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- Another major lender scraps SMSF loans for residential property
- RBA makes cash rate call for April
- 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
- Education
- 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
- 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
- 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
- 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
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- 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
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- 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
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- 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
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- CGT compliance risks flagged with double SMSFs
- Government lobbied to include family home in assets test
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- ‘Dangerous’ clauses surfacing in SMSF trust deeds
- RBA makes cash rate call for June
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- Trustees warned on planning risks
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- 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
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- 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
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- Rice Warner delves into likely super Budget changes
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- 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
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- 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
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- 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
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- Specialists' advice supports SMSF asset gain
- 'Clutter' joining SMSF advice market
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- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- Consulting firm criticises SMSF asset allocation
- Maximum super contribution base sees increase
- Super tax concessions debate intensifies
- RBA rate announcement
- 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
- 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
- SMSF practitioners urged to consider public speaking roles
- Defensive SMSF portfolios lack sustainability, report says
- ASFA debunks super tax concession myths
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- Tax consultant sheds light on in-specie transfer uncertainty
- DomaCom increases minimum raising ahead of IPO
- 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
- 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
- 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
- SMSF advice firm announces expansion
- Quarter of SMEs risking SuperStream non-compliance
- 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
- 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
- New licensees warned on labelling risks
- ‘Crowded trades’ catching out SMSFs
- 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
- Spooked investors warned off panic-selling bonds
- SMSFs warned against large allocations to income products
- 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
- 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
- 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
- Government passes ATO commissioner remedial powers
- SMSFA welcomes improved financial advice standards
- 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
- Upwards swing for total super savings pool
- Govt called on for better fraud protections in super
- 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
- ASIC flags concerns over adviser's website
- Welcome clarity on CGT election dates
- 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
- ‘Nonsense outcome’ surfaces in new regulations
- Report tips housing price spikes to wipe out super savings
- 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
- ATO finalises guidance for capped defined income streams
- Advised SMSFs outshine self-directed funds
- ‘Good and bad news’ in proposed LRBA changes
- Vital procedure flagged for SMSFs post-reform
- Tax terminology causing trustee confusion
- Super policy ignites campaign to replace O’Dwyer
- Last chance to ‘ramp up super balances’, SMSFs told
- Class introduces new commutation feature
- RBA announces cash rate decision
- 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
- 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
- CFS eyes SMSF investors with portfolio service
- Spike in SMSF assets for March quarter
- SMSF member bodies confirm merger
- 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’
- Law Reform Commission releases final report on elder abuse
- Younger Australians drawn to SMSFs
- ASIC tipped to bin limited AFSLs
- 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
- 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’