more
- Restoration or renovation? There’s a big difference when it comes to SMSF borrowing
- Keeping the ‘brains trust’ in audit sector vital
- Advisers can be liable to pay for bad advice following AFCA ruling
- Don’t leave ECPI considerations in the too-hard basket
- Industry has to educate trustees to avoid early access penalties: SMSFA
- From purchase to lease, SMSF property documentation is essential
- ASIC takes action against alleged SMSF property scheme provider
- Taxing unrealised capital gains a grave concern: Burgess
- Director IDs on ATO and ASIC radar
- Accessing super to pay the mortgage is a last resort
- Proper preparation will help alleviate cash flow as minimum pension changes hit
- ASIC action against auditors ensuring high standards are maintained
- Related-party loans rule could trigger unwanted consequences
- Should I stay or should I go? The implications of taking money out of super
- Removing safe harbour not enough: Levy
- Human capital is more valuable than technology
- Super tax proposal could open door to alternative management strategies
- BGL promotes Warren Renden to general manager
- Good advice starts with asking the right questions
- Advisers warned capacity rulings can be challenged in court
- RBA announces August interest rate call
- $10,000 scholarship open to emerging leaders in the superannuation sector
- Super proposal may change asset-splitting strategies in divorce
- Review advice strategies now that tax lodgments are in place
- Keep your clients engaged by using the right technology
- Consultation on draft legislation for $3m tax in second half of year: Treasury
- SMSFA urges ATO to go back to Treasury regarding NALI/E
- Former director pleads guilty to dishonest conduct and misuse of position
- ASIC sues Dixon Advisory & Superannuation Services Pty Limited director
- Don’t let financial hardship payments turn into illegal early access
- Shareholders’ association joins chorus of concern over proposed super tax
- ‘Ring-fencing’ super for aged care not a solution: SMSFA
- Interest rate rises could see funds decide between selling or refinancing
- New ATO guidance offers tips to SMSFs around selling assets
- There’s no one-size fits all for capacity tests, warns legal expert
- Rabobank scoops win at Mozo Experts Choice Awards
- Could a testamentary trust help secure wealth transfer?
- Reporting changes mean more than just meeting new deadlines
- ATO urges SMSFs to find an auditor sooner rather than later
- Gen X wealth transfer an opportunity for SMSFs
- Objective of Super draft legislation imminent: Jones
- Rate rises impacting investment choices: AssureInvest
- Hiding personal income in an SMSF will be found out
- It’s crucial the Objective of Super is embedded for the industry to move forward
- Securing deeds a matter of trust
- Conflict resolution paramount to SMSF member disputes
- TRIS events to be included in new reporting regime
- There’s more than one way to pay life insurance
- Don’t rush the process of changing super funds
- Friend or foe? Ridding an SMSF of an adversary isn’t easy
- Favourable conditions for retiree property sellers needing super boost
- Modernising measures to tackle SMSF document ‘minefield’
- Widening the class of death benefit recipients
- First-ever Women in Finance Summit launches
- More people looking for super info online
- Minimum pension rise can create cash flow issues
- Can an SMSF member compel a trustee to roll out their benefits?
- Meticulous estate planning can prevent heartache and hassle
- Getting out of the hard data mindset
- Man faces court over SMSF fraud
- ATO warns auditors to check fund assets with written confirmation
- Documentation on pension phase needs to be monitored
- Buying a property with 2 loans isn’t as simple as it sounds
- Another tax agent terminated for SAN misuse
- ASBFEO concerned experience pathway will dilute quality of advice
- SMSFA Audit Day chance to learn how to navigate ATO scrutiny
- Get back to basics on SMSF property acquisition
- ASIC freezes assets of former Sydney financial adviser
- NTAA clarifies misunderstanding on reporting changes for SMSFs
- Association calls for advice ecosystem recognition
- SMSFA highlights overemphasis on super tax concessions ahead of Intergenerational Report release
- SMSFA calls attention to increasing demand for specialist advice
- Tribunal decision strikes blow to ATO’s NALI rules
- Downsizer case highlights subtle differences between super and social security laws
- Last chance for $25,000 super deduction
- When can an insurance premium rollover become illegal early access?
- Don’t get caught out with LRBA legislation, warns auditor
- Can SMSFs be the model to help change retiree spending habits?
- Equity Trustees partners with SuperConcepts to enhance super and platform services for AET clients
- FAAA sets record straight on membership numbers
- Accountants’ association says ‘piecemeal’ super tax changes won’t fix economy
- Off-the-shelf deeds are fine, except when they’re not
- Living comfortably in retirement just got more expensive
- Recent legal decision a warning about landholder duty
- ATO refers highest number of SMSF auditors to ASIC in 5 years
- Managing complex relationships in SMSFs comes down to well-crafted deeds
- Industry and association bodies come together for Class Ignite 2023
- ATO ruling means commutation should be expedited
- SMSFs will continue to grow as government eyes superannuation coffers, says CEO
- Study shows women are less confident when it comes to investment choices
- Professional questions government’s super hoarding rhetoric
- Individual members are responsible for evidence that they meet the work test rules
- 96 trustee directed super products fail APRA’s test
- ATO ramps up SMSF compliance scrutiny
- Shadow minister pokes holes in government’s objective of super focus
- Vesting a trust can have revenue-related consequences
- The government has initiated a new round of consultation towards enacting an objective of super
- Online investing platform announces data integration with BGL
- Bankruptcy ruling a warning for SMSFs
- SMSFA questions Greens’ demands over super tax proposal
- Accounting bodies withdraw SMSF auditor competency requirements
- Correct property valuations will ensure tax concessions stay in place
- Change on ATO website critical for auditors
- Online simulator makes life easier for advisers
- RBA reveals September rate call
- Single-member funds can give families peace of mind
- Who is a related party?
- Division 293 tax not just for high-income earners
- Profitability up for 1 in 3 advice practices
- Experience pathway enshrined in law
- SMSFs top the charts in satisfaction rating
- SMSF auditors are not a dying breed, says professional
- Key aspects of MBR worth saving: SMSFA
- Auditing guidelines on assets have not changed, says SMSFA
- Wrong benefit payment paperwork can ‘undo’ you
- Latest draft on objective of super nailing down key definitions
- New platform to assist wealth journey of young investors
- Democratise work experience for women in finance: executive
- SMSF sector is undergoing cultural shift: SMSFA
- Document signing is moving with the times but caution still required
- Advisers cautioned as key changes to Fair Work legislation proposed
- Accurium expands its education offering to accountants
- SMSFA calls for clear definition of wholesale investor prior to new FFSP rules
- Gen X drive surge in new SMSF accounts
- NowInfinity updates trust deed features
- SuperConcepts appoints new technical services manager
- IFPA urges government to keep its hands off super
- NALE changes hit Parliament
- First set of finalists for SMSF Awards unveiled
- SMSF Awards finalist reveal continues
- Reversionary pensions can offer ECPI opportunities
- Advisers integral to the continued growth of SMSF sector
- Increase drawdown rate, halve non-concessional contribution cap: report
- SMSFs enjoy better tax outcomes than big funds
- Unusual investments driving SMSF audit delays, compliance risks
- The exception to the SMSF paradox
- Quarterly TBAR and SAR lodgment reminder
- ‘Get your death benefits in order when writing a deed’
- NALI changes welcome but more needs to be done: SMSFA
- Amending testamentary trusts: a non-zero possibility?
- Advisers urged to ‘tailor-fit’ SMSF advice for emerging affluent investors
- ‘Lighten up and delegate’: How women can juggle work and home
- What does the ATO consider if a breach occurs?
- Related party remuneration can be achieved
- ASIC approves more SMSF auditor licences
- Franking changes to impact SMSFs and retail investors
- Finalists unveiled for Women in Finance Awards 2023
- Revised NALE rules ‘miss chance to clarify SMSF bugbear’
- Don’t mix personal and SMSF assets, warns professional
- Excess non-concessional cap can trigger bring-forward rule
- WA adviser sentenced to 5-years’ jail for stealing more than $1m from clients’ SMSFs
- New data shows surge in SMSFs
- ‘Cherry-picking’ QAR recommendations dilutes impact
- 6 simple rules will ensure a deed can be executed in all states
- Changes to super are an attack on the system: auditor
- NextGen heading towards insolvency following unpaid AFCA determination
- Technology to bring us closer to real-time TBAR reporting
- SMSFA calls on government to remove active member test
- Betashares to enter Australian super industry
- AMP appeals BOLR class action ruling
- ‘Unprecedented’ wind-up statistics show SMSF sector is strengthening: professional
- Listen and be curious: how to help clients from different cultures
- Super assets widen gap between rich and poor: report
- The SIS Act matters – purported SMSF loans held unenforceable
- Draft legislation on ‘quick wins’ ready within weeks, Jones says
- AIST bids farewell as new super body emerges
- Rates may be on pause but higher ‘neutral rate’ could impact SMSFs
- Voice-activated financial advice in the palm of your hand
- Professional bodies reject proposed objective for super
- 5 key points to help auditors stay on the right side of ATO
- Government consults on $3m super tax legislation
- Small general expense oversights can trigger NALE, warns professional
- Bullock’s RBA issues cash rate call
- Draft legislation ‘bitterly disappointing’: SMSFA
- New guide offers fresh solutions for SMSF professionals
- Government accused of ignoring pleas, taking inspiration from 17th-century France
- APRA and ASIC kick off FAR administration
- Objective of superannuation needs transparency: SMSFA
- Expanded media platform unveiled to support Australia’s cyber sector
- Former adviser jailed for theft
- Farmers will be hit hard by super tax changes: Nationals
- ‘It’s not all bad news’ expert says on $3m super tax legislation
- Stage 3 tax cuts offer opportunity for tax-efficient strategies
- BGL integrates with Acumentis to simplify SMSF property valuations
- ‘Higher priorities’ put ATO practice statements on backburner
- SMSFs need clarity over asset and income tests: SMSFA
- New small-cap fund targeting SMSF investors
- Do tax concessions have to match the condition of release?
