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Another major lender scraps SMSF loans for residential property
RBA makes cash rate call for April 2019
Confidence key for accounting and financial services professionals
Overcoming business challenges to achieve long-term success
Integrating cloud-based technology into your business
Documents and entity management – the basis for great technology
How to maximise the amount in your super before the new 30 June 2017 tax rules are implemented
RBA reveals cash rate decision for Melbourne Cup day
Strategies flagged for Labor’s franking credit measure
Franking credit policy tipped to spur move to LITs
Government announces exception for opt-in insurance measure
ATO, ASIC sound alarm on SMSF property investment
Tax concessions flagged with LRBA windups
Strategies flagged for TSB measure for LRBAs
RBA reveals final rate decision for the year 2018
Contravention risk surfacing for SMSFs with complex assets
New ETF to leverage SMSF investment data
Labor policy to spur investment shake-ups, wind-ups
Trustee favourite ‘looking worse for wear’
Underutilised strategy pinpointed for pension assets
Flat outlook for Aussie shares after turbulent quarter
LRBAs still in ‘jeopardy’, despite recent tick of approval
Major bank cautions SMSF investors on headwinds for 2019
Treasurer defends SMSF borrowing as election battle rages on
Fresh analysis reveals the most exotic SMSF investments
Labor’s SMSF borrowing ban to make ‘little difference’
Off-the-plan properties posing ‘settlement risk’, SMSFs warned
Ban on LRBAs to spur ‘indirect borrowing strategies’
RBA makes first cash rate call for the year
SMSFs reducing top 10 ASX stocks, report shows
Reserve Bank locks in interest rate decision for March
SMSFs warned on critical compliance step with property transfers
LRBA roadblocks tipped to see unit trusts surge in popularity
More loose ends flagged with NALI measures
ETF uptake on the rise as SMSFs look to diversify abroad
SMSFs cautioned on potential ‘slip-ups’, breaches with trusts
Document witnessing, property advice flagged as major focus areas for ASIC
Subpar investment strategies on auditors’ radars, SMSFs warned
SMSF borrowing plateaus amidst property downturn, lending changes
ATO rulings on low-interest loans reaching expiry, SMSFs warned
Regulators raise concerns about rise in non-bank SMSF lending
Major bank toughens lending policy for commercial SMSF loans
Poor conduct with general advice landing SMSFs in risky investments
DomaCom partners with lender to offer SMSF debt facility
SMSFs warned not to jump the gun on franking credit policy
Non-bank SMSF loans causing headaches with audits, financials
Law firm clarifies confusion over financial assistance prohibition
Commonly overlooked test flagged with related party rules
Major SMSF firm flags strategies for franking credit policy
Transfer of loan amounts flagged as vital compliance step for LRBAs
LRBA ban to hit small business owners, lender warns Labor
SMSFs on ATO’s radar in cryptocurrency review
RBA hands down interest rate decision for May
SMSFs warned against major portfolio changes before election
Election result to impact equity allocations, advice firm predicts
Grandfathering under Labor’s LRBA ban ‘unpredictable’, SMSFs warned
Tax traps highlighted with SMSF investment properties
Positive signs ‘creeping in’ for residential property
Bank and private health insurance stocks see post-election surge
Global equity bull market tipped to last till 2020
Trustee favourite facing headwinds
Lower interest rates forcing retirees into riskier markets
A hard Brexit to cause ‘significant implications’ for global equities
Global equities facing mounting trade risks
SMSFs told to review loans after safe harbour rate rise
RBA cut to see deposit rates drop to lowest since mid-1950s
SMSF investors told to hold on to Woolworths stocks
Reliance on age pension steadily dropping, report shows
Property valuations still stretched despite signs of improvement
Rise in SG to cost middle-income earners, says Grattan
SMSF investors taking defensive stance in uncertain climate
Meaningful recovery in property prices ‘still a way off’
Government to lower deeming rates for pension
Trade war placing global equities under pressure
RBA tipped to make deeper cuts to interest rates
Non-bank lender launches 90-day notice account
Behaviour coaching, tax advice critical to boosting client returns
SMSFs cautioned on bank stocks as interest rates continue to fall
IPOs performing well in 2019 despite limited listings
Advice clients warned on hidden costs in ‘frailty years’
Australian sharemarket breaks ‘illusive all-time high’
SG increase to benefit most lower, middle-income earners
Aussie shares poised for further growth over next year
Non-bank lender locks in rate cuts for SMSF loans
Property market stabilises as values slowly rise in capital cities
VIDEO: Want to grow accessible wealth outside your super?
US rate cut unlikely to change RBA outlook
RBA announces cash rate decision following consecutive cuts
New investment modelling tool launched for SMSFs
Managing cash flow for property critical in current market, SMSFs told
SMSFs warned to ‘get defensive’ as reporting season kicks off
Investment manager eyes SMSFs with new property fund
Aussie shares tipped to rise further despite recent turbulence
Markets set for short-term volatility as trade war heats up
Newer apartments facing lower growth, hefty repair bills
Asset allocation focus can boost return consistency
Rising prices boost hedge appeal of gold
Recession, sharemarket rout unlikely, says economist
Rate cuts highlight appeal of corporate loans
US election should temper sharemarket declines
ASX likely to drop further in September
Listed infrastructure boosts income opportunities
Fixed income, gold offer safe haven from declines
Investor confidence dips amid recession fears
RBA reveals September cash rate call
Small caps may see boost from low rates, tax cuts
Trustees should consider portfolio insurance
Shares to remain volatile as trade war heats up
Retail REITs offer stability as recession looms
SMSF interest rising in global small caps
Market volatility sees SMSF trading frequency increase
More rate cuts expected as unemployment rises
Suburb ‘prestige’ not indicative of property price growth
International REITs boost risk-adjusted returns
Time horizon key to withstanding market turmoil
Likely rate cut to support Aussie shares
Reserve Bank makes October cash rate call
More rate cuts likely as economy remains sluggish
Post-election glow fades as property sentiment slips
Investors’ great expectations heading for disappointment
Solar investing offers yield opportunity
Inflated tech prices shouldn’t deter investors
Default cash allocations earning negative rates
SMSF members may fall short of an affluent retirement
‘Dividend bonanza’ more subdued in FY20
SMSFs taking ‘unnecessary risks’ on banks
Fed decision may signal an end to rate cut cycle
Unlisted property offers simplicity for SMSFs
RBA announces monthly rate decision
The ‘bucket strategy’ and the need for a rethink
Splitting cash assets for stronger returns
New ‘rule of thumb’ for retiree drawdown
Slashed bank dividends a sign of difficult times
Consumers confident in growing housing market
ESG increasingly important to member best interests
More rate cuts on the cards by early 2020
Alternative investments key in low-growth environment
Tech facilitating easier access to international shares
Global listed infrastructure a middle ground for investors
Companies that focus on ESG are tomorrow’s winners
High-yield focus underperforms the market
Currency volatility to continue into 2020
Housing inequality could ignite the death tax debate
LaSalle launches Japan real estate fund
REITs well placed to ride out declining yields
Beware of liquidity, investment risks in high-yield bonds
KKR credit trust begins trading on ASX
Bank dividends have further to fall
NHFIC launches $315m bond issue
The outlook for infrastructure investments
Negative interest rates unlikely, says RBA boss
Listed infrastructure offers diversity as dividends fall
Beware of overvalued pockets in infrastructure
Investors to benefit from stable income in solar
Westpac gives investors an out following revelations
Bricks and mortar offers investors a port in low-rate storm
Global economy to avoid recession in 2020
Property investors feeling a ‘sense of urgency’
WeWork failure takes shine out of office property sector
RBA reveals December cash rate call
Big four still good value for yield seekers
ETFs a potent asset allocation tool for SMSFs
Westpac AML breaches could have been predicted
Super funds responsibly investing outshine peers: RIAA
Growth, volatility to continue in equities in 2020
Diversification equally important for crypto investors
Renewable energy transition beneficial for investors
Economic resurgence could fuel retail stock boom
Investors could benefit from sharemarket ‘Santa rally’
ETFs on the decline among SMSFs
‘No better time to sell in Sydney than early 2020’
UK election result to benefit European equities
Holiday period offers portfolio adjustment opportunities
Advisers must keep tabs on post-retirement product innovation
Global growth pick-up to boost equities
SMSFs stick with cash as rates continue to fall
Europe leads drop in global investor confidence
Property set for strong rebound in 2020
China to power stronger growth for Aussie economy
Sydney retains top 10 spot in global real estate
First rate cut of the new year not far off
Gold at the end of the geopolitical tension tunnel
Low interest rates and QE won’t save the economy
Improving conditions to drive modest equity returns
Investors should be on guard for equity market correction
3 common SMSF errors and how to avoid them
ESG investing bears growing profits: asset manager
ASX record run may trigger sell-off
Two more rate cuts on the horizon in 2020
Rising interest driving more complexity in ethical investing
Frydenberg optimistic about economy
Long-term price declines likely for gold
Cryptocurrencies ‘not an investment-grade asset’
Corporate bonds to achieve healthy returns in 2020
IPOs drop to lowest level in 4 years
Further equities rally will be short-lived
Coronavirus could ravage Aussie economy
Valuation concerns around Australian shares overblown
RBA reveals February cash rate call
SMSFs extend bet on Aussie equities
Investment opportunities abound in renewable transformation
Cautious optimism key for equities, property in 2020
Predicting market impact of coronavirus unhelpful: Eaton Vance
Investment industry shift to ESG 'an evolution': Blackrock
Financial institutions cough up $749.7m compensation
Coronavirus a potential buying opportunity: BetaShares
Coronavirus only a ‘speed hump’, notes analyst
Should you invest your super in Indonesia?
Unlisted infrastructure an untapped well for SMSF investors
Brisbane suburb a potential investment hotspot
Low inflation could be good for investors: AMP
GDP growth saved by the calendar, says analyst
Investors should consider ‘carbon footpath’
Non-bank lender raising driven by SMSF investors
Housing construction falling at fastest rate since GST
Limited finance projects hindering ESG investor demand
Investors seeking alternative assets in hunt for yield
Rising corporate interest driving solar investment in Australia
Climate change a risk to renewable energy growth: ESB
Strategic asset allocation: ESG’s new frontier
Trustees seeking ethical investing and diverse income with ETFs
The rise and rise of ETFs: Why advisers should consider them
International tech, ETFs top holdings among Aussies last year
Factors driving the Australian cash market in 2020
RBA rate cut an ‘insurance’ policy
Property funds provide alternative source of funding
National property value surge to persist
LRBA take-up remains steady despite slowing growth
Equity investors favoured following RBA rate cut
Silent risks hidden in bond markets
How small solar projects could yield everyday investors 7 per cent
Fund manager predicts ‘new normal’ in equities
‘This is not 2008’
Coalition unveils $20bn stimulus package
Virus stimulus won’t block recession, economists say
Deeming rate drop not enough for older Australians
Will the RBA cut rates this week?
Do natural disasters impact property investment?
