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Another major lender scraps SMSF loans for residential property
RBA makes cash rate call for April 2019
Confidence key for accounting and financial services professionals
Overcoming business challenges to achieve long-term success
Integrating cloud-based technology into your business
Documents and entity management – the basis for great technology
How to maximise the amount in your super before the new 30 June 2017 tax rules are implemented
RBA reveals cash rate decision for Melbourne Cup day
Strategies flagged for Labor’s franking credit measure
Franking credit policy tipped to spur move to LITs
Government announces exception for opt-in insurance measure
ATO, ASIC sound alarm on SMSF property investment
Tax concessions flagged with LRBA windups
Strategies flagged for TSB measure for LRBAs
RBA reveals final rate decision for the year 2018
Contravention risk surfacing for SMSFs with complex assets
New ETF to leverage SMSF investment data
Labor policy to spur investment shake-ups, wind-ups
Trustee favourite ‘looking worse for wear’
Underutilised strategy pinpointed for pension assets
Flat outlook for Aussie shares after turbulent quarter
LRBAs still in ‘jeopardy’, despite recent tick of approval
Major bank cautions SMSF investors on headwinds for 2019
Treasurer defends SMSF borrowing as election battle rages on
Fresh analysis reveals the most exotic SMSF investments
Labor’s SMSF borrowing ban to make ‘little difference’
Off-the-plan properties posing ‘settlement risk’, SMSFs warned
Ban on LRBAs to spur ‘indirect borrowing strategies’
RBA makes first cash rate call for the year
SMSFs reducing top 10 ASX stocks, report shows
Reserve Bank locks in interest rate decision for March
SMSFs warned on critical compliance step with property transfers
LRBA roadblocks tipped to see unit trusts surge in popularity
More loose ends flagged with NALI measures
ETF uptake on the rise as SMSFs look to diversify abroad
SMSFs cautioned on potential ‘slip-ups’, breaches with trusts
Document witnessing, property advice flagged as major focus areas for ASIC
Subpar investment strategies on auditors’ radars, SMSFs warned
SMSF borrowing plateaus amidst property downturn, lending changes
ATO rulings on low-interest loans reaching expiry, SMSFs warned
Regulators raise concerns about rise in non-bank SMSF lending
Major bank toughens lending policy for commercial SMSF loans
Poor conduct with general advice landing SMSFs in risky investments
DomaCom partners with lender to offer SMSF debt facility
SMSFs warned not to jump the gun on franking credit policy
Non-bank SMSF loans causing headaches with audits, financials
Law firm clarifies confusion over financial assistance prohibition
Commonly overlooked test flagged with related party rules
Major SMSF firm flags strategies for franking credit policy
Transfer of loan amounts flagged as vital compliance step for LRBAs
LRBA ban to hit small business owners, lender warns Labor
SMSFs on ATO’s radar in cryptocurrency review
RBA hands down interest rate decision for May
SMSFs warned against major portfolio changes before election
Election result to impact equity allocations, advice firm predicts
Grandfathering under Labor’s LRBA ban ‘unpredictable’, SMSFs warned
Tax traps highlighted with SMSF investment properties
Positive signs ‘creeping in’ for residential property
Bank and private health insurance stocks see post-election surge
Global equity bull market tipped to last till 2020
Trustee favourite facing headwinds
Lower interest rates forcing retirees into riskier markets
A hard Brexit to cause ‘significant implications’ for global equities
Global equities facing mounting trade risks
SMSFs told to review loans after safe harbour rate rise
RBA cut to see deposit rates drop to lowest since mid-1950s
SMSF investors told to hold on to Woolworths stocks
Reliance on age pension steadily dropping, report shows
Property valuations still stretched despite signs of improvement
Rise in SG to cost middle-income earners, says Grattan
SMSF investors taking defensive stance in uncertain climate
Meaningful recovery in property prices ‘still a way off’
Government to lower deeming rates for pension
Trade war placing global equities under pressure
RBA tipped to make deeper cuts to interest rates
Non-bank lender launches 90-day notice account
Behaviour coaching, tax advice critical to boosting client returns
SMSFs cautioned on bank stocks as interest rates continue to fall
IPOs performing well in 2019 despite limited listings
Advice clients warned on hidden costs in ‘frailty years’
Australian sharemarket breaks ‘illusive all-time high’
SG increase to benefit most lower, middle-income earners
Aussie shares poised for further growth over next year
Non-bank lender locks in rate cuts for SMSF loans
Property market stabilises as values slowly rise in capital cities
VIDEO: Want to grow accessible wealth outside your super?
US rate cut unlikely to change RBA outlook
RBA announces cash rate decision following consecutive cuts
New investment modelling tool launched for SMSFs
Managing cash flow for property critical in current market, SMSFs told
SMSFs warned to ‘get defensive’ as reporting season kicks off
Investment manager eyes SMSFs with new property fund
Aussie shares tipped to rise further despite recent turbulence
Markets set for short-term volatility as trade war heats up
Newer apartments facing lower growth, hefty repair bills
Asset allocation focus can boost return consistency
Rising prices boost hedge appeal of gold
Recession, sharemarket rout unlikely, says economist
Rate cuts highlight appeal of corporate loans
US election should temper sharemarket declines
ASX likely to drop further in September
Listed infrastructure boosts income opportunities
Fixed income, gold offer safe haven from declines
Investor confidence dips amid recession fears
RBA reveals September cash rate call
Small caps may see boost from low rates, tax cuts
Trustees should consider portfolio insurance
Shares to remain volatile as trade war heats up
Retail REITs offer stability as recession looms
SMSF interest rising in global small caps
Market volatility sees SMSF trading frequency increase
More rate cuts expected as unemployment rises
Suburb ‘prestige’ not indicative of property price growth
International REITs boost risk-adjusted returns
Time horizon key to withstanding market turmoil
Likely rate cut to support Aussie shares
Reserve Bank makes October cash rate call
More rate cuts likely as economy remains sluggish
Post-election glow fades as property sentiment slips
Investors’ great expectations heading for disappointment
Solar investing offers yield opportunity
Inflated tech prices shouldn’t deter investors
Default cash allocations earning negative rates
SMSF members may fall short of an affluent retirement
‘Dividend bonanza’ more subdued in FY20
SMSFs taking ‘unnecessary risks’ on banks
Fed decision may signal an end to rate cut cycle
Unlisted property offers simplicity for SMSFs
RBA announces monthly rate decision
The ‘bucket strategy’ and the need for a rethink
Splitting cash assets for stronger returns
New ‘rule of thumb’ for retiree drawdown
Slashed bank dividends a sign of difficult times
Consumers confident in growing housing market
ESG increasingly important to member best interests
More rate cuts on the cards by early 2020
Alternative investments key in low-growth environment
Tech facilitating easier access to international shares
Global listed infrastructure a middle ground for investors
Companies that focus on ESG are tomorrow’s winners
High-yield focus underperforms the market
Currency volatility to continue into 2020
Housing inequality could ignite the death tax debate
LaSalle launches Japan real estate fund
REITs well placed to ride out declining yields
Beware of liquidity, investment risks in high-yield bonds
KKR credit trust begins trading on ASX
Bank dividends have further to fall
NHFIC launches $315m bond issue
The outlook for infrastructure investments
Negative interest rates unlikely, says RBA boss
Listed infrastructure offers diversity as dividends fall
Beware of overvalued pockets in infrastructure
Investors to benefit from stable income in solar
Westpac gives investors an out following revelations
Bricks and mortar offers investors a port in low-rate storm
Global economy to avoid recession in 2020
Property investors feeling a ‘sense of urgency’
WeWork failure takes shine out of office property sector
RBA reveals December cash rate call
Big four still good value for yield seekers
ETFs a potent asset allocation tool for SMSFs
Westpac AML breaches could have been predicted
Super funds responsibly investing outshine peers: RIAA
Growth, volatility to continue in equities in 2020
Diversification equally important for crypto investors
Renewable energy transition beneficial for investors
Economic resurgence could fuel retail stock boom
Investors could benefit from sharemarket ‘Santa rally’
ETFs on the decline among SMSFs
‘No better time to sell in Sydney than early 2020’
UK election result to benefit European equities
Holiday period offers portfolio adjustment opportunities
Advisers must keep tabs on post-retirement product innovation
Global growth pick-up to boost equities
SMSFs stick with cash as rates continue to fall
Europe leads drop in global investor confidence
Property set for strong rebound in 2020
China to power stronger growth for Aussie economy
Sydney retains top 10 spot in global real estate
First rate cut of the new year not far off
Gold at the end of the geopolitical tension tunnel
Low interest rates and QE won’t save the economy
Improving conditions to drive modest equity returns
Investors should be on guard for equity market correction
3 common SMSF errors and how to avoid them
ESG investing bears growing profits: asset manager
ASX record run may trigger sell-off
Two more rate cuts on the horizon in 2020
Rising interest driving more complexity in ethical investing
Frydenberg optimistic about economy
Long-term price declines likely for gold
Cryptocurrencies ‘not an investment-grade asset’
Corporate bonds to achieve healthy returns in 2020
IPOs drop to lowest level in 4 years
Further equities rally will be short-lived
Coronavirus could ravage Aussie economy
Valuation concerns around Australian shares overblown
RBA reveals February cash rate call
SMSFs extend bet on Aussie equities
Investment opportunities abound in renewable transformation
Cautious optimism key for equities, property in 2020
Predicting market impact of coronavirus unhelpful: Eaton Vance
Investment industry shift to ESG 'an evolution': Blackrock
Financial institutions cough up $749.7m compensation
Coronavirus a potential buying opportunity: BetaShares
Coronavirus only a ‘speed hump’, notes analyst
Should you invest your super in Indonesia?
Unlisted infrastructure an untapped well for SMSF investors
Brisbane suburb a potential investment hotspot
Low inflation could be good for investors: AMP
GDP growth saved by the calendar, says analyst
Investors should consider ‘carbon footpath’
Non-bank lender raising driven by SMSF investors
Housing construction falling at fastest rate since GST
Limited finance projects hindering ESG investor demand
Investors seeking alternative assets in hunt for yield
Rising corporate interest driving solar investment in Australia
Climate change a risk to renewable energy growth: ESB
Strategic asset allocation: ESG’s new frontier
Trustees seeking ethical investing and diverse income with ETFs
The rise and rise of ETFs: Why advisers should consider them
International tech, ETFs top holdings among Aussies last year
Factors driving the Australian cash market in 2020
RBA rate cut an ‘insurance’ policy
Property funds provide alternative source of funding
National property value surge to persist
LRBA take-up remains steady despite slowing growth
Equity investors favoured following RBA rate cut
Silent risks hidden in bond markets
How small solar projects could yield everyday investors 7 per cent
Fund manager predicts ‘new normal’ in equities
‘This is not 2008’
Coalition unveils $20bn stimulus package
Virus stimulus won’t block recession, economists say
Deeming rate drop not enough for older Australians
Will the RBA cut rates this week?
Do natural disasters impact property investment?
Residential dwelling growth recorded pre-global outbreak
Investors prepare for virus hit
Panic selling could remove 8 years off retirement income
Lessons learnt from last market correction
Investing during the COVID-19 crisis
‘Downside risks to property prices not yet alarming’: S&P
Contrarian investors could win in current climate
The space race, the GFC and COVID-19
ESG passes coronavirus test
Investors should buy when fear peaks
Investing in a V-, U- or L-shaped market
Dividends slashed to 5%, fund manager advises
Are emerging markets worth investing in?
RBA makes cash rate call for April 2020
What can the central bank do following the end of rate cuts?
Dividends expected to recover post-COVID-19
Assessing bonds in a volatile market
Investment uptick in Aussie equities despite COVID-19
Why passive funds outperform active managers amid COVID-19
How will printing money stabilise the economy?
Out of the frying pan, into the fire
Why mining might build COVID-19’s metaphorical bridge
What does the oil crash mean to investors?
More asset valuations needed amid COVID-19
Equities could see rapid recovery next year
Safe havens not so safe for super portfolios
Reason for rate cut lag revealed
How to benefit most from annuities
Wait before adding to higher-risk assets
Timing the market risky regardless of investment approach
Why investors should remain in the market
RBA makes May cash rate call
ASIC warns retail investors against short-term trading
Why Australia’s the lucky country when it comes to COVID-19
Investment advertising not always ‘true to label’: ASIC
Dividends to fall until 2021
Will bitcoin’s halving see its next rally?
A 100-year event: The headline stats of Australia’s economy
Unemployment isn’t the whole story
Australia’s top 10 traded stocks
New housing sales fall to new low
Aussie equities aren’t all true blue
Uncertainty could hamper economic recovery
Investors seek ETFs during COVID-19 pandemic
Will tensions threaten the world’s economic recovery?
ETFs ‘ballooned’ to 10th of ASX trades
PM paves way for recovery with JobMaker plan
COVID-19 has long-term implications, says AMP
Australia’s economy is ‘better than expected’: RBA
Outlook turns negative for mutual banks
Are Aussies swapping properties for shares?
Property prices fall for the first time in nearly a year
RBA makes cash rate call for June 2020
Treasurer confirms Australia on track for recession
How property prices are set to survive the COVID-19 pandemic
What to know about investing in Asian markets
US equities surge on ‘V-shaped’ recovery predictions
Do’s and don’ts of the HomeBuilder scheme
Is it time to expand your investment horizon?
The ‘buy now, ask later’ investment strategy
Hewson urges infrastructure bond to rebuild economy
Challenging times ahead for dividend income, SMSFs warned
6 Things SMSF Investors Should Consider in 2022
Help! Why is record-keeping for crypto so difficult?!
Tips for managing your SMSF amid market volatility
Industrial property investing, sourced by us, for you
How To Invest In Bitcoin Using An SMSF (Self Managed Super Fund)
Transaction pending: Back to the future of advice
Opportunities continue for SMSF Investors
Common crypto SMSF questions and how to answer them
Do your business partners meet the 3 criteria to support your success?
SMSF Investment Patterns Report – Q4 2022
Netwealth reveals its latest enhancements for SMSF advisers
The outlook for commercial property
The Emerging Affluent woman: millennial women with money
Navigating the Pros and Cons of Trading in Index Markets: A Comprehensive Guide
July 2023 changes approach for TBAR regime
The Beginners Guide to Actuarial Certificates
Integrating Bitcoin into Your Self-Managed Super Fund (SMSF) Investment Strategy
Adding Bitcoin to your SMSF portfolio with Digital Surge
Meet the finalists: Australian Money Market
The Top Five Stocks of the Nifty Fifty’s FY2023-24
Bitcoin ETFs: Riding the Wave of Success
9 Ways You Can Invest Using SMSF
Education
SMSF Live: How the 2019 budget impacts SMSFs
SMSF Adviser Live: The big-ticket superannuation policies under the Liberal government
Webcast: How cyber criminals hack accountancy practices and what they do with your clients’ data
SMSF Adviser Live: Compliance, contribution and planning essentials in 2020
SMSF Adviser Live: The ins and outs of investing in renewables for SMSFs
SMSF Adviser Live: Recovery or Reversion: Where to next?
Webcast: La Trobe Financial Fund Update and Outlook
Webcast: How downsizing fits into a Retirement Income strategy
Webcast: Cryptocurrency and SMSFs
SMSF Awards spotlight: La Trobe Financial
Speeding up SMSF audits through tailored education
SMSF Awards 2023 - Live stream
Elevate your SMSF with cutting-edge technology: A webcast you can't miss!
Super Specialists to Level Up this February
Integrating best practices and wellbeing alongside technical expertise
Ethical practices front and centre at the upcoming National Conference
SMSF Auditors to Level Up at National Conference
Acis – SMSF Adviser’s 2023 SMSF Documentation Provider of the Year
Macquarie – SMSF Adviser’s 2023 Global Equities Fund of the Year, Australian Equity Fund Manager of the Year, and Cash and Term Deposit Provider of the Year
Aquila Super – SMSF Adviser’s 2023 SMSF Audit Provider of the Yea
Franklin Templeton – SMSF Adviser’s 2023 Fixed Income Provider of the Year
Three ways technology can optimise SMSF advice
Four Ways to Invest in Artificial Intelligence with ETFs
Ensuring compliance and accuracy: The essential role of SMSF property valuations
Why Preparation Trumps Prediction to Navigate Interest Rate Uncertainty
Unlock the future of SMSF investments with cryptocurrency
Meeting investor needs in an age of economic uncertainty
Explore the Future of Accounting at BGL REGTECH 2024
Automation: The gateway to future growth and efficiency in the SMSF industry
The Future of Financial Reporting: How AI will Change the Way we Engage Clients
Class Annual Benchmark Report strengthens SMSF industry’s 25-year history
Understanding the strategic value of gold amid economic uncertainty
Unveiling The Future Of Document Management: BGL SmartDocs 360
Why you should outsource your SMSF Accounting and tax-reporting?
Collaborate at the SMSF Association National Conference 2025
Making the Most of Professional SMSF Industry Collaboration
Strategy
How to avoid an SMSF trust deed disaster
A close examination of reversionary TRISs
ATO auditing SMSF auditors with one day’s notice
New data paint a rosy picture for SMSFs
Will you flourish under the new regime?
SMSF trustees need greater guidance
Stricter rules around buying and selling of assets
SMSFs: why always on the government radar?
What is the cost of SMSF regulation?
Bipartisan support needed to make super ‘sacrosanct’
SMSFs can hold their own
The SMSF advice divide
Superannuation, not a job for an amateur
Balancing perspectives and the conduct of your SMSF
Stop the SMSF property dream becoming a nightmare
SMSFs: A super place for insurance
Super tinkering... why bother?
Unlocking value through taking advice
China looking to Australian financial services
SMSFs and property: An insight on growth
Choosing the right SMSF auditor
Is there still a need for reversionary pensions?
Property in SMSFs: a professional's checklist
Running the retirement marathon
The overlooked gem: An automatically reversionary pension
The full story on SMSF growth
A marathon, not a sprint
Deceased estates and long-awaited tax certainty
Impacts of life insurance held inside superannuation
Finally, some certainty around super
Capping self-education expenses is just dumb
The ATO’s SMSF pension scare
The auditor's role in SMSF strategy
Skeggs Goldstien
Is SMSF growth out of control?
Think twice about tax deductions
The flight to bricks and mortar
SMSFs and automation: a growing demand
Dealing with trustee incapacity before it’s too late
Super under the Coalition: what to expect
Holding residential property in an SMSF
ETFs: A growth opportunity
Upskill property investment knowledge, or beware
AMP: A keen player in a booming sector
Debunking the minimum balance debate
The viability of an SMSF for your client
A long road ahead for the SMSF sector
SMSFs and nil interest loans — the hidden tax consequences
Why is my auditor so pedantic?
Not kidding around
Promising outlook for SMSFs under Coalition
SMSF trustees and dishonest conduct
Creating a contribution reserving strategy
Small business concessions and superannuation
TASA: friend or foe to the SMSF sector?