- Objective of super opens door to government ‘tinkering’: IFPA
- How SMSFs with property can manage cash flow risks
- 75 doesn’t have to be a death knell for contributions
- Draft legislation alludes to double taxation, says leading educator
- Study finds super tax proposal will affect up to 50k SMSF members
- 11 SMSF auditors face ASIC action
- There are ways to start a pension when your balance exceeds the cap: legal expert
- Think about super drawdown after 65
- Technology can add to relationship between SMSF clients and accountants: CEO
- New SuperConcepts innovation streamlines SMSF administration
- No reason for disability insurance to be targeted in super tax: legal expert
- How to service clients from Indigenous backgrounds
- Investment diversification and the right exposure don’t stop at retirement: adviser
- A court may not find a way where there’s no will, says solicitor
- More criticism of objective of super from peak seniors’ association
- ‘Don’t forget to include superannuation in estate planning’
- ‘Concentration risk’ can put SMSFs in jeopardy
- BGL partners with Canni Money to optimise retirement savings for SMSFs
- Letting super funds provide advice is a ‘good starting place’
- From a garage office to industry leader, Meg Heffron reflects on 25 years
- Paying out an MLP requires careful planning, warns adviser
- SuperConcepts offers glimpse of its future direction
- Old views of finance linger to deter women: WGEA
- SMSFA says proposed super legislation will hit farmers, small businesses the most
- Winding up SMSFs top of mind for advisers
- Draft legislation compels a look at alternative investments
- ATO warns trustees over crypto scams and losses
- Taxing unrealised gains is ‘unacceptable’, says IFPA
- Splitting orders can bring super undone if not carried out correctly: legal expert
- FAAA ‘disappointed’ over $3m super tax
- ATO takes hard line on in-house asset rules
- Quarterly reporting may move SMSF sector out of ‘cottage industry’: BDM
- SMSFs need to consider restructuring to avoid tax impost: super specialist
- New reporting regime may sound the death knell for spreadsheets
- ASFA highlights ‘unorthodox approach’ of $3m super tax
- Business training key to empowering women in finance
- AFCA reports uptick in complaints against ‘inappropriate advice’
- SMSFs warned over buying unregulated crypto
- New non-bank lender enters SMSF space
- Getting the whole picture of an SMSF’s wealth an important strategy: expert
- Ageing client base presents challenges for SMSF sector: specialist
- CA ANZ proposes simpler solutions to $3m super tax
- ATO issues warning over prohibited SMSF loans
- Long-term deposits a safer option for SMSFs: expert
- ASIC freezes assets of SMSF investment platform
- Class action launched against Caddick auditors
- BGL joins Skript to offer open banking services
- SMSFs urged to notify accountants about personal deductible contributions
- IFPA rejects NALE amendments for SMSFs
- ATO will send alerts for changes made to SMSFs
- OECD recommends taxing all super earnings
- New Victorian land tax will impact SMSFs with residential property: expert
- ‘Do it sooner rather than later’: Louisa Sanghera talks succession planning
- Indemnity crucial to protect trustees’ personal assets: legal expert
- Caddick class action not an indication of failing audit sector: professional
- Man, 81, accused of stealing nearly $1m intended for SMSF investments
- Winners revealed for 2023 SMSF Awards
- ‘Scale your impact’, says female executive
- Div 293 assessment notices due to be issued
- Binding v non-binding death benefit nominations: pros and cons
- Heffron announces major new education initiative
- Lower paid workers work longer to achieve retirement security: ASFA
- SMSFA and accounting bodies reject NALE amendments
- Social security amendments will benefit SMSF members
- Ongoing compliance essential for overseas pensions: expert
- First-ever Women in Finance Summit sold out
- Do your homework on cultural nuances, advisers told
- ATO warns trustees to beware of SMSF promoter schemes
- Recent case shows witness needs to be physically present when signing documents: expert
- RBA makes Melbourne Cup Day rate call
- Why business leaders need to talk about menopause
- Calculating death benefits requires precision: expert
- SMSFs to navigate enhanced online security measures
- ASIC levy reduced by $400 per adviser
- ATO’s new Adviser Strategy aiming to increase system integrity
- Female-led start-ups need more funding, says CEO
- Rulings on death tax coming ‘thick and fast’: lawyer
- AI and SMSFs continuing to evolve
- Div 296 tax has some positives: technical specialist
- Winners of the Women in Finance Awards 2023 revealed
- SMSFA conference will help practitioners ‘level up’
- Implementation of payday super needs careful consideration: SMSFA
- Family breakdowns present challenges in winding up an SMSF: expert
- Draft law on first tranche of adviser reforms released
- What’s in and what’s out for GST in SMSFs
- Industry reacts to QAR draft law: concerns raised around SOA exclusion
- ASIC targets misconduct in super sector
- BGL partners with Crypto Tax Calculator
- Lost deed case highlights alternative approach
- SMSFA lobbying for deeming rate calculation
- Objective of super tabled in Parliament
- SMSF fees remain sector’s lowest
- Caddick case highlights importance of high standards in audit industry: expert
- Can EPAs ‘renew’ BDBNs?
- Confidential SOA talks in progress, FAAA CEO awaits draft legislation
- Lack of consultation on new legislation could lead to unintended consequences for tax professionals: SMSFA
- SMSFA ‘disappointed’ in objective of super wording
- FSC says retirement savings could see $16bn boost through product modernisation
- LMI can help SMSFs build property portfolio: expert
- Proposed NALE rules more ‘benign’ but opposition still strong: professional
- ASIC puts super industry on notice
- Accountants need to ‘embrace’ technology: expert
- End-of-year SMSF audit considerations
- SMSFA still hoping for more ‘tinkering’ with proposed super legislation
- Anticipated super tax hike sparks fears of land exodus from funds
- SMSF fixed-term deposits will blossom with new app
- Audit, accounting industries sound alarm over proposed financial super body
- AMP settles BOLR class action
- Advisers urged to check fund circumstances before starting wind-up
- New ATO program will target illegal early release from SMSFs
- ASFA keen to work with government on defined benefit income stream changes
- Does the NALI/E punishment fit the crime?
- Unpaid traffic fines can lead to trustee disqualification, warns leading educator
- EPOA crucial for SMSFs, says professional adviser
- Costs can escalate exponentially when estate planning issues are ignored
- NALI/E impasse putting super at risk of penalties: lawyer
- Latest ATO statistics show SMSFs on the rise
- NALE changes get green light from Senate committee
- Legislative changes mean investment strategy reviews are even more important, says professional
- ASFA research claims super tax will affect ‘only small percentage’
- SMSF client-to-agent linking requirement
- Sometimes less is more when it comes to trust deeds, says adviser
- SMSFA urges crossbench to reject ‘complex and inequitable’ $3 million super tax
- Incorrect change of SMSF trustee documentation can be costly: lawyer
- Retirees still hesitant to make super drawdowns
- Super contributions, TBCs and home ownership dominate adviser queries
- NALI by association: Lessons from GYBW v FC of T case
- Documentation vital in BDBN payouts, says legal expert
- Government launches retirement phase consultation, details role of advice
- Accounting association raises concerns on super changes
- Retirement ecosystem needs a rethink: experts
- RBA unveils pre-Christmas cash rate call
- Latest AAT decision on regulation of approved SMSF auditors: Townshend and ASIC
- Challenges could arise if SMSFs included under covenant: experts
- Technology vital in meeting legislative and compliance changes
- Covenant concerns not warranted for SMSF sector: SMSFA
- Transferring death benefits can’t be done with just a journal entry: expert
- A decade of recognising advisers: Winners crowned at ifa Excellence Awards
- Jones opens doors for banks to re-enter advice in latest on QAR
- FAAA slams Jones’ QAR announcement
- Government hesitant on accountants’ inclusion in financial advice
- Are there limits to an amount that can be commuted?
- 223 SMSF trustees disqualified in September quarter
- ‘Behold! I’ve brought you an adviser!’
- SAR and TBAR dates fast approaching
- New adviser category needs ‘further consideration’: SMSFA
- SMSFA slams ASFA ‘research’ over $3 million tax
- Lack of regulation of digital assets leads to ‘inappropriate’ selling practices: SMSFA
- Format, formalities crucial to BDBNs: expert
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- IFPA raises concerns over new class of advisers
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- Adviser slapped with registration prohibition order
- Navigating SMSF contributions and investment decisions in the festive season
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- Learning from the experts: the top 5 strategy articles for 2023
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- Successful estate planning can be done in 11 easy steps
- SMSF sustainable investment gets global boost
- ATO issues new guidance on tax deductibility of advice fees
- SMSF investments and pink diamonds
- There are a few options for how to pay Div 293 tax, says professional
- Removing fee consent form ‘only sensible’ way forward: FAAA
- What does 2024 have in store for SMSFs? We ask our panel of experts
- The events that had the most impact on SMSFs in 2023
- Farewelling a year of change, angst and anxiety
- Government releases draft law for changes to adviser exam
- ATO program will monitor SMSF illegal early access: expert
- Don’t short-change your pension payment, warns professional
- SMSFA unhappy about accountants’ exclusion from advice
- Pain points of legislative changes still an unknown
- Is there more in store from the government in 2024?