Residential dwelling growth recorded pre-global outbreak
Investors prepare for virus hit
Panic selling could remove 8 years off retirement income
Lessons learnt from last market correction
Investing during the COVID-19 crisis
‘Downside risks to property prices not yet alarming’: S&P
Contrarian investors could win in current climate
The space race, the GFC and COVID-19
ESG passes coronavirus test
Investors should buy when fear peaks
Investing in a V-, U- or L-shaped market
Dividends slashed to 5%, fund manager advises
Are emerging markets worth investing in?
RBA makes cash rate call for April 2020
What can the central bank do following the end of rate cuts?
Dividends expected to recover post-COVID-19
Assessing bonds in a volatile market
Investment uptick in Aussie equities despite COVID-19
Why passive funds outperform active managers amid COVID-19
How will printing money stabilise the economy?
Out of the frying pan, into the fire
Why mining might build COVID-19’s metaphorical bridge
What does the oil crash mean to investors?
More asset valuations needed amid COVID-19
Equities could see rapid recovery next year
Safe havens not so safe for super portfolios
Reason for rate cut lag revealed
How to benefit most from annuities
Wait before adding to higher-risk assets
Timing the market risky regardless of investment approach
Why investors should remain in the market
RBA makes May cash rate call
ASIC warns retail investors against short-term trading
Why Australia’s the lucky country when it comes to COVID-19
Investment advertising not always ‘true to label’: ASIC
Dividends to fall until 2021
Will bitcoin’s halving see its next rally?
A 100-year event: The headline stats of Australia’s economy
Unemployment isn’t the whole story
Australia’s top 10 traded stocks
New housing sales fall to new low
Aussie equities aren’t all true blue
Uncertainty could hamper economic recovery
Investors seek ETFs during COVID-19 pandemic
Will tensions threaten the world’s economic recovery?
ETFs ‘ballooned’ to 10th of ASX trades
PM paves way for recovery with JobMaker plan
COVID-19 has long-term implications, says AMP
Australia’s economy is ‘better than expected’: RBA
Outlook turns negative for mutual banks
Are Aussies swapping properties for shares?
Property prices fall for the first time in nearly a year
RBA makes cash rate call for June 2020
Treasurer confirms Australia on track for recession
How property prices are set to survive the COVID-19 pandemic
What to know about investing in Asian markets
US equities surge on ‘V-shaped’ recovery predictions
Do’s and don’ts of the HomeBuilder scheme
Is it time to expand your investment horizon?
The ‘buy now, ask later’ investment strategy
Hewson urges infrastructure bond to rebuild economy
Challenging times ahead for dividend income, SMSFs warned
6 Things SMSF Investors Should Consider in 2022
Help! Why is record-keeping for crypto so difficult?!
Tips for managing your SMSF amid market volatility
Industrial property investing, sourced by us, for you
How To Invest In Bitcoin Using An SMSF (Self Managed Super Fund)
Transaction pending: Back to the future of advice
Opportunities continue for SMSF Investors
Common crypto SMSF questions and how to answer them
Do your business partners meet the 3 criteria to support your success?
SMSF Investment Patterns Report – Q4 2022
Netwealth reveals its latest enhancements for SMSF advisers
The outlook for commercial property
The Emerging Affluent woman: millennial women with money
Navigating the Pros and Cons of Trading in Index Markets: A Comprehensive Guide
July 2023 changes approach for TBAR regime
The Beginners Guide to Actuarial Certificates
Integrating Bitcoin into Your Self-Managed Super Fund (SMSF) Investment Strategy
Adding Bitcoin to your SMSF portfolio with Digital Surge
Meet the finalists: Australian Money Market
The Top Five Stocks of the Nifty Fifty’s FY2023-24
Bitcoin ETFs: Riding the Wave of Success
9 Ways You Can Invest Using SMSF
Education
SMSF Live: How the 2019 budget impacts SMSFs
SMSF Adviser Live: The big-ticket superannuation policies under the Liberal government
Webcast: How cyber criminals hack accountancy practices and what they do with your clients’ data
SMSF Adviser Live: Compliance, contribution and planning essentials in 2020
SMSF Adviser Live: The ins and outs of investing in renewables for SMSFs
SMSF Adviser Live: Recovery or Reversion: Where to next?
Webcast: La Trobe Financial Fund Update and Outlook
Webcast: How downsizing fits into a Retirement Income strategy
Webcast: Cryptocurrency and SMSFs
SMSF Awards spotlight: La Trobe Financial
Speeding up SMSF audits through tailored education
SMSF Awards 2023 - Live stream
Elevate your SMSF with cutting-edge technology: A webcast you can't miss!
Super Specialists to Level Up this February
Integrating best practices and wellbeing alongside technical expertise
Ethical practices front and centre at the upcoming National Conference
SMSF Auditors to Level Up at National Conference
Acis – SMSF Adviser’s 2023 SMSF Documentation Provider of the Year
Macquarie – SMSF Adviser’s 2023 Global Equities Fund of the Year, Australian Equity Fund Manager of the Year, and Cash and Term Deposit Provider of the Year
Aquila Super – SMSF Adviser’s 2023 SMSF Audit Provider of the Yea
Franklin Templeton – SMSF Adviser’s 2023 Fixed Income Provider of the Year
Three ways technology can optimise SMSF advice
Four Ways to Invest in Artificial Intelligence with ETFs
Ensuring compliance and accuracy: The essential role of SMSF property valuations
Why Preparation Trumps Prediction to Navigate Interest Rate Uncertainty
Unlock the future of SMSF investments with cryptocurrency
Meeting investor needs in an age of economic uncertainty
Explore the Future of Accounting at BGL REGTECH 2024
Automation: The gateway to future growth and efficiency in the SMSF industry
The Future of Financial Reporting: How AI will Change the Way we Engage Clients
Class Annual Benchmark Report strengthens SMSF industry’s 25-year history
Understanding the strategic value of gold amid economic uncertainty
Unveiling The Future Of Document Management: BGL SmartDocs 360
Why you should outsource your SMSF Accounting and tax-reporting?
Collaborate at the SMSF Association National Conference 2025
Making the Most of Professional SMSF Industry Collaboration
CFDs and SMSFs: What You Need to Know
Strategy
How to avoid an SMSF trust deed disaster
A close examination of reversionary TRISs
ATO auditing SMSF auditors with one day’s notice
New data paint a rosy picture for SMSFs
Will you flourish under the new regime?
SMSF trustees need greater guidance
Stricter rules around buying and selling of assets
SMSFs: why always on the government radar?
What is the cost of SMSF regulation?
Bipartisan support needed to make super ‘sacrosanct’
SMSFs can hold their own
The SMSF advice divide
Superannuation, not a job for an amateur
Balancing perspectives and the conduct of your SMSF
Stop the SMSF property dream becoming a nightmare
SMSFs: A super place for insurance
Super tinkering... why bother?
Unlocking value through taking advice
China looking to Australian financial services
SMSFs and property: An insight on growth
Choosing the right SMSF auditor
Is there still a need for reversionary pensions?
Property in SMSFs: a professional's checklist
Running the retirement marathon
The overlooked gem: An automatically reversionary pension
The full story on SMSF growth
A marathon, not a sprint
Deceased estates and long-awaited tax certainty
Impacts of life insurance held inside superannuation
Finally, some certainty around super
Capping self-education expenses is just dumb
The ATO’s SMSF pension scare
The auditor's role in SMSF strategy
Skeggs Goldstien
Is SMSF growth out of control?
Think twice about tax deductions
The flight to bricks and mortar
SMSFs and automation: a growing demand
Dealing with trustee incapacity before it’s too late
Super under the Coalition: what to expect
Holding residential property in an SMSF
ETFs: A growth opportunity
Upskill property investment knowledge, or beware
AMP: A keen player in a booming sector
Debunking the minimum balance debate
The viability of an SMSF for your client
A long road ahead for the SMSF sector
SMSFs and nil interest loans — the hidden tax consequences
Why is my auditor so pedantic?
Not kidding around
Promising outlook for SMSFs under Coalition
SMSF trustees and dishonest conduct
Creating a contribution reserving strategy
Small business concessions and superannuation
TASA: friend or foe to the SMSF sector?
Scrapping the education cap
LRBAs: Beware the risks
Latest on reserving — TD 2013/22
Coalition repaying the faithful
Limited licence holder: to be or not to be
Tips and traps for handling residency requirements
New data debunks trustee stereotypes
Super back on the government’s agenda
The SMSF death benefit nomination minefield
The challenges ahead for the property sector
Back to basics: What do your clients want?
SMSFs now firmly on the radar
Predictions for another year in the spotlight
The annuities vs pensions battle
Success in spite of scrutiny
How confusion can lead to SMSF catastrophe
Averting non-compliance with LRBAs
Tax advice: only one piece of the SMSF puzzle
Critical steps to protect retirement portfolios
Does size really matter with SMSFs?
Dividend washing strategy hung out to dry
Why SMSFs make no sense below $500K
Does property make sense in an SMSF?
Reigniting the SMSF fee debate
Exposing the myths about SMSFs
Clock is ticking for account-based pensions
Growing threats to SMSF trustees
Preventing an SMSF sector catastrophe
Residential property: business real property and active asset?
Education not the ‘Holy Grail’ of SMSF sector
A historical look at the property investment market
Contribution caps finally on the rise
Averting disaster: A guide to SMSF deeds
How General Motors triggered the SMSF boom
The latest on contribution reserving
Staying competitive as an SMSF auditor
ASIC hot on the SMSF trail
Debate continues on wholesale client laws
Minimising death duty tax in SMSFs
Avoiding property pitfalls in an SMSF practice
What the ATO’s new powers mean for trustees
SMSF borrowing growing faster than you think
Key aged care considerations for SMSF trustees
Where are SMSFs missing the boat?
Related-party loans, huge tax bill?
Can an SMSF segregate in pension phase with one bank account?
Assessing if the SMSF audit industry is fit for purpose
Approaching market valuation of SMSF assets
Another court ruling, another warning for SMSFs
Time to draw a line in the sand on super
What the RBA rate cut means for cash investors
To SMSF or not to SMSF?
Money on the table for defective ATO admin
Challenging the status quo
New considerations for LRBAs and in-house assets
The real impact of SuperStream on SMSFs
Full steam ahead
Where is the property market headed?
Looming deadline for insurance in super changes
What’s worth $500bn and is paying no tax?
Getting it right with actuarial certificates
Beyond the hype
Be wary of new rules for LRBAs
Emerging risks to SMSF auditor independence
Picking up the pieces
Tips to help clients claim exempt current pension income
An end of financial year checklist for SMSFs
Five reasons to update your SMSF end of year checklist
The SMSF safety net debate continues to surface
Raising the bar in SMSF advice
Tips and traps for SMSFs buying overseas property
Keys to understanding SMSF business models
Ahead of the curve
Changes affecting SMSFs have officially begun
Inherent dangers with SMSFs and technology
Preparing for the inevitable
Knowing your position in an unregulated asset class
Time to end the turf war
A long-term view
Vital considerations for unwinding an LRBA
Contributing to super from passive investment: yes or no?
A dose of reality
Tread carefully after new ATO decision on loans
Accountants still on the fence despite looming deadline
The truth about the Australian property market
Increase in super caps creates property opportunities
Get SMSF advice right, or suffer the commercial consequences
A domino effect
Can your client’s SMSF enjoy the land tax threshold?