Scrapping the education cap
LRBAs: Beware the risks
Latest on reserving — TD 2013/22
Coalition repaying the faithful
Limited licence holder: to be or not to be
Tips and traps for handling residency requirements
New data debunks trustee stereotypes
Super back on the government’s agenda
The SMSF death benefit nomination minefield
The challenges ahead for the property sector
Back to basics: What do your clients want?
SMSFs now firmly on the radar
Predictions for another year in the spotlight
The annuities vs pensions battle
Success in spite of scrutiny
How confusion can lead to SMSF catastrophe
Averting non-compliance with LRBAs
Tax advice: only one piece of the SMSF puzzle
Critical steps to protect retirement portfolios
Does size really matter with SMSFs?
Dividend washing strategy hung out to dry
Why SMSFs make no sense below $500K
Does property make sense in an SMSF?
Reigniting the SMSF fee debate
Exposing the myths about SMSFs
Clock is ticking for account-based pensions
Growing threats to SMSF trustees
Preventing an SMSF sector catastrophe
Residential property: business real property and active asset?
Education not the ‘Holy Grail’ of SMSF sector
A historical look at the property investment market
Contribution caps finally on the rise
Averting disaster: A guide to SMSF deeds
How General Motors triggered the SMSF boom
The latest on contribution reserving
Staying competitive as an SMSF auditor
ASIC hot on the SMSF trail
Debate continues on wholesale client laws
Minimising death duty tax in SMSFs
Avoiding property pitfalls in an SMSF practice
What the ATO’s new powers mean for trustees
SMSF borrowing growing faster than you think
Key aged care considerations for SMSF trustees
Where are SMSFs missing the boat?
Related-party loans, huge tax bill?
Can an SMSF segregate in pension phase with one bank account?
Assessing if the SMSF audit industry is fit for purpose
Approaching market valuation of SMSF assets
Another court ruling, another warning for SMSFs
Time to draw a line in the sand on super
What the RBA rate cut means for cash investors
To SMSF or not to SMSF?
Money on the table for defective ATO admin
Challenging the status quo
New considerations for LRBAs and in-house assets
The real impact of SuperStream on SMSFs
Full steam ahead
Where is the property market headed?
Looming deadline for insurance in super changes
What’s worth $500bn and is paying no tax?
Getting it right with actuarial certificates
Beyond the hype
Be wary of new rules for LRBAs
Emerging risks to SMSF auditor independence
Picking up the pieces
Tips to help clients claim exempt current pension income
An end of financial year checklist for SMSFs
Five reasons to update your SMSF end of year checklist
The SMSF safety net debate continues to surface
Raising the bar in SMSF advice
Tips and traps for SMSFs buying overseas property
Keys to understanding SMSF business models
Ahead of the curve
Changes affecting SMSFs have officially begun
Inherent dangers with SMSFs and technology
Preparing for the inevitable
Knowing your position in an unregulated asset class
Time to end the turf war
A long-term view
Vital considerations for unwinding an LRBA
Contributing to super from passive investment: yes or no?
A dose of reality
Tread carefully after new ATO decision on loans
Accountants still on the fence despite looming deadline
The truth about the Australian property market
Increase in super caps creates property opportunities
Get SMSF advice right, or suffer the commercial consequences
A domino effect
Can your client’s SMSF enjoy the land tax threshold?
Tax changes to superannuation are on the cards
Turning of the tide
LRBAs and related-party leases: what you need to know
A question of leverage
Strategies for success
The seven sins of SMSF advice
The real story on property growth in Australia
A view from the top
Should we make pensions reversionary now?
Pointing the finger over high housing prices
Call to action
The mining tax repeal and what it means for super
A little-known quirk and how to use it for clients to cherry pick
Auditors under the spotlight
Lessons from an inconvenient death in the family
A tax on pension assets… would it work?
Moving with the times
Should your client’s SMSF participate in the Telstra share buyback?
Why the ATO should review ACR reporting
SMSF auditors under the spotlight
Key considerations from recent TRIS clarification
How the property markets have performed so far in 2014
The road ahead
Why I started my SMSF with $30K
It’s time to set the record straight on SMSF compensation
Auditors, accountants and the digital disruption
Why I waited until I had $200K to set up my SMSF
Estate planning in an SMSF: Eight things your clients can do now
A fresh focus
Reforming excess non-concessional contributions tax
Case study: breaching SMSF residency rules
A harsh reality
SMSFs and risky assets: an auditor’s perspective
The current state of play in the Australian residential property market
A looming deadline
Getting your SMSF clients SuperStream-ready
Tips for dealing with loss of capacity with SMSF clients
Addressing the adequacy and sustainability of the super system
A new opportunity to boost trustees’ bottom line
Thoughts on a crowded market
Mastering SMSF succession strategies
The 'risk' of SMSF borrowing
Bringing superannuation into the tax reform debate
Ways for an SMSF to acquire residential property from a related party
Is your client's SMSF a resident fund?
The problem of property spruikers
Important changes to cross-insurance in an SMSF
Breaking down the latest ATO determination on TRIS
Compliance in check
Residency and SMSFs: the key compliance tests
Avoiding breaches with LRBA certificates for SMSFs
When the dust settles
The ATO explains its SMSF compliance work
The final nail in the coffin for LRBAs?
Heading in a new direction
Long-awaited decisions on SMSF borrowing issued
Critical capital gains tax considerations for SMSFs
Bracing for 2015 in the SMSF sector
Key insights for SMSFs in Federal Court case
Confronting the inevitable with SMSF clients
The tax agenda for SMSFs in 2015
Running an SMSF: lessons in stopping it all from going horribly wrong
What should the SMSF sector expect in 2015?
Accountants have the competitive edge as financial planners
In defence of a well-functioning, successful sector
Views on the road ahead
An in-depth look at the latest on LRBAs
Why every small business needs a continuity plan
10 big things from the ATO’s SMSF statistics
Paying a pension in kind using the partial commutation strategy
Getting the right binding death benefit nomination for your client
Property market weakens, but underlying demand to remain resilient
Views from the frontline
Are there reasons to help the tax man do his job?
My superannuation wish list for 2015
Setting the record straight
Dealing with a lost SMSF trust deed
Don’t overlook family trusts in favour of SMSFs
Tips and traps of referral arrangements
Property remains firm favourite, despite the hype
The way forward for the SMSF sector
Government’s open mind could see LRBAs survive?
There’s risk and then there’s risk
How can temporary incapacity provide relief?
Top 10 tips for a smooth SMSF audit process
The property industry’s take on LRBAs
Single bank account for an SMSF? Proceed with caution
Boosting your SMSF business in a new licensing environment
Tips and traps for SMSF estate planning
Tips and traps for insurance in superannuation
Are housing and super too big for our own good?
The implications of recent TFN and ABN changes for SMSFs
The challenges ahead for the SMSF sector
Important court decision released on death benefits
How to benchmark related-party LRBAs when a bank won’t lend
A breakdown of the new contributions rules
You may think you’re SuperStream ready, but…
Tips for your clients when dealing with the ATO
Keeping superannuation safe
What does the ATO want from you?
Making sense of the new excess contribution rules
Keeping auditors on track
Implications of recent court case for SMSFs and bankruptcy
Exit strategies for property gearing in SMSFs
10 things wrong with Labor’s new superannuation earnings tax
The importance of managing legislative risk
Federal Court decides on ATO objection review process
Issues arising from an underpaid pension
Budget a step in the right direction
Tips and traps with electronic contributions
Tips and traps for acquiring SMSF assets from related parties
The anti-avoidance provisions and SMSFs
Contemplating more registration for accountants
What are accountants doing wrong with SMSF licensing?
Why aren't older people spending their super?
Tips for staying compliant with underpaid pensions
Preservation: the end of an era
Think you have a valid BDBN? Think again
End of financial year tips for SMSFs
Fixing SMSF mistakes before June 30
Traps when transferring a business premises into an SMSF
Myth busting with SMSF licensing costs
Using the 'double dip strategy' for June 30 tax planning
Is there a silver lining to death and disability?
A new approach to SMSF tax calculations
Bank audit certificate changes to hurt SMSFs
What the ATO is keeping an eye on
Re-evaluating strategies in the new financial year
Dealing with excited clients, property and a Saturday auction
Automatically reversionary pensions versus BDBNs
Larrikin SMSF names – what can they teach practitioners?
Busting the myths of SMSF borrowing
Five lessons from a classic super family feud
What should you do if your client develops dementia?
Five reasons the RBA will likely cut rates again
Clearing up confusion about accessing super
Using SMSF minutes to satisfy compliance rules
Taking advantage of exceptions in the property rules
Tips for reducing tax for your SMSF clients
Boosting your bottom line with Gen Y clients
Ensuring an SMSF never fails the residency tests
Dos and don'ts for in dealing with the ATO for an SMSF issue
External partnerships and the in-house asset rules
Thinking outside the square with retirement income policy
Avoiding tax consequences with the related-party rules
Why unwind your LRBA?
Top 10 tips for avoiding advice-related disputes
A look at the figures behind the bubble talk
A comprehensive guide to the new licensing regime
Assessing the suitability of an SMSF for your clients
There’s no time left to waste on reforming Australia’s tax system
What licensing issues are looming for accountants?
Making sense of the actuarial certificate requirements
Hunting for yield
10 things you need to know about contribution reserves
Consequences of the proposed SG regime changes
Keeping it real
Contemplating property as a financial product
Why SMSFs will rise above the mudslinging
Getting your marketing on target
What do the proposed changes for unit trusts mean for SMSFs?
Navigating the BDBN minefield
Making room for cash
Dealing with the death of your SMSF client
Don’t fear Malcolm Turnbull’s review of super
The role of franking credits should not be undervalued
How the ATO materials affect used contributions reserving
Meeting the ATO's new related-party loans deadline
Back to basics: avoiding common compliance breaches in your SMSF practice
Is a company a better SMSF investment vehicle than a trust?
Minimising death benefit taxes for your SMSF clients
Social media and your SMSF practice
Avoiding hurdles with in-specie property transfers
Are we in the golden age of SMSFs?
The detrimental impact of poor SMSF record-keeping
The impact of a new reversionary nomination
Why franking credits should remain untouched
SMSFs, audit and bitcoin. What do you need to know?
Hidden surprises with LRBA settlements
Clock is ticking on zero interest SMSF loans
Navigating SMSFs and overpaid present entitlement
Recurring SMSF estate planning traps
Dealing with segregated current pension assets
Using digital content marketing for SMSF firms
Common errors in claiming deductions for super contributions
ATO gives green light to TRIS strategy
Getting asset allocation right: 2016 and beyond
Encouraging clients to establish corporate trustees
Common traps with Part 7A payments splits on divorce
The worst advice I’ve heard about SMSFs and lending
Preparing collectible assets for the new rules
Avoiding headaches with the split of SMSF assets
Transferring property from a trust to an SMSF
You’ll need a PBR for a TRIS to be tax-free
Reflecting on a tumultuous December quarter
Using the re-contribution strategy effectively
The role of corporate bonds in SMSFs
Reflecting on 2015, a year of swings and roundabouts
Avoiding pitfalls with BDBNs
Tax implications of winding up an SMSF
LRBAs and pensions: A risky balance
Breaking a complying pension for aged care purposes
Avoiding snares with valuations for SMSF assets
First things first: Choosing your path
Traps of transitioning to a limited licence
From the experts: Getting your own licence
Is independence right for you?
Can an SMSF run a business?
When is an unallocated contribution account a reserve?
Must-knows for getting your own licence
Avoiding disputes with your SMSF clients
An introduction to becoming an authorised rep
An often-overlooked licensing solution
To self-license or to join a licensee – which is right for you?
Making sense of your new education requirements
The questions accountants need to answer before 1 July
The latest on UK pension transfers
Lessons in dealing with the ATO for pension problems
Courses of action when your client breaches the rules - February 2016
Proving your value in an uncertain market
Holding life insurance in super: is it worth it?
Exploring the dangers of electronic signatures
No holds barred
Beware the full force of the regulatory radar
Pre-99 unit trusts: keep them or lose them?
Disqualifications increase spells bad news for SMSFs
How to minimise tax through early inheritance
Deducting tax from LRBA costs
Avoiding sure-fire ways to damage productivity
Navigating the transfer of benefits with a property - March 2016
Making sense of the transitional rules for insurance
Dealing with the budget silly season
A detailed look at the ATO’s new LRBA guidance
Five long-term themes to boost SMSF wealth
Overcoming hurdles with minimum pension payments
A practical guide to the LRBA safe harbours
Six marketing mistakes SMSF practices should avoid
Fulfilling the role of executor for death benefit claims
The pitfalls of part-year pensions
The tax consequences of poor documentation
Breaching the separation of assets rules
The fallout from the $500,000 lifetime NCC cap
Helping your clients with an aged care plan
What’s next for SMSF technology?
Is your service proposition at risk?
Blockchain technology set to revolutionise SMSFs
Holding on to your talent
What does the budget mean for your business strategy?
The limitations of a limited licence
Why funding of new LRBAs is worth a closer look
What to do now about the proposed downsizing policy
Analysing the mechanics of govt’s super for housing scheme measure
How to move your SMSF business to the cloud
What is left for SMSF technology?
Deloitte’s predictions for the future of SMSF auditing
Is a tech upgrade worth the money?
Why my approach to technology can boost your bottom line
The road ahead for SMSF technology
How I made my life easier with technology
Examining personal deductible contributions post-budget
Common queries about licensing requirements
The five biggest portfolio threats
Understanding the quirks of the CGT Cap
End of financial year checklist for SMSFs
Cutting through the confusion with SMSFs and insurance
Five key considerations when purchasing property in an SMSF
Using trustee declarations as audit evidence
Advising clients in times of uncertainty
How SMEs can reduce their CGT
Utilising LICs in the hunt for yield
How to effectively manage your client’s losses
Exploring contribution strategies for the self-employed
Dealing with auditor contravention reports in light of changes
The silver lining to licensing for accountants
Improving your time management
Adding tax effect accounting to your arsenal
Dangers ahead for bond markets
Navigating interdependency relationships in estate planning
Stepping outside the square
Using LRBAs for shares in light of new guidance
Remaining compliant with the residency rules for SMSFs
Making sense of NALI
Developing an investment philosophy for your clients
Now is the time to act on asset allocation
Are you mistakenly thinking your clients’ super is safe?
Traps in establishing an account-based pension
Getting your clients on board with having a corporate trustee
Tools for dealing with people problems
Dealing with skeletons in your clients’ SMSFs
A property trust checklist for SMSF clients
ECPI traps with pension tax strategies
Navigating the government’s revised contribution proposals
Making the case for non-binding nominations
Auditors need a shake-up to stay relevant
What the ATO expects of SMSF auditors
Brace yourself for the next wave of audit technology
How to avoid litigation as an SMSF auditor
What is the competition doing?
Dealing with common and major contraventions
Legal roads for early access to superannuation
Navigating SMSF loans and divorce
Post-death superannuation proceeds trusts: a last resort?
What will our clients want next?
Predicting and preparing for the future of audit
Courses of action when your client breaches the rules - September 2016
Will your firm be here in 10 years?
Can an SMSF audit be fully automated?
Perks for your clients with semi-related investment trusts
Upholding audit quality: what risks lie ahead?
What does the client of the future look like?
Debunking the myths around pension documentation
What does the $1.6m transfer cap mean for succession planning?
Top tips for refreshing your website
Navigating NALI with trusts and private company dividends
Balancing compliance with technology
Tips and traps with annual member statements
Alternative approaches to retirement planning
Preparing your clients’ portfolios for an ageing bull market
A checklist for avoiding risky IPOs
Simplifying deeds in the pension phase with your SMSF clients
Mitigating the risk of litigation as an SMSF professional
Tough times ahead for residential property markets
Preparing your clients for the proposed super reforms
Understanding the finer details of in-specie transfers
Avoiding traps with SMSF property development
A super reform checklist for 30 June 2017
Diversifying SMSF portfolios with microcaps
Why auditors ask so many questions
Testamentary trusts versus SMSFs
Tips for urgently examining your clients' related party LRBAs
Identifying new strategies for clients with the super reforms
Warning flags with non-geared related unit trusts
Taking action on transitional CGT relief for pensions
The end of simple super
Should your client use the transitional CGT relief?
Breaks in the SMSF documentation chain
New SMSFs are due 28 February 2017: Are you prepared?
New CGT relief explained: A practical guide for all SMSF practitioners
Should you review your client’s estate plan?
Tips for sustainable investing with your clients
Defining super: what you need to know
Why you should update your SMSF deed sooner rather than later
Top investment themes for your clients in 2017
Tools for analysing investments
Tips for keeping SMSF loans compliant this year
How to transfer property from a bare trust to a super fund
Could private investment companies be the new SMSFs?
Top tips for professionals entering the SMSF industry
Keeping SMSF clients wary of home bias
30 June checklist for major super changes
Distinguishing loans to a member from access to benefits
Building solid defences with fixed income
Avoiding snares with CGT relief strategies
Taking action on the super reforms
Don’t lock your keys in the car with EPOAs
The bright side of the super reforms
A comprehensive guide to CGT relief
Seven steps to stronger client relationships
Understanding the new framework for contributions
Tapping into disruption
The hunt for yield
Identifying opportunities with client segmentation
Young Aussies still failing with multiple super accounts
Are the capital city markets out of reach?
The fallout from Victoria’s first home buyers strategy
Capital city black spots and gold mines
Weighing up your clients’ property options
What would actually help young property buyers?
Exploring alternative financing options for SMSFs
Do property predictions ever outperform the market?
Essential steps for SMSF clients before 30 June
A closer look at the arm’s length rules
The benefit of buying property in a slump
Property and the next generation
Keeping SMSF property partnerships compliant
Avoiding curveballs with the super reforms
The growth outlook for shares
Traps with the definition of retirement
Big changes for LRBAs on the horizon
Are SMSFs prepared for Amazon?
Understanding ECPI in view of the super reforms
How the super reforms impact US expats
Exit strategies for SMSF property investments
A guide for choosing which pension to commute
Are your clients equipped to benefit from CGT relief?
Avoiding a contravention avalanche
Breaking with tradition
CGT relief no trivial matter
Is superannuation the safest vehicle?
Keeping clients up-to-date without an AFSL
Family trusts as an alternative to superannuation
ATO interpretation increases red tape
Adopting a responsible investment approach for SMSFs
Why there’s no easy approach to marketing
Taking action on the relief for death benefit pensions
ATO addresses common queries with the super reforms
Determining the status of a TRIS
A guide to the Australian super system for US expats
Reviewing commercial property strategies for SMSFs
Does outsourcing put SMSF client data at risk?
Understanding the proportioning rule
How to write SOAs your client will understand
Why outsourcing isn’t a dirty word
The uncertainty plaguing flexi pensions
Finding opportunities in a 'Goldilocks economy'
Traps with payments above the pension minimum
Is superannuation still effective?