- Tips for preparing for the best tax outcomes
- Nearly half of Australia’s retirees look to super funds for advice
- Court decisions on variation of trusts contain valuable lessons for advisers: lawyer
- SMSFs continue to invest in ETFs
- Look beyond numbers to help advise your clients
- Millions of Australians lose by leaving savings in default MySuper funds
- Investment bonds can avoid legal challenges to charitable bequeaths: CEO
- Investors looking to SMSFs: ASX report
- Rate rises can impact loan requirements for related party loans, warns expert
- Victoria’s new annual tax on commercial and industrial property from 1 July 2024
- Court appoints receivers for Brite Advisers
- Payday super, retirement covenant can influence SMSF: educator
- Caddick case reinforces professional standards: expert
- Every will can contain a testamentary trust, says legal expert
- SMSFA and Smarter SMSF team up with new range of courses
- Derivative statements need their own documentation, says expert
- Concessional caps likely to rise in FY2024–25, CFS predicts
- ATO research will help trustees understand their obligations: CEO
- Former director imprisoned over SMSF scam
- Former advice firm director cops lengthy ban
- Government appoints independent super advocate
- Clear pathway of advice needed to highlight specialisations
- Time to start planning for stage 3 tax cuts: technical manager
- A successor director can save the demise of an SMSF: adviser
- BGL Masterclass returns February 2024
- CSLR board releases initial levy estimate
- What happens when clients don’t take your advice?
- Confidence gap between advisers and clients
- Greater exam flexibility needed: SIAA
- Rising penalties: why DBA Lawyers is urging a shift in trustee structure
- FAAA backs financial adviser exam changes
- ‘Crypto assets are here to stay’
- Plan for Federal Court to hear ASIC criminal trials faces criticism
- More Australians trust in super system despite economic uncertainty: research
- Death benefit v member benefit payments tax ruling
- Sole purpose test drives SMSF investment in motor vehicles: expert
- SMSFA backs adviser exam changes
- Super fund advice fee proposal ‘too narrow’: ASFA
- Including SMSFs in RIC has its benefits: expert
- Advisers need to prioritise mental health of themselves and their clients: expert
- Plan now to avoid financial year stress, warns adviser
- 6k advisers face risk of being unable to provide advice, warns FAAA
- Specialist Islamic financing firm enters SMSF space
- Fiduciary duty important for accountants in SMSF dealings: solicitor
- Concessional contribution cap can be increased for up to 5 years: PBR
- ASIC announces short extension to registration requirement
- Liquidity planning should be in place now for $3m super tax: adviser
- What an SMSF should do after paying out an LRBA loan
- Retirees lacking even more confidence in super system: report
- NALI/E delay ‘kick in the guts’ for advice industry: expert
- Strict rules apply if SMSF lends money: lawyer
- Diversifying assets becomes easier with price point parity
- Proper planning needed with growing niche of family SMSFs: adviser
- It’s best to go traditional when signing deeds: expert
- FAAA urges government to accelerate rollout of Digitial ID
- Court confirms capacity to make a BDBN
- How many attorneys does it take to create authority?
- Super fund satisfaction misses out on record highs: Roy Morgan
- Labor tweaks stage 3 tax cuts to make room for ‘middle Australia’
- Legal advice a must when considering succession planning
- IFPA pre-budget submission calls on government to rethink rules
- Contribution strategies still viable with tax cut revision
- Avoid volatility in portfolio during economic uncertainty: wealth manager
- SMSFA says changes needed for more equity in sector
- There are risks with using trading companies as trustees for SMSFs, warns expert
- Property still the preference for female-owned SMSFs: expert
- FAAA asks for lower costs, fully tax-deductible advice in pre-budget submission
- A leading member trust can safeguard assets and succession plans
- Quarterly reporting regime means communication now paramount: expert
- Plan now to take advantage of 5-year carry forward rule: expert
- Jones to consider alternatives to ‘qualified adviser’ during next consultation phase
- Podcast raises questions about super funds’ ability to offer unbiased advice
- TPB powers need to be robust: SMSFA
- New SMSF trustees could lose registration if they don’t pick up the phone: adviser
- AAT decision a warning to auditors: lawyer
- Private debt offers security in investment
- Concessional contribution cap looks set to rise on 1 July
- NALI ruling shows documentation vital to employee share scheme
- Individual charged with 9 offences after pushing consumers into SMSFs
- Revamped RBA announces first decision of 2024
- Stage 3 tax cuts could influence whether assets are held inside super: expert
- Alleged SMSF scammers charged
- ASIC acts against 9 SMSF auditors
- Get the right documentation in to avoid audit delay, says expert
- Death dependant is specific in law according to private ruling
- Latest annual stats show SMSF sector continues to grow
- Auditors warned scrutiny will continue: experts
- Trusts becoming vehicle of choice as super tax looms
- ASFA calls on government to amend account-based income streams
- IFPA wants SMSFs excluded from RIC
- Trustee decisions are at their own discretion: expert
- Foreign investment could pose risks for SMSFs in pension phase, warns expert
- SMSF sector may lose out if it keeps its distance from regulatory changes: SMSFA
- BDBN court ruling highlights relationship status can be open to interpretation
- ASIC bans adviser following 5-year sentence for fraud linked to gambling
- SMSFA urges government not to take away consumer choice
- Auditor takes to TikTok to warn younger generation of super tax impacts
- SMSFs shouldn’t be in RIC: FAAA
- SMSFs outperform APRA funds again: research
- New decision highlights options for disqualified persons
- Advisers turn to ETFs, especially for younger investors
- Executor payments are a taxable commodity
- Time’s run out for lodgment planning
- Super needs to shift from ‘nest egg’ to income, says Actuaries Institute
- New YouTube channel to help educate SMSF trustees and advisers
- Some SMSFs may still have to pay tax in pension phase: expert
- ATO urges trustees to check SMSF bank account details are up to date
- Death benefits still a challenge for sector: specialist
- Court ruling highlights super still subject to common law claims
- HUB24 announces $30m half-year profit
- Count to have over 550 financial advisers upon completion of Diverger transaction
- Wind-up strategies need to be considered at establishment: expert
- Self-scrutiny essential for SMSF sector growth: experts
- Retirees spending all their super and need more advice: research
- SMSFA still pushing for change in Div 296 calculation
- ASIC issues warning to super trustees on the underperformance of Choice super products
- Adviser agrees to restrictions following ASIC review of SMSF advice
- SMSF members cautioned not to act hastily over $3m cap
- Government announces contribution cap changes
- SuperMate and ASF Audits announce one-click audit integration
- SMSF advice focus part of ASIC’s corporate priority plan
- Half a billion dollars withdrawn through illegal early access: ATO
- SMSF wind-ups hit new low
- Not all contribution strategies will benefit every SMSF: expert
- Retirement roadmap started early can achieve financial freedom 11 years earlier: adviser
- SMSFA calls for collaborative approach to prevent rulebreaking
- Updating a trust deed? Consider these 3 dates
- Digital assets need to be considered as part of will, says legal specialist
- Contribution splitting needs long-term planning: experts
- IFPA urges government to amend Division 296 legislation
- Latest stats back up research into SMSF longevity and returns: educator
- Making trust deed changes to ensure EPOA is in place is vital: solicitor
- CA ANZ proposes accountants’ inclusion in SMSF advice regime
- Regular reviews and safekeeping of documents vital: expert
- SuperStream rollovers still a challenge: adviser
- SMSF Adviser unveils inaugural Australian Wealth Management Summit
- Production paramount if including farm in an SMSF: expert
- Court finds AFSL liable for SMSF-related conflicted remuneration breach
- DASH takes managing SMSFs to the next level
- SMSFA welcomes extension to $3m super tax Senate report
- TRIS needs pre-planning for best results: advisers
- Fees and charges can impact SMSF investors: international expert
- IFPA urges government to scrap super balances
- Full compliance needed if buying an overseas property: legal expert
- Finalists unveiled at first-ever Australian Wealth Management Awards
- Beware of overlooking Div 293 tax: adviser
- Avoid tax slug by rolling out if SMSF becomes non-compliant: specialist
- Younger SMSF trustees entering investment market
- Borrowing in an SMSF could come undone over technicalities: advisers
- Staff discount policy for SMSF a must to avoid NALE: solicitor
- ATO disqualifies 149 SMSF trustees in December quarter
- First-ever Women in Finance Network Lunch launches
- New data breaks stereotype of female SMSF clients
- Membership guided not just by SIS Act but by deed: expert
- SMSFs still have highest satisfaction rate: report
- SMSFA, industry leaders welcome PPL super payments
- Understanding withdrawals, contributions in TSB vital for new super tax: adviser
- Advice community needs to ‘flex its muscles’ on ASIC levy
- Small strategies can help close gender super gap: expert
- Maximise bring-forward contributions with restraint: adviser
- Trustees need to immediately appoint auditor for SAR: ATO
- SMSFA says aged care, super policies shouldn’t be looked at in isolation
- Pension can’t be excluded from TBC: court
- Advisers need to set the standard for integrity: ATO
- SMSF advice sector at ‘tipping point’: research director
- Super on paid parental leave ‘death knell’ for Div 296 tax: adviser
- 15 more SMSF auditors caught in ASIC’s net
- Seator Jane Hume to speak at the Australian Wealth Management Summit 2024
- The definition of parent is not set in stone: legal expert
- Evidence and documentation needed to prove interdependency relationship: expert
- Changes to super clearing house will affect SMSFs
- Super-building strategies for younger members
- Sole purpose test must meet the needs of every member in a fund: technical expert
- Submissions called for Div 296 calculation amendments
- SMSFA calls on government to stop Better Targeted Superannuation Bill amendments
- Dixon Advisory decision opens floodgates for compensation
- CSLR updates on levy payable by financial advisers
- RBA maintains hawkish pause
- SMSFs turn to advisers amid market uncertainty
- Retirement means more than stopping work: experts
- A business run through SMSF must also meet sole purpose test: educator
- Submissions open for Australian Accounting Awards 2024
- ASIC bans adviser over using SMSF client funds for ‘other purposes’
- SMSFA says CSLR levy ‘extremely concerning’ for advice industry
- Advisers ‘left paying the bill’ on CSLR
- Don’t change saving behaviour before rules are in place, warns specialist adviser
- Tribunal rules deed should exclude foreign persons to avoid land tax: solicitor
- Statements in objective of super bill ‘perpetuate myths’: SMSFA
- Private ruling sets out that interdependency relationship must meet all criteria
- Apply 3 tests to avoid NALI penalties: adviser