Tax changes to superannuation are on the cards
Turning of the tide
LRBAs and related-party leases: what you need to know
A question of leverage
Strategies for success
The seven sins of SMSF advice
The real story on property growth in Australia
A view from the top
Should we make pensions reversionary now?
Pointing the finger over high housing prices
Call to action
The mining tax repeal and what it means for super
A little-known quirk and how to use it for clients to cherry pick
Auditors under the spotlight
Lessons from an inconvenient death in the family
A tax on pension assets… would it work?
Moving with the times
Should your client’s SMSF participate in the Telstra share buyback?
Why the ATO should review ACR reporting
SMSF auditors under the spotlight
Key considerations from recent TRIS clarification
How the property markets have performed so far in 2014
The road ahead
Why I started my SMSF with $30K
It’s time to set the record straight on SMSF compensation
Auditors, accountants and the digital disruption
Why I waited until I had $200K to set up my SMSF
Estate planning in an SMSF: Eight things your clients can do now
A fresh focus
Reforming excess non-concessional contributions tax
Case study: breaching SMSF residency rules
A harsh reality
SMSFs and risky assets: an auditor’s perspective
The current state of play in the Australian residential property market
A looming deadline
Getting your SMSF clients SuperStream-ready
Tips for dealing with loss of capacity with SMSF clients
Addressing the adequacy and sustainability of the super system
A new opportunity to boost trustees’ bottom line
Thoughts on a crowded market
Mastering SMSF succession strategies
The 'risk' of SMSF borrowing
Bringing superannuation into the tax reform debate
Ways for an SMSF to acquire residential property from a related party
Is your client's SMSF a resident fund?
The problem of property spruikers
Important changes to cross-insurance in an SMSF
Breaking down the latest ATO determination on TRIS
Compliance in check
Residency and SMSFs: the key compliance tests
Avoiding breaches with LRBA certificates for SMSFs
When the dust settles
The ATO explains its SMSF compliance work
The final nail in the coffin for LRBAs?
Heading in a new direction
Long-awaited decisions on SMSF borrowing issued
Critical capital gains tax considerations for SMSFs
Bracing for 2015 in the SMSF sector
Key insights for SMSFs in Federal Court case
Confronting the inevitable with SMSF clients
The tax agenda for SMSFs in 2015
Running an SMSF: lessons in stopping it all from going horribly wrong
What should the SMSF sector expect in 2015?
Accountants have the competitive edge as financial planners
In defence of a well-functioning, successful sector
Views on the road ahead
An in-depth look at the latest on LRBAs
Why every small business needs a continuity plan
10 big things from the ATO’s SMSF statistics
Paying a pension in kind using the partial commutation strategy
Getting the right binding death benefit nomination for your client
Property market weakens, but underlying demand to remain resilient
Views from the frontline
Are there reasons to help the tax man do his job?
My superannuation wish list for 2015
Setting the record straight
Dealing with a lost SMSF trust deed
Don’t overlook family trusts in favour of SMSFs
Tips and traps of referral arrangements
Property remains firm favourite, despite the hype
The way forward for the SMSF sector
Government’s open mind could see LRBAs survive?
There’s risk and then there’s risk
How can temporary incapacity provide relief?
Top 10 tips for a smooth SMSF audit process
The property industry’s take on LRBAs
Single bank account for an SMSF? Proceed with caution
Boosting your SMSF business in a new licensing environment
Tips and traps for SMSF estate planning
Tips and traps for insurance in superannuation
Are housing and super too big for our own good?
The implications of recent TFN and ABN changes for SMSFs
The challenges ahead for the SMSF sector
Important court decision released on death benefits
How to benchmark related-party LRBAs when a bank won’t lend
A breakdown of the new contributions rules
You may think you’re SuperStream ready, but…
Tips for your clients when dealing with the ATO
Keeping superannuation safe
What does the ATO want from you?
Making sense of the new excess contribution rules
Keeping auditors on track
Implications of recent court case for SMSFs and bankruptcy
Exit strategies for property gearing in SMSFs
10 things wrong with Labor’s new superannuation earnings tax
The importance of managing legislative risk
Federal Court decides on ATO objection review process
Issues arising from an underpaid pension
Budget a step in the right direction
Tips and traps with electronic contributions
Tips and traps for acquiring SMSF assets from related parties
The anti-avoidance provisions and SMSFs
Contemplating more registration for accountants
What are accountants doing wrong with SMSF licensing?
Why aren't older people spending their super?
Tips for staying compliant with underpaid pensions
Preservation: the end of an era
Think you have a valid BDBN? Think again
End of financial year tips for SMSFs
Fixing SMSF mistakes before June 30
Traps when transferring a business premises into an SMSF
Myth busting with SMSF licensing costs
Using the 'double dip strategy' for June 30 tax planning
Is there a silver lining to death and disability?
A new approach to SMSF tax calculations
Bank audit certificate changes to hurt SMSFs
What the ATO is keeping an eye on
Re-evaluating strategies in the new financial year
Dealing with excited clients, property and a Saturday auction
Automatically reversionary pensions versus BDBNs
Larrikin SMSF names – what can they teach practitioners?
Busting the myths of SMSF borrowing
Five lessons from a classic super family feud
What should you do if your client develops dementia?
Five reasons the RBA will likely cut rates again
Clearing up confusion about accessing super
Using SMSF minutes to satisfy compliance rules
Taking advantage of exceptions in the property rules
Tips for reducing tax for your SMSF clients
Boosting your bottom line with Gen Y clients
Ensuring an SMSF never fails the residency tests
Dos and don'ts for in dealing with the ATO for an SMSF issue
External partnerships and the in-house asset rules
Thinking outside the square with retirement income policy
Avoiding tax consequences with the related-party rules
Why unwind your LRBA?
Top 10 tips for avoiding advice-related disputes
A look at the figures behind the bubble talk
A comprehensive guide to the new licensing regime
Assessing the suitability of an SMSF for your clients
There’s no time left to waste on reforming Australia’s tax system
What licensing issues are looming for accountants?
Making sense of the actuarial certificate requirements
Hunting for yield
10 things you need to know about contribution reserves
Consequences of the proposed SG regime changes
Keeping it real
Contemplating property as a financial product
Why SMSFs will rise above the mudslinging
Getting your marketing on target
What do the proposed changes for unit trusts mean for SMSFs?
Navigating the BDBN minefield
Making room for cash
Dealing with the death of your SMSF client
Don’t fear Malcolm Turnbull’s review of super
The role of franking credits should not be undervalued
How the ATO materials affect used contributions reserving
Meeting the ATO's new related-party loans deadline
Back to basics: avoiding common compliance breaches in your SMSF practice
Is a company a better SMSF investment vehicle than a trust?
Minimising death benefit taxes for your SMSF clients
Social media and your SMSF practice
Avoiding hurdles with in-specie property transfers
Are we in the golden age of SMSFs?
The detrimental impact of poor SMSF record-keeping
The impact of a new reversionary nomination
Why franking credits should remain untouched
SMSFs, audit and bitcoin. What do you need to know?
Hidden surprises with LRBA settlements
Clock is ticking on zero interest SMSF loans
Navigating SMSFs and overpaid present entitlement
Recurring SMSF estate planning traps
Dealing with segregated current pension assets
Using digital content marketing for SMSF firms
Common errors in claiming deductions for super contributions
ATO gives green light to TRIS strategy
Getting asset allocation right: 2016 and beyond
Encouraging clients to establish corporate trustees
Common traps with Part 7A payments splits on divorce
The worst advice I’ve heard about SMSFs and lending
Preparing collectible assets for the new rules
Avoiding headaches with the split of SMSF assets
Transferring property from a trust to an SMSF
You’ll need a PBR for a TRIS to be tax-free
Reflecting on a tumultuous December quarter
Using the re-contribution strategy effectively
The role of corporate bonds in SMSFs
Reflecting on 2015, a year of swings and roundabouts
Avoiding pitfalls with BDBNs
Tax implications of winding up an SMSF
LRBAs and pensions: A risky balance
Breaking a complying pension for aged care purposes
Avoiding snares with valuations for SMSF assets
First things first: Choosing your path
Traps of transitioning to a limited licence
From the experts: Getting your own licence
Is independence right for you?
Can an SMSF run a business?
When is an unallocated contribution account a reserve?
Must-knows for getting your own licence
Avoiding disputes with your SMSF clients
An introduction to becoming an authorised rep
An often-overlooked licensing solution
To self-license or to join a licensee – which is right for you?
Making sense of your new education requirements
The questions accountants need to answer before 1 July
The latest on UK pension transfers
Lessons in dealing with the ATO for pension problems
Courses of action when your client breaches the rules - February 2016
Proving your value in an uncertain market
Holding life insurance in super: is it worth it?
Exploring the dangers of electronic signatures
No holds barred
Beware the full force of the regulatory radar
Pre-99 unit trusts: keep them or lose them?
Disqualifications increase spells bad news for SMSFs
How to minimise tax through early inheritance
Deducting tax from LRBA costs
Avoiding sure-fire ways to damage productivity
Navigating the transfer of benefits with a property - March 2016
Making sense of the transitional rules for insurance
Dealing with the budget silly season
A detailed look at the ATO’s new LRBA guidance
Five long-term themes to boost SMSF wealth
Overcoming hurdles with minimum pension payments
A practical guide to the LRBA safe harbours
Six marketing mistakes SMSF practices should avoid
Fulfilling the role of executor for death benefit claims
The pitfalls of part-year pensions
The tax consequences of poor documentation
Breaching the separation of assets rules
The fallout from the $500,000 lifetime NCC cap
Helping your clients with an aged care plan
What’s next for SMSF technology?
Is your service proposition at risk?
Blockchain technology set to revolutionise SMSFs
Holding on to your talent
What does the budget mean for your business strategy?
The limitations of a limited licence
Why funding of new LRBAs is worth a closer look
What to do now about the proposed downsizing policy
Analysing the mechanics of govt’s super for housing scheme measure
How to move your SMSF business to the cloud
What is left for SMSF technology?
Deloitte’s predictions for the future of SMSF auditing
Is a tech upgrade worth the money?
Why my approach to technology can boost your bottom line
The road ahead for SMSF technology
How I made my life easier with technology
Examining personal deductible contributions post-budget
Common queries about licensing requirements
The five biggest portfolio threats
Understanding the quirks of the CGT Cap
End of financial year checklist for SMSFs
Cutting through the confusion with SMSFs and insurance
Five key considerations when purchasing property in an SMSF
Using trustee declarations as audit evidence
Advising clients in times of uncertainty
How SMEs can reduce their CGT
Utilising LICs in the hunt for yield
How to effectively manage your client’s losses
Exploring contribution strategies for the self-employed
Dealing with auditor contravention reports in light of changes
The silver lining to licensing for accountants
Improving your time management
Adding tax effect accounting to your arsenal
Dangers ahead for bond markets
Navigating interdependency relationships in estate planning
Stepping outside the square
Using LRBAs for shares in light of new guidance
Remaining compliant with the residency rules for SMSFs
Making sense of NALI
Developing an investment philosophy for your clients
Now is the time to act on asset allocation
Are you mistakenly thinking your clients’ super is safe?