Demystifying defined benefit pensions
Critical lessons for SMSF succession planning
Beyond bricks and mortar
The new age of TRIS
Avoid opening Pandora’s box with BDBNs
APRA releases guidance on retirement definition
A taxing time for legacy pensions
Seizing opportunity when onboarding new clients
Warning signs for Australian equities
Super changes behaving badly
Navigating SMSF Market Valuations
Maintaining scepticism as an SMSF auditor
A fresh look at recontribution strategies
Myth-busting and top FAQs on event-based reporting
Claiming ECPI for FY17: separating fact from fiction
Tips for commuting market-linked income streams from 1 July 2017
Digging deeper with above minimum pension payments
What to review for your clients post-reform
Housing and super changes: the crucial fine print
The risks with overplaying fully franked dividends
The legal minefield of accountant’s certificates
Case studies: What to do and not to do with estate planning
Are minimum balances necessary for an SMSF?
From the frontline: the fallout of the superannuation reforms
Court case highlights critical issues with BDBNs
A snapshot of residential property markets
Editorial: Why 'a man is not a plan' shouldn't be our main focus
Avoiding traps with partial commutations
Knowing when to let go
Time to review your clients' investment strategies
Creating a flexible workplace
Keeping a watchful eye on equity markets
Understanding the definition of a relative for SMSF purposes
A draft law to shut down the salary sacrificing loophole
Overcoming obstacles with digitisation
The latest rundown on CGT relief for SMSFs
The pitfalls of property valuations Part 1 of 3
Triggering your bring forward NCC cap post 1 July 2017
The pitfalls of property valuations Part 2 of 3
The pitfalls of property valuations Part 3 of 3
Key strategies for equalising super
What SMSF firms can learn from TripAdvisor
Succession planning in the post reform landscape
Three regulatory changes not to be ignored in 2018
SMSF compliance traps with bitcoin
Why SMSF changes of trustee go wrong
How will downsizer contributions work for SMSFs?
Why cryptocurrency is SMSF kryptonite
A guide to the First Home Super Saver Scheme
Why change is so difficult
Staying watchful in an ageing bull market
Quirks with the excess concessional contributions charge
Bitcoin: digital or fool’s gold?
Dysfunction and danger in the company constitution
Are dual fund strategies viable?
Pension minefields for SMSFs
The ugly truth of super reform
Tips and traps with the TBAR
Total superannuation balance milestones
Addressing compliance hurdles with robo-advice
Q&A: Strategies and structures for wealthy SMSF clients
Tips for processing options for SMSFs
Labor’s class warfare an attack on SMSFs
Company directors and the retirement condition of release
The keys to effective SMSF reporting criteria
A call to action with complying pensions
A tough day in the royal office for Henderson Maxwell
Understanding the use of the segregated method
Getting Millennials interested in super is no easy task
Why SMSFs need an annual audit
A guide to winding up LRBAs
A major benefit of automatically reversionary income streams
What you need to know about superannuation proceeds trusts
Managing the total superannuation balance: Part 1
PAYG withholding on legacy pensions
Three-year audit cycle fraught with danger
Keep your cash at the ready
Safeguarding SMSF portfolios through market cycles
A fresh look at contribution reserving strategies
Managing the total superannuation balance: Part 2
Cryptocurrency versus the auditor
What does AI mean for superannuation?
The new world of ECPI
A stocktake of superannuation policy
Bitcoin and the SMSF audit dilemma
The SG amnesty: Opportunities and risks
The game is far from over
Unpleasant shocks with SMSF death taxes
Revisiting reversionary pensions
Managing the total superannuation balance: Part 3
The Royal Commission impact on bank dividends
What now for the sole purpose test?
A bumpy outlook for bonds
Preparing for the new SMSF SuperStream measures
Lessons on outsourcing superannuation services
Audit costs to soar, not fall after new measure
Putting the SMSF brakes on three-year audit cycles
What to do when clients miss their deadlines
The education paradox
Lessons for SMSF practitioners in watershed case
SCT decision raises key issues around transparency
Navigating Simple TRIS Mistakes
Deposits a critical step for SMSF property purchases
ECPI – the magician’s trick
Diversifying SMSF portfolios in today's market
Tips and traps with payments above the ABP minimum
Regulation alone won’t solve finance industry woes
Quirks with the total superannuation balance
Critical documentation for post reform pension strategies
Lessons about how not to meet SMSF professional standards
The new ‘ipso facto’ regime and SMSFs
Avoiding litigation as an SMSF auditor
A rundown of the TSB measure for LRBAs
Three triggers of market mayhem
What disqualifies you from having an SMSF?
Tailoring an EPOA for a member
New modelling reveals impact of Labor’s franking credit policy
Should a TRIS be converted to an ABP?
Seven tips for those impacted by the TBC
A rundown of the TSB measure for LRBAs: Part 2
Potential problems with pension payments
The three big words impacting SMSFs
Headaches with SMSF property development
Unlocking opportunities with the CGT cap
The new simplified work test exemption
Breaking down the laws on taxation advice
Does the punishment fit the crime?
Treasury proposals for early release of super
Alternate directors in the SMSF context
Reviewing the SMSF document chain
Starting with the right foundation
Regulatory unfairness with foreign pensions
Alternate directors in the SMSF context Part 2
Is it time to simplify Australia’s awards system?
What’s the value of an unlisted asset?
Labor’s superannuation and related reform proposals
2019 another rollercoaster for SMSF investors
Why investors need to be wary in 2019
‘Grotesquely unreasonable’: The impact of Re Marsella on death benefits
The perils of buying off the plan
The hidden path to independence
Lessons from the courtroom on death benefit conflict issues
The pathways for meeting FASEA’s standards
3 simple rules for related parties
A guide to CPD under FASEA
Liberal v Labor: Comparing their superannuation policies
Share prices set for rebound after policy stimulus
Important lessons on PAYG and pension payments in court case
Identifying flaws in BDBNs, pension documents
Age considerations with SMSF set-ups
Single Touch Payroll — are SMSFs covered?
Accepting EOFY contributions after 30 June
Reversionary pension v BDBN: Which outcome is preferred?
Is the SG system in need of urgent overhaul?
More ECPI changes on the horizon
The impact of penalty interest on SMSF loans
Why didn’t my SMSF auditor check that?
Planning for incapacity
Key ingredients for making workplace flexibility a success
Avoiding conflicts with BDBNs and reversionary pensions
Strategies for maximising ECPI
Beyond the contribution caps
Reversionary pension v BDBN: Which one wins?
Does SMSF litigation risk die with trustees?
SMSF investment strategies and diversification — an auditor’s view
Does the downsizer contribution have any appeal?
Downsizer contributions: Tips and traps for SMSFs and their members
SMSFs investing in a pooled superannuation trust
Investment strategies: What SMSF trustees must do
Don’t forget your (superannuation) cap
SMSF investment strategies –– are they a financial product?
Gold and silver in your SMSF — an auditor’s perspective
New rules turn NALI into Gnarly
Reversionary pensions v BDBNs: Advisers’ risks
SMSFs and GST withholding on residential premises
LRBAs — current tips and traps
How to pass the sole purpose test
NALI warning –– draft LCR 2019/D3
A taxing question — superannuation and permanent disablement
Salary sacrifice amounts and SG changes
New opportunities for employees to claim additional superannuation
Eggs, baskets and diversified SMSF investment strategies
NALI — is the ATO’s net too wide?
When can you access the age pension — if at all?
The new era of SMSF penalties
NALI –– unit trusts and draft LCR 2019/D3
Should your SMSF have a corporate trustee or individual trustees?
Should your attorney have carte blanche over your super?
Understanding SMSF trustees
What limits SMSF advisers should be aware of when providing advice
Catch-up concessional contributions – strategies and practicalities
What type of dishonesty disqualifies a person from having an SMSF?
The impact of Part A qualifications
Should an SMSF have a unitholders’ agreement?
Early access to your super when the going gets tough
What is an investment-linked annuity?
Transferring UK pension scheme benefits to Australia: The basics — Part 1
Transferring UK pension scheme benefits to Australia: The basics — Part 2
Building superannuation for clients over 65
SMSFs and family law super splitting
Do bushfires + financial hardship = early access to your super?
SMSFs and how the CGT rules work when a pension is in play — Part 1
SMSFs and how the CGT rules work when a pension is in play — Part 2
Applying the magnifying glass to section 109 — Part 1
SMSFs and rent relief due to COVID-19 — Part 1
SMSFs and rent relief due to COVID-19 — Part 2
Applying the magnifying glass to section 109 — Part 2
Uncertain SMSF asset values under COVID-19
The SMSF audit post-COVID-19: Related commercial tenancies — Part 1
How dividend reductions will impact your superannuation
The SMSF audit post-COVID-19 — related-party LRBAs
Related-party property development concerns — Part 1
A guide to family law super splitting in an SMSF
SMSF investment strategies — 2020 and beyond
LRBA property development catch-22
End of financial year and the age pension
APESB renews focus on SMSF auditor independence
What’s the future for testamentary trusts and super death benefits?
What the new testamentary trust laws mean for estate planning
A guide to intermediary LRBAs
Lessons for managing lost trust deeds
Super death benefits and testamentary trusts: Clarity and concerns
How a routine or mechanical service impacts SMSF auditor independence
Important takeaways from recent BDBN cases
A guide for the electronic execution of documents
Going concern basis of accounting
Timely action required for market-linked pensions
The property development path leading to NALI
Examining the draft determination on the in-house asset exclusion
Does a joint venture pass the sole purpose test?
Dealing with the reporting of rental deferrals
Uncertain recovery underway
The time to make a voluntary disclosure is now
Managing the TBC & excess transfer balance tax
The derivative lure catching SMSFs
Q&A: Interpreting the auditor independence guide
Charting a new course of independence for SMSF accounting and audit firms
The road ahead for in-house audit firms
Column: Client acceptance policies in need of review
Gearing up your systems for auditor independence
The limitations of routine or mechanical accountants
Rent relief and the SMSF audit
Q&A: Navigating key decisions with auditor independence
Rebuilding super savings after early access
SMSF auditors challenged by new penalty regime
An adviser’s guide to SMSF deeds
Examining PS LA 2020/3 and the ATO’s views on penalties
Pre-signing of wills and BDBNs: Another warning
Reducing ASIC fees for SMSF corporate trustees
An important reminder when drafting deeds
Why PS LA 2020/3 covers all SIS breaches
Predictions for equity markets for 2021
6-member SMSFs and conditional membership
Behind the lodgement statistics – where are the real pain points?
Can an SMSF claim this as a deduction?
Why the proportioning rule is key to many strategies
Splitting documents should not be overlooked
SMSFs are shifting from shares to property – but is it a good idea?
A guide to company constitutions and SMSFs
SMSF engagement letters overhaul
Does an LRBA asset have to be transferred when the loan is repaid?
How to ensure SMSF beneficiaries get their share when a member dies
The 6 stages of APES110 emotional upheaval
Key themes influencing portfolio construction
The arm’s length test
SMSFs, LRBAs and NALI
SMSF annual returns are coming up: Key considerations for those facing the deadline
Trustee and unitholder liability in unit trusts
The related-party rent COVID challenge
SMSFs and 50/50 unit trusts
Testamentary trusts and excepted trust income — the new normal
After the Reformation: Strategies with SMSF income streams
Related-party LRBA variations and PCG 2016/5
Accountants urged to conduct due diligence analysis to minimise APES110 disruption
G v G (No. 2) [2020] NSWSC 818 — implications for fiduciaries dealing with super
Many building and similar contracts place SMSFs at risk
ATO reaffirms SMSF auditor independence
Coronica v FCT — latest Tribunal decision provides important tips regarding valuations and related-party acquisitions
SMSF investment strategies: Dealing with increased scrutiny
SMSFs: Can all income be NALI?
The implications of purchasing a commercial property or an overseas property through your SMSF
The revenge of the restructured unit trust
Merchant and Commissioner of Taxation [2021] AATA 915 — surprise risk to SMSF acquiring listed shares
Variation powers: Lessons from Re Owies Family Trust [2020] VSC 716
The real purpose of business real property
Hill v Zuda Pty Ltd [2021] WASCA 59 — how long can a BDBN last for in ALL Australian jurisdictions?
SMSFs, non-lapsing BDBNs: There is no debate (as long as you read the deed)
Valid oral variations to SMSF trust deeds … that prohibit oral variations
Top 10 tips to becoming SMSF independence compliant in anticipation of imminent legislative change
Activity to keep surprising on the upside
‘Retro’ witnessing of BDBNs: What could possibly go wrong?
Budget impact on legacy pensions
Electronic execution of deeds — a convoluted ‘state’ of affairs
Super tax equalisation clauses in wills — devil is in the detail
Proposed ECPI changes have some advantages
Contribution reserving: Are you aware of all the risks?
A tale from the audit crypt: The case of the errant duck
Can an SMSF own employee shares?
6-member SMSFs: What you need to know
Top tips for a smooth SMSF independence transition
New (financial) year, same story: Avoid lost SMSF trust deeds
Why digital documents and e-signatures are key to a productive tax time
SMSF deeds –– how does your supplier rate?
SMSF rollovers: Hurdles to cross
Discretionary trusts — variations and issues
Don’t say ‘Yes’………
SMSFs and managing incapacity: A critical component of holistic estate planning
The (many) cases of the overly lenient landlord
Do BDBNs and SMSF wills need knowledge and approval to be effective?
Discretionary trusts and the foreign purchaser duty surcharge across Australia
Investors’ best defence against uncertainty is quality and appropriate diversity
2 AAT decisions on what constitutes business real property
Fee referral benchmark throws a challenge to SMSF audit firms — is it justified?
Lessons learnt from litigations
Using trusts and super funds to protect assets from family law attack
LCR 2021/2 – discounts to SMSFs invoke NALI
The NALI Storm for SMSF Auditors
What’s the dividing line between NALI and a contribution?
SMSF Wills versus BDBNs — what is best?
SMSFs, employee share schemes & NALI
Disclosure of trust documents and SMSFs: Another reminder
A reminder that details matter; and the inherent benefits of SMSFs
Getting NALI - Part 1
Director identification numbers needed soon
Getting NALI – Part 2
SMSF denied complying status – recent AAT decision
Leather bound box sets of ‘The Basics of Dianetics and Scientology’ a permitted investment; and other lessons in SMSF compliance
Moss Super Pty Ltd v Hayne [2008] VSC 158: why SMSF structures are important
SMSFs and unit trusts: why the legal niceties matter
Shifting economic landscape requires investors’ attention
Your investment strategy is not a template
How modernising documents will boost Australian productivity
High Court to decide how long can a BDBN last for
Why every Australian needs an estate plan – and how to get started
Implications for SMSFs in missing trust deed case
A further reminder about lost SMSF trust deeds
ATO focus on CGT relief may have big impact on SMSFs
Five key lessons for SMSFs (from one 751 paragraph case)
The CGT withholding regime and its impact on SMSFs
Hefty penalties for director ID issues – changes needed by advisers
Adding a member to an SMSF: Pros and cons
NALE & NALI = Nasty for contributions
A detailed guide to SMSF rollovers and SuperStream
‘The Vibe’, stamp duty and SMSFs – a reminder that details matter
AAT decision on personal deductible contributions
Are SMSF wills really ‘safer’ than BDBNs?
Solid platform for earnings growth
Recent changes to contributions rules
Navigating control in related party entities
New ECPI changes provide SMSFs with greater flexibility
Seeking compensation for defective ATO administration
NALI and trustee services – what about unit trusts?
SMSF trustee and member disputes ... devil is in the detail
Reciprocal auditing crackdowns the tip of the iceberg from ASIC
Planning your exit: a guide to SMSF succession planning — Part 1
Making sure it ain't too late to claim legal professional privilege
Planning your exit: A guide to SMSF succession planning — Part 2
Emerging strategy with certain legacy pensions
The role of infrastructure as a defensive asset
SMSF investors must be ready to act on shifting conditions
SMSF appointors – perhaps permissible?
Tasmania introduces foreign person land tax and duty changes
Sailing the rough waters of SuperStream
Repeated warning: Super assets are subject to the NSW notional estate rules
Employee or contractor? High Court focuses on contract v. multi-factors: part 2
Why admit a conditional member in an SMSF?
Can super death benefits be regulated by way of a will?
Increases in interest rates – should SMSFs be concerned?
The latest news on NALI & NALE
What happens when SMSF members don’t get along?
Non-lapsing BDBNs (again) - confirmation that there is no debate
What if there’s no comparable sales?
SMSF-owned assets: Be compliant, not complacent!
SMSFs undertaking property development may be hit with GST
Approaching NALE and NALI for SMSF clients
Nasty NALI tax may see contributions taxed at 120 per cent
New ATO guidance on restructured market linked pensions
Court case provides another reminder for decision making by SMSF trustees
BDBNs — what to look out for and what to avoid
New option for SMSFs with bankrupt member
Bad news as inflation unsettles markets
Court cases highlight key heuristics for SMSF trustee disqualification
Is an NFT a collectable and personal use asset?
Is your discretionary trust still discretionary?
Important lessons from the AAT: Goulopoulos and Commissioner of Taxation
Should an SMSF have a unitholders agreement?
Many unit trust deeds need varying
Appointor succession - some timely reminders for SMSFs
How to legally acquire assets from a related party
Employee or contractor? Payroll tax considerations part 3
More self-funded retirees to become eligible for cheaper healthcare
Big and costly issues can arise with minimum pension payment failures
The compliance impact of SuperStream
Investment bonds as a alternative to super
SMSF legacy pensions exempt from CSHC income test
How changing investment markets impact advice business models (and how you can make sure your business evolves)
SuperStream — a not-so-happy birthday
Getting the basics right with SMSF trust deed establishment
Digital assets: A relatively misunderstood sector
Changes to requirements to obtain a director ID
Global growth weighed by energy and rates shocks
How to pass the business use test
Can an attorney (via an EPoA) make or revoke a BDBN?
The canary in the coalmine
ATO softens market valuation guidelines
The impact of ECPI choice
Tax Office rights of recovery on relationship breakdowns
Are your assets protected?
Unfinished business with legacy pensions
Asset protection and SMSFs — a Tax Office warning
Greater certainty with SMSF BDBNs
Is an overpaid present entitlement a borrowing?
Consequences when the minimum pension amount is not met
Treasury consultation paper on NALE rules
Indexation of the transfer balance cap
Fast death tax – the Tax Office changes its view
Update on recent changes to the contribution rules
Inflation and weaker growth create challenging conditions
Advising on BDBNs? Another warning
Correcting a misconception — how TSBs are calculated with certain LRBAs
The $3 million dollar question – hard or soft cap?
Death of an SMSF member: the compliance obligations
More than just compliance – how representation letters can help trustees avoid complacency
Contribution clawback on bankruptcy – further clarity
Does my SMSF deed need updating?
Update on foreign purchaser surcharges
Think new $3m super cap won’t affect you? Here’s how it could
Why are superannuation pensions so much better in SMSFs?
Changes to reporting of transfer balance account events
The application of SG to contractors clarified: part 4
Musings on the $3m cap consultation paper
Advisers, ChatGPT and legal advice - Professional Bodies and Junior's Law
The $3m cap for super tax concessions – is there a better approach?
Can an SMSF run a business?