- Trust deeds should include power of variation: lawyer
- Accessing super at 65 can be done: expert
- SMSFA stands against new tax as debate looms
- 2 alternatives to $3m cap would make super environment more equitable: auditor
- ATO investigating 16.5k SMSFs over valuation compliance
- Accessing benefits under financial hardship not an easy task: adviser
- SMSF Adviser announces new initiative to meet audience needs
- First QAR legislation hits Parliament
- Removed super no longer protected from creditors: court
- Audit profession stands at a crossroad in fight for talent
- Aged care reforms need more consideration: SMSFA
- Most SMSF trustees ‘swim between the flags’: assistant commissioner
- Age can determine what kind of contributions a fund can accept: technical adviser
- New halal SMSF solution removes barriers to ethical property investing for Australian Muslims
- NALI bill offers no relief for specific expenses: legal expert
- Support growing for changes to new super tax bill
- Senate committee supports passage of super objective bill
- Death benefits v member benefits is all in the timing: legal expert
- Change in calculation of TSB for defined benefit interest imminent, warns technical specialist
- ATO warns penalties apply for funds not meeting their release obligations
- SMSF must satisfy 3 tests to be considered an Australian fund: private ruling
- A change of trustee deed in NSW could require registration: legal expert
- ATO documents first port of call to contest administration penalties: lawyer
- Another private ruling digs down into death and member benefits
- ATO valuation communication indicates closer monitoring of sector on the cards: experts
- JAWG says there is still time to fix first QAR bill
- Advisers warned about ‘grey area’ of wholesale client test for SMSFs
- Defined benefit calculation requires strategic thinking: expert
- Super contribution can reduce CGT: industry expert
- Family Provision Applications need careful consideration: lawyer
- Contribution reserving can optimise tax positions: specialist
- Pension documentation should not be forgotten in SMSF planning: expert
- Prudent person test a must in any SMSF loan arrangement: legal expert
- Be aware of NCC on TSB, says technical expert
- SMSFs need to put in place plans now to avoid NALI breaches: expert
- Variation of power should not be too narrow: legal expert
- Don’t be married to traditional definition of ‘spouse’: adviser
- ASIC commences civil proceedings against blockchain mining companies
- Regulation bulletin ‘roadmap’ to property development, says technical expert
- Jones launches CSLR in Melbourne, fails to address adviser concerns
- ASIC announces leadership changes amid CEO exit
- ATO responds to AAT NALI decision
- Class reports growth in account numbers
- Personal deductible contributions must meet work test: specialist
- NOI critical to avoid anti-tax penalties: lawyer
- ATO looks to professionals to help stem illegal early access
- Proposed super policies will impinge on Australian innovation: chairman
- Incorrect asset valuation affects pension allocation, warns adviser
- Dixon class action settlement receives Federal Court approval
- BGL announces wealthtech integration
- CA ANZ ‘does not support’ $3m super tax changes
- ‘Really angry’: FAAA slams CSLR process
- Betashares announces ‘Wealth Builder’ ETFs
- Avoiding compliance traps with contribution reserving
- Superannuation performance test for SMSF not needed: SMSFA
- Recent case illustrates contributions count when cleared funds are received: lawyer
- Private lending and NALI possible if evidence is documented
- ATO removes hyperlinks from SMS alerts
- Private ruling explains interdependency as a parent rather than child
- Tax Institute tells Senate changes needed to super tax proposal
- JAWG pushes for more ‘flexible’ adviser education standards
- ATO warns trustees about increasing crypto scams
- Backlash forces government’s hand on defined benefits: expert
- SMSFA calls for legacy pension amnesty
- Downsizer contribution of spouse not on house deed possible: expert
- Personally paying property deposit can cause reimbursement issues: legal director
- Will it stay or will it go? What to keep when winding up an SMSF
- Actuaries Institute calls for two-metric test
- ‘Read the deed’ heuristic matters – particularly to the Family Court
- Court ruling shows benefit of revisiting contribution strategies: lawyer
- Jones defends industry funding model, emphasises need for adviser growth
- Auditors have a nose for smelling out unreasonable expenses: educator
- Check cap space before making non-concessional contributions: expert
- It’s all about class when making trust distributions: solicitor
- Amendments allow for legacy pensions to be commuted to MLPs: lawyer
- ASFA speaks out against Coalition super policy
- Closing the super gender gap needs action, not just words: senior manager
- SMSFA asks for clarification on capped defined benefits amendments
- ASIC review turns spotlight on trustees over death benefit claims
- ATO attempts to read down NALI defeat in BPFN decision
- SMSF bank accounts and overdraft implications
- Tribunal case gives clarity on tax residency
- ATO reminder about getting trust distributions right
- ASF Audits and Acumentis connect to streamline SMSF property assessments
- ASIC warning over dodgy super-switching cold calls
- RBA makes latest rate call
- SMSFA CEO tells Senate committee to re-engage with stakeholders
- SMSFA claims proposed legislation breaches tax principles in last-minute submission
- HUB24 launches SMSF Academy to support demand for specialist SMSF advice
- TBC looks set to rise to $2m
- Winners of Australian Wealth Management Awards revealed
- Senator Hume pledges support for SMSFs, says Labor is hurting individuals, small investors
- ASIC freezes assets of financial adviser and related companies
- Primary producers, small businesses already selling out before super tax
- Fight to make changes to $3m super bill just beginning
- FAAA calls for action on CSLR as costs spiral out of control
- Super tax legislation remains unchanged
- Super tax will become political football following committee report
- SAR lodgment time deadline
- Association urges Senate crossbench to act in wake of outcome on tax proposal
- SMSFA concerned around indexation in budget
- FAAA calls for budget inclusion to ease cost of advice
- ASIC bans Melbourne adviser over super transfer inducement
- Budget 2024–25: Key insights you must know
- When does the Division 296 make super not worth it?
- Experts unpack what the budget means for SMSFs
- Silence deafening on financial advice in budget
- EOFY strategies need to be completed by 28 June
- Budget tinkering around the edges of superannuation
- Debate rages in parliament over super tax bill
- Family farms under threat with proposed super tax: federation
- Look at all assets when investing in business real property
- SMSFA ‘encouraged’ by debate but not confident amendments will get through
- Trustee exposure costs can be significant
- Navigating lost documents and LRBAs
- In-house asset rule exemptions and investments in unit trusts
- SMSF offset accounts need careful consideration
- Giving a ‘life interest’ can help protect inheritance
- ATO scrutiny on trust distributions increasing
- Next steps for advisers in intergenerational wealth transfer
- Objective of Super missed out on budget night, but could become even more important
- 3 strikes don't always mean you’re out as an SMSF trustee
- SMSF sector growth being led by younger members, women
- Written declaration needed to access experienced provider pathway: ASIC
- SMSF trustees more confident about their retirement: report
- Plan now to take advantage of stage 3 tax cuts
- Most Australians still relying on government pension for retirement
- Key issues ATO looks at in determining death benefits
- Family trusts and managing unpaid present entitlements
- Younger SMSF trustees driving ETF investment
- SMSFA calls for changes to wholesale client asset test
- Downsizer contributions can be time critical
- Super might not be as tax-effective after death
- Meeting minimum pension requirements a must before 28 June
- Rollovers are not just a simple manoeuvre
- ASIC bans former adviser following fraud conviction
- Are deemed contributions assessable?
- Federal Court dismisses tax agent’s appeal against termination
- Qld women sentenced over illegal early access fraud and COVID-19 scheme
- APRA statistics show continued growth in SMSFs
- Ethical and moral issues continue to challenge SMSF sector
- Beware overlooked rules in geared unit trusts
- Retirees continue to face record cost pressures
- ATO PBR applies ruling on foreign super transfers
- Court ruling provides clarity on whether super is an estate asset
- ASIC to launch improved professional registers search
- LRBA repayment doesn’t need to affect title
- Calculating TSB under new laws should not be underestimated: expert
- Victor Smorgon Partners’ Global Multi-Strategy Fund added to HUB24
- Navigating limitations of death benefit payments through an SMSF
- Div 296 carve outs include special super interests
- ‘Perfect opportunity’: SMSF urges government to draw a line under Dixon
- Flexibility for SMSFs approaching 30 June deadline
- New Victorian property tax will affect SMSF investment decisions: legal specialist
- Super Members Council urges government to slash red tape to save retirees in super fees
- Div 296 proposal offers opportunity for client conversations
- NALE delay creating ‘fear and uncertainty’: legal expert
- LRBAs under fire as super legislation debate continues
- Check in-house assets before 30 June
- Notice of intent can be deemed invalid
- Avoid common errors when lodging your 2024 annual return
- Advisers join campaign to protest government’s mishandling of key matters
- Unit trusts can benefit SMSFs, but care needs to be taken
- What’s in a name? ATO offers guidance
- SMSFA concerned about regulatory overreach in ATO information gathering
- Research shows strategic use of ‘tax bunching’
- SMSF included in first CSLR payment
- Changes to GST rebates pushing up the cost of advice
- Grandchildren challenging a grandparent’s estate a ‘growth’ area
- Research recommends ceasing super tax concessions
- ATO looking at 3 key areas with LRBAs
- Winding up doesn’t necessarily mean an empty balance sheet
- ATO warning to SMSFs on crypto scams and reporting breaches
- Take note of taxpayer alerts if considering property development
- Special purpose super trust funds need to meet 2 conditions
- Finalists unveiled for Australian Accounting Awards 2024
- Critical issues around deathbed benefit withdrawals
- Proposed breach reporting changes concerning for SMSFs: Association
- Bragg questions ASIC’s role in developing legislation
- SMC apologises for ‘mischaracterisation’ of dodgy adviser comment
- An inside look at superannuation death nominations
- RBA leaves cash rate unchanged
- Grey areas in wholesale versus retail investor definition causing concern
- Family trust elections in ATO sights
- Retired and renting: research reveals new retirement challenge facing Australians
- ATO takes tough view on interdependency in recent ruling
- Court case deals with identity theft threat to super
- Leading professionals crowned at Australian Accounting Awards 2024
- Timing crucial when nominating beneficiaries, court ruling shows
- Div 296 could spark ‘exotic’ investments outside super
- Committee hands down DBFO bill report
- Income-free areas set to increase from 1 July
- We’re all on the same team, so why doesn’t it feel like it?