Traps in establishing an account-based pension
Getting your clients on board with having a corporate trustee
Tools for dealing with people problems
Dealing with skeletons in your clients’ SMSFs
A property trust checklist for SMSF clients
ECPI traps with pension tax strategies
Navigating the government’s revised contribution proposals
Making the case for non-binding nominations
Auditors need a shake-up to stay relevant
What the ATO expects of SMSF auditors
Brace yourself for the next wave of audit technology
How to avoid litigation as an SMSF auditor
What is the competition doing?
Dealing with common and major contraventions
Legal roads for early access to superannuation
Navigating SMSF loans and divorce
Post-death superannuation proceeds trusts: a last resort?
What will our clients want next?
Predicting and preparing for the future of audit
Courses of action when your client breaches the rules - September 2016
Will your firm be here in 10 years?
Can an SMSF audit be fully automated?
Perks for your clients with semi-related investment trusts
Upholding audit quality: what risks lie ahead?
What does the client of the future look like?
Debunking the myths around pension documentation
What does the $1.6m transfer cap mean for succession planning?
Top tips for refreshing your website
Navigating NALI with trusts and private company dividends
Balancing compliance with technology
Tips and traps with annual member statements
Alternative approaches to retirement planning
Preparing your clients’ portfolios for an ageing bull market
A checklist for avoiding risky IPOs
Simplifying deeds in the pension phase with your SMSF clients
Mitigating the risk of litigation as an SMSF professional
Tough times ahead for residential property markets
Preparing your clients for the proposed super reforms
Understanding the finer details of in-specie transfers
Avoiding traps with SMSF property development
A super reform checklist for 30 June 2017
Diversifying SMSF portfolios with microcaps
Why auditors ask so many questions
Testamentary trusts versus SMSFs
Tips for urgently examining your clients' related party LRBAs
Identifying new strategies for clients with the super reforms
Warning flags with non-geared related unit trusts
Taking action on transitional CGT relief for pensions
The end of simple super
Should your client use the transitional CGT relief?
Breaks in the SMSF documentation chain
New SMSFs are due 28 February 2017: Are you prepared?
New CGT relief explained: A practical guide for all SMSF practitioners
Should you review your client’s estate plan?
Tips for sustainable investing with your clients
Defining super: what you need to know
Why you should update your SMSF deed sooner rather than later
Top investment themes for your clients in 2017
Tools for analysing investments
Tips for keeping SMSF loans compliant this year
How to transfer property from a bare trust to a super fund
Could private investment companies be the new SMSFs?
Top tips for professionals entering the SMSF industry
Keeping SMSF clients wary of home bias
30 June checklist for major super changes
Distinguishing loans to a member from access to benefits
Building solid defences with fixed income
Avoiding snares with CGT relief strategies
Taking action on the super reforms
Don’t lock your keys in the car with EPOAs
The bright side of the super reforms
A comprehensive guide to CGT relief
Seven steps to stronger client relationships
Understanding the new framework for contributions
Tapping into disruption
The hunt for yield
Identifying opportunities with client segmentation
Young Aussies still failing with multiple super accounts
Are the capital city markets out of reach?
The fallout from Victoria’s first home buyers strategy
Capital city black spots and gold mines
Weighing up your clients’ property options
What would actually help young property buyers?
Exploring alternative financing options for SMSFs
Do property predictions ever outperform the market?
Essential steps for SMSF clients before 30 June
A closer look at the arm’s length rules
The benefit of buying property in a slump
Property and the next generation
Keeping SMSF property partnerships compliant
Avoiding curveballs with the super reforms
The growth outlook for shares
Traps with the definition of retirement
Big changes for LRBAs on the horizon
Are SMSFs prepared for Amazon?
Understanding ECPI in view of the super reforms
How the super reforms impact US expats
Exit strategies for SMSF property investments
A guide for choosing which pension to commute
Are your clients equipped to benefit from CGT relief?
Avoiding a contravention avalanche
Breaking with tradition
CGT relief no trivial matter
Is superannuation the safest vehicle?
Keeping clients up-to-date without an AFSL
Family trusts as an alternative to superannuation
ATO interpretation increases red tape
Adopting a responsible investment approach for SMSFs
Why there’s no easy approach to marketing
Taking action on the relief for death benefit pensions
ATO addresses common queries with the super reforms
Determining the status of a TRIS
A guide to the Australian super system for US expats
Reviewing commercial property strategies for SMSFs
Does outsourcing put SMSF client data at risk?
Understanding the proportioning rule
How to write SOAs your client will understand
Why outsourcing isn’t a dirty word
The uncertainty plaguing flexi pensions
Finding opportunities in a 'Goldilocks economy'
Traps with payments above the pension minimum
Is superannuation still effective?
Demystifying defined benefit pensions
Critical lessons for SMSF succession planning
Beyond bricks and mortar
The new age of TRIS
Avoid opening Pandora’s box with BDBNs
APRA releases guidance on retirement definition
A taxing time for legacy pensions
Seizing opportunity when onboarding new clients
Warning signs for Australian equities
Super changes behaving badly
Navigating SMSF Market Valuations
Maintaining scepticism as an SMSF auditor
A fresh look at recontribution strategies
Myth-busting and top FAQs on event-based reporting
Claiming ECPI for FY17: separating fact from fiction
Tips for commuting market-linked income streams from 1 July 2017
Digging deeper with above minimum pension payments
What to review for your clients post-reform
Housing and super changes: the crucial fine print
The risks with overplaying fully franked dividends
The legal minefield of accountant’s certificates
Case studies: What to do and not to do with estate planning
Are minimum balances necessary for an SMSF?
From the frontline: the fallout of the superannuation reforms
Court case highlights critical issues with BDBNs
A snapshot of residential property markets
Editorial: Why 'a man is not a plan' shouldn't be our main focus
Avoiding traps with partial commutations
Knowing when to let go
Time to review your clients' investment strategies
Creating a flexible workplace
Keeping a watchful eye on equity markets
Understanding the definition of a relative for SMSF purposes
A draft law to shut down the salary sacrificing loophole
Overcoming obstacles with digitisation
The latest rundown on CGT relief for SMSFs
The pitfalls of property valuations Part 1 of 3
Triggering your bring forward NCC cap post 1 July 2017
The pitfalls of property valuations Part 2 of 3
The pitfalls of property valuations Part 3 of 3
Key strategies for equalising super
What SMSF firms can learn from TripAdvisor
Succession planning in the post reform landscape
Three regulatory changes not to be ignored in 2018
SMSF compliance traps with bitcoin
Why SMSF changes of trustee go wrong
How will downsizer contributions work for SMSFs?
Why cryptocurrency is SMSF kryptonite
A guide to the First Home Super Saver Scheme
Why change is so difficult
Staying watchful in an ageing bull market
Quirks with the excess concessional contributions charge
Bitcoin: digital or fool’s gold?
Dysfunction and danger in the company constitution
Are dual fund strategies viable?
Pension minefields for SMSFs
The ugly truth of super reform
Tips and traps with the TBAR
Total superannuation balance milestones
Addressing compliance hurdles with robo-advice
Q&A: Strategies and structures for wealthy SMSF clients
Tips for processing options for SMSFs
Labor’s class warfare an attack on SMSFs
Company directors and the retirement condition of release
The keys to effective SMSF reporting criteria
A call to action with complying pensions
A tough day in the royal office for Henderson Maxwell
Understanding the use of the segregated method
Getting Millennials interested in super is no easy task
Why SMSFs need an annual audit
A guide to winding up LRBAs
A major benefit of automatically reversionary income streams
What you need to know about superannuation proceeds trusts
Managing the total superannuation balance: Part 1
PAYG withholding on legacy pensions
Three-year audit cycle fraught with danger
Keep your cash at the ready
Safeguarding SMSF portfolios through market cycles
A fresh look at contribution reserving strategies
Managing the total superannuation balance: Part 2
Cryptocurrency versus the auditor
What does AI mean for superannuation?
The new world of ECPI
A stocktake of superannuation policy
Bitcoin and the SMSF audit dilemma
The SG amnesty: Opportunities and risks
The game is far from over
Unpleasant shocks with SMSF death taxes
Revisiting reversionary pensions
Managing the total superannuation balance: Part 3
The Royal Commission impact on bank dividends
What now for the sole purpose test?
A bumpy outlook for bonds
Preparing for the new SMSF SuperStream measures
Lessons on outsourcing superannuation services
Audit costs to soar, not fall after new measure
Putting the SMSF brakes on three-year audit cycles
What to do when clients miss their deadlines
The education paradox
Lessons for SMSF practitioners in watershed case
SCT decision raises key issues around transparency
Navigating Simple TRIS Mistakes
Deposits a critical step for SMSF property purchases
ECPI – the magician’s trick
Diversifying SMSF portfolios in today's market
Tips and traps with payments above the ABP minimum
Regulation alone won’t solve finance industry woes
Quirks with the total superannuation balance
Critical documentation for post reform pension strategies
Lessons about how not to meet SMSF professional standards
The new ‘ipso facto’ regime and SMSFs
Avoiding litigation as an SMSF auditor
A rundown of the TSB measure for LRBAs
Three triggers of market mayhem
What disqualifies you from having an SMSF?
Tailoring an EPOA for a member
New modelling reveals impact of Labor’s franking credit policy
Should a TRIS be converted to an ABP?
Seven tips for those impacted by the TBC
A rundown of the TSB measure for LRBAs: Part 2
Potential problems with pension payments
The three big words impacting SMSFs
Headaches with SMSF property development
Unlocking opportunities with the CGT cap
The new simplified work test exemption
Breaking down the laws on taxation advice
Does the punishment fit the crime?
Treasury proposals for early release of super
Alternate directors in the SMSF context
Reviewing the SMSF document chain
Starting with the right foundation
Regulatory unfairness with foreign pensions
Alternate directors in the SMSF context Part 2
Is it time to simplify Australia’s awards system?
What’s the value of an unlisted asset?
Labor’s superannuation and related reform proposals
2019 another rollercoaster for SMSF investors
Why investors need to be wary in 2019
‘Grotesquely unreasonable’: The impact of Re Marsella on death benefits
The perils of buying off the plan
The hidden path to independence
Lessons from the courtroom on death benefit conflict issues
The pathways for meeting FASEA’s standards
3 simple rules for related parties
A guide to CPD under FASEA
Liberal v Labor: Comparing their superannuation policies
Share prices set for rebound after policy stimulus
Important lessons on PAYG and pension payments in court case
Identifying flaws in BDBNs, pension documents
Age considerations with SMSF set-ups
Single Touch Payroll — are SMSFs covered?
Accepting EOFY contributions after 30 June
Reversionary pension v BDBN: Which outcome is preferred?
Is the SG system in need of urgent overhaul?
More ECPI changes on the horizon
The impact of penalty interest on SMSF loans
Why didn’t my SMSF auditor check that?
Planning for incapacity
Key ingredients for making workplace flexibility a success
Avoiding conflicts with BDBNs and reversionary pensions
Strategies for maximising ECPI
Beyond the contribution caps
Reversionary pension v BDBN: Which one wins?
Does SMSF litigation risk die with trustees?