Portfolio management - an untapped market for accountants
Segregating pension assets – is it always possible in the first year?
The new 15% tax on $3M+ member total super balances – a tax analysis
De facto spouses: From The Toothbrush Case to Bumble (the only certainty is change)
Super tax unlikely to affect ECPI
Dealing with ATO rectification directions
When details matter, beware the socials and covert video footage
What is a ‘non-commutable life pension’? Can an SMSF ever pay one? New AAT decision provides critical guidance
Is this the calm before the super storm?
Rectification directions – ATO PS LA 2023/1
Maximising concessional contributions before 30 June
Do this after June 30 and you could boost your super by $110,000
Navigating disqualified SMSF trustees
What to do if a company’s constitution is lost?
A new case on SMSF BDBNs has key lessons for all SMSF advisers
If you’re looking at winding up your SMSF before 30 June, now is the time
Is your SMSF ready for the new financial year?
TSB: Getting ready for 30 June
Some good news — proposed NALE changes but some bad news on NALI too
Tick the boxes ahead of EOFY to-do list
Calculating contribution limits when thresholds are changing
Fair call on new super tax
Gender super gaps narrows for SMSFs
The $3m cap will play havoc down on the farm
Carry-forward concessional superannuation contributions
Draft legislation issues on proposed NALE changes
New draft NALE/I laws released are highly relevant for property developers and builders
Restructuring market-linked pensions (MLPs) – the wait for a commutation authority continues
SMSFs and voluntary disclosure to the ATO
How the tax landscape changes in fresh financial year
Penalties on SMSF trustees to increase substantially, so time to change to a corporate trustee
Is general expense NALI material?
Trustees trapped in nightmare of new expense rules
How NALI provisions and CGT provisions interact – draft ATO determination provides important guidance (TD 2023/D1)
Is an ASIC fee paid by a member for an SMSF corporate trustee a contribution or NALE?
Taking assets out of super – when timing matters
Related party LRBAs – choosing the interest rate
Are invoices an SMSF or personal expense and will NALE or a contribution arise?
New SMSF case demonstrates how NOT to have non-arm’s length income
How a family misfortune could push you over new $3m cap
SMSFs, unit trusts and NALI – some lessons for all
Does your SMSF or trust deed unnecessarily require general purpose, more costly, financial statements?
Last chance for $25,000 super deduction
Payroll tax crackdown on professional structures such as medical, healthcare and similar arrangements: part 5
Personal TBC – view now on MyGov
ATO targets SMSF property schemes – again
Which comes first, contribution acceptance or caps?
Firms providing discounted SMSF services to staff need an appropriate discount policy ASAP
Is the humble TRIS a forgotten hero of superannuation?
The importance of getting all things NOI right at tax time
Objective of super bill – waste of time or Trojan horse?
The do’s and don’ts of your SMSF property investment
How to set asset allocation in an uncertain world
NALE legislation introduced brings relief for general expenses
Navigating tax concessions and the pitfalls of non-arm’s length income
The benefits and risks of collectable super assets
The key to owning SMSF assets (part 1)
When can/should SMSF trustees charge fees for their work?
Why you should worry about the new super tax – even with less than $3m
The key to owning SMSF assets (part 2)
Recent case law on UPEs and Div 7A – what should you tell clients?
New 15% tax on $3m+ member super balances – exposure draft legislation now issued as Div 296 tax
Is a delayed payment of a death benefit to a spouse taxable?
Choice, default and stapled funds – what’s this all about?
$3 million cap advocacy update – join our roundtable sessions
Disposing of in-house assets when the 5% limit is exceeded
More businesses protected under unfair contract terms provisions
University of Adelaide report highlights concerns around taxing of $3m+ member super balances
New thought leadership for super industry
Overseas travel and your SMSF’s residency status
Why Division 296 sets a stressful precedent
Is AI the final SMSF frontier?
My trustee has lost capacity – now what?
Objective of superannuation – now we are to know as legislation will tell us so!
Superannuation death benefits – navigating the waters beyond your will
Testamentary trusts are no longer for Australia’s wealthy
Collaboration progress – enhancing the SMSF client-to-agent linking process
An update on payroll tax crackdown on medical, healthcare and similar arrangements
Trustee risk reserves – the ATO’s view on the deductibility of payments
Must SMSFs prepare General Purpose Financial Statements?
The interaction between contribution reserving strategies and ECPI
Why a trust deed is still important
Death, taxes ... and disputes in relation to super benefits – the 3 certainties
These families will switch inheritance plans after new $3m super cap
Proposed changes in SMSF regulation: minor changes with major implications?
Absence of a related lease on in-house assets
New ATO guidance on employee/contractor distinction – part 6
What’s on the agenda for super this year?
Unveiling the impact: Do the 2021–22 ATO annual SMSF statistics reflect legislative shifts?
Financial dependency: exploring the ATO view
How accessing your super early can have unintended consequences
Unlocking opportunities: Diversify your SMSF with digital asset funds
Contribution caps to change from 1 July 2024
When does retirement really mean retirement?
Inheriting super pensions – more than one way to skin the cat
Work Bonus changes – 2 significant changes for Age Pension recipients (and they’re good changes!)
Super’s new dilemma: save yourself tax or reduce it for your kids?
Death and the main residence exemption: decision tree
The key cases to consider when exercising appointor powers
Be careful with property valuations this SMSF audit season
AAT decision on the assessable component (applicable fund earnings) of foreign super fund transfers
Big changes in little contributions
Asset protection, super, bankruptcy rules and reading the deed
Taxing unrealised gains in superannuation under Division 296
Solving the in-house asset compliance maze (part 1)
When the Federal Court agrees with ACA (and the ACCC, ASIC and the ATO, although not the AAT): Vestey Trusts invalid
Key super thresholds for 2024–25
Solving the in-house asset compliance maze (Part 2)
SMSF year-end considerations for 2023–24
Employee or contractor? New changes to the Fair Work Act – part 7
Parliament is about to introduce badly designed law and no one seems to care
Managing SMSF expenses to avoid NALI
The quiet death of the low-rate cap
Objecting against land tax in Victoria
What the budget means for equity investors
LRBA set-up costs – does a super fund need to pay for them?
Pre-retirees may need to take on more risk ahead of retirement
Preparing your SMSF for the end of financial year
Employee or contractor? SG and the right to delegate – part 8
Bumper EOFY SMSF checklist
SMSFs pile into property and cash, while debt investments left behind
Does a declaration of trust satisfy r4.09A?
Don’t miss the minimum
NALE draft legislation gives rise to substantial risk
8 key trust compliance activities to consider at EOFY
End of financial year warning for pensions
Bring-forward rules when caps are changing
Super Fund Lookup ‘regulation details removed’
SMSF trust deeds cut through estate planning complexity
ATO releases update to pension ruling which may lead to increased costs
How to benefit from rising interest rates
Investing overseas with your SMSF
Executing deeds: ensuring validity across all Australian jurisdictions
Simplify your SMSF audit
Should an SMSF auditor perform a title search for each title each year?
Div 296 – more than just a new tax
Why seek SMSF, tax or other advice from a lawyer – are there any benefits?
What ATO publications can be relied on?
Class Annual Benchmark Report strengthens SMSF industry’s 25-year history
Will auto-reversionary pensions need reconsidering in view of Div 296 tax?
Varying trust deeds to remove an appointor – clarity finally (?)
How advisers can better navigate the rise of wealthy female investors
How does NALI interact with CGT – TD 2024/5?
ATO attempts to read down loss in Merchant disqualification decision
Tech delivers best practice at Class Ignite Conference
When court advice may be given to an SMSF trustee
Gainer part 2 – the death benefit decision
Draft regulations released for SMSF legacy pension conversions
Murdoch succession: The basics of holistic estate planning in plain view
Approved SMSF auditors and new ATO statistics – what has the ATO revealed?
Gainer part 3 – seeking advice to defend trustee removal proceedings
The audit report for my SMSF has been qualified. What does that mean? Should I be worried?
My fund has bought building materials from a related party, how do I fix it?
Latest ATO statistics – a sector in good health
The true impact of incorrect market valuations (Part 1)
Gainer part 4 – advice on varying the fund trust deed
The complexities of a $3.5tn wealth transfer: Securing your legacy amid family dynamics
The true impact of incorrect market valuations – part 2
Should an adviser want BDBNs to override pension docs, or vice versa?
NALI/E – urgent fix still needed
Meet the Friggers and their ongoing contributions to educating SMSF advisers
SMSF succession planning part 1 – getting started
Employee or contractor? Common ATO myths – part 10
When should an SMSF obtain an actuarial certificate?
SMSF succession planning part 2 — the role of BDBNs
VRLT – when should you notify the SRO?
Legacy pension reforms
Paying tax or other special ‘releases’ from your SMSF the right way
Division 296 – the walking dead!
Webcasts
Features
Behind the curve
A change on the horizon
Above the fray
Safe as houses?
A ticking time bomb
The SMSF Sector in 2013
Limited Licensing: in or out?
Shaping your SMSF future
Changing of the guard
SMSF admin: unfinished business?
Rising from the ashes
The 2014 SMSF Awards winners revealed
The long road ahead
The year that was in the SMSF sector
Keeping up with the times
A change for the better
Navigating stormy seas
Confronting estate planning with your clients
Separating fact from fiction
The evolution of SMSF auditing
Facing the music
Going global
Get a leg up on your competition - Part 1
Get a leg up on your competition - Part 2
Golden opportunities
Divide and conquer
Pensions in focus
What would it take to make a fairer super system?
Finding value in Europe
Why are SMSFs a disruptive innovation?
Disruption on the horizon
The right technology plays a critical role in supporting your SMSF clients
Keeping it personal
Partners audit shows number of SMSF pensioners has doubled
A watchful eye
Gatekeepers in Focus
The search for yield
The end of the line
The objective of superannuation: failure before launch
Uncharted waters
Time warp
Rising from the ashes
GOLDEN YEARS
FULL SPEED AHEAD
Moving with the tide
Compliance hotspots for SMSFs
An evolving beast
Taking stock
Estate planning health check
Tools for segmenting your client base
Empowering clients
Down the rabbit hole
The current SMSF lending landscape
Labor versus Liberal: The key election policies impacting SMSFs
Celebrating the winners of the 2022 SMSF Awards
Pushing the boundaries of the traditional advice platform
BGL reveals its top priorities and future plans
ASF Audits shares the core values propelling its success
How practical insights are driving a new approach to SMSF education
Shannon Smit: An award-winning offering
How CommBank is supporting women in finance
Self managed super fund investors turn to advisers amid market uncertainty
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Events
Podcasts
How to maintain productivity during COVID-19
Security considerations while working remotely amid the COVID-19 pandemic
How property valuations are faring through the coronavirus crisis
An update from the regulator on key independence issues
What the budget means for SMSFs
Understanding the ATO’s new approach to admin penalties
Key takeaways from the SMSF Adviser Masterclass event
Revealing the true costs of SMSFs
The future landscape for retirement income
Reflecting on 2020 and what lies ahead
Emerging risks on the SMSF property development front
Reshaping the regulation framework for limited advice
Revisiting engagement letters following the revised APES 305
Complexities and opportunities arising from the TBC increase
Unpacking the SMSF Association’s national conference
How modernising business communications will impact SMSFs
What the ATO’s NALI announcement means
What’s next for the 6-member SMSF?
How practitioners really feel about the proposed ECPI changes
Federal budget 2021-22: Superannuation and SMSFs
EOFY planning for SMSFs
Mapping the financial year ahead for SMSFs
Unpacking the ATO’s ruling on NALI and NALE
Examining the new frontier of estate disputes
PODCAST SPECIAL EPISODE: Breaking the stigma surrounding mental health with David Coleman, Assistant Minister for Mental Health and Suicide Prevention
Dissecting changes in the contributions landscape
Unpacking upheaval in the SMSF accounting and audit space
Breaking down complexity: How Treasury updates will affect advisers going forward
SMSF Association spills on 2022 National Conference
Navigating SMSF rollovers under SuperStream
The 5 biggest SMSF issues in 2021
What’s ahead for the SMSF sector in 2022?
The big issues emerging for SMSF audits
A practical guide to managing family law super splits
The major issues for SMSF professionals in the Quality of Advice Review
ELECTION SPECIAL: Stephen Jones outlines Labor’s plans for advice
Navigating the latest ECPI changes with SMSF clients
Special Episode: Why SMSF firms need to prepare for Russian cyber-attack reprisals
A guide to UK pension transfers involving SMSFs
Digitising SMSFs: Recent changes and what lies ahead
Understanding related parties and potential compliance snags
SMSF Association National Conference wrap: Part 1
SMSF Association National Conference wrap: Part 2
Strategies and tips for SMSFs with EOFY tax planning
Preventing a SuperStream storm at audit time
The latest developments with NALI and NALE
The impact of Hill v Zuda on SMSF documents
1 July changes: Exploring the opportunities
Highlights from the 2022 SMSF Association Technical Summit
The biggest priorities and issues for the advice profession
The latest from the regulator on TBAR
The top five SMSF audit issues this year
Navigating the murky areas of the wholesale investor regime
BONUS EPISODE: Stuart Robert’s outlook on the future of advice
Reactions to the Quality of Advice Review proposals
Highlights and key takeaways from the SMSF Adviser Strategy Day
Making financial services less ‘male, stale and pale’
Labor’s first federal budget
Coming clean with the regulator
Women in Finance Awards spotlight: Shannon Smit
Tips and emerging issues with cryptocurrency and SMSFs
Supporting the next generation of women in finance
The top issues and developments for SMSF professionals in 2022
Optimising services for specific SMSF groups
What lies ahead for the SMSF industry in 2023?
Preparing for and dealing with incapacity for SMSF clients
The latest analysis on NALI
PART 1: Highlights from the SMSF Association National Conference
PART 2: Highlights from the SMSF Association National Conference
SMSF strategy considerations ahead of double TBC indexation
What’s next for the $3 million threshold?
A deep dive into the ATO’s SMSF statistics
A deep dive into the ATO’s SMSF statistics: Part 2
The ATO’s latest activities
***Budget special*** NALE changes fall short of industry expectations
Responding to the rise in younger SMSF trustees
A guide to end of year SMSF tax planning
What does the QAR mean for SMSFs?
How will the QAR affect access to advice?
How to implement an outsourcing solution
Should SMSF trustees invest in crypto?
The shifting technology landscape
Keeping on top of regulatory changes
What SMSFs need to know about crypto compliance
The rise of the Millennial SMSF trustee
How to handle longevity risk for retirees
Digital advice and the impact of the QAR
Breaking down the Benchmark Report
Using data to empower clients
Women in Finance Podcast: Why Tanya Sale believes support is key to being a female leader
The property possibilities for SMSFs
Women in Finance Podcast: Why Joanna James believes in visualising and emotionalising success
SMSF lending and economic conditions
Women in Finance Podcast: How Mortgage Choice is working to create inclusive workplaces
Why cash flow is the lifeblood of your SMSF
Women in Finance Podcast: The Olympian financial planner balancing passion and profession
Why private credit should form part of your SMSF portfolio
Women in Finance Podcast: The importance of showcasing diversity at all levels
Alternatives to the $3m super tax
Women in Finance Podcast: The power of having strong female role models
Women in Finance Podcast: How diversity provides a competitive advantage
The pathway to increasing adviser numbers
The top news and events of 2023
What to expect from the year ahead
‘We deserve clarity’: navigating NALE purgatory
The challenges for auditors in 2024
Why trusts are not just for the wealthy
Part 1: Highlights from the SMSF Association National Conference
Part 2: Highlights from the SMSF Association National Conference
Women in Finance Podcast: Building a brand that lasts
What to consider when investing in property
Investing in specialised housing through an SMSF
The benefits of commercial property
Innovation insights for advice firms to scale
The importance of accurate property valuations
Taylor’s vision for revitalising advice: ‘Less government regulation’
Will there be any change to division 296?
Looking beyond traditional property investment
Budget special: Government provides little for advice and super
End of financial year contribution considerations
The grey area of wholesale investor thresholds for SMSFs
Taking a human-centric approach to SMSF lending
Regulatory round-up: The changes SMSF professionals need to know
Understanding invalidity and SMSFs
How does an enduring power of attorney work with an SMSF?
100th episode special: Peter Burgess on the glimmer of hope for $3m super tax changes
‘Adopting a holistic approach’: Dealing with estate planning nuances
Understanding planning and strategies for older clients
Unpacking the data – what’s happening in the SMSF sector from a statistical standpoint
Retirement income covenant – how it can help SMSF trustees navigate retirement
Highlights from the SMSF Adviser Technical Strategy Day
How SMSFs can capitalise on a slowing economy
Navigating the cryptocurrency landscape
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Product Spotlight: DomaCom
Product Spotlight: Christopher Joye
What’s in store at the SMSF Adviser Technical Strategy Day?
What's in store from Peter Hogan at the SMSF Adviser Technical Strategy Day?
Insights shaping the industry from the Class Annual Benchmark Report
BGL ramps up lobby efforts against new reporting rules
Financial adviser banned over SMSF property advice
Integrations for SMSFs tipped to ramp up in 2018
Unlicensed accountants facing new compliance trap
Personnel changes at SuperConcepts
ATO view on reversionary TRISs causing ‘havoc’ for SMSFs
SMSFs warned on new IRS compliance campaign
ATO highlights overlooked CGT issues
SMSFs cautioned on temptation with super saver scheme
Debt forgiveness clauses leading to ‘messy’ outcomes
SMSFs embracing ethical investing, survey shows
Superannuation system ‘failing disabled children’
Major SMSF software firm flags hurdle with TBAR
TRISs ‘slipping through the cracks’ with CGT relief
Advisers neglecting aged care with retirement planning
Technical expert proposes fix for TBAR traps
SMSF scheme headed for Federal Court
ATO cancels ABNs of 9,000 SMSFs
ASIC funding model ‘unfair for limited licences’
SMSFs failing on safe harbour provisions, says audit firm
CGT relief nuances still plaguing SMSF industry
SMSF firms warned on legal ramifications of CGT errors
Government cautioned on early release of super proposals
SMSF firms falling behind on annual returns
Struggling CPA advice arm set for 2018 review
Data breach laws to hit offshore SMSF service providers
SMSF firms encountering poor advice after business acquisitions
Half of retirees taking lump sum payments
Lobby group proposes new policy for low income earners
Lawyer flags SMSF deed updates for downsizer contributions
Treasury announces consultation on remaining LRBA measures
Expats taking risks with residency rules, warns specialist adviser
SMSFs warned on conflict risks with multiple documents
SMSFs at risk of ‘large penalties’ from foreign resident CGT
SMSF industry ramps up lobby efforts on reversionary TRIS issues
LRBA measures ‘cracking a nut with a sledgehammer’
Blockchain tipped to eliminate rollovers, cut costs in super
Part IVA risk flagged with TRISs and CGT relief
ATO refers additional SMSF auditor to ASIC
Holes found in draft legislation for TRISs
ATO issues fresh robo-advice warning to SMSF professionals
Trust vesting ‘rearing its ugly head’
‘Last golden opportunity for LRBAs’, warns lawyer
Company deregistration errors spur litigation risk
ATO set to contact firms over super, STP
Outdated details causing deregistration shocks for clients
Contribution barriers flagged with defined benefit funds
RBA announces cash rate decision for March 2018
ATO issues update on cryptocurrency compliance traps
Lawyer flags considerations with chatbots and financial advice
‘Disturbing’ trends identified with mortgages and elder abuse
Six-member funds an ‘administrative nightmare’, SMSFs warned
Budget tipped to address death benefit issues
SMSFs cautioned on traps with lodgement extension
Straw poll reveals trends on fee models for TBAR services
CGT compliance risks flagged with double SMSFs
Government lobbied to include family home in assets test
Government backs down on TSB measure for LRBAs
Excess transfer balances surfacing with defined benefit pensions
ASIC sets SMSF crackdown as major report released
Industry super fund taken to court over TPD claim
Adverse tax outcomes flagged with work contributions
Fresh research points to licensing regime failings
Holes found in ATO guidance on major SMSF case
Royal Commission report makes super fee recommendations
What do top-rated ESG companies look like?