- Review investment strategies as new financial year approaches
- Federal Court dismisses tax agent’s appeal
- Think strategically when starting a pension
- SMSFA to meet Jacqui Lambie as push continues in fight against $3m super tax
- SMSF independent auditor’s report updated
- Beware of tax impost on income from a trust
- Federal Court upholds Corbisiero decision
- NALI bill finally passes
- Beware of intricacies in distributions from an FDT
- Disqualification can impact SMSF trustee for life, warns educator
- Lack of advisers a ‘concern’ for SMSF sector: FAAA
- LRBA interest rates increase for 2025
- Investment options outside of super need to be tax-efficient and flexible: expert
- SMSFs would benefit from more diversity on ASX: report
- Clarity needed on tax rulings
- Getting a good RAP can reduce penalties
- Contributions to an SMSF may not protect assets: court
- Definition of advice and advisers is vital if industry is to continue to grow: expert
- SMSFA hopeful super tax legislation will hit lower house this week
- Steps to take if Div 293 assessment is issued
- Proving interdependency is not just ‘ticking boxes’
- Death benefit payments can hinge on definition of ‘de facto’
- ASFA welcomes ASIC retirement income pulse check
- BDBNs and capacity a growing issue
- Not using SuperStream could breach reg 6.17: expert
- SMSFA determined to keep advocating for change to super tax proposal
- First DBFO bill passes Parliament
- ‘ASIC has failed’: Senate committee releases final report
- PBR deals with NALI and franked dividends in SMSF
- Industry questions why super tax dropped from debate again
- ATO issues guidelines on NALI changes for SMSFs
- The waiting game can pay dividends at tax time
- SMSFA says report opens door to cut industry’s ASIC levies
- Grandparent carers and interdependency relationships
- How much has the ASIC levy increased?
- Advisers can be liable for penalties due to ‘omission’
- ATO issues guideline on how to conduct Part A of SMSF financial audit
- Momentum Media launches inaugural Australian AI Awards
- Concern still exists over NALI punishment regime
- AAT case highlights obligations of trustees in investment decisions
- Final Dixon Advisory complaints could add $32m to CSLR
- ASIC amends certain instruments after DBFO receives royal assent
- Beware of looking at related party transactions in isolation
- Small changes to tax ruling for pension commencement significant
- Documentation crucial for auditors, trustees on notice from ATO
- SMSFA urges government to renew consultation on new tax determination
- Include a Charity pushes for superannuation giving reform
- Care should be taken when considering salary sacrifice
- Div 296 will bring additional reporting requirements
- Changes to treatment of transfer balance cap for SFTs
- Crypto investments need long-term strategy consideration
- Court highlights difficulties with deathbed withdrawals
- BDO Australia selects SuperMate as SMSF technology partner
- Corporations law consent requirements should not be overlooked when registering a new company
- Advisers on notice over super and holistic estate planning
- SuperMate streamlines integration with Macquarie Bank’s Cash Management Account
- Crypto investment ROI can be beneficial for SMSFs
- Small changes in ATO wording can catch auditors unawares: expert
- Labor’s code changes an ‘assault’ on accountants: Opposition
- Small SMSF firms need cyber crime security measures in place: expert
- Updated property valuations will play big role in Div 296 tax
- Family home could be more than just a roof in retirement
- ATO launches new courses for setting up and winding up an SMSF
- Over $20m in fines imposed against Vestey Trust promoter
- BGL integrates with Digital Rapport to revolutionise SMSF reporting
- Documentation essential for proving NALI for LRBAs
- Death benefit guardian can ensure wishes are met
- SMSFA gearing up for battle on CGT and NALI
- Private ruling on death benefits outlines tax treatment
- ATO ‘difficulties’ a challenge for SMSF professionals and trustees
- Submissions open for Women in Finance Awards 2024
- ATO disqualifies SMSF trustee who tried to use Merchant case in defence
- SMSFA hoping Greens heed super tax concerns
- ASIC bans NSW adviser for 5 years over involvement with SMSF investment structure
- It’s never too early to start talking about aged care with clients
- Auditors should insist SMSFs have a written lease agreement
- Cash withdrawal less taxing option in Div 296
- Research shows younger Australians looking to TikTok for financial advice
- Stepchildren can be included as dependants
- Insurance inside super has tax advantages
- Melbourne accountant convicted for falsifying signatures on audit documents
- Get estate planning sorted before thinking about BDBN says technical expert
- Don’t assume market value, says leading educator
- Coalition would reverse Div 296 tax: Howarth
- ASIC bans adviser over SMSF scheme
- Women in Finance Summit 2024 launches
- PBR states financial dependency not dependent on time
- Fee increases costing advisers clients: report
- Strategic timing crucial for ECPI with proposed Div 296
- Tax industry claims partial victory against government’s code changes
- AFCA concerns over super scams
- What constitutes a criminal record for SMSF trustee disqualification?
- Amendments to TR can have significant consequences on pension: expert
- Trustee discretion can be challenged
- NCC and work test changes need to be considered
- High-profile case emphasises crucial importance of correct document execution
- RBA announces August rate decision
- SMSF Adviser Technical Strategy Day 2024 launches
- Reversion of a pension v new pension after member death: know the difference
- SMSFs now need to complete trust income schedule
- Back to the future to mitigate Div 296 impact
- Loss of capacity and no power of attorney requires tribunal application
- Conditions of release also apply to insurance inside super
- Deathbed withdrawals may not be the right strategy: expert
- Change of preservation age can impact conditions of release
- SuperConcepts partners with The Principals’ Community
- ASIC warns advisers to be proactive in fight against dodgy super cold-callers
- ASFA urges government to ‘ring-fence’ Div 296 tax revenue
- Recovering mistakenly paid contributions under the Law of Restitution
- TSB under $3m shouldn’t be ignored in new super tax: expert
- SMSFA announces Audit Day line-up
- How Dixon Advisory’s parent company will benefit from CSLR
- ‘Pile of new red tape’: Opposition argues delaying code changes not enough
- SMSFA raises concerns over TPB registration review
- How women can harness ‘personal power’ in leadership
- ‘Dangerous precedent’: Independent MPs hit out at $3m super tax
- Private credit could benefit SMSFs as inflation remains sticky
- Timing is everything when claiming deductions for personal contributions
- SMSFA, accounting bodies reject claims about consultation on key code changes
- Crossbench support for $3m super tax ‘certainly not guaranteed’: Burgess
- More women in advice needed: report
- Coalition set to force a Senate vote on code of conduct changes
- EPOA can help funds retain Australian compliance: PBR
- SuperMate adds new anti-fraud feature
- ASIC cancels AFSL of Libertas Financial Planning
- Is it time to talk about quotas in financial services?
- Delay in code of conduct determination offers industry opportunity
- More voices join call for amendments to address problematic super tax
- Be acutely aware of changes to Div 296
- Beware of terminal illness payout time frame
- Advisers at risk where second-order consequences are missed
- SMSFA appoints new policy manager
- Retirement doesn’t have to mean no longer working
- Court case shows estate planning has to consider all contingencies – good and bad
- $3m super tax still likely to be implemented in 2025 despite delays
- ATO encourages trustees to use voluntary disclosure service
- 2 years on the petition for LRBA changes is answered
- TRIS can have tax advantages if done correctly: expert
- SMSFA announces new insurance offering
- ASIC corporate plan targeting SMSF establishments
- Capital losses can help reduce NALI
- Former Brisbane financial adviser found guilty of fraud in retrial
- COVID early super release did little for financial, emotional wellbeing: research
- Ruling confirms commitment to ‘shared life’ crucial to meet interdependency
- NSW taxpayer denied stamp duty exemption for transfer from SMSF to member
- Former financial adviser sentenced to 12 years jail
- Class adds new TIS software to its suite
- Advisers should know the 4 tests to determine NALI
- Market valuations need to be consistent for Div 296 tax: expert
- Ask kids about their mum and dad’s super, advisers told
- Education key to shielding SMSFs from growing risk of scams
- Former SMSF accountant sentenced to 7 years in prison for theft charges
- SMSF compliance entails more than just following the SIS Act
- How tracking data could help overcome gender biases
- SMSF assets continue to grow, according to APRA statistics
- Siblings being siblings – an estate planning reminder
- Using the rules to take advantage of pension regulations
- Changes to promoter penalty laws
- Should an SMSF register for GST?