SMSF investment strategies and diversification — an auditor’s view
Does the downsizer contribution have any appeal?
Downsizer contributions: Tips and traps for SMSFs and their members
SMSFs investing in a pooled superannuation trust
Investment strategies: What SMSF trustees must do
Don’t forget your (superannuation) cap
SMSF investment strategies –– are they a financial product?
Gold and silver in your SMSF — an auditor’s perspective
New rules turn NALI into Gnarly
Reversionary pensions v BDBNs: Advisers’ risks
SMSFs and GST withholding on residential premises
LRBAs — current tips and traps
How to pass the sole purpose test
NALI warning –– draft LCR 2019/D3
A taxing question — superannuation and permanent disablement
Salary sacrifice amounts and SG changes
New opportunities for employees to claim additional superannuation
Eggs, baskets and diversified SMSF investment strategies
NALI — is the ATO’s net too wide?
When can you access the age pension — if at all?
The new era of SMSF penalties
NALI –– unit trusts and draft LCR 2019/D3
Should your SMSF have a corporate trustee or individual trustees?
Should your attorney have carte blanche over your super?
Understanding SMSF trustees
What limits SMSF advisers should be aware of when providing advice
Catch-up concessional contributions – strategies and practicalities
What type of dishonesty disqualifies a person from having an SMSF?
The impact of Part A qualifications
Should an SMSF have a unitholders’ agreement?
Early access to your super when the going gets tough
What is an investment-linked annuity?
Transferring UK pension scheme benefits to Australia: The basics — Part 1
Transferring UK pension scheme benefits to Australia: The basics — Part 2
Building superannuation for clients over 65
SMSFs and family law super splitting
Do bushfires + financial hardship = early access to your super?
SMSFs and how the CGT rules work when a pension is in play — Part 1
SMSFs and how the CGT rules work when a pension is in play — Part 2
Applying the magnifying glass to section 109 — Part 1
SMSFs and rent relief due to COVID-19 — Part 1
SMSFs and rent relief due to COVID-19 — Part 2
Applying the magnifying glass to section 109 — Part 2
Uncertain SMSF asset values under COVID-19
The SMSF audit post-COVID-19: Related commercial tenancies — Part 1
How dividend reductions will impact your superannuation
The SMSF audit post-COVID-19 — related-party LRBAs
Related-party property development concerns — Part 1
A guide to family law super splitting in an SMSF
SMSF investment strategies — 2020 and beyond
LRBA property development catch-22
End of financial year and the age pension
APESB renews focus on SMSF auditor independence
What’s the future for testamentary trusts and super death benefits?
What the new testamentary trust laws mean for estate planning
A guide to intermediary LRBAs
Lessons for managing lost trust deeds
Super death benefits and testamentary trusts: Clarity and concerns
How a routine or mechanical service impacts SMSF auditor independence
Important takeaways from recent BDBN cases
A guide for the electronic execution of documents
Going concern basis of accounting
Timely action required for market-linked pensions
The property development path leading to NALI
Examining the draft determination on the in-house asset exclusion
Does a joint venture pass the sole purpose test?
Dealing with the reporting of rental deferrals
Uncertain recovery underway
The time to make a voluntary disclosure is now
Managing the TBC & excess transfer balance tax
The derivative lure catching SMSFs
Q&A: Interpreting the auditor independence guide
Charting a new course of independence for SMSF accounting and audit firms
The road ahead for in-house audit firms
Column: Client acceptance policies in need of review
Gearing up your systems for auditor independence
The limitations of routine or mechanical accountants
Rent relief and the SMSF audit
Q&A: Navigating key decisions with auditor independence
Rebuilding super savings after early access
SMSF auditors challenged by new penalty regime
An adviser’s guide to SMSF deeds
Examining PS LA 2020/3 and the ATO’s views on penalties
Pre-signing of wills and BDBNs: Another warning
Reducing ASIC fees for SMSF corporate trustees
An important reminder when drafting deeds
Why PS LA 2020/3 covers all SIS breaches
Predictions for equity markets for 2021
6-member SMSFs and conditional membership
Behind the lodgement statistics – where are the real pain points?
Can an SMSF claim this as a deduction?
Why the proportioning rule is key to many strategies
Splitting documents should not be overlooked
SMSFs are shifting from shares to property – but is it a good idea?
A guide to company constitutions and SMSFs
SMSF engagement letters overhaul
Does an LRBA asset have to be transferred when the loan is repaid?
How to ensure SMSF beneficiaries get their share when a member dies
The 6 stages of APES110 emotional upheaval
Key themes influencing portfolio construction
The arm’s length test
SMSFs, LRBAs and NALI
SMSF annual returns are coming up: Key considerations for those facing the deadline
Trustee and unitholder liability in unit trusts
The related-party rent COVID challenge
SMSFs and 50/50 unit trusts
Testamentary trusts and excepted trust income — the new normal
After the Reformation: Strategies with SMSF income streams
Related-party LRBA variations and PCG 2016/5
Accountants urged to conduct due diligence analysis to minimise APES110 disruption
G v G (No. 2) [2020] NSWSC 818 — implications for fiduciaries dealing with super
Many building and similar contracts place SMSFs at risk
ATO reaffirms SMSF auditor independence
Coronica v FCT — latest Tribunal decision provides important tips regarding valuations and related-party acquisitions
SMSF investment strategies: Dealing with increased scrutiny
SMSFs: Can all income be NALI?
The implications of purchasing a commercial property or an overseas property through your SMSF
The revenge of the restructured unit trust
Merchant and Commissioner of Taxation [2021] AATA 915 — surprise risk to SMSF acquiring listed shares
Variation powers: Lessons from Re Owies Family Trust [2020] VSC 716
The real purpose of business real property
Hill v Zuda Pty Ltd [2021] WASCA 59 — how long can a BDBN last for in ALL Australian jurisdictions?
SMSFs, non-lapsing BDBNs: There is no debate (as long as you read the deed)
Valid oral variations to SMSF trust deeds … that prohibit oral variations
Top 10 tips to becoming SMSF independence compliant in anticipation of imminent legislative change
Activity to keep surprising on the upside
‘Retro’ witnessing of BDBNs: What could possibly go wrong?
Budget impact on legacy pensions
Electronic execution of deeds — a convoluted ‘state’ of affairs
Super tax equalisation clauses in wills — devil is in the detail
Proposed ECPI changes have some advantages
Contribution reserving: Are you aware of all the risks?
A tale from the audit crypt: The case of the errant duck
Can an SMSF own employee shares?
6-member SMSFs: What you need to know
Top tips for a smooth SMSF independence transition
New (financial) year, same story: Avoid lost SMSF trust deeds
Why digital documents and e-signatures are key to a productive tax time
SMSF deeds –– how does your supplier rate?
SMSF rollovers: Hurdles to cross
Discretionary trusts — variations and issues
Don’t say ‘Yes’………
SMSFs and managing incapacity: A critical component of holistic estate planning
The (many) cases of the overly lenient landlord
Do BDBNs and SMSF wills need knowledge and approval to be effective?
Discretionary trusts and the foreign purchaser duty surcharge across Australia
Investors’ best defence against uncertainty is quality and appropriate diversity
2 AAT decisions on what constitutes business real property
Fee referral benchmark throws a challenge to SMSF audit firms — is it justified?
Lessons learnt from litigations
Using trusts and super funds to protect assets from family law attack
LCR 2021/2 – discounts to SMSFs invoke NALI
The NALI Storm for SMSF Auditors
What’s the dividing line between NALI and a contribution?
SMSF Wills versus BDBNs — what is best?
SMSFs, employee share schemes & NALI
Disclosure of trust documents and SMSFs: Another reminder
A reminder that details matter; and the inherent benefits of SMSFs
Getting NALI - Part 1
Director identification numbers needed soon
Getting NALI – Part 2
SMSF denied complying status – recent AAT decision
Leather bound box sets of ‘The Basics of Dianetics and Scientology’ a permitted investment; and other lessons in SMSF compliance
Moss Super Pty Ltd v Hayne [2008] VSC 158: why SMSF structures are important
SMSFs and unit trusts: why the legal niceties matter
Shifting economic landscape requires investors’ attention
Your investment strategy is not a template
How modernising documents will boost Australian productivity
High Court to decide how long can a BDBN last for
Why every Australian needs an estate plan – and how to get started
Implications for SMSFs in missing trust deed case
A further reminder about lost SMSF trust deeds
ATO focus on CGT relief may have big impact on SMSFs
Five key lessons for SMSFs (from one 751 paragraph case)
The CGT withholding regime and its impact on SMSFs
Hefty penalties for director ID issues – changes needed by advisers
Adding a member to an SMSF: Pros and cons
NALE & NALI = Nasty for contributions
A detailed guide to SMSF rollovers and SuperStream
‘The Vibe’, stamp duty and SMSFs – a reminder that details matter
AAT decision on personal deductible contributions
Are SMSF wills really ‘safer’ than BDBNs?
Solid platform for earnings growth
Recent changes to contributions rules
Navigating control in related party entities
New ECPI changes provide SMSFs with greater flexibility
Seeking compensation for defective ATO administration
NALI and trustee services – what about unit trusts?
SMSF trustee and member disputes ... devil is in the detail
Reciprocal auditing crackdowns the tip of the iceberg from ASIC
Planning your exit: a guide to SMSF succession planning — Part 1
Making sure it ain't too late to claim legal professional privilege
Planning your exit: A guide to SMSF succession planning — Part 2
Emerging strategy with certain legacy pensions
The role of infrastructure as a defensive asset
SMSF investors must be ready to act on shifting conditions
SMSF appointors – perhaps permissible?
Tasmania introduces foreign person land tax and duty changes
Sailing the rough waters of SuperStream
Repeated warning: Super assets are subject to the NSW notional estate rules
Employee or contractor? High Court focuses on contract v. multi-factors: part 2
Why admit a conditional member in an SMSF?
Can super death benefits be regulated by way of a will?
Increases in interest rates – should SMSFs be concerned?
The latest news on NALI & NALE
What happens when SMSF members don’t get along?
Non-lapsing BDBNs (again) - confirmation that there is no debate
What if there’s no comparable sales?
SMSF-owned assets: Be compliant, not complacent!
SMSFs undertaking property development may be hit with GST
Approaching NALE and NALI for SMSF clients
Nasty NALI tax may see contributions taxed at 120 per cent
New ATO guidance on restructured market linked pensions
Court case provides another reminder for decision making by SMSF trustees
BDBNs — what to look out for and what to avoid
New option for SMSFs with bankrupt member
Bad news as inflation unsettles markets
Court cases highlight key heuristics for SMSF trustee disqualification
Is an NFT a collectable and personal use asset?
Is your discretionary trust still discretionary?
Important lessons from the AAT: Goulopoulos and Commissioner of Taxation
Should an SMSF have a unitholders agreement?
Many unit trust deeds need varying
Appointor succession - some timely reminders for SMSFs
How to legally acquire assets from a related party
Employee or contractor? Payroll tax considerations part 3
More self-funded retirees to become eligible for cheaper healthcare
Big and costly issues can arise with minimum pension payment failures
The compliance impact of SuperStream
Investment bonds as a alternative to super
SMSF legacy pensions exempt from CSHC income test
How changing investment markets impact advice business models (and how you can make sure your business evolves)
SuperStream — a not-so-happy birthday
Getting the basics right with SMSF trust deed establishment
Digital assets: A relatively misunderstood sector
Changes to requirements to obtain a director ID
Global growth weighed by energy and rates shocks
How to pass the business use test
Can an attorney (via an EPoA) make or revoke a BDBN?