Draft legislation on death benefits to trigger ‘unusual’ calculations
‘Dangerous’ clauses surfacing in SMSF trust deeds
RBA makes cash rate call for June
ATO overhauls disclosure of SMSF admin penalties
Cash flow modelling software to lower practice costs for SMSF specialists
Advisers warned on joint entity hurdles for ‘sophisticated investor’ qualification
SMSF crypto assets soar to over $1 billion
ATO provides relief for resigned SMSF directors
ABRS extends director ID deadline by two weeks
Scaled advice key to engaging SMSF trustees
ASFA concerned about SMSF advice licence
SMSF market enjoys continued growth
SMSF growth due to 'family wealth' strategy
Trustees warned on planning risks
SMSFs under $1m not cost effective
SMSF advisers should fill knowledge gap
Planners to capitalise on SMSF legislative changes
SMSFs set to rise: HLB Mann Judd
Advisers need to educate on SMSFs
Advisers should nudge SMSF trustees into diversification
Seek specialised advisers for SMSF property: PIPA
SMSF insurance requirements may impact advisers
Social media can fill SMSF education gap
Advisers should jump on SMSF opportunity: Vanguard
Poor management bane of new SMSFs
Former SMSF adviser faces jail time
'Cowboy' mortgage brokers threat to SMSF sector
SMSF confusion remains: PIPA
ASIC directs attention to SMSF regulation
Crisis point looms for SMSF advisers
ASIC ramps up SMSF investigation
Regulator obtains court orders in SMSF investigation
Macquarie launches super toolkit
FOFA, SMSFs driving advisers off-platform
Rice Warner delves into likely super Budget changes
OneVue disputes off-platform push
Firm calls for increased property, SMSF regulation
Burgess bolsters AMP's SMSF offering
Super tax on wealthy SMSFs 'feasible'
BGL partners with Schroders and Aberdeen
Industry fund reacts to SMSF threat
SMSF auditor registrations climb
SMSF outsourcing compromises client confidentiality
Compensation is licensees' responsibility: SPAA
Regulator issues SMSF advice report card
Property needs to be viewed as investment class asset
SMSFs “fraught with risk”: CareSuper
SMSF investors boost exposure to managed funds
Super committee misses SMSF ‘elephant in the room’
SMSF sector reaches 'tipping point'
Education changes may impact SMSF professionals
Credit licence cancelled for unlicensed SMSF advice
Dixon Advisory focused on strategic advice
APESB amends code due to auditor referral risks
SMSF establishment rates drop
Super needs to evolve due to longer retirements
Off-market transfer legislation abandoned
Greater diversity in advised SMSFs
SMSF admin platform launched
SMSFs pressuring industry funds
SMSFs shunned in trans-Tasman super scheme
Specialists' advice supports SMSF asset gain
'Clutter' joining SMSF advice market
SMSFs missing global stocks 'upside'
SMSF decline a myth
Estate planning a pull factor for SMSFs
Volatility ahead for SMSF investors
SMSF advisers need insurance education
Investors moving away from cash
Limited licence finalised but restrictive
Auditors struggling with registration conditions
SMSF sector at risk of becoming too popular
First home buyers’ market share drops
‘Acceleration’ of alternative assets in SMSFs
Regulation in property investment ‘critical’
Practitioners support specialised auditing
ATO auditor support service extended
SPAA explains limited licence transition arrangements
OneVue expands to support SMSF client base
SPAA CEO appointed to board
SMSFs not immune from longevity risks
Property spruiker charged with fraud
Advice leads SMSFs to overseas investments
BGL adds new SMSF service
SMSF compliance breaches rising, says lawyer
SMSF advisers missing ETF boom
RG146 inadequate training for SMSF practitioners
SMSF trustees ‘like punters’ says CareSuper
Class Super launches automated property valuations
Strategy development ‘critical’ for SMSFs
SMSFs missing growth opportunities
Super tax concessions methods ‘misleading and biased’: SPAA
Platforms’ cost structure under threat
AMP launches education website for trustees
ECT amendment passes through Senate
Bill for extra ATO penalty powers lapses
SMSFs chasing currency ETFs as dollar weakens
SMSF jargon deters prospective trustees
‘Alarm bells’ ringing around leveraged property and SMSFs
SMSF growth drives technology trends
Westpac launches investment tool with SMSFs in mind
DIY estate planning disasters increasing
Self-education cap could put SMSF advice at risk
Future of super a two-horse race
SMSF practitioners ‘unsure’ about limited licensing
SMSFs not flagged in standards upgrade
SMSF hype attracting ‘unsophisticated’ investors
SMSFs provide 'control' over estate planning
SMSFs an adviser priority: survey
Countplus invests $2m in Class Super parent
BGL partners with SelfWealth for SMSF tool
Self-education cap 'short sighted', says SPAA
Government ‘can’t refuse’ property regulation: PIPA
OneVue’s new UMA fee structure aims for SMSF integration
Standard asset allocation models ‘outdated’
Compliance on ATO’s radar, warns SPAA
SMSF advice in Senator’s sights
Future Estate launches fund with SMSFs in mind
Accounting firms merge to expand SMSF services
Legal complexity an SMSF 'headache'
SMSF investors ‘dramatically evolving’: survey
‘Legislative shortcomings’ remain in SMSF sector
Planners unrealistic about SMSF revenue
Remove accountants’ exemption immediately, says AIST
Practitioners reject minimum balance requirement for SMSFs
‘Friction’ between accountants and planners to ease: IPA
Retirees 'in the red' despite strong super result
Praemium begins beta trial for SMSF compliance tool
NTAA questions AMP SMSF credentials
SMSFs ‘falling foul’ through asset allocation
TAL enhances SMSF offerings
Mixed reactions over five-year super freeze
Commissioner finalises pension rulings
ASIC highlights SMSF training gaps
IPA repeats calls to scrap self-education cap
OneVue improves services to 'growing' SMSF sector
Advisers should be wary of pension starting dates
New tax determination impacts pension assets
Key super measures left in limbo
Accountants to lead advice influx
SMSFs warned on 'high level' international markets risk
'Ownership' of investment boosting ETF popularity
BGL releases SMSF tool for beta testing
'Game changer' on SMSF horizon
SMSF cash love affair a ‘significant issue’
SMSFs ‘sick’ of institutional fund managers
Practitioners, SPAA reject compulsory trustee training
FIIG puts corporate bonds within SMSF reach
SMSFs contribute to strong AMP result
Class Super extends SMSF data service
Accountants committed to SMSF sector, says SPAA
SMSF contributions decrease significantly: survey
No entry barrier to SMSFs, says CleverSuper
ASIC warns investors on hybrids risk
Retail funds most at risk from SMSFs
Wealthtrac responds to SMSF boom with specialist appointment
SMSFs for all a ‘dangerous’ concept, warns Dunn
Xpress Super announces direct property option
Beware of recent SMSF changes, warns advice firm
SMSF sector continues ‘healthy’ growth
AMFS will boost trustee investment diversity: ASX
Accounting firm recruits AMP exec for SMSF division
Focus advice on pension phase: Burgess
Lower-balance funds ‘at risk’, says Centric
Chan & Naylor partners with SMSF platform
ASIC outlines ongoing SMSF enforcement work
Accountants warming to platforms: report
Total SMSF members approaches one million mark
Practitioners favour compulsory association membership
‘Incessant tinkering’ with super a blow to confidence
CBA targets SMSFs in equity product
SMSF admin providers threaten insto market share
SMSF property fears ‘overstated’: SPAA
SMSF Strategy Day registrations now open
FIIG opens bond raise for Cash Converters
Corporate super fund offers ‘alternative’ to SMSF
ASIC investigates AFSL for poor SMSF advice
Industry pressures Coalition to deliver super promises
MFAA responds to ASIC lending crackdown
Associations call for tougher SMSF licensing conditions
Automation driving SMSF sector growth
Heffron launches SMSF compliance tool
SMSF investors seek offshore options
New SMSF disclosure rules released
ATO warns trustees on related party issues
No wholesale SMSF review needed: ICAA
ASIC singles out SMSF advisers
Auditors subject to 'exponential' scrutiny
ASIC imposes licence conditions on SMSF adviser
ASIC, RBA closely monitoring property investment
Accountants' take up of limited licence sluggish
Super 'too commoditised' by industry, says lawyer
Focus on gender divide, says Cooper
SAFs 'optimal solution' to SMSFs
Retail fund sector to trump SMSFs
Social media ‘critical’ to SMSF practice, says Dunn
IPA against minimum SMSF balances
ASIC to ‘safeguard’ SMSF sector reputation
SFG aiming for SMSF expansion
Trustee incapacity ‘elephant in SMSF room’
BGL adds SMSF deed to Simple Fund 360
Property ‘hysteria’ unfounded, experts say
Super investment reviews vital, warns Centric
ICAA opens merger voting
‘Evolutionary’ platform to allow SMSF gearing
Trilogy seeks SMSFs for commercial property
Burgess points to contributions cap perk
Poor advice ‘rife’ in SMSF industry, says lawyer
FIIG targets trustees with PMP bond issue
SMSFs continue to vex fund managers
Planner demand for SMSF client books rising
ASFA calls for SIS amendments
Wealthtrac launches SMSF app
Online lender launches SMSF home loan
IPA’s APES 230 breakaway condemned
Centric expands to meet SMSF demand
CPD points awarded to SMSF Strategy Day delegates
Women more concerned about super than men: report
Analyst calls for end to accountant-planner turf war
MFAA ramps up SMSF lending program
SMSF specialist wins AFA Adviser of the Year
Experts warn on SMSF sector’s 'time bomb'
SMSF Adviser aids third consecutive BRW ranking
Mass limited licence take-up unlikely
Industry Super warns on SMSF 'traps'
SMSFs trump industry, retail funds in satisfaction
SPAA welcomes Labor’s super focus
SMSF sector plagued by generalisations
ASIC sounds new warning on SMSF spruikers
AMP aligned business further grows SMSF footprint
IPA members to receive CPE hours at Strategy Day
Multiport predicts collectibles decrease
AMP Capital broadens SMSF involvement
SMSF advice crucial to keeping clients, says Burgess
AMP SMSF reports Q3 growth
Bendzulla automates tax exempt percentages
SPAA sheds light on common misconception
Connect backs planner-accountant collaboration
ATO issues warning on non-lodgement
Study reveals SMSF referral patterns
SMSFs seen as ‘status symbols’, says BT
SMSFs need ‘unconventional’ investment strategies
Property spruikers still lurk, warns PIPA
Practitioners fear SMSF over-regulation
Super IQ acquires Super Concepts
SPAA continues contribution cap lobby
SuperIQ eyes further acquisitions
SMSFs still 'playing it safe' with equities
Tickets selling fast for SMSF Strategy Days
ANZ planning to grow SMSF advice arm
Trustees ‘underestimate’ insurance needs
Regulate property investment advice, says AMP
AMP SMSF acquires Supercorp admin business
ASIC warns agents on SMSF licencing obligations
Cost of living hitting retirees, says ASFA
Govt’s tax relief ‘creates certainty’ for SMSF market
La Trobe launches SMSF loan
Lawyer slams SMSF links to property bubble
ASIC receives industry support for CP216
ATO outlines trustee, auditor concerns
Govt policy to encourage SMSFs: Sinodinos
Industry professionals gear up for 7th annual SMSF Strategy Day
Industry funds back increased SMSF disclosure
ASIC bans jailed financial services director
SMSF retirement assets to hit $562bn
ATO issues SMSF tax avoidance warning
AMP responds to ASIC’s CP 216
Class Super appoints new CEO
SMSFs driving ETFs towards $10bn mark
SMSF Adviser crowned Australia’s best launch magazine
New investment research service targets SMSF trustees
Class Super reports 80 per cent growth for 2013
SMSF financial adviser enters EU with ASIC
SMSF set-up rate concerning: Cooper panellist
AMP SMSF appoints new managing director
Taxpayers Australia calls on ASIC for clarity
Skaffold encourages SMSF engagement
Trustee competency test labelled ‘elitist’
Class now SuperStream ready
ASIC disclosure recommendation ‘too simplistic’: SPAA
APRA should regulate SMSFs, says analyst
OneVue completes multi-million dollar capital raising
SPAA reiterates calls for SMSF topic in RG 146
Dunn offers SMSF sector predictions
ASIC foray into SMSFs 'concerning': lawyer
Notion of SMSF compensation levy rejected
Software integration to ‘bridge’ accountant-adviser gap
ICAA questions ASIC’s CP 216 proposals
Super-switching consumers seek advice
IPA head to chair Council of Small Business
SMSFs missing out on global opportunities
SMSF assets up by $77bn
Easton Investments acquires accounting practice
Trustees continue to shun cash investments
OneVue restructures senior management teams
ipac makes senior advice appointment
SMSFs drive Bendigo acquisition
‘Light touch’ SMSF regulation preferable: Sinodinos
Count outlines disclosure concerns to ASIC
SMSFs warming to insurance
Legg Mason eyes SMSF market
‘Huge potential’ in multi-service firms, experts say
Simple Fund 360 released to BGL users
Industry funds attempt to stem SMSF outflows
BTIM eyes SMSF market
AMP SMSF outlines proposed legislative changes
Make trustee education mandatory, says lawyer
BGL partners with Australia Post on SuperStream
SMSFs ‘eager’ to look offshore
‘Stringent’ draft tax determination withdrawn
ATO releases draft ruling on apportionment
Defrauded trustee lodges ASIC complaint
Challenger to acquire Bendzulla
SMSF advice engagement up post-GFC
LRBA draft instrument ‘creates certainty’
Govt backs extra ATO penalty powers
Specialisation no guarantee of business success: Dunn
ATO releases new analysis of SMSFs
ASIC issues penalty to SMSF property firm
Auditor numbers continue to fall
Accounting world set for shake-up
BlackRock releases investment tips for 2014
Focus on SMSF compliance risks ‘excessive’
Industry fund fined for misleading SMSF advertising
SPAA releases SuperStream tips
ICAA pushing for borrowing review
Accountants’ exemption transition period ‘too generous’
Number of SMSFs rise as APRA funds fall
Shelving of Labor policy good for SMSFs
Media Super labels ASIC fine ‘over-reaction’
SMSF borrowing growth not ‘irresponsible’
Investors ‘coerced’ into small-balance SMSFs
Poll reveals limited support for property regulation
Comparing super sectors ‘futile’
Accountants looking to offer client data online
Trustees see property as ‘safe’ investment
Union boss slammed over SMSF scares
SMSF specialist joins Prescott Securities
Tranzact issues update on sale of SMSF business
ATO powers a warning to ‘delinquent’ trustees
CleverSuper chief calls for SMSF admin licensing
SPAA warns on free SMSF services
SMSFs drawn to global equities
Property could ‘wipe out’ SMSF savings
Charterhill Group entities in trouble
Market Vectors warns on SMSF cash risk
Criticism of SMSFs and property ‘ill-founded’
Industry fund to facilitate SMSF wind-ups
SMSF use higher among females
Trustees misrepresented as ‘dark force’: legalsuper
Licensing structure inequitable, says accounting body
Hunt begins for missing Charterhill funds
ATO urges trustees to consider SMSF ‘risk’
Industry fund responds to SMSF ‘challenge’
Charterhill boss apologises for ‘shock closure’
RBA rate announcement - February 2014
DomaCom launches fractional property fund
ATO encourages ‘active’ female investment
SMSF compensation a potential ‘moral hazard’
Fed Court freezes assets and passport of Charterhill boss
ASX eyes SMSF investors with mFund
Bell Direct launches new SMSF service
‘Risky’ SMSF compensation scheme rejected
SMSF firm acquires financial planning company
‘Free’ SMSF services under regulator scrutiny
Instreet MD launches investor tool
‘Gaps’ in protection for SMSFs, ASFA warns
‘Accurate’ costing of super tax concessions needed
Independent planners green light DomaCom product
SMSF leakage not a concern, says industry fund
Class Super launches cloud-based SMSF app
Ex-Olympics VP appointed to SPAA
SMSF lenders join property investment platform
BT boss eyes SMSF sector
Major new report released on SMSF trustees
Super changes can 'compromise' stability
Topdocs aids access to Macquarie CMA applications
Praemium unveils SMSF admin software
OneVue tips mFund success
SMSFs a ‘holy grail’ for infrastructure investment
AMP calls for SMSF residency rules reform
SPAA chair stands down, announces successor
Govt rules out limited recourse borrowing review
ATO outlines SMSF sector concerns
AMP seeks SMSF trustee cross-sell
SMSF specialisation ‘great news’: Ripoll
La Trobe Financial gets ‘strong’ rating
LRBA hype overblown, says BT
OneVue purchases superannuation trustee
Non-lodgement to affect property borrowing
SMSF audit pricing ‘under threat’
Regulators crack down on 'free' SMSF services
ATO releases SuperStream guidance
AMP names new chairman
ASIC eases compliance on internet securities
Planner group points to SMSF conflicts
RBA's rate announcement - March 2014
Lawyer reveals key to ATO dispute resolution
New penalty power could expose advisers
Govt should ‘re-think’ LRBA review rule-out
‘Strong case’ for reducing SMSF levy
SMSFs’ ETF usage skyrockets
Prime launches new property fund
Govt says SMSFs not over-investing in property
ATO reveals LRBA risk assessment
Investors with SMSFs ‘happier’: RaboDirect
Trustees overlooking commercial property
SMSFs outperform industry funds in satisfaction
New ATO penalty regime welcomed
ATO ‘spread very thinly’, says AIST
Class Super rolls out cloud-based service
Super withdrawal rate inadequate: Finsia
SMSF trustees warned on new reforms
EY outlines fresh auditor considerations
ASIC fines firm over ‘free SMSF’ setup claims
Accountants’ exemption phase-out too short: poll
HNWs invest heavily via SMSFs
BGL's Simple Fund 360 released to market
Finance minister to take on Sinodinos’ duties
SPAA backs best interest duty changes
Count lays out SMSF licensing options
ATO debunks LRBA, property speculation
MFAA hits back at ICAA on SMSF borrowing
Andrew Hamilton to depart AMP
SMSF trustees 'loyal' to advisers
Trustees need to up education, says analyst
No problem with free SMSFs, practitioners say
‘Superannuation is our number one challenge’: ASIC
FOFA freeze gives ‘breathing space’: SPAA
Fresh warning on SMSF licensing, property
Free SMSF ‘gimmick’ slammed
Count and SPAA to partner on SMSF training
Multiple board changes for OneVue
Accounting and planning bodies form SMSF alliance
CBA recommends trustee ‘financial literacy’ program
Further SMSF regulation ‘unwarranted’
ATO struggling as SMSF regulator: analyst
RBA rate announcement - April 2014
Retirees struggle following rates hold
ATO penalties could raise millions
ASFA points to super ‘regulatory gaps’
Don’t rely on ASIC for industry standards: SPAA
Pressure on SMSF auditors set to increase
SPAA refutes 'spurious' SMSF data claims
SMSFOA recommends review into property, gearing
IPA pushing for higher caps, LISC re-introduction
SMSFs ‘bear close monitoring’: RBA
SMSFs expensive, poorly diversified: ISA
SPAA throws support behind ATO
AMP warns accountants on self-licensing ‘myths’
Class Super CEO steps down
Have your say in the SMSF Awards
Trustees warned on SuperStream changes
ISA slammed for ‘self-serving’ SMSF attack
‘Landmark’ ATO ruling issued
SPAA proposes financial advice licensing changes
SuperGuardian offers new ‘end of year’ service
Firstmac fund picks up pace with SMSFs
Property in SMSFs not a looming 'disaster': SMSFOA
Urgent SMSF loan clarification required
New publication launched for burgeoning third-party mortgage distribution sector
New ATO decision on LRBAs ‘good news’
Calls to scrap ‘discriminative’ 10 per cent rule
ATO warns on trustee contraventions
Scrutinise SMSF ‘systemic risk’: Minter Ellison
SMSF role in property bubble ‘small’
SMSF compensation raises ‘moral hazard issues’
Case for corporate trustee strengthens
AMP rejects SMSF admin restriction claims
SMSFs trigger property research demand
Accountants should be ‘wary’ of SMSF education
Raising pension age no ‘silver bullet’: SPAA
Capital city property growth fades
SMSFs seen as ‘fashion accessory’: NGS Super
BlackRock chief praises Aussie super system
SPAA launches professional development tool
Lawyer outlines SMSF estate planning 'gaps'
Accountants warned on ‘nightmare’ AFSL
OneVue looks beyond SMSF market
SMSFs carved out of FATCA
Trustees cautioned on looming reforms
Lawyer warns on SMSF ‘time bombs’
Regulator buckling under SMSF pressure
Rate your SMSF service providers
SMSFs could reach 'tipping point'
AMP Capital furthers SMSF involvement
CommInsure launches new SMSF product
SMSFs dodge Commission of Audit bullet
RBA announces cash rate decision for May 2014
BGL releases SuperStream registration service
Super a federal revenue ‘underperformer’
SMSFs seeking advice on LRBAs
SMSF trustees immune to vertical integration
mFund to foster SMSF, managed funds relationship
AMP SMSF reports $741m growth
Brogden predicts super, banking partnership
Practitioners cautioned on obscure SIS provisions
CFS outlines platform ‘roadmap’
OneVue undergoes ‘rebranding exercise’
Trustees cautioned on property market prices
FOFA changes could hurt consumers: SPAA
Unregulated advice driving SMSF set-up
SG freeze creates industry concern
Tougher tests for self-funded retirees
Calls for SMSF levy reduction ignored
Axe hangs over ATO jobs
Govt addresses contributions concerns
‘Risky’ negative gearing in super slammed
ASIC cautions brokers on LRBAs
AMP SMSF points to new tax considerations
Gadens calls for compulsory trustee education, advice
Beacon planners gain access to DomaCom
Director warns on new SMSF players
Accountants to shun institutional licensees
Morningstar highlights SMSF advice opportunity
Burgess points to ‘obscure’ repair levy feature
BoQ looking to target SMSF sector
OneVue purchases SMSF admin business
ASIC prompts licensee to review SMSF advice
Hockey hints at changes to super
New infrastructure fund launched
Negative gearing predicted to increase post-Budget
SMSFs continue driving ETF usage
ATO rejects calls for improved transparency
Budget measure to up pressure on auditors
EQT announces mFund offering
Heffron launches online SMSF establishment service
SMSF property service launched by DomaCom
‘First of its kind’ judgement handed down
Former Westpac exec joins SPAA
Firm relaunches SMA service on Praemium
CMC Markets Stockbroking’s mFund offering goes live
Govt announces SuperStream extension
Auditors warned on independence risks
ATO outlines SMSF compliance focus
Trustees advised to de-risk commercial property
Be wary of property investment advice, says PIAA
SuperStream delays ‘common sense’
OneVue eyes further acquisitions
ATO warns on late lodgement
SMSF sector seen as ‘punching bag’
Lawyer gives tips on waiving ATO penalties
SPAA highlights new legislation to trustees, advisers
ASFA cautious on SMSF investor sophistication
ATO mulls new ruling on SMSF loans
Report reveals SMSF growth projections
ATO penalties could raise $100m per year
Cooper slams criticism of ATO
RBA announces rate decision
ATO reiterates non-compliance approach
‘Solid growth’ in SMSF residential property investment
Trustees cautioned against complacency
Abolish preservation age, says lawyer
Changes to SMSF annual return flagged
Former Labor minister appointed APESB chair
SMSF cash allocation remains heavy
Advice body moves to counter SMSF trend
New reforms to impact client strategy
Chan & Naylor launches SMSF admin unit
Modest growth in residential property market
Asset allocation leaving SMSFs vulnerable
Platforms ‘slow’ to meet SMSF demands
New penalty regime prompts ATO review
ASX dispels myths on SMSFs, options trading
SPAA outlines tax-time strategies for SMSFs
SMSF growth boosting LICs popularity
Calls for mandatory trustee education rejected
ATO outlines SuperStream concerns for SMSFs
New COO for Class Super
LISC scrapping slammed by industry bodies
Accountants warned on delaying licensing
Concerns remain after FOFA amendments: SPAA
SMSFs outperform APRA funds: NAB report
Senate passes key measures affecting super
Govt’s FOFA announcement ‘positive’ for SMSFs
ATO called on for ‘consistent approach’ to LRBAs
Auditors firmly on ATO’s radar, says ICAA
Lawyer outlines EOFY issues for SMSFs
Adviser points to ETF pitfalls for SMSFs
Asia exposure key to SMSF diversification: Seres, Acorn
Practitioner outlines key to bottom-line growth
BGL partners with TAG to deliver audit papers
ASIC takes action on ISA advertisements
Drastic changes to SMSF age profile, says Core Data
Grant Samuel eyes SMSFs in CFS platform deal
Sequoia considers SMSF expansion, acquisitions
Deloitte weighs in on contribution caps debate
SMSF firm strikes deal for CWS advisers
Sterling director appointed to AMAA board
Nyko outlines tips for SMSF property investment
GBST goes live with SuperStream Gateway
SPAA welcomes draft regulations for tax advisers
CleverSuper to survive CWS collapse
Lawyer issues reminder on insurance in super changes
DomaCom backs efforts to weed out spruikers
AMP SMSF identifies key enablers for sector growth
RBA announces cash rate decision for July 2014
SMSFs driving APRA funds to innovate: Mercer
Satisfaction with SMSFs still ahead of APRA funds
ECP Asset Management makes play for SMSFs
MDS set to acquire Sequoia
Cooper still cautious on leveraging in SMSFs
Top service providers revealed in SMSF Awards 2014
ATO reiterates ‘underlying problems’ in SMSFs
ICAA calls for action on longevity risk
SMSF auditors in ATO’s ‘firing line’
Tax changes to superannuation ‘inevitable’
Investors Mutual targets SMSFs with LIC
SMSF popularity drives Exelsuper growth
IPA calls for ‘improved tax regime’
SPAA welcomes Roy Morgan SMSF engagement research
Quantum pens client letter post-CBA scandal
Report reveals ‘alarming’ super savings stats
AMP launches social entrepreneurship fund
Budget will strengthen super system: SMSFOA
Commercial lender adds SMSF arm
Planning firm to establish MDA structure
Govt review recommends ATO penalty reform
Planner adds voice to contribution cap concerns
Software firm tips auditor-administrator collaboration
SMSF Partners rebrands amid CWS deal
Calastone removes manual year-end processes
CFS warns against excess super contribution strategies
ATO launches app for SMSF trustee use
SMSF sector to dwindle over 30 years: report
Outsource admin at your peril: Wealthtrac
Recent decision prompts warning on super schemes
FSI report flags SMSF advice standards
Advisers ‘don’t know enough’ on SMSF property
TAL upping focus on SMSF sector
SMSFs in ‘firing line’ of FOFA amendments
ASIC flags ‘concerning trends’ in limited licensing
FSI mulls prohibition of borrowing in super
ATO outlines new ‘emerging risks’ in SMSFs
SMSFOA supports FSI gearing concerns
Auditors warned on changing ACR approach
BT plays down FSI speculation about SMSFs
ATO includes SMSFs in new corporate plan
SMSF-focused AFSL joins AIOFP lobby group
SMSFs not immune from longevity risk, warns IPA
Blocking of LISC repeal welcomed
New research on SMSF service providers revealed
Retirement phase of super underdeveloped, says SPAA
Govt mulls changing drawdown limits
ASIC obtains court orders in SMSF investigation
Review of property schemes ‘disappointing’: ASIC
ATO ups scrutiny on SMSF practitioner behaviour
SMSF service provider lists on ASX
ATO reports 300-plus auditors to ASIC
Trustees warned on unexpected ‘toll’ of aged care
Class reaches 10 per cent SMSF market share
Lawyer outlines ‘critical’ incapacity planning steps
ATO outlines ‘important’ reminders for trustee clients
New ATO decision ‘clarifies misunderstanding’
‘Substantial portion’ of accountants to shun AFSL
Registrations open for 8th annual SMSF Adviser Strategy Day
NAB signs up to LRBA ‘best practice’ guidelines
Accountants ‘bypassed’ in SMSF establishment
Look to UK model to prevent ‘colossal’ SMSF losses
Release super to first home buyers: Xenophon
Tria critical of ‘loose’ investment strategy rules
Bell Direct hits back at mFund critics
Accounting bodies release SMSF education course
ATO alert ‘pertinent’ to SMSF property investors
AIST rejects opening super to first home buyers
Vanguard ‘wary’ of leveraging in super
Accountants ‘not worrying enough’ about licensing
RBA announces cash rate decision for August 2014
SMSFs preventing economic growth: Credit Suisse
ASX confident about mFund benefits for SMSFs
SMSF appetite for borrowing waning
ASIC warns SMSFs off bitcoins
ASIC clarifies wholesale investor test for SMSFs
‘Rush’ to licensing may incur additional costs
ATO commits to cost-cutting strategies
ASFA cites further cost ‘pressure’ for retirees
Recent court case has ‘implications’ for SMSFs
SPAA welcomes clarification of wholesale investor test
New data released on SMSF licensing take-up
SMSF sector driving Nyko sales growth
Definition of dependant ‘evolving’
ASIC fines firm for ‘misleading’ SMSF advertising
Dealer group expands offering in light of new SMSF licensing
Industry fund to ‘fast track’ SMSF wind-ups
First SuperStream contributions processed
ASIC penalises firm for ‘free’ SMSF set-up claims
SMSF practitioner wins independent advice award
SMSFs warned on portfolio risk
Service providers begin SuperStream processing
Skaffold makes new appointment ahead of SMSF expansion
SMSF admin provider launches business-building tool
First OneVue client accesses mFund
Charterhill companies owe creditors $11.5m
SMSFs still ‘significantly underexposed’ to global stocks
Tria highlights ‘compelling’ SMSF value proposition
‘Flood’ of AFSLs for accountants never expected
mFund threatens platform cost structure, says OneVue
Save an extra $100K-plus in super, ASFA says
SPAA develops new tech mentoring program
Class collaborates to launch SMSF app
SMSF admin provider rebukes CareSuper claims
New research finds SMEs increasing SMSF set up
ATO cuts could hit SMSFs, says union
ATO to target SMSF property investors
SPAA highlights ‘trap’ for SMSF practitioners
AMP SMSF signals strategy change
BGL integrates with Xero for Simple Fund 360
ATO toughening up on market valuations
La Trobe extends commercial loan terms
Adviser highlights common trustee mistakes
SMSF regulation needs ‘further consideration’
SuperCentral, Townsends launch estate planning service
KPMG weighs in on super, leveraging debate
ASIC mulls ‘soft’ minimum balance for SMSFs
CAANZ reiterates calls for review of borrowing
Operating costs of SMSFs not a concern: SPAA
Accountants outline ‘challenges’ in servicing SMSFs
Major report identifies ‘sizable shift’ in SMSF sector
ASFA calls for SMSF 'health warnings'
New pension rules have SMSF implications
SMSFOA reiterates gearing concerns
Survey backs SMSF knowledge levels
Trustee urges review of super borrowing
FOFA changes ignore SMSF peril: MP
Licensee reports SMSF borrowing uptick
APRA rejects calls to regulate SMSF sector
AMP partners with uni on research, education
Consider limitations on SMSF set-up, says Westpac
RBA announces cash rate decision for September 2014
Aussies ‘confused’ about value of super
RBA backs FSI’s concerns over leveraging in super
Aberdeen adds funds to ASX’s mFund service
Super to become political ‘battleground’
Beware potential breaches with LRBAs, says lawyer
ATO holding $19.1m in lost super
Cavendish plays down LRBA concerns to FSI
Deloitte rejects minimum balances for SMSFs
AMP SMSF outlines new ‘strategic direction’
Industry fund introduces ‘self-managed’ investment offering
ATO outlines steps to protect SMSF bank accounts
APRA fund launches DIY investment option
ATO explains SMSF auditor monitoring strategy
ATO issues significant revision of LRBA figures - September 2014
Simple Fund 360 integrates with Auditflow
New decision on LRBAs due by end of 2014
Loans to members remains top concern, says ATO
AMP Capital adds to SMSF suite
Lawyer outlines ‘hidden’ effects of children in SMSFs
Macquarie predicts FSI outcomes for SMSFs
Lawyer, ATO outline keys to penalty remission
Cleardocs partners up with Macquarie
Technology could push accountants out of SMSF sector
Aberdeen warns SMSF trustees on risky hybrids
ASIC eyes SMSF loan sign-offs
Alternatives a buffer for volatile markets, says Man Group
SMSFs ‘vulnerable’ to market collapse
ASIC finds SMSF advice training on the rise
EY debunks common SMSF audit myths
Rice Warner calls for review of leverage in super
Advice firm warns against SMSF property investment
CBA customers to use rollovers for insurance premiums
SMSFs to outperform managed funds in market downturn
Lawyer sheds light on common misconception
Townsends issues reminder on active member test
SPAA urges govt to consider co-regulation
ATO issues ‘key’ clarification for SMSFs
Benlee, Stronghold eye SMSF market
ATO launches self-help tool for trustees, advisers
New Bill introduced on super fund mergers
SuperStream ‘hopeless’, says SMSF tech consultant
Rice Warner outlines ‘multi-faceted’ challenges to super industry
LRBAs a looming ‘disaster’, says Hewison
OneVue and IMAP team up on managed accounts
Fully automated SMSF audits ‘quite possible’
Significant scope for error in new legislation, lawyer says
Admin provider warns on senior health card ‘risk’
SPAA slams hypocritical SMSF naysayers
Call strengthens to release super to first home buyers
Licensee acts on ASIC’s SMSF advice concerns
AMP weighs in to longevity risk debate
Chan & Naylor signs mortgage broking JV
Skaffold offers research tool to SMSF professionals
NAB fined over misleading PDS
Make annuities compulsory, says Deloitte
LRBA constraints called for to address ‘market distortion’
Satisfaction with SMSF admin providers rising
ATO honing in on ‘aggressive’ SMSF tax structures
Interprac responds to ASIC SMSF concerns
CMC Markets announces mobile trading apps upgrade
SMSF trustees not a 'law unto themselves'
‘End of the road’ for leverage in super could be near
RBA rate announcement - October 2014
Paradigm acquires SMSF advice firm
SMSF portfolios ‘significantly skewed’
Change to ATO decision relevant to SMSF in-house assets
National accounting group warns on SMSF ‘traps’
Unanswered questions lingering over LRBAs, says Macquarie
OneVue moves to expand SMSF reach
Gen Y keen to access super for first home
Mercer research confirms risk of longevity
Count CEO warns on capacity risks for SMSF licensing
‘SMSF profession’ appealing to the young, says SPAA
FIIG cautions on hybrids risk
AMP SMSF exec resurfaces at platform provider
Draft legislation on excess contributions tax released
IPA merges with UK accounting body
Count unveils online SMSF licensing tool
ATO warns on SMSF ‘boiler room sales tactics’
Lawyer highlights downfalls in proposed legislation
ATO gives insight to ‘audit of auditors’ process
APRA funds’ infighting leading to SMSF leakage
SMSFs wrongly claiming no-TFN tax offset, says ATO
ATO cautions on non-institutional SMSF loans
Dodgy SMSF advice on ASIC’s radar in 2014/15
Folkestone announces SMSF distribution team changes
Keating calls for limits on leveraging in SMSFs
ATO hitting accountants’ productivity: poll
Old trust deeds create SMSF penalty risk
Sterling Publishing acquires leading legal title
UBS launches ‘borrow to invest’ product
Former ASIC investigator points to SMSF ‘red flags’
Lawyer slams Keating’s call for limits on SMSF loans
ATO issues SG rate reminder to employers
SPAA throws support behind govt's adviser register
National accounting group optimistic on SMSF client growth
AMP SMSF reports growth of $572m
Major actuarial certificate provider expands, rebrands
ATO urges trustees to be SuperStream-ready
New research tackles SMSF retirement adequacy
Lawyer flags independence issues for SMSF licensing
New data shows SMSF borrowing, cash holdings decrease
Instos’ entry into SMSFs a force for good, says Cooper panellist
Wealthtrac launches app to monitor super
SMSFs key to high-rating Aussie super system: SPAA
Federal Court case gives insight into sole purpose test
ATO annual report outlines SMSF enforcement action
Dealer group 'commits' to expand SMSF specialisation
SMSF specialist appointed to ASIC panel
Family trusts trump SMSFs on simplicity, says HLB Mann Judd
ASIC warns accountants on high-risk licensees
‘Disruptors’ continue to mount for SMSF accountants
Practitioners' liability avoidable for estate planning 'disasters'
Crucial Bill for CAANZ merger passes
Consultant points to 'grey area' with compliance responsibility
Lawyer predicts play-out of ‘dangerous’ SMSF penalties
Cash rate decision announced by Reserve Bank
CleverSuper boss working with Findex
Member-direct options of ‘questionable’ value for APRA funds
ATO may ‘explicitly’ push SMSFs to corporate trustee structures
Ideology, self-interest driving SMSF criticism: SMSFOA
Iress incorporates XPLAN with Class Super
SuperCentral offers new ‘bundled services’
New BetaShares fund targets SMSFs, retirees
Research confirms continuing SMSF ‘threat’ to retail funds
SMSF trustees ‘spooked’ by large-scale advice scandals
Govt called on to look at super tax breaks
Regulator criticised over debt collection process
‘Strong demand’ from SMSFs in Medibank Private IPO
ASIC seeks court order on SMSF property promoter
‘Material deficiencies’ found in SMSF licensing applications
‘Sophisticated’ property investors eyeing SMSFs
ASIC action on alleged SMSF property spruiker welcomed
Exelsuper boosts SMSF specialist numbers
Licensee eyes accountants with new business
‘Haven’t seen the end’ to excess contribution tax changes
Topdocs automates ABN applications for SMSFs
Former treasurer Costello backs super concessions
Flexibility trumps performance for SMSF trustees
Change legislation to boost women’s super, says ASFA
Topdocs launches new estate planning tool
ATO adds to approved SMSF education program list
‘Unintended consequences’ threaten SMSF tax reform
One fifth of SMSF trustees lacking retirement plan
New research finds SMSF growth boosts LIC investment
SMSF advisers leading the charge on direct shares
Industry fund’s SMSF wind-up service falls flat
Australia-China agreement to boost SMSF industry exports
Real estate body concerned by ‘blurred’ SMSF property advice
AMP favours ‘tightening’ of SMSF borrowing rules
Relevance of SMSF investment strategies questioned
Firm warns on cost of ignoring SMSF licensing regime
Business owners missing out on super benefits
SMSF FUM growth set to slow, new research shows
ATO confirms further restrictions for insurance in SMSFs
Fresh warnings over ‘free’ SMSF set-ups
Vanguard adds to ETF product suite
ASFA continues to sound warnings on retirement savings
ATO releases ‘commutation clarity’ for TRIS
Perpetual LIC attracts strong SMSF interest
Opportunity for young advisers in SMSF borrowing
SMSF auditors need ‘shake up’ to stay relevant
Accountants resisting insto ‘stigma’ with SMSF licensing
SMSF trustees ‘awakening’ to different investments
Multiport, ATO identify SMSF compliance weaknesses
Sterling crowned Business Publishing Company of the Year
SMSF asset growth sluggish for Sept quarter
Change in sight for contribution reserving strategies
BetaShares points to ‘high risk’ asset allocations
ATO urges action on SuperStream obligations
Industry body hits back at calls for super tax reform
Accounting body announces new president
ATO assistant deputy commissioner for super departs
ASIC looks to expand SMSF supervision areas
Forsyth’s position at ATO empty for 'foreseeable future'
ATO’s SMSF product ruling system withdrawn
ASIC concerned by ‘off-road’ SMSF trustees
Govt warned against banning SMSF borrowing
Superfund Partners integrates software with online stockbroker
SMSF admin firm partners with Bullion Capital
Direct property can significantly reduce volatility in SMSFs, says AUI
SMSFs missing out on global diversification
RBA announces cash rate decision for December 2014
ATO to drive SMSF industry automation
New research debunks SMSF gearing concerns
Forsyth joins forces with super consultancy firm
SPAA backs government’s plans for adviser register
‘Alarming’ increase in SMSF trustee disqualifications
Update issued on SMSFs and non-commercial loans
FSI hands down borrowing in super recommendation
SPAA points to ‘enormous positive’ for SMSFs in FSI
Limits to super tax concessions raised in FSI
FSI backs ATO as regulator of SMSFs
Lawyer outlines ‘critical action’ on LRBAs post-FSI
SMSF Aussie equity holdings tipped to surge
Proposed banking sector changes could hit SMSFs: SPAA
ATO updates SMSF record-keeping allowances
FSI recommendations to spur ‘retirement revolution’
Gadens slams Murray’s call to ban SMSF borrowing
‘Significant’ work needed to keep LRBAs for SMSFs
Super industry ‘vulnerable to shocks’: Tria
AMP Capital targets SMSF market with mFund listings
New research shows SMSFs reduce cash, property exposure
Townsend slams FSI’s ‘bias’ stance on SMSF borrowing
Lawyers outline common SMSF litigation triggers
Insto lobbyists to blame for calls to ban LRBAs
Accountants, planners urged to address ‘image problem’
Audit automation to hit SMSF sector in two years
MLC partners with SPAA on adviser training
Lawyer points to 'looming issue' for trustee clients
ATO hands down new decisions on LRBAs
ASIC cancels registration of 440 SMSF auditors
OneVue furthers super admin footprint
National tax reform could see ‘radical change’ for SMSFs
Super excess contributions tax reform in limbo
ATO issues further LRBA guidance
ATO data shows impact of SMSF balance on performance
‘Implications’ for SMSFs in recent court case
SMSF portfolio construction under fire
Half of all Australians uncertain about super: ASIC
Keep LRBAs for small business owners, CEO says
Court finds FX business pushed SMSF set-ups
Adviser labels SMSF growth ‘frightening’
AMP SMSF urges trustees to assess loan arrangements
SMSFs outperform on member satisfaction: survey
PJC recommends raising educational standards
Banning LRBAs a ‘foolhardy reaction’
SMSF specialist calls for regulatory stability in 2015
Adopt technology or 'die a very slow death'
Young trustees a positive sign for SMSFs, says SPAA
Core of accounting industry to ‘decimate’
Borrowing in super ‘hardly cause for panic’
Lift super caps to ease pressure on govt, says adviser
Number of SMSF service providers set to decline
SMSF trustees looking to alternatives
BGL knocks SMSF industry’s technology adoption
Lawyer highlights tips, traps for SMSF establishment
Finance broking associations at odds over SMSF borrowing
OneVue launches new investment platform
Accountants reject ban on SMSF borrowing: poll
SMSF cloud software to see ‘enormous acceleration’
Compulsory corporate trustee structures tipped for 2015
ATO recovers $8m in unpaid super entitlements
SPAA backs proposals to lift adviser education standards
Dunn outlines key SMSF business questions for 2015
SMSF auditors warned ‘change to stay relevant’
Recruitment firm tips demand for SMSF accountants
Outdated technology hitting bottom lines, says Class Super
‘Incredibly high’ number of trustees hold no life insurance
Major bank scraps financial advice certificate for LRBAs
ASFA develops new retirement standard for over 90s
Lessons for SMSF trustees in high-profile court case
Fully automated audits unlikely, says BGL
Robo-advice ‘concerning’ for SMSF practitioners
Collectibles to see further decline, says SPAA
SMSFs in 2015 Budget’s firing line
SMSFs an ‘expensive status symbol’, says Tria
Fresh draft legislation ‘positive’ for SMSF borrowing
ING Direct addition to benefit SMSFs, says Hub24
Reform of major APRA funds’ governance gets SMSF support
SPAA backs govt moves to protect super
‘Noticeable’ spike in SMSF borrowing breaches
Sladen Legal updates SMSF documents
Iress incorporates Cleardocs with Xplan
Bank preparing for ban on LRBAs
SMSF services most susceptible to automation
‘Forget product advice’, says BGL
mFund gaining momentum with accountants
Minter Ellison points to ‘danger’ in LRBA ban
iShares launches two new ETFs on ASX
BetaShares launches new ETF
New cash fund added to BT Wrap
Adviser tips SMSF borrowing to stay
Property firm hit for false super claims
SMSF accountants heading for ‘car crash’ in 2016
OneVue's FUA climbs to $2.8bn
Govt warned: don’t ‘fiddle’ with super in Budget
Auditors at odds over future of SMSF auditing
SMSF not ‘purely for wealthy investors’, says GSAM
Treasury estimates 'not giving full picture' on super: AMP
SMSF practitioners missing bottom-line booster
SMSF trustees unprepared for new collectibles rules
Poll tips govt to keep SMSF borrowing
RBA announces cash rate decision for February 2015
Super tax ‘loopholes’ under fire
ATO issues clarity on death benefit payments
ATO highlights billions in forgotten super
BGL registers for electronic SMSF annual returns
RBA’s rate cut a ‘kick in the teeth’ to SMSF trustees
Property investment manager forms hotel trust
Industry funds catching up to SMSFs on satisfaction
Government may restrict re-contribution strategies says Mercer
Latest BMR integration SMSF-focused
Adviser tips govt to stall on super tax changes
Former AMP SMSF manager joins DomaCom
Mid-tier firm joins SMSF minimum balance debate
Integrations to ‘dramatically reduce’ SMSF set-up time
APRA funds still struggle against SMSF competition
Tax white paper ‘casualty’ of leadership crisis
SPAA confirms name change
When is an unallocated contribution account a reserve?
Rice Warner pushes for joint super accounts
SMSF practitioners neglecting vital step in estate planning
SPAA slams rumours of structural shift
Trustee body blasts SPAA rebrand
DomaCom welcomes Kidman sale turnaround
Slash red tape for super, SMSFA tells govt
Class launches foreign asset support for accounting software
Limited AFSL to increase risk of unlicensed SMSF advice
Govt makes cuts to deeming rates official
Trustees warned on SMSF insurance strategies
New MSCI hire eyeing SMSFs
ATO ramping up SMSF surveillance
SMSF interest in growth assets heating up
Supercorp launches SMSF information portal
Proposed ASIC powers to benefit SMSFs, says senator
Accurium launches retirement risk assessment service
Not enough value in super system, says Murray
Praemium launches new SMSF compliance service
Former High Court judge flags threats to super
ATO hands down first-of-its-kind penalty
AMP doubles its SMSF adviser numbers
AMP hits back at SMSF tax criticism
ASIC urges accountants to 'get their skates on'
ATO sounds warning on ‘unforgivable’ auditor behaviour
‘Don’t backchat to the policeman,’ ASIC tells auditors
Govt comments on proposal to ban LRBAs
Labor points to ‘stark realities’ of super system
Refine client offering or risk your bottom line, says Dunn
Treasury acknowledges limits to estimates
Govt backs FSI’s call for clearer super objectives
ATO outlines strategies for avoiding non-compliance
SMSF establishments down for December quarter
SMSFOA urges treasurer to ignore calls for super tax
SMSF industry under threat, warns planning firm
IPA tells govt to address 'poor quality advice'
SMSFs facing ‘income deficit’ says Credit Suisse
SMSF trustees distracted by noise says AMP Capital
Corporate trustee structures losing traction
ATO to target SMSF tax compliance
Marginal issues distracting SMSF industry
SMSFs ahead for confidence in retirement savings
OneVue FUA in platform services rises 45 per cent
Greens call for super policy changes
Costello defends LRBA borrowing in SMSFs
Maximum super contribution base sees increase
Consulting firm criticises SMSF asset allocation
Super tax concessions debate intensifies
RBA rate announcement - March 2015
Senate votes on super contribution tax rules
PIPA calls for alternatives to LRBA ban
Trustees still in the dark on SMSF estate planning
AMP responds to super contribution tax changes
ATO to take aim at ECPI claims
SMSF market share ‘topping out’ says Tria
IGR hints at tax changes to super
Beware of the contribution tax changes, warns Cavendish
Hockey’s hints at early access to super slammed
BGL launches automated depreciation service
Trustee interest spikes in ETFs, managed funds
ATO sets up taskforces to target super threats
Frydenberg airs concerns over LRBAs
ASIC bans Charterhill boss
Property spruiker ordered to stand trial
Cavendish veteran confirms departure
Charterhill ‘may have traded whilst insolvent’
Trustees’ lack of bonds exposure raises concerns
Keating blasts Hockey’s super proposals
Firm penalised for misleading SMSF advertising
Appeal decision released on long-running SMSF dispute
Tria’s founder Andrew Baker stands aside
Hockey’s super proposal would ‘promote a property bubble’
Lawyer calls on ATO for further loan guidance
Treasurer calls for calm on super tax debate
ATO honing in on dodgy loan arrangements
SMSFA warns of long-term risk with super speculation
Hockey continues push for debate on super changes
FIIG teams up with Aussie tech company
LRBAs could leave trustees ‘high and dry’: Frydenberg
Abolish super tax breaks for the wealthy, says retail fund
Lawyer challenges ATO on cross-insurance call
BT Panorama to launch SMSF capability
ATO urges caution on pensions
AMP flags tax avoidance risk of new laws
Blame poor advice not LRBAs for gearing issues: IPA
Spruikers pursuing ties with SMSF practitioners
Navigating the transfer of benefits with a property - March 2015
Hockey’s super proposal a ‘double-edged sword’
Associations push to abolish 10 per cent rule
SMSFs targeted with $60m corporate bond offering
Centuria launches roadshow for independent advisers
ATO warns on contributions ‘interruption’ for SMSFs
SMSF trustees ‘ships without rudders’, analyst claims
Industry bodies unite to lobby govt on LRBAs
Actuaries Institute warns on risks of ‘super tinkering'
ATO continues ‘reinvention’ push
Disengaged super members vulnerable to bank deals
Deloitte plays down LRBA growth
Auditflow partners with financial reporting company
ATO addresses ‘common headache’ with new advice
Australian Money Market adds Westpac to hub
RBA warns on long-term super allocations
Cooper warns on future of super, age pension
CPA hits back at critics of SMSF accountants
ASFA debunks super tax concession myths
SMSF practitioners urged to consider public speaking roles
Defensive SMSF portfolios lack sustainability, report says
ATO sounds warning on SMSFs in pension phase
ATO urges trustees to review succession plans
SMSFs to ‘get pulled in’ to tax reform debate
Tax professionals warned on fraud risk
Hone in on large super balances, says new report
Trustee lobbyist push for ‘rational’ super tax debate
LRBA ban proposal an ‘overreaction’ to risk
ASFA backs total ban on LRBAs
Young Aussies upping super engagement
ATO acts on complaints about SMSF set-up guidance
Pressure mounts on govt to end 10pc rule
Trustee lobbyists slam attack on high super balances
La Trobe expands NSW distribution team
Govt paper favours foreign investors over retirees, says lobby group
SMSFA proposes alternatives to LRBA ban
RBA announces cash rate decision for April 2015
Mid-tier firm urges Aussies to up super contributions
Firms partner on SMSF licensing service
$100m private equity fund launch attracts SMSFs
DomaCom partners with SMSF administrator
Xpress Super expands trading partners
Cavendish disputes FSI stance on borrowing
Major bank urges govt to ban LRBAs
'Re-think' links between super, tax and welfare: Treasury
SMSF demand for LICs on the up
Super balances to plummet under new proposals, research finds
SMSF domination of ETF market wanes
ATO gives further guidance on LRBAs
Young Aussies wasting thousands in super fees, says ATO
ATO provides further clarification on SMSF pensions
Annuity recommendations on the rise
Govt urged to address ‘flaw’ in super system
Rogue auditors warned of flow-on effect of behaviour
DIY options a flop for APRA funds, bosses admit
Tax group announces ‘major’ expansion plans
Negligent SMSF advice finding against Westpac upheld
Auditor points to ‘common’ independence breaches
ASIC reveals latest on limited licensing numbers
SMSF trustees expected to outlive average Aussie
Bank hits back at APRA fund bosses
AUSTRAC scraps anti-money laundering changes for SMSFs
ATO eyeing wealthy Australians
Abbott reiterates pre-election super promise
Dealer group offers accountants non-aligned licence
SMSF robo-advice open to bank manipulation
Aussies misled on retirement needs, says Cooper
Retail funds 'dragging down' the super system
Calls intensify for incentives on default income streams
Help us recognise the best SMSF businesses
Practitioners cautioned on using LRBA alternatives
Labor accused of ‘jumping the gun’ on super proposals
ASIC, training providers drop the ball on licensing
Labor’s proposal to damage confidence in super: BDO
Real estate platform eyes SMSFs
DomaCom signs agreement with crowdfunding site
ASFA urges calm on super tax debate
Keep borrowing for APRA funds, FSC tells govt
Accountants cautioned on dealer groups' motives
Retirement income FUM to hit $1tn by 2025
Exelsuper appoints first franchise owner
Lawyer points to ‘deadly sins’ of estate planning
SMSF clients on the hunt for yield
Alarm sounds on $1bn in unpaid super
AAT offers clarity on jurisdictive power
Don’t miss the chance to have your say in the SMSF Awards
SMSF practitioners favour SMAs for clients, report finds
Industry fund launches SMSF suitability tool
Public perception of accountants, planners plummets
Labor’s super proposals shunned in landslide poll
Frydenberg hints LRBAs may survive
Govt provides commissioner with new power
Smarter Money Investments appoints credit strategist
ASIC acts on firm’s ‘free SMSF set-up’ claims
ATO issues alert on franking credits to SMSFs
Divest from Aussie banks, says investment manager
Philanthropic advice firm joins Omniwealth
Lower compulsory super pension, says lobby group
ASIC ramps up focus on SMSF property spruikers
Reserve Bank reveals cash rate decision
ASIC takes action on property spruiking firm
New ATO ID to put ‘cat amongst the pigeons’
Former ATO director joins H&R Block
Illiquid assets reduce SMSF risk, says Charter Hall
Major bank drops SMSF property loans
Govt to amend early access to super rules
Advice firm directors ordered to surrender passports
Wealthy retirees in Budget’s firing line
Two thirds of Australians to rely on pension
ASFA welcomes changes for accessing super
Industry calls for cut to SMSF Supervision Levy
SMSFs drive surge in direct investment
Cash rate cut costing retirees $81bn
AMP SMSF admin accounts see decline
ATO honing in on misuse of auditor numbers
Practitioners warned on aged care ‘chaos’
Govt to act on ‘redundant’ super obligations
Age pension changes strengthen calls for super boost
Govt pledges millions to target super fraud
Budget a ‘good news’ story for SMSFs
‘Surprise’ super measure announced in Budget
Small business to reap benefits of Budget
SMSF trustee penalties going up
H&R Block warns on Budget traps for small business
SMSF administration a ‘zero-sum game’ for small practices
ATO acts on ‘large number’ of property spruiking cases
ASIC seeks banning orders in SMSF investigation
SMSF practice mergers on the rise
Expect growth in low-balance SMSFs, says adviser
Fresh figures released on accountants’ licensing take-up
Small business warned on Budget measure abuse
Compliance revenues ‘immediately at risk’
Contraventions rife among non-advised SMSF trustees
CFS alliance offers SMSFs additional strategies
Labor’s super proposal will get backing, says lobbyist
ASIC directs property bubble warning at SMSFs
OneVue enters agreement with BNP Paribas
AMP SMSF launches education program with SMSFA
Accountants fear career prospects have ‘stagnated’
Bowen labels govt ‘fiscal vandals’ over super promises
ATO decision a ‘misguided missile', says lawyer
ATO stats show SMSF wind-ups plummet
Training confusion causing SMSF licensing delays
Labor’s super concessions estimates unreliable, says lobbyist
Independence central to accountants’ licensing call
Technology barriers curtail Labor’s proposal, says lawyer
Practitioners warned on common ECPI mistake
ASIC launches finance toolkit for women
Further details released on new commissioner powers
Govt tells retirees: run down your super
ATO adds ‘hot issue’ to its SMSF target list
ANZ and ETF Securities announce joint venture
SMSF practitioners call for lower minimum pension rate
Single-member SMSFs ‘the safest option’, says lawyer
Lifespan warns on referral relationships
ATO sends ‘last chance’ SuperStream message
Dealer groups ‘scaremongering’ on limited licensing
Court approves ActiveSuper banning orders
SMSF trustees preventing capex growth, says Credit Suisse
Consulting firm points to potential SMSF ‘disaster’
Auditors point to key SMSF ‘headaches’
ASFA calls for cuts to high-balance fund tax concessions
SMSFs urged to have exit strategy for unlisted property
No change to drawdown rates, govt says
SMSFs attractive for ‘fraudulent exploitation’, says ACC
RBA announces cash rate decision for June 15
Vanguard offers SMSFs increased access to China
Easton Investments to acquire stake in SMSF service provider
Bleak outlook for accountant salaries, research finds
‘Innovational disruption’ to impact SMSF demand, says Deloitte
Frydenberg hints at imminent super reform
Super tax breaks blamed for dire retirement outlook
ATO confirms changes for ACR lodgement
Consultancy launches tool for SMSF licensing training
Changes to defined benefit super to hit pensioners
Rule changes, investment selection are trustees’ toughest battles
'Don’t kill super with more taxes,’ says SMSFOA
Accounting firm launches SMSF trustee education tool
Trustees warned on common SMSF tax traps
SMSFs tipped as key driver of CPA’s advice move
New ATO ID highlights tax benefit for SMSFs
AMP warns on releasing excess contributions
SMSFs continue to boost $18.6bn ETF market
Poor health to hit Aussies’ retirement savings
SuperStream deadline extended again
New title launched for flourishing fintech sector
ATO warns on mortgage payment schemes
Class Super, Super IQ on board with new platform
Super speculation sees business owners turn to SMSFs
ATO swoops on phoenix businesses
Super uncertainty sees contributions slashed
ANZ ETFS lists six ETFs targeting SMSFs
Rice Warner calls for changes to age pension eligibility
Reduced super tax concessions to increase property prices: ASFA
Ban non-concessional contributions, says lobbyist
FIIG undertakes bond issue aimed at SMSFs
Adviser warns on dangers of super speculation
Aura Group acquires SMSF accounting firm
SMSF lobbyist slams super tax proposals
Big four firm warns on rising SMSF fraud threats
ATO on track to release further LRBA guidance
OneVue sees spike in SMSF property investment
More delays announced to Tax White Paper process
Banks' crackdown on SMSF lending continues
Lawyer warns on early access to super traps
Former ATO heavyweight joins SMSFOA advisory council
ASIC fee hike to hit SMSFs
SMSFA mulls support for changed tax rates
Advice firms fumbling on expense management
BDO reminds practitioners about ‘significant’ changes
SMSFs forfeiting ‘tax advantages’ with property
New opportunity for SMSF practitioners to get national recognition
Lobbyist pushes govt to address retirement incentives
ATO raises concerns about auditor engagement
Actuarial service incorporated into BGL software
Tax expert warns on recurring SMSF compliance issues
Major bank mulls maximum super balance
SMSFs warned on potential 55pc tax
Lawyer points to persistent estate planning issues
SMSFs beating APRA funds on innovation, technology
Planning principal charged with fraud
Class Super partners with actuarial certificate provider
SMSF industry responds to vote quashing royal commission
Major accounting body proposes shift of super tax ‘burden’
Big four firm urges govt to consider range of super changes
Contribution confusion leading to preservation rule breaches
MYOB joins SMSF admin provider to offer new service
SMSF stakeholders give thumbs up to new legislation
‘Big end of town’ capitalising on SMEs’ social media weaknesses
Multi-million dollar SMSFs becoming harder to build
Admin provider takes shot at accountants
UK rules likely to stop transfers to Aussie super funds
‘Critical 24 hours’: ATO issues EOFY alert
Deloitte acquires well-known SMSF firm
Positive outlook for Aussie shares in new financial year
New chair for SMSFA’s NSW Chapter
Proposed legislation a win for SMSFs
Silver lining for SMSFs with Greek debt crisis
Top service providers revealed in SMSF Awards
CPA looking for recruits to advice arm
‘We aren't ever going to increase taxes on super’: Abbott
Mid-tier firms announce several new partners
HSBC tips cash rates on hold for 18 months
Partners defect to rival amidst succession issues
Govt told super reduces incentive to own home
Low-cost SMSF audits ‘don’t add up’, director claims
MySuper funds tipped to outperform SMSFs
New product features for Class
‘Cashed up older buyers’ could increase housing market heat
Reserve Bank announces cash rate decision for July 2015
BGL partners with SMSF documentation provider
Govt warned on increasing preservation age
Aussies ‘afraid’ to lock money into super: Costello
AMP quashes fears of Chinese market crash derailing Aussie shares
Steady increase in super switchers seeking advice
Tax time warning issued to super members
Accountants urged to address capacity needs with ageing clients
ATO cautions on common pension misconception
Court ruling sparks concerns around SMSF borrowing
SMSFs bullish on retirement goals
Scale up or leave, small SMSF admin providers told
ATO trial points to misuse of auditor numbers
Property investors choosing favourite SMSF adviser
Major life insurer points to SMSF non-compliance
ATO cautions on deeds, outlines 12-month focus areas
Accounting group optimistic on future of compliance work
SMSF trustee interest in cash, property wanes
Senior leadership changes at super lobby group
ASIC disqualifies SMSF auditor - July 2015
Major SMSF software provider announces board changes
DomaCom lowers minimum investment amount
Software developer launches SMSF audit service
Class prepares to go public
Changes to tax on super ‘daft’, says Hockey
Can’t be ‘half pregnant’ with SMSFs, says former Macquarie director
AMP SMSF acquires another admin business
AMP SMSF outlines future growth plans
Fresh warning issued on SMSF licensing
BGL statistics show limited SMSF balance growth
RBA reopens debate on limiting SMSF borrowing
CPA confirms move into finance broking
SMSF Association applauds ASIC's auditor disqualification
SMSF global equities investment sees ‘dramatic increase’: UBS
Pension phase SMSFs falling into illiquidity traps, warns analyst
Class partners with fifth actuarial certificate provider
Fund manager cautions SMSFs on venture capital investment
Practitioners urged to monitor unit trust tax changes
SMSF firm pays $10,200 penalty for misleading advertising
Major SMSF software provider appoints new director
Super industry ‘distracted’ by default system obligations
ATO getting tougher on ‘serial non-compliers’
'Double-digit days over' for Aussie equities, says analyst
ASIC releases new SMSF advice guidance
SMSFA launches new accreditation program
Industry welcomes ASIC SMSF advice guidance
SMSF trustees continue to shun planners
Real estate franchise eyes SMSF market
NAB announces leadership reshuffle
ATO urges action on key compliance issues
SMSFs warned on continuing residency rule breaches
Consultant flags untapped opportunity for larger SMSF firms
ATO shakes up approach to SG contributions issues
SMSF portfolios continue to face ‘concentration risk’
Class integrates nabtrade data feed into software
Industry groups rally govt on super changes
ASFA eases off on calls for super changes
ASIC minimum balance suggestions slammed as ‘ill-informed’
Major bank flags ‘worrying’ SMSF borrowing trends
Fresh warnings on foreign pension transfers
BGL partners with investment data provider
ANZ moves to boost women’s super
Greens call for Senate inquiry into women’s super
Second-tier bank backs off on SMSF lending
Executive director to depart Macquarie
BGL adds major actuarial certificate provider
Interest in super rising among younger Australians
ATO outlines SMSF penalties, disqualifications for 2014/15
AMP SMSF warns on segregated pension traps
Procrastination about licensing to impact accountants
ATO highlights key pension issues
Superannuation the ‘greatest litigation game’, says lawyer
SMSF Adviser launches new event for SMSF professionals
Capstone FP partners with BGL to launch online tool
‘Feverish scaremongering’ on million-dollar balances slammed
Increased rates could be ‘harmful’ for property market
ATO to overhaul tax rulings process
RBA announces monthly cash rate decision for August 2015
Dixon Advisory hit with infringement notice
Retirement savings confidence on the up
Supercorp integrates InvestmentLink’s platform
Industry disruptors to 'aggressively' target SMSFs
New legislation could cause ‘sticky situation’ for commissioner
Magellan launches hedged global equities fund
Fears action on tax will be watered down
Super system requires ‘quantifiable targets’, says ASFA
Claims ATO proposal set to burden auditors
ATO acts on SMSF registration complaints
High Court judgment handed down in CPA v Chartered case
Govt tips ‘wave of innovation’ in retirement income products
Lawyer warns of rising death benefit disputes
Removal of dividend imputation would hit retirees hardest
ASIC slammed for interfering in minimum balance debate
‘Big step forward’ for contribution reserving strategies
National accounting group confirms ‘major’ SMSF expansion
IPA warns of ‘looming economic crisis’
ASIC’s ability to cope with last-minute licensing rush questioned
Former CPA president offers staff retention advice
Asian small cap stocks an opportunity for SMSFs
SMSF pricing models threaten sector’s integrity, claims adviser
Most BDBNs don’t work, lawyer warns
La Trobe expands distribution team
Accounting software company enters financial services
Lobbyist group pushes for indigenous super improvements
Poor IT systems leading to high staff turnover
Senator slams ASIC action on property spruiking
ATO ruling sheds light on residency rules confusion
Adviser calls for greater SMSF industry collaboration
Changes to super rules greatest fear for investors
Research reveals spike in planners’ struggle to retain SMSF clients
Silver lining for SMSFs in market volatility
Super system lacking ‘political cohesion’, says Rice Warner
New wave of foreign money to hit property market
Govt review into super imbalances welcomed
Lawyer warns on referral relationship litigation risk
Management changes for AMP’s SMSF licensing business
Politicians ‘can’t give you certainty’ on super, says Nick Sherry
LRBA uncertainty impacting brokers’ SMSF activity
AMP SMSF reports flat organic growth
Super assets remain steady at $2 trillion
Frydenberg spills on franking credits future
SMSFA appoints new director
Super balance gender gap slowly narrowing: Roy Morgan
Retirement prospects for SMSFs on the rise
Light at the end of the tunnel for LRBAs
More good news for contribution reserves
ATO getting tough on trustees who ‘play the system’
Offshore investment hurting Australian economy: Hockey
The 2015 SMSF Awards
ASIC cancels credit licence in SMSF investigation
ASIC sets new soft deadline for limited AFSL applications
OneVue reports another loss
Industry must address super disengagement, says Frydenberg
BMR launches the ‘15 minute SMSF’
Index shows most Australians unprepared for retirement
SMSFA joins push for licensing action
Banks urged to update authorisation capabilities
Flat tax rate for pension phase likely, says IOOF
Adviser cautious on large annuity allocations
Fintech start-up to capitalise on new licensing regime
Major Asia-Pacific law firm cautious on LRBAs
Nation’s favourite SMSF advisers uncovered
Praemium extends its SMSF admin software
SMSF service provider makes senior appointments
OneVue appoints two senior executives
Accountants reminded of new requirement once licensed
‘Very serious’ action looming for rogue SMSF auditors
RBA announces monthly cash rate decision for September 2015
SMSFs cautioned on short-term outlook for equities
Bowen hits out again at super tax settings
Govt told to use super to address housing affordability
FOS points to red flags in SMSF disputes
ASIC bans former SMSF financial adviser - September 2015
Limited disputes expected with accountants in AFSL regime
Advisers warned: ATO may be ‘knocking on your door’
Promising news for SMSFs after UK pension scheme saga
CFS warns: non-advised SMSFs facing behavioural bias risk
ATO clarifies actuarial certificate confusion
Problematic and ‘awkward’ limited licence defects exposed
National mid-tier firm acquires SMSF practice
SMSF property investment ‘pot luck’, says CommSec
CPA backs competition reform
ATO warns: ‘time is running out’ for SuperStream
Topdocs adds new integrations with BGL
Financial advisers have ‘won turf war’, lawyer claims
Accountants cautioned on offshoring traps
SMSFs' appetite for ETFs continues
Vanguard to add new funds to ETF suite
ATO urged to outline penalties for invalid TRIS payments
Trustees warned: property headwinds loom
Yield warning issued to SMSF property investors
Beware ‘hawking’ risks, accountants told
Senate passes new legislation on LRBAs
Tax threat looms for SMSFs with overdue returns
Younger trustees causing shift in SMSF models
Equity Trustees warns SMSFs against apps for wills
NALI not always disastrous, says AMP SMSF
ATO sounds alarm on ‘serious threat’ to SMSF system
Legg Mason urges retirees to rethink traditional assets
ASFA calls for further action on SG non-compliance
ASIC criticises promotion of DIY investment options by APRA funds
More good news for SMSFs in QROPS saga
ASIC warns of 'significant risk' with licensing
APRA funds urged to heed ASIC warning
SMSFs driving growth in peer-to-peer lending
AMP Capital calls for calm in sharemarket panic
Accountants not realising SMSF aspirations
ATO warns on SMSFs’ SuperStream failings
‘Do nothing’ at your peril, accountants warned
New licensing regime to see widespread technological upgrades
ATO issues significant revision of LRBA figures - September 2015
Cabinet reshuffle ‘positive’ for SMSFs
’60-second’ licensing app for accountants launched
Usefulness of new ATO valuation form in doubt
SMSF assets see drop of $10bn-plus
Shorten looks to super to fund pre-election promises
SMSFs ‘missing’ booming sectors, Invast claims
PM disputes claims of halting Tax White Paper
Court decision sends warning on related-party loans
ATO appoints new deputy commissioner of superannuation
New online SMSF advice service launched
ASIC reports further drop in registered auditors
IPA pushes for changes to ‘disproportionate’ SG charges
Important changes for EPOA legislated
New contributions scheme experiencing ‘timing issues’
SMSF practices warned on common marketing failures
All banks tipped to exit SMSF lending if restrictions proceed
SuperAuditors collaborates with electronic signature provider
CommBank ups online SMSF services
NALI reporting causing confusion, warns technical expert
‘Remarkable’ turnaround in SMSF outflows
SMSFA hits out at calculation of super tax concessions
Clients of collapsed AFSL urged to seek redress
SMSFs warned on impending market fall
Proposed legislation to impact SMSF insurance
ASIC acts following firm’s concerning super advice
Large balance SMSFs score high on satisfaction
SMSFs warned on misleading company results
SMSFs told to ‘be cautious on bargain hunting’
Accountants challenge ATO’s automation push
Industry facing ‘superannuation tax conundrum’
SMSFs told asset allocation 'out of line'
SMSFs warned on emerging LRBA issue
Timing the markets ‘fraught with risk', says Vanguard
RBA reveals cash rate decision - OCT 2015
Super a ‘de-facto tax avoidance scheme’
BMR announces further integration with Class Super
NAB and Topdocs team up for new adviser service
Government slow to act on ‘quick and dirty’ licensing courses
Bank eyeing SMSF property investment in Sydney
Class announces updates to product suite
‘Creative’ super splitting strategy knocked back by court
ATO backs role of accountants despite automation push
VicSuper claims SMSF growth waning
Accounting firms urged to bolster mental health strategies
ATO drops proposed tax ruling after industry consultation
ATO ramps up SuperStream take-up efforts
Support high for cutting super tax concessions: Treasury
New licensing venture for Smithink founder
Limited spots left for SMSF Adviser Technical Strategy Day
Accountants warned about serious licensing ‘bottleneck'
Outsourcing 'here to stay,' accountants told
SMSF practitioners failing to maximise qualifications
Licensing regime tipped to damage SMSF appeal
Super set to benefit from shadow cabinet move: SMSFA
Liberals best bet to fix super taxes, says fund manager
SMSFs at risk of ‘lawyer feeding fest’
Major SMSF software provider announces IPO move
Aussies losing $2.75bn in super payments
‘Significant increase’ in licensing applications predicted
RBA sounds alarm again on SMSF borrowing
Big name departure for CAANZ super division
Poor documentation putting entitlements at risk, lawyer warns
ATO confirms key dates for new LRBA rules
Key departure in ATO’s SMSF division confirmed
Govt acts on recommendation to ban LRBAs
Court finds property spruiker gave unlawful advice
SMSF industry applauds long-awaited response to FSI
BT set to target SMSFs with platform launch
IPA appoints Sterling to relaunch media platform
‘Shonks’ an ongoing risk to SMSFs, ASIC cautions
Sterling Publishing takes out top gong for second year running
SMSFs warned of banks' 'unpredictability'
Class moves to automate SMSF audit process
ASIC ups scrutiny of licensing applications
BMR, Macquarie announce latest integration
SMSFs warned on risks of banks exiting LRBAs
Acquisition proves a booster for AMP SMSF
Push for ‘essential’ retirement income reforms continues
Accountants failing on marketing operations
Big four firm calls for all-encompassing super reforms
Count Financial firm makes licensee switch
BetaShares quashes talk of rate cut
Overseas bank loan results in hefty trustee penalties
NAB boosts super spending
ASIC suspends auditor’s registration
Legacy product rule changes a tax benefit to SMSFs
Investors warned about slowing market growth
Major real estate group ramps up super business
ASIC deregistered 300-plus SMSF auditors in 2014-15
Tria questions if $1m is 'too much' in super
SMSFs urged to consider unexpected gold costs
Auditors sound alarm on compliance risks in offshoring
AMP announces major acquisitions
Setback for Class ahead of IPO
BGL and CoreLogic RP Data launch property assessment tool
Govt called on to up infrastructure investment for SMSFs
Accountants losing clients over limited service offering
Admin penalties fail to reduce disqualifications: CFS
Reserve Bank announces cash rate decision for November 2015
Firm hit for ‘false and misleading’ SMSF advertising
SMSF beneficiaries paying unnecessary taxes, says HLB Mann Judd
Big four firm warns banks vulnerable to disruption
Investors missing out with large-caps bias
OneVue grows super admin footprint
Morrison stresses super tax breaks ‘under the microscope’
Deloitte calls for shake-up to division of super rules
PwC lobbies govt for major super reforms
Lawyer flags segregation barriers with $1.6m cap
Consider joint super accounts, govt told
First ever drop in accounting sector profits recorded
Government looks to scrap anti-detriment payments
ASIC bans former adviser after SMSF investigation
BT Panorama adds to managed portfolios offering
Morrison flags more flexibility in super
AMP Capital warns SMSFs about overvalued property
Opportunity for SMSFs with aggressive tax arrangements
Calls strengthen for equal super tax concessions
Nobel Laureate to headline major international finance conference
Trustees failing on contributions refund procedures
ATO eyes SMSF voluntary disclosure service
Former director charged over unlicensed financial services
‘Don’t roll the dice' with the ATO, trustees warned
Accountants moving on licensing, says licensee
Non-major bank flags plans for SMSF lending
SMSFs to