- ATO practice statement lays down law on illegal early release perpetrators
- Flexibility is key in off-the-shelf deeds
- Coalition to push ahead with disallowance motion for TASA changes
- APRA performance test leaves out more than a million retirees: SCA
- SMSF returns must be completed in their entirety, warns ATO
- What happens when an eligible beneficiary of a death benefit dies before the benefit is paid?
- Individual v corporate trustees – which is better and why?
- Skincare brand CEO shares how she pivoted during COVID
- AI and market valuations will likely impact SMSFs
- ATO says Merchant decision does not ‘displace’ responsibility of trustee in an SMSF
- $3m bill set for debate next Thursday
- Melbourne financial planner gets 18 months in jail
- Asset manager partners with SMSF Adviser Technical Strategy Day 2024
- Open letter from peak accounting bodies urges PM to stop ‘unfair’ rules for tax agents
- Now is the perfect time to review investment strategies
- Younger SMSF members need to consider end-of-life situations early: expert
- Difficult circumstances no excuse for not meeting NOI conditions
- Roundtable over code of conduct changes highlight more consultation needed
- Rise in the number of auditors referred to ASIC
- Auditors need to be vigilant about valuation risks and Div 296 tax
- ASIC report on super death benefit claims due for release
- Proper valuation needs documentation and supportable data
- Holding costs on vacant land a no-go for SMSF
- ‘To err is to be human’: NALI changes to have disproportionate impact
- SMSFA ‘encouraged’ by commitment to amend code of conduct bill
- No movement on objective of super bill
- Industry should represent the communities it serves: Mortgage Choice
- AccountantsIQ, SMSFA, Deakin University to help advice professionals meet looming education deadline
- 1 SMSF deed, 2 spouses, 3 trustees, and many fees
- Family home: no death taxes, but avoid the CGT trap
- Bank overdraft can breach section 67
- Wait continues on Div 296 tax legislation
- ‘Disconnect’ between where retirement income is sourced: research
- Never too much documentation when it comes to binding death nominations
- Look at TBC before starting multiple pension streams
- Government finally ready to tackle legacy pensions with new announcement
- Downsizer super contributions drop off
- Check CGT concessions regularly to avoid hefty tax impost
- Failure to transfer title after a change of trustee requires judicial advice
- Class highlights $825m tax risk and unmet advice needs in new report
- Finalists revealed for first-ever Momentum Media Australian AI Awards 2024
- Gen X and Millennials lead SMSF establishments again
- Industry says legacy pension draft regulations ‘brilliant’
- Why this ‘peri warrior’ is against menopause leave
- TBAR lodgment and asset valuation on ATO checklist
- Data collection will become more important, frequent as industry grows
- When will trust records be withheld from a beneficiary?
- Deceased estate is not a death benefit dependant: PBR
- Free webcast will help SMSFs understand value of gold amid economic uncertainty
- Work test removal sees spike in NCCs for older members
- ATO updates SMSF self-education products
- Finalists unveiled for Women in Finance Awards 2024
- WA woman jailed for exploiting hardship superannuation support
- Forward planning best practice to decrease debt and increase wealth
- The hidden dangers of large SMSFs
- RBA makes rate call amid heightened speculation
- ASIC extends reportable situations relief and personal advice record-keeping requirements
- Petition calls for SMSF changes to help renters break free from the rental cycle and achieve home ownership
- Big decisions on tiny home investment
- ASFA calls for sector to work together in advice reforms
- Taxpayers must apply unused super caps, AAT rules
- QAR tranche 2 step forward for SMSF sector
- What are the government’s intentions with negative gearing?
- Treasury releases draft amendments to code of conduct instrument
- ATO releases final determination on deductibility of advice fees
- Underutilised strategy worth looking at to reduce TBC
- 4 steps to claim deductions on personal super contributions must be met
- ATO stats show continued growth in SMSF sector
- Not enough positives for SMSFs to use negative gearing
- Tough stance on personal super contribution tax claims
- Be aware of nuances in arm’s length dealings
- Opposition urges Labor to scrap plan to tax unrealised gains
- Blended families and death benefit payments can be tricky
- ATO has private wealth advisers in its sights
- ASIC announces action against 13 SMSF auditors
- Weighing up the pros and cons of including SMSFs under RIC
- SMSF transfers rise as industry funds expand market share
- $3m super tax unlikely to pass before end of the year
- SMSFs turning to gold as wealth preservation tool
- Setting up a super fund for grandchildren needs planning
- Timing investment restructuring to maximise ECPI
- How to cultivate strategic alliances in the workplace
- Trust in advisers at all-time high: report
- Commuting legacy pensions and new regulations
- Utilising recontribution strategies to the children’s advantage
- New report reveals uphill battle for trust in financial services post-royal commission
- SMSF crypto investment on the rise
- Younger Australians turning to SMSFs as retirement security concerns rise: report
- IMF tells government to phase out super tax breaks
- Pension paperwork a must, says legal expert
- Charitable death benefit will attract tax impost: PBR
- AI meets SMSF administration in world first
- SMSF residential property investment has no impact on housing crisis: SMSFA
- Complexity of market values means more responsibilities for SMSF professionals
- $3m super tax amendment defeated in lower house
- AFCA consults on ‘minor clarifications’ to superannuation death benefits approach
- 6 years’ unused concessional caps on the table for some members
- Property title searches need to be done more frequently as part of audit process
- SMSFA urges Senate to reject super tax legislation
- ‘Obscure’ assets hard to value
- Unrealised capital gains are already taxed in Australia, claims minister
- Div 296 tax fight continues in Senate
- Private credit can help provide SMSF income stream: expert
- Reserves are treated differently under super and tax laws
- Court ruling shows SMSF assets can be safe from personal admin issues
- Class direct registry connections to maximise efficiency for accountants, auditors
- SMSF advisers should understand RIC to support clients
- Action plan needed if 5% in-house asset limit is exceeded
- Consider liquidity in private market space: adviser
- SMSF Adviser Technical Strategy Day kicks off in Brisbane
- Div 296 will impact definition of TSB: expert
- FAAA urges government to ensure no clawback mechanism in legacy pension regulation
- Can an attorney make or renew a BDBN?
- Timing of asset sales critical with impending Div 296 tax: specialist
- How women can build a personal ‘advisory board’
- Beware of contribution strategies with blended families
- Details matter when considering reversionary pensions and BDBNs
- SMSFA calls for deceased legacy pension exit mechanism
- Even bespoke deeds can miss the mark
- Inheriting a reversionary pension can trigger TBC event, warns specialist
- Australia’s impending intergenerational wealth transfer needs adviser expertise
- Leaving super to an estate makes more tax sense, says expert
- PBR deals with super death benefit received after member's death
- SMSFA rejects amendments to general interest charge
- Div 296 tax calculation still confusing some: expert
- Compliance documents crucial for SMSFs
- AFCA finds SMSF advice needs ‘greater attention’
- ASFA research reveals more Australians put off retiring
- Court case confirms SMSFs not necessarily exposed to NSW notional estate regime
- Advice linked to inappropriate use of SMSF dominates CSLR claims
- Australians to face generations of financial uncertainty if advice reforms delayed
- High-volume SMSF auditors in ATO’s sights
- Grey areas in reversionary pension v BDBN debate
- ATO reviewing all new SMSF registrations to stop illegal early access
- Beware of ‘contrived’ arrangements to access super, warns expert
- Insurance inside SMSF needs to be reviewed every year
- Anti-money laundering reforms need whole-of-government approach: SMSFA
- Trading accounts in negative balance have a time limit: expert
- Minimum pension still required for reversionary beneficiary
- SMSFA appoints 3 new board members
- Winding up an LRBA can be done 2 ways
- Separating fund and personal assets vital: expert
- Government’s super tax reforms ‘modestly’ reduce tax concessions: Assistant Treasurer
- ASIC suspends 3 high-volume SMSF auditors
- Level of disability important in insurance matters
- Shadow treasurer says SMSFs ‘integral’ to retirement system
- Proper estate planning vital to ensure transfer of wealth: expert
- ATO issues guidance on qualified audit reports
- Commitment to shared life focus of PBR ruling
- Legislative time frames can impact NOI
- The nuances of TRIS can cause confusion
- Rental property disclosures on ATO radar
- Death benefit complaints to AFCA up 30%
- Claiming ECPI using proportionate method needs actuarial certificate
- Assistant Treasurer’s comments raise questions about equity
- RBA makes latest rate call as uncertainty lingers
- Penalty units increase could cost trustees thousands, warns expert
- Lack of indexation for proposed Div 296 tax could lead to ‘contradictory’ signals
- ASIC’s proceedings against Dixon Advisory director dismissed
- Winners unveiled for Australian AI Awards 2024
- SMSF uptake of ETFs outpacing more traditional investments
- Death benefit v member benefit nuances highlighted in PBR
- Transparent promotion frameworks vital in financial services
- Beware of lump sum payments and minimum pension standards, warns expert
- Tax promoter penalty changes must be delayed: SMSFA
- ATO gives information on importance of qualified audit reports
- Have the right tools to resolve internal disputes, says legal specialist
- ATO targeting SMSF auditor independence
- Property investment will take time to stabilise: expert
- Kirkland cautions against ‘snake oil’ salesmen recommending super switching
- Terminal illness payments remain unrestricted
- How to foster diversity and inclusion in the workplace
- Busting myths around death benefit payments
- Impact of Div 296 emerges in recent audit
- SMSF property investing surges
- Nominating shareholders as important as deciding on directors
- Repair or renovation subject of PBR
- Don’t use an SMSF for bills or presents this Christmas: ATO
- Alternate v successor directors
- Parent and child relationships under scrutiny in PBR
- Super bill not on Senate calendar next week
- Winners unveiled for Women in Finance Awards 2024
- Investing in private companies can be challenging
- Asset sales may be required to ensure recontribution strategy compliance
- Alternate investment structures should be considered in preparation for Div 296
- There are risks using a non-legally qualified supplier for documents: expert
- Stark reminder: original trust deeds matter
- Julie Collins rejects liquidity concerns relating to super changes, family farms
- 2 choices when establishing a reversionary pension
- Push to reform definition of ‘child’ in SIS Act
- Treasurer set to make superannuation announcement
- Second LRBA could spell trouble, warns expert
- PBR states trustees have choice over deducted amounts
- Government announces reforms but says $3m super tax still on agenda
- Superannuation peak body calls for national retirement income strategy
- Grassroots campaign urges Australians to take action against $3m super tax
- Increased tax deductions for financial advice fees
- SCA calls on APRA to release data already collected
- Proposed treatment of surplus amounts comes with exceptions: specialist
- Super may not be the best place to use death benefit payments: expert
- Super tax bill could be pushed through under ‘guillotine’ measures this week: SMSFA
- Women still outpacing men in SMSF establishments
- Traditional long-term investment strategy makes Div 296 difficult to manage: expert
- We’re not out of the woods yet, says SMSFA
- Preparing to lodge quarterly January TBAR
- Dixon Advisory inquiry raises concerns about industry groups bearing brunt of CSLR costs
- SMSFs can claim future liability on certain insurance: expert
- SMSF sector passes $1tn in assets
- CSLR operator highlights ‘inappropriate’ SMSF advice as top issue
- Auditors warn that low cost does not necessarily mean good quality
- $3m super tax officially abandoned for this year
- An exit strategy should be revisited regularly: expert
- Investment in cryptocurrency must meet super laws, says expert
- SMSF property scheme director cops $1.25m penalty
- ATO updates advice on NALE arrangements and super contributions
- Objective of Super bill setting stage for superannuation at next election
- SMSF sector reacts to Div 296 postponement
- Super contributions first to go as access to financial advice weakens
- New Victorian short-stay regulations could impact SMSF landholders
- Simple test to determine disregarded small fund assets
- Prepare to lodge SAR by 28 February
- Single-member funds have several trustee options available
- Motion to split controversial super bill could work in sector’s favour
- ‘Devil is in the detail’ of new advice reforms, says SMSFA
- Advisers need to ‘rigorously’ research products: ASIC commissioner
- Lost deeds can land estates in big trouble
- Industry waiting to see if tranche 2 advice reforms will work in practice
- ATO NALI updated guidance adds clarity to new legislation
- Big 4 banks losing their hold on investor choice: specialist
- Payday super penalty regime could adversely impact SMSFs, warns legal expert
- Demand for financial advice reaches record high
- ATO assistant commissioner issues warning to SMSF professionals
- Tax shake-ups needed to simplify super system: institute
- Caddick victims get in-principle settlement
- Senate inquiry into wealth company collapse puts SMSF sector in crosshairs again
- Financial abuse report finds SMSF members are ‘vulnerable’
- RBA makes latest rate call as GDP falters
- Death benefit v member benefit under scrutiny in PBR
- Legacy pension decision an ‘early Christmas present’
- Tick all the boxes before buying business real property from a related party
- iPhone wills: how to guarantee excessive costs, delays and (often) media attention
- Legacy pension changes welcomed but caution still advised
- SMSF assets rise to record levels, but overloading to Australian shares
- ‘Lack of understanding and poor decision making’: FAAA blasts ASIC’s Dixon investigation
- It’s giving time but not from your SMSF, warns expert
- ASIC encouraging auditors to self-report
- Overseas property investment requires well-structured plan
- Financial statement basics can aid audit process: expert
- Breaching section 85 will catch more than trustees
- FSCP reprimands adviser over super contribution error
- Advice fee consent process ‘inefficient’: FAAA
- Definition of ‘real property’ vital in SMSF with primary production
- ATE income stream pensioners cautioned about new regulations
- Not all qualifications are equal
- Our experts discuss the biggest events of 2024
- Is Div 296 dead and buried? Our panel weighs in
- Legislation and regulation in 2025 – what’s left?
- What’s on the cards for 2025?
- The biggest wins for the sector in 2024
- Getting ready for 2025 – what trustees should be considering
- 2024 in review: wins, challenges, and the road ahead for the SMSF sector
- Start the new year with a check of your super status
- Private credit looms as alternative after bank hybrids phased out
- Contingency plans vital where incapacity involved: expert
- Government puts super tax legislation on agenda again
- ATO releases interdependent relationship checklist for CRS application
- Financial constraints, super contributions top concerns for retiring Australians
- ATO issues guidance to changes to legacy retirement products impacting SMSFs
- ATO confirms NALE start date
- PBR emphasises stringent conditions for financial dependency
- A battle may have been won, but the war is far from over
- Investment strategy documentation essential for audit
- Big ticket items for advisers to watch in 2025
- Victorian SMSFs may get slugged with raft of new taxes
- Gen X overtakes Baby Boomers in wealth stakes
- Determining related parties necessary to classify in-house assets
- Regulations allow for a number of pensions to now be commuted
- Super funds finish 2024 with double-digit returns
- Correct market valuations biggest roadblock in audit process, warns expert
- Estate planning review vital after changes in relationships: expert
- Howarth open to expanding provision of advice by accountants
- Move on legacy pensions could open door for more regulatory changes
- Know the difference between general and specific NALE
- SMC calls on government to scrap 30-hour a week super payment rule
- TPD payouts and tax implications dependent on member’s age: expert
- SMSF intergenerational wealth transfer needs member consensus
- Why Dixon inquiry needs to hear from impacted clients
- ATO issues reminder that some SARs were due 31 October
- Advisers promoting in-house products the ‘heart of the problem’, says former Dixon client
- Litigation over estate benefits set to ‘escalate’
- TPB breach reporting guidance raises software concerns
- ‘Moral hazard’ of CSLR contributing to liability imposed on advisers
- Why SMSFs need a ‘holistic approach’ to property investment
- Bitcoin’s surge in 2024 behind only Nvidia
- Government made ‘no attempt’ to calculate cost of CSLR on advisers: FAAA
- Victorian property tax to hit homes, farmers and businesses
- Reducing SG level would ‘undermine’ Australian workers: ACTU
- How SMSFs can take advantage of a ‘potentially huge’ deduction
- ATO seeks feedback on financial advice fee withdrawal guidance
- ‘New world order’ of breach reporting causing confusion, says IPA
- Accountants ‘ideally placed’ to fill a limited advice gap
- Leading SMSF law firm adds 2 directors
- Impact of GIC changes ‘could be profound’, cautions Tax Institute
- Howarth takes aim at government’s ‘total inaction’ on CSLR flaws
- Grattan Institute pushes three-pronged reform strategy for super
- Class sees account numbers increase 3%
- Australia Institute backs ‘much needed’ $3m super tax
- Complex issue of capacity needs to be considered in ‘all transactions’
- Coalition vows to repeal Div 296
- Wholesale super and tax reform on election agenda: FSC
- SMSFA hits back at Chalmers over Div 296 consultation claims
- FAAA ramps up pressure on government over CSLR
- Homeowning couple need $420k to retire: Super Consumers
- SMSFA and accounting bodies push for GIC changes to be scrapped
- Why SMSF clients can complicate wholesale designation
- Breach reporting requires reasonable grounds: TPB
- Government pushes for super bill to be on Senate schedule next week
- ASIC moves to ban adviser who stole client’s super funds
- SMSF establishment practices in ASIC spotlight
- Super changes ‘stealing’ from future generations, says leading auditor
- ART affirms ASIC decision to disqualify SMSF auditor
- Industry welcomes changes to super service standards
- TBC to increase to $2m from 1 July
- Stephen Jones announces retirement ahead of election call
- ASIC urges funds to strengthen anti-scam measures
- Balancing requirements for TBAR reporting a must
- SMSFA calls for clarification on NALI/E rulings
- CSLR advice sector levy hits $70m for FY26, Jones launches review
- Up to 700k retirees could be paying more tax than they should: SMC
- SMSFA, FAAA call for urgent action on CSLR
- FSC boss says super tax ‘symbolic’ of Australia’s failing tax system
- PBR emphasises importance of interdependency regulations
- CA ANZ calls on government to scrap super tax bill
- TBC increase can create problems: technical expert
- Government trying to force super tax bill with backroom deal
- SMSFA calls for urgent review of pension tax ruling
- Don’t rush into legacy pension commutation if asset test involved
- SMSF sector continues to grow, according to latest statistics
- Timing important in binding financial agreements: lawyer
- Beware when transferring property title: expert
- $3m super tax bill taken off debate schedule again
- IFPA calls for tax and super reform ahead of 2025–26 budget
- SMSFA urges government to reconsider accountants’ role in financial advice
- COSBOA slams government’s attempt to deal over super tax
- Super tax bill rescheduled for last sitting day
- Education for SMSF trustees
- Internal arrangements and NALI/E need clarification: SMSFA
- Trust deeds need to have appropriate streaming powers: expert
- Government to introduce adviser education reforms
- Smaller cryptocurrencies can present problems at audit, warns specialist
- Advisers need to understand TBAR and minimum pension payments interplay: expert
- Aussies ‘overwhelmingly distrust’ government with super tax matters
- Superannuation peak body calls for focus on fairness and stability in upcoming budget
- SMSFA welcomes long-awaited reforms to financial adviser education pathway
- Legal case highlights Div 293 clawback
- Adviser banned for recommending that clients establish SMSFs
- New research shows SMSFs outperform over longer period
- ASIC warns advisers they will be in the crosshairs
- Tribunal case deals with excess NCC tax impost
- Super bill looks set to be taken to election
- Wholesale investor rules for SMSFs need to be clarified: SMSFA
- Trustee benefit statement submission vital to avoid tax impact
- Advice reforms need ‘structural intersection’ for accountants: expert
- Court ruling reaffirms importance of title search
- SMSF sector cautiously optimistic Div 296 battle has been won
- NowInfinity releases ROPS-compliant SMSF deed
- ART decision considers what constitutes disability super pension
- Business real property has to meet 2 conditions: expert
- February RBA meeting marks a historic shift
- Ask clients the right questions before establishing an SMSF: specialist
- Lump sum disability payment can reduce taxable super component: expert
- Advised SMSFs favour blue chips in early 2025 trading
- Gen X, Millennials driving SMSF growth
- SMSFA puts focus on ‘fixing’ NALI/E regulations
- Former Melbourne financial planner’s appeal dismissed
- Super overhaul: Will longevity products and cohorts change retirement planning?
- HUB24 collaborates with advisers to meet demand for SMSFs
- SMSFA says it is time for government to take Div 296 ‘off the table’
- Wholesale investor rules of great concern for SMSF sector
- Accountants need to prepare for anti-money laundering reforms now, warn experts
- Increase in prohibited loans a concern: ATO
- SMSF structure not to blame for CSLR complaints: Abood
- Voluntary disclosure requires early planning: legal specialist
- Number of new SMSF trading accounts jumps, finds new report
- Time frame important in documenting commutation requests: expert
- SAR non-lodgment continues to be a concern: ATO
- SMSF members lead way in retirement planning
- Ask, don’t tell, when it comes to advice on winding up a fund
- ATO releases SMSF auditor compliance focus for 2025
- TBC set to increase to $2m in July
- ART ‘recommends’ limit on number of SMSF audits that should be undertaken
- Business use test vital when considering acquiring BRP
- Court freezes assets of adviser, director in Shield Master Fund case
- Smarter SMSF launches new Legacy Pension Hub to assist with regulatory changes
- ATO stats show sector growth not slowing down
- Don’t give green light to carbon credits unless fund is prepared: expert
- Asset allocation differences widen between advised and non-advised SMSFs
- SMSF professionals ‘gatekeepers’ for regulators, says senior ASIC executive
- Small business SMSFs need to be aware of retirement conditions of release
- Changes to financial system reporting need careful consideration: SMSFA
- Be aware of changes to foreign resident CGT: expert
- Bendel case has implications for SMSFs
- Treasury says 'we're testing a hypothesis' in reference to confidential document
- Investing outside of super needs careful consideration of tax consequences: legal expert
- CSLR design is ‘inequitable and unfair’: SMSFA
- More than 6 million Australians protected from insurance through super: report
- Opportunities for advisers in SMSF sector slowing: report
- Compassionate release of benefits is at ATO discretion
- CSLR fallout on financial professions put Australians at risk: FAAA
- SMSFA recommends creation of ‘designated’ role to access client data
- Joint tenancy forbidden in BRP acquisition: expert
- Women reluctant to seek financial advice due to cost: research
- Keep pension account intact after death of SMSF member: specialist
- Confusion potential in AFCA wholesale client definition: expert
- Natural disasters can raise myriad problems for farming clients’ SMSFs
- Not all rules have changed with legacy pension amnesty, warns expert
- Financial abuse set to become key issue in SMSF sector
- Research shows many Australian women not financially ready to retire
- SMSFA warns against cold callers selling SMSFs
- Follow steps in SMSF borrowing to avoid complications: legal expert
- Accountants have role to play in SMSF wind-ups: educator
- TBC increase provides retirement planning opportunities: expert
- Be aware of changes to cap-free pathways
- Falling electricity prices ease pressure on retirees, but costs still inching up
- CSLR funding model placing burden on advisers: IFPA
- Be aware of changes to self-assessment and ECPI
- Election 2025: Exclusive event launches to unpack future of finance
- ASIC targets financial advisers providing poor super advice
- Advisers need to learn crypto nuances to stay viable: expert
- AFCA reiterates stance on wholesale investor test
- ‘Designated’ role would help access to financial advice
- ASIC takes action against 17 SMSF auditors
- SAR lodgment through a tax agent due 15 May or 5 June 2025
- SMSFs and ‘conflicted advice’ grab AFCA’s attention
- Lower Div 296 threshold to $2m, increase Div 293 to 35%: Grattan report
- ASIC investigation continues into First Guardian and SMSF advice
- ‘Significant advantages’ of voluntary disclosure to the ATO
- Federal Court upholds AFCA decision on BDBN
- HeirWealth announces integration with Class Super
- BDBN imperative to avoid disputes: lawyer
- Tax Institute urges government to prioritise super policy before election
- SMSFs hold record levels of cash and property
- Subtle changes to claiming ECPI should be noted
- Accounting giant calls for review of contribution caps ahead of budget
- Retirees more pessimistic about retirement expectations: report
- Trustees and auditors still relying on ‘outdated practices’ in market valuations: ATO
- Child/parent not enough to satisfy death benefit dependant: PBR
- DBFO tranche 2 released without BID and NCAs
- Class enhances property compliance with integrated valuations and title searches
- Government super policies stifling young Australians: CCO
- Industry urges action on new class of advisers
- FAAA says DBFO 1.5 ‘undermines’ professionalisation of advice
- Remember to document spouse super contributions: expert
- Dissecting budget 2025: Is Div 296 back?
- Bendel decision creating further confusion
- Board votes to leave crypto as trading stocks
- Budget fails to address ‘key issues’ in super
- Div 296 – the tax that won’t go away
- ATO warns about illegal early access
- Budget allocated funds to link director IDs
- When a missing director consent can lead to loss of the family home
- Div 296 bill officially lapses
- $3m super tax casts a shadow over federal election
- Advisers should be aware of signs of elder abuse in SMSF structures
- Capacity test isn’t one-size-fits-all: specialist
- SAR lodgment through a tax agent needs to be started now
- Cashing death benefit payouts requires planning
- There are advantages to having just 1 pension account: legal expert
- RBA makes 1 April decision amid election countdown
- Caddick's SMSF victims set for $3.54m payday
- NSW SMSFs need to consider notional estate claims: legal expert
- New waiver released for legacy conversions, social security debts
- Fortitude Investments backs ASF Audits in strategic tech-driven expansion of SMSF sector
- Timing important in making in-specie contributions
- Assets can be used to pay death benefits
- Advisers underestimate growing investor interest in crypto: report
- ATO wants s104A trustee declarations retained for life of SMSF
- There is a way to avoid NALI penalties: specialist
- Super easing budget pressure and cost of living: report
- Labor commits to instant asset write-off extension if re-elected
- Policy change in super could destabilise Australia’s financial sector: RBA
- Documenting details about how, when EPOA acts can save potential conflict: legal expert
- SMSFs better able to navigate current market volatility: adviser
- SMSF sector ‘not immune’ to cyber attacks, warns software specialist
- Documentation vital to avoid NALI when making contributions
- SMSF members urged to be vigilant following large fund cyber attacks
- FSCP reprimands another adviser over non-concessional cap error
- Not all SMSF members are entitled to indexation of TBC, says educator
- ‘Roll with the punches’ rather than be reactive to market mayhem: adviser
- Majority of Australians unaware of how super funds can be used post-retirement: research
- AFCA outlines how the ‘but for’ test is used to calculate compensation
- Don’t overlook crypto as an investment alternative: expert
- Financial advice ‘absolutely central’ to Coalition’s economic blueprint: Taylor
- ‘Sleepy’ savings accounts costing SMSFs thousands: report
- FAAA outlines priorities for next federal government
- Advisers need to educate SMSF clients on best security measures: technical expert
- Coalition ‘dead against’ Div 296, ASFA ‘not as concerned’
- Private equity investment for SMSFs poses challenges: wealth adviser
- A loan agreement is necessary if the lender is not identified: expert
- Questions still remain around tax ruling and insurance proceeds: IFPA
- CPA Australia calls for ASIC to implement reforms for multi-licensed auditors
- ASFA’s land tax analogy and Div 296 ‘falls short’: industry leader
- New trading platform offer for SMSFs
- FAAA welcomes opposition’s stance on advice profession
- Don’t rush to commute, even with debt waiver: adviser
- SMSFA, industry groups demand taxing unrealised gains be ruled out
- Flexibility needed in payday super changes to protect SMSFs: IFPA
- ASFA calls for next government to support Div 296
- Submissions now open for the Australian Wealth Management Awards 2025
- Auditors conducting in-house audits are still on the radar
- CA ANZ supports Coalition allowing accountants into advice sector
- Trustee education crucial in avoiding SMSF disputes
- Pre-retirees losing confidence in comfortable retirement: research
- Trustees reminded of minimum pension drawdown
- Clear communication essential when dealing with NOIs: AFCA
- Super sector welcomes crackdown on financial abuse
- FAAA tests politicians on policy with new Federal Election Hub
- Lowering Div 296 to $2m will impact 1.8m: analysis
- Advice should be ‘tangible’ to build business and client base: consultant
- Family Law Act amendments may impact super decisions: expert
- ATO warns taxpayers to weigh up consequences while awaiting Bendel appeal
- Greens senator doubles down on lowering super tax threshold
- Financial services provider penalised $11m over “cookie-cutter” advice related to SMSFs
- Maintaining audit compliance can be challenging with overseas property LRBA: adviser
- Seek advice before commutation, warns legal specialist
- Big business now also sounding alarm over Div 296
- $95bn loss predicted to Australian economy if Div 296 passes: analysis
- Class adds Automic to deliver share registry integration
- Unlicensed accountants need to be careful about information they provide: education specialist
- Compensation payments to SMSFs can have tax implications: technical expert
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