The canary in the coalmine
ATO softens market valuation guidelines
The impact of ECPI choice
Tax Office rights of recovery on relationship breakdowns
Are your assets protected?
Unfinished business with legacy pensions
Asset protection and SMSFs — a Tax Office warning
Greater certainty with SMSF BDBNs
Is an overpaid present entitlement a borrowing?
Consequences when the minimum pension amount is not met
Treasury consultation paper on NALE rules
Indexation of the transfer balance cap
Fast death tax – the Tax Office changes its view
Update on recent changes to the contribution rules
Inflation and weaker growth create challenging conditions
Advising on BDBNs? Another warning
Correcting a misconception — how TSBs are calculated with certain LRBAs
The $3 million dollar question – hard or soft cap?
Death of an SMSF member: the compliance obligations
More than just compliance – how representation letters can help trustees avoid complacency
Contribution clawback on bankruptcy – further clarity
Does my SMSF deed need updating?
Update on foreign purchaser surcharges
Think new $3m super cap won’t affect you? Here’s how it could
Why are superannuation pensions so much better in SMSFs?
Changes to reporting of transfer balance account events
The application of SG to contractors clarified: part 4
Musings on the $3m cap consultation paper
Advisers, ChatGPT and legal advice - Professional Bodies and Junior's Law
The $3m cap for super tax concessions – is there a better approach?
Can an SMSF run a business?
Portfolio management - an untapped market for accountants
Segregating pension assets – is it always possible in the first year?
The new 15% tax on $3M+ member total super balances – a tax analysis
De facto spouses: From The Toothbrush Case to Bumble (the only certainty is change)
Super tax unlikely to affect ECPI
Dealing with ATO rectification directions
When details matter, beware the socials and covert video footage
What is a ‘non-commutable life pension’? Can an SMSF ever pay one? New AAT decision provides critical guidance
Is this the calm before the super storm?
Rectification directions – ATO PS LA 2023/1
Maximising concessional contributions before 30 June
Do this after June 30 and you could boost your super by $110,000
Navigating disqualified SMSF trustees
What to do if a company’s constitution is lost?
A new case on SMSF BDBNs has key lessons for all SMSF advisers
If you’re looking at winding up your SMSF before 30 June, now is the time
Is your SMSF ready for the new financial year?
TSB: Getting ready for 30 June
Some good news — proposed NALE changes but some bad news on NALI too
Tick the boxes ahead of EOFY to-do list
Calculating contribution limits when thresholds are changing
Fair call on new super tax
Gender super gaps narrows for SMSFs
The $3m cap will play havoc down on the farm
Carry-forward concessional superannuation contributions
Draft legislation issues on proposed NALE changes
New draft NALE/I laws released are highly relevant for property developers and builders
Restructuring market-linked pensions (MLPs) – the wait for a commutation authority continues
SMSFs and voluntary disclosure to the ATO
How the tax landscape changes in fresh financial year
Penalties on SMSF trustees to increase substantially, so time to change to a corporate trustee
Is general expense NALI material?
Trustees trapped in nightmare of new expense rules
How NALI provisions and CGT provisions interact – draft ATO determination provides important guidance (TD 2023/D1)
Is an ASIC fee paid by a member for an SMSF corporate trustee a contribution or NALE?
Taking assets out of super – when timing matters
Related party LRBAs – choosing the interest rate
Are invoices an SMSF or personal expense and will NALE or a contribution arise?
New SMSF case demonstrates how NOT to have non-arm’s length income
How a family misfortune could push you over new $3m cap
SMSFs, unit trusts and NALI – some lessons for all
Does your SMSF or trust deed unnecessarily require general purpose, more costly, financial statements?
Last chance for $25,000 super deduction
Payroll tax crackdown on professional structures such as medical, healthcare and similar arrangements: part 5
Personal TBC – view now on MyGov
ATO targets SMSF property schemes – again
Which comes first, contribution acceptance or caps?
Firms providing discounted SMSF services to staff need an appropriate discount policy ASAP
Is the humble TRIS a forgotten hero of superannuation?
The importance of getting all things NOI right at tax time
Objective of super bill – waste of time or Trojan horse?
The do’s and don’ts of your SMSF property investment
How to set asset allocation in an uncertain world
NALE legislation introduced brings relief for general expenses
Navigating tax concessions and the pitfalls of non-arm’s length income
The benefits and risks of collectable super assets
The key to owning SMSF assets (part 1)
When can/should SMSF trustees charge fees for their work?
Why you should worry about the new super tax – even with less than $3m
The key to owning SMSF assets (part 2)
Recent case law on UPEs and Div 7A – what should you tell clients?
New 15% tax on $3m+ member super balances – exposure draft legislation now issued as Div 296 tax
Is a delayed payment of a death benefit to a spouse taxable?
Choice, default and stapled funds – what’s this all about?
$3 million cap advocacy update – join our roundtable sessions
Disposing of in-house assets when the 5% limit is exceeded
More businesses protected under unfair contract terms provisions
University of Adelaide report highlights concerns around taxing of $3m+ member super balances
New thought leadership for super industry
Overseas travel and your SMSF’s residency status
Why Division 296 sets a stressful precedent
Is AI the final SMSF frontier?
My trustee has lost capacity – now what?
Objective of superannuation – now we are to know as legislation will tell us so!
Superannuation death benefits – navigating the waters beyond your will
Testamentary trusts are no longer for Australia’s wealthy
Collaboration progress – enhancing the SMSF client-to-agent linking process
An update on payroll tax crackdown on medical, healthcare and similar arrangements
Trustee risk reserves – the ATO’s view on the deductibility of payments
Must SMSFs prepare General Purpose Financial Statements?
The interaction between contribution reserving strategies and ECPI
Why a trust deed is still important
Death, taxes ... and disputes in relation to super benefits – the 3 certainties
These families will switch inheritance plans after new $3m super cap
Proposed changes in SMSF regulation: minor changes with major implications?
Absence of a related lease on in-house assets
New ATO guidance on employee/contractor distinction – part 6
What’s on the agenda for super this year?
Unveiling the impact: Do the 2021–22 ATO annual SMSF statistics reflect legislative shifts?
Financial dependency: exploring the ATO view
How accessing your super early can have unintended consequences
Unlocking opportunities: Diversify your SMSF with digital asset funds
Contribution caps to change from 1 July 2024
When does retirement really mean retirement?
Inheriting super pensions – more than one way to skin the cat
Work Bonus changes – 2 significant changes for Age Pension recipients (and they’re good changes!)
Super’s new dilemma: save yourself tax or reduce it for your kids?
Death and the main residence exemption: decision tree
The key cases to consider when exercising appointor powers
Be careful with property valuations this SMSF audit season
AAT decision on the assessable component (applicable fund earnings) of foreign super fund transfers
Big changes in little contributions
Asset protection, super, bankruptcy rules and reading the deed
Taxing unrealised gains in super under Division 296
Solving the in-house asset compliance maze (part 1)
When the Federal Court agrees with ACA (and the ACCC, ASIC and the ATO, although not the AAT): Vestey Trusts invalid
Key super thresholds for 2024–25
Solving the in-house asset compliance maze (Part 2)
SMSF year-end considerations for 2023–24
Employee or contractor? New changes to the Fair Work Act – part 7
Parliament is about to introduce badly designed law and no one seems to care
Managing SMSF expenses to avoid NALI
The quiet death of the low-rate cap
Objecting against land tax in Victoria
What the budget means for equity investors
LRBA set-up costs – does a super fund need to pay for them?
Pre-retirees may need to take on more risk ahead of retirement
Preparing your SMSF for the end of financial year
Employee or contractor? SG and the right to delegate – part 8
Bumper EOFY SMSF checklist
SMSFs pile into property and cash, while debt investments left behind
Does a declaration of trust satisfy r4.09A?
Don’t miss the minimum
NALE draft legislation gives rise to substantial risk
8 key trust compliance activities to consider at EOFY
End of financial year warning for pensions
Bring-forward rules when caps are changing
Super Fund Lookup ‘regulation details removed’
SMSF trust deeds cut through estate planning complexity
ATO releases update to pension ruling which may lead to increased costs
How to benefit from rising interest rates
Investing overseas with your SMSF
Executing deeds: ensuring validity across all Australian jurisdictions
Simplify your SMSF audit
Should an SMSF auditor perform a title search for each title each year?
Div 296 – more than just a new tax
Why seek SMSF, tax or other advice from a lawyer – are there any benefits?
What ATO publications can be relied on?
Class Annual Benchmark Report strengthens SMSF industry’s 25-year history
Will auto-reversionary pensions need reconsidering in view of Div 296 tax?
Varying trust deeds to remove an appointor – clarity finally (?)
How advisers can better navigate the rise of wealthy female investors
How does NALI interact with CGT – TD 2024/5?
ATO attempts to read down loss in Merchant disqualification decision
Tech delivers best practice at Class Ignite Conference
When court advice may be given to an SMSF trustee
Gainer part 2 – the death benefit decision
Draft regulations released for SMSF legacy pension conversions
Murdoch succession: The basics of holistic estate planning in plain view
Approved SMSF auditors and new ATO statistics – what has the ATO revealed?
Gainer part 3 – seeking advice to defend trustee removal proceedings
The audit report for my SMSF has been qualified. What does that mean? Should I be worried?
My fund has bought building materials from a related party, how do I fix it?
Latest ATO statistics – a sector in good health
The true impact of incorrect market valuations (Part 1)
Gainer part 4 – advice on varying the fund trust deed
The complexities of a $3.5tn wealth transfer: Securing your legacy amid family dynamics
The true impact of incorrect market valuations – part 2
Should an adviser want BDBNs to override pension docs, or vice versa?
NALI/E – urgent fix still needed
Meet the Friggers and their ongoing contributions to educating SMSF advisers
SMSF succession planning part 1 – getting started
Employee or contractor? Common ATO myths – part 10
When should an SMSF obtain an actuarial certificate?
SMSF succession planning part 2 — the role of BDBNs
VRLT – when should you notify the SRO?
Legacy pension reforms
Paying tax or other special ‘releases’ from your SMSF the right way
Division 296 – the walking dead!
SMSF succession planning part 3 — tax considerations and exit planning
How a contribution can trigger NALI
How to get the most out of SMSF investment opportunities and tax strategies
A Christmas gift for legacy SMSF pensioners
No trust variation power? No worries
My parents have an SMSF – what do I need to know?
Insurance and SMSFs – part 1
Legacy pension opportunity
Insurance and SMSFs – part 2
Key changes in the ATO’s updated Merchant DIS
New super tax: A sucker punch to economic growth
SMSFs and property – 5 key considerations
Minimum pension underpayments: Compliance win for the sector, but the fight for pragmatic outcomes continues
Clarity for financial advisers who cease to be authorised as the end of education transition period nears
Tips for winding up market-linked pensions
Legal documents – non-legally qualified supplier v law firm
Ongoing AI fails in legal arena a warning for all advisers
A tale of 2 conflicting PBRs
Mandated trust vesting – a 2025 reminder to read the deed
Claiming tax deduction for personal contributions – everything must be in order
5 estate planning and capacity considerations when operating an SMSF
Alternatives to borrowing to buy property
Claiming deductible contributions correctly
The ins and outs of sophisticated investor certificate protection
CGT concessions – 15-year exemption
Why financial practices must look offshore for scalability
VRLT – how much will you have to pay?
Dealing with reserves that can’t be allocated cap-free
The Orange Book 2025: A super sham that punishes success
Personal concessional contribution misunderstanding
When can NALE not give rise to NALI?
What do our major political parties want to do about super?
Death benefit payments from super
Payday super and the SG system – issues for employers
Unbundling superannuation dependency
Considering unborn children when terminating a trust - all parties in agreement
Why more Australian SMSF owners are looking to global equities
Converting water into wine (or family trusts into fixed trusts) is way cool
Winding up market linked pensions – tax component tips
Div 296 will tax unrealised gains and more
Can a reg 13.22C entity invest in a partnership?
Understanding asset valuation requirements for SMSFs: Staying compliant and informed
Div 296 and ‘withdrawals’
Staying at home is no holiday for SMSF investors
KRBM v Commissioner [2025] ARTA 556 - Tax law partnership - when does a retired partner cease?
LRBAs: Setting the record straight
Division 296 tax, legacy pensions and reserves – a real dilemma
Chalmers’ super tax is a time bomb for all Australians
Do unpaid bills come out of your estate?
Preparing your self-managed super fund for the end of financial year
Recent court decision sounds warning over crypto wallet and AFSL
30 June is approaching – time to value assets
Managing an SMSF when dementia affects a member
NALI and NALE part 1 – NALI still needs fixing
Leasing property owned by an SMSF
When $9m doesn’t trigger Div 296: The Carlos conundrum
Starting a retirement phase pension after the age of 60
Legacy pensioners need deferral of Division 296 commencement
Actuarial percentages for pension funds that are winding up
Nuisance, not a crisis; Labor’s $3 million super tax misses the mark on crypto
Webcasts
Features
Behind the curve
A change on the horizon
Above the fray
Safe as houses?
A ticking time bomb
The SMSF Sector in 2013
Limited Licensing: in or out?
Shaping your SMSF future
Changing of the guard
SMSF admin: unfinished business?
Rising from the ashes
The 2014 SMSF Awards winners revealed
The long road ahead
The year that was in the SMSF sector
Keeping up with the times
A change for the better
Navigating stormy seas
Confronting estate planning with your clients
Separating fact from fiction
The evolution of SMSF auditing
Facing the music
Going global
Get a leg up on your competition - Part 1
Get a leg up on your competition - Part 2
Golden opportunities
Divide and conquer
Pensions in focus
What would it take to make a fairer super system?
Finding value in Europe
Why are SMSFs a disruptive innovation?
Disruption on the horizon
The right technology plays a critical role in supporting your SMSF clients
Keeping it personal
Partners audit shows number of SMSF pensioners has doubled
A watchful eye
Gatekeepers in Focus
The search for yield
The end of the line
The objective of superannuation: failure before launch
Uncharted waters
Time warp
Rising from the ashes
GOLDEN YEARS
FULL SPEED AHEAD
Moving with the tide
Compliance hotspots for SMSFs
An evolving beast
Taking stock
Estate planning health check
Tools for segmenting your client base
Empowering clients
Down the rabbit hole
The current SMSF lending landscape
Labor versus Liberal: The key election policies impacting SMSFs
Celebrating the winners of the 2022 SMSF Awards
Pushing the boundaries of the traditional advice platform
BGL reveals its top priorities and future plans
ASF Audits shares the core values propelling its success
How practical insights are driving a new approach to SMSF education
Shannon Smit: An award-winning offering
How CommBank is supporting women in finance
Self managed super fund investors turn to advisers amid market uncertainty
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Events
Podcasts
How to maintain productivity during COVID-19
Security considerations while working remotely amid the COVID-19 pandemic
How property valuations are faring through the coronavirus crisis
An update from the regulator on key independence issues
What the budget means for SMSFs
Understanding the ATO’s new approach to admin penalties
Key takeaways from the SMSF Adviser Masterclass event
Revealing the true costs of SMSFs
The future landscape for retirement income
Reflecting on 2020 and what lies ahead
Emerging risks on the SMSF property development front
Reshaping the regulation framework for limited advice
Revisiting engagement letters following the revised APES 305
Complexities and opportunities arising from the TBC increase
Unpacking the SMSF Association’s national conference
How modernising business communications will impact SMSFs
What the ATO’s NALI announcement means
What’s next for the 6-member SMSF?
How practitioners really feel about the proposed ECPI changes
Federal budget 2021-22: Superannuation and SMSFs
EOFY planning for SMSFs
Mapping the financial year ahead for SMSFs
Unpacking the ATO’s ruling on NALI and NALE
Examining the new frontier of estate disputes
PODCAST SPECIAL EPISODE: Breaking the stigma surrounding mental health with David Coleman, Assistant Minister for Mental Health and Suicide Prevention
Dissecting changes in the contributions landscape
Unpacking upheaval in the SMSF accounting and audit space
Breaking down complexity: How Treasury updates will affect advisers going forward
SMSF Association spills on 2022 National Conference
Navigating SMSF rollovers under SuperStream
The 5 biggest SMSF issues in 2021
What’s ahead for the SMSF sector in 2022?
The big issues emerging for SMSF audits
A practical guide to managing family law super splits
The major issues for SMSF professionals in the Quality of Advice Review
ELECTION SPECIAL: Stephen Jones outlines Labor’s plans for advice
Navigating the latest ECPI changes with SMSF clients
Special Episode: Why SMSF firms need to prepare for Russian cyber-attack reprisals
A guide to UK pension transfers involving SMSFs
Digitising SMSFs: Recent changes and what lies ahead
Understanding related parties and potential compliance snags
SMSF Association National Conference wrap: Part 1
SMSF Association National Conference wrap: Part 2
Strategies and tips for SMSFs with EOFY tax planning
Preventing a SuperStream storm at audit time
The latest developments with NALI and NALE
The impact of Hill v Zuda on SMSF documents
1 July changes: Exploring the opportunities
Highlights from the 2022 SMSF Association Technical Summit
The biggest priorities and issues for the advice profession
The latest from the regulator on TBAR
The top five SMSF audit issues this year
Navigating the murky areas of the wholesale investor regime
BONUS EPISODE: Stuart Robert’s outlook on the future of advice
Reactions to the Quality of Advice Review proposals
Highlights and key takeaways from the SMSF Adviser Strategy Day
Making financial services less ‘male, stale and pale’
Labor’s first federal budget
Coming clean with the regulator
Women in Finance Awards spotlight: Shannon Smit
Tips and emerging issues with cryptocurrency and SMSFs
Supporting the next generation of women in finance
The top issues and developments for SMSF professionals in 2022
Optimising services for specific SMSF groups
What lies ahead for the SMSF industry in 2023?
Preparing for and dealing with incapacity for SMSF clients
The latest analysis on NALI
PART 1: Highlights from the SMSF Association National Conference
PART 2: Highlights from the SMSF Association National Conference
SMSF strategy considerations ahead of double TBC indexation
What’s next for the $3 million threshold?
A deep dive into the ATO’s SMSF statistics
A deep dive into the ATO’s SMSF statistics: Part 2
The ATO’s latest activities
***Budget special*** NALE changes fall short of industry expectations
Responding to the rise in younger SMSF trustees
A guide to end of year SMSF tax planning
What does the QAR mean for SMSFs?
How will the QAR affect access to advice?
How to implement an outsourcing solution
Should SMSF trustees invest in crypto?
The shifting technology landscape
Keeping on top of regulatory changes
What SMSFs need to know about crypto compliance
The rise of the Millennial SMSF trustee
How to handle longevity risk for retirees
Digital advice and the impact of the QAR
Breaking down the Benchmark Report
Using data to empower clients
Women in Finance Podcast: Why Tanya Sale believes support is key to being a female leader
The property possibilities for SMSFs
Women in Finance Podcast: Why Joanna James believes in visualising and emotionalising success
SMSF lending and economic conditions
Women in Finance Podcast: How Mortgage Choice is working to create inclusive workplaces
Why cash flow is the lifeblood of your SMSF
Women in Finance Podcast: The Olympian financial planner balancing passion and profession
Why private credit should form part of your SMSF portfolio
Women in Finance Podcast: The importance of showcasing diversity at all levels
Alternatives to the $3m super tax
Women in Finance Podcast: The power of having strong female role models
Women in Finance Podcast: How diversity provides a competitive advantage
The pathway to increasing adviser numbers
The top news and events of 2023
What to expect from the year ahead
‘We deserve clarity’: navigating NALE purgatory
The challenges for auditors in 2024
Why trusts are not just for the wealthy
Part 1: Highlights from the SMSF Association National Conference
Part 2: Highlights from the SMSF Association National Conference
Women in Finance Podcast: Building a brand that lasts
What to consider when investing in property
Investing in specialised housing through an SMSF
The benefits of commercial property
Innovation insights for advice firms to scale
The importance of accurate property valuations
Taylor’s vision for revitalising advice: ‘Less government regulation’
Will there be any change to division 296?
Looking beyond traditional property investment
Budget special: Government provides little for advice and super
End of financial year contribution considerations
The grey area of wholesale investor thresholds for SMSFs
Taking a human-centric approach to SMSF lending
Regulatory round-up: The changes SMSF professionals need to know
Understanding invalidity and SMSFs
How does an enduring power of attorney work with an SMSF?
100th episode special: Peter Burgess on the glimmer of hope for $3m super tax changes
‘Adopting a holistic approach’: Dealing with estate planning nuances
Understanding planning and strategies for older clients
Unpacking the data – what’s happening in the SMSF sector from a statistical standpoint
Retirement income covenant – how it can help SMSF trustees navigate retirement
Highlights from the SMSF Adviser Technical Strategy Day
How SMSFs can capitalise on a slowing economy
Navigating the cryptocurrency landscape
Last-minute legislative whirlwinds and their impacts on the SMSF sector
Putting a bow on 2024 and understanding legacy pension conversions
Litigation, legislation and retirement: What to expect from 2025
How digital advice can benefit the SMSF sector and Australia’s growing appetite for financial guidance
From politics to property: The first few weeks of 2025
Part 1: Highlights from the SMSF Association National Conference 2025
Part 2: Highlights from the SMSF Association National Conference 2025
Overcoming challenges in auditing compliance
Budget 2025: The implications for the SMSF sector
Unpacking the Bendel decision
Election countdown
The Div 296 battle continues
Media mayhem and Div 296
EOFY super planning and tax strategies
Streamlining the audit process
Where to from here? Planning for the new financial year
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Product Spotlight: DomaCom
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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
[On Demand Webinar] Why engagement letters matter in 2021
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
Harder Than It Looks? How To Trade High-End Stock As A First-Timer
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
Is your firm making the best use of its resources?
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
Let the countdown begin: the top 10 stories of 2023
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IFPA raises concerns over new class of advisers
New board member for SMSFA
When related parties can spoil the fun(d)
Adviser slapped with registration prohibition order
Navigating SMSF contributions and investment decisions in the festive season
New Year’s resolutions for your SMSF
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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
DBFO 1.5 excludes SMSFs from ‘nudge’ provisions: SIAA
SuperStream rules vary with relationship breakdown and asset splitting: legal specialist
Unrealised capital gains tax risks gutting confidence of SMSFs, investors: expert
FSCP makes latest order regarding NCCs
The importance of a trust deed highlighted in High Court decision: legal specialist
Remember to review investment strategy when starting a pension: specialist
Consider options for excess contributions: specialist
SG changes may impact contribution strategy for high-income clients: consultant
ASFL holders should take heed of recent court case: legal expert
TBC indexation has implications for starting income stream: specialist
Div 296 now a matter of when, not if
SMSFA queries meaning of ‘advice’ in targeted prompts
Hold off implementing major changes until final bill is passed, experts warn
There are pros and cons to a BDBN that should be considered: adviser
Industry associations welcome new government but urge continued collaboration
Tax-saving strategies dependent on key aspects of the fund: expert
SMSFA says collectively charging for advice inequitable
Timing of an NOI critical when using a contribution to start a pension: education specialist
Still hope Div 296 bill may include amendments: SMSFA
Corporate leader hopeful Greens will see the light on taxing unrealised capital gains
Man charged with alleged super fraud in north-west Sydney
Commutation waiver has no Centrelink implication: legal expert
CPA warns of scam calls promising to boost super after tariff uncertainty
ATO issues guidelines to get SuperStream lodgment right
Contribution reserving strategy still one of the most effective: specialist
Consider all options and model various strategies in readiness for Div 296: legal expert
New financial services minister announced
SMSFs need special consideration in payday super legislation: SMSFA
Bespoke contribution strategies best at tax time: educator
ATO warns of preservation age misinformation
Collective charging, retirement advice need amending in DBFO draft legislation: FAAA
Industry associations keen to work with incoming minister on list of reforms
Consider the work done and by whom when calculating NALE: specialist
Treasurer doubles down on $3m super tax
Liberal senator hopes new ministers will ‘talk sense’ to Chalmers on super tax
Death benefit payments levied on recipient: adviser
Technical compliance matters in personal estate planning documents
Panic sell-off of assets ‘not surprising’: Burgess
Bendel decision has implications for in-house assets: legal specialist
Review LRBAs before 30 June to ensure safe harbour compliance: adviser
SMSFA calls for urgent action on flawed super tax amid growing panic selling
Former SMSF adviser loses extradition fight in NZ over theft charges
Employer contributions allowable up to age 75: technical expert
ART decision sheds light on SMSF disqualification: legal experts
Super tax will haunt government: Spender
Liberal senator calls on Treasurer to disclose how much PM would pay under super tax
ASIC to increase audit surveillance in 2025–26
Review non-ADI offset accounts to ensure compliance, warns legal specialist
CPA super boss says not indexing super tax ‘contrary’ to Australian tax system
Arguments against $3m super tax inadvertently explain Labor’s refusal to budge
RBA adjusts course amid signs of slowing growth
BGL adds new ID integration
Difference between net, gross CGT can impact NALI
LRBAs not on government agenda: Treasurer
FSCP reprimands adviser over super advice
PBR emphasises importance of NOI in claiming contribution deduction
Stats show global market stability concerns despite increased growth in SMSF sector
‘Generational squeeze’ in retirement a concern for Millennials
Super tax proposal making younger cohort wary of making extra contributions: adviser
Latest Merchant decision reminds advisers to ‘dig deep’ into SMSF transactions: legal expert
Treasurer claims ‘no alternative’ to taxing unrealised capital gains
ATO issues EOFY trustee checklist
Downsizer contribution still one of best ways to increase super balance: adviser
Division 296 to drive surge in administration, audit costs, warns IPA
Advice, accounting associations release tax deductibility of financial advice fees guidance
Legal case has succession planning lessons for SMSF members, advisers: legal expert
‘Defined benefit’ definition needs rewriting in preparation for Div 296: adviser
Slower claims processing lowers CSLR $24m estimate
ATO issues guidance on SMSF trustee appointment and compliance
Super legislation changes fuelling alternative investment structures: CEO
Take time to plan Div 296 strategies, warn experts
Count class action dismissed in Federal Court
Super tax an ‘assault’ on taxpayers, says former treasury secretary
New shadow ministry announced with limited economics, financial runs on the board
New SMSFs behind surge in financial advice needs: report
Don’t start partying at 65 until TRIS has been sorted: educator
Coalition gearing up for fight over Div 296 tax: shadow minister
ATO urges trustees to follow tips to protect crypto investments
Utilise unused carry-forward contributions before time runs out, expert warns
Valuations not automatically accepted by ATO: legal specialist
Div 296 will impose tax on franking credits refunds, auditor claims
How a single SMSF could be on the hook for a $30m Div 296 bill
Half of SMSFs now holding $1m in assets: report
Retrospective tax returns prohibited: adviser
iPhone will case calls out what constitutes valid testamentary documents
Campaign begins to convince Greens of flaw in taxing unrealised capital gains: Wilson
SMSF trustees under 35 on the rise: CEO
Coalition conditionally open to alternative super tax reform: O’Brien
SMSFA encouraged by talk of a deal over super tax
Potential of $3m super tax forcing advisers to think outside the box
Valuing unlisted trusts annually vital: specialist
Treasurer says government intends to proceed with taxing unrealised capital gains
Treasurer’s claims ‘farcical’: sector leaders
Trustees must act responsibly in keeping with extension to pay out death benefits: specialist
Greens in discussions with Labor over Div 296 tax
1.8m Australians could be impacted by super tax if there is no indexation: new analysis
Gather all information on TSB before 30 June: adviser
Can paying an expense on behalf of an SMSF cause NALI or a contribution?
SMSFs benefit from member transfers from industry funds
Going for gold requires specific steps: expert
Trustees should review trust deeds to avoid breaches at EOFY: legal specialist
A win and a warning for advisers following SMSF’s Count litigation: expert
Assistant Treasurer reconfirms intention of pushing through unchanged legislation
ATO reminds auditors to verify compliance with trustee declarations
Super tax reform needs to go further than $3m proposal: think tank
New guidance on deduction fees for financial advice
Cash may not be king as rates set to fall, fund manager warns
Section 109 is a must-read for SMSF trustees: technical specialist
To withdraw or not to withdraw, that is the question
Bespoke BDBNs can mitigate potential challenges: technical expert
Tax Institute urges government to scrap Div 296, review NALI
High Court grants leave for ATO to appeal Bendel decision
ASA calls for action against proposed super tax
Control elements that will impact TSB in preparation for Div 296: technical expert
ASIC launches proceedings to appoint receivers to MIS to preserve $160m in retail investments from SMSFs
$1k yearly contribution to super pays huge dividends: analysis
Adviser reminder of cross-border complexities on client incapacity
Consider whether volatile assets are suitable for SMSFs: legal specialist
Australian Wealth Management Summit returns for a groundbreaking conference
SMSFA supports rule to publicise firms that flout AFCA determinations
Court case details when bankruptcy intersects with SMSF trusteeship: legal specialist
Acknowledgment of NOI crucial before pension start: technical expert
New SMSF Innovation Council will help drive sector’s digital transformation
Consider contribution reserving to maximise tax deduction: adviser
Big losses, big gains – what assets are best to keep now
Ensure trustee declarations are correct: ATO
Half of Australians support new super tax, poll finds
Treasurer won’t budge on ‘mandate’ to introduce super tax
Structure of SMSF can determine time needed for wind up: technical expert
Loan recoverability major stumbling block at audit: specialist
Tax reform agenda eyeing other structures: auditor
All asset investments must follow same rules under SIS Act: adviser
AFCA weighs in on retail v wholesale investor classification again
Beware of tax implications for failing to meet minimum pension requirements: consultant
New super tax proposal reinforces case for auditors to increase technology use: fintech
Help minimise tax impost for beneficiaries with recontribution strategies: technical specialist
TR change creates uncertainty around insurance payouts: education expert
ATO warns SMSF trustees to be aware of increase in scams
Check LRBAs after safe harbour rate update: educator
Advisers reminded of inherent risks with unit trusts: legal specialist
Transforming tomorrow: Navigating wealth management’s big questions
Put building blocks in place for Div 296: adviser
Promissory note can help meet 30 June deadline for contribution: adviser
Valuations and Div 296 can present auditors with challenges: technical expert
Auditor linked to advice firm failure surrenders registration
AI and audit can be beneficial: expert
Key themes in SMSFs emerge with new financial year: adviser
Not all contributions can be in-specie: legal specialist
New Vic property tax has costly implications for SMSFs: legal specialist
Div 296 seeing changes in fund structures: specialist
SMSFs making preparations as 1 July arrives
ASIC cancels AFSL of Perth-based advice firm
PM refuses to be drawn in on Keating’s criticism of super tax
Changes to pensions commencement rules now in effect
Analysis shows lack of super tax indexation could cost government $444m in lost revenue
First Guardian RE directors prohibited from leaving the country
Former wealth manager sentenced to 12 months' imprisonment for breaching court orders
SMSF Association appoints new national partnerships manager
Carefully consider how to best utilise CGT cap concessions: technical specialist
Super tax ‘elephant in the room’ at upcoming roundtable
SMSF Awards launch for 2025
ASIC issues red alert on super scams following Shield and First Guardian enforcement
Legacy pensions and Div 296 need special attention: education expert
ASIC warning a reminder that super a target for ‘nefarious activity’: SMSFA
Lump sum in specie transfer after death is member benefit: PBR
CSLR levy knocks $3m off adviser bill
Finalists revealed for the Australian Wealth Management Awards
Caution advised with tax effect accounting
SMSFA urges government to expedite CSLR review in wake of revised levy estimate
SMSF Technical Strategy Day launches for 2025
Older Australians value super, but would like changes
PBR determines difference between days to retirement and employment cessation
Failure to pay minimum pensions just got a lot more costly
RBA announces highly anticipated July decision
As hybrid bonds phase out, now is the time to look elsewhere to invest
Federal Court upholds AFCA ruling on death benefit
SMSFs leading the sector in satisfaction: report
Stepchildren and death benefits still an area of confusion: legal specialists
Analysis concedes SMSFs may need to sell assets to pay super tax
Incoming Div 296 signals the time to find an alternative route: investment specialist
'Macro uncertainty' pushing investors to rethink the traditional portfolio playbook
Bitcoin offers liquid solution against possible tax liabilities
Alternatives gain ground as investors rethink the traditional portfolio playbook
Uncertain NALI ruling requires trustees to obtain documentation: specialist
Strategic educational partnership launched between SuperConcepts, ASA
Tax implications differ greatly between member withdrawal and death benefit
Div 296 constitutional challenge can only occur after it is passed: SMSFA
Super investment a key booster of Australia’s productivity
Insurance payouts need careful consideration: technical expert
Don’t delay putting Div 296 strategies in place now: specialist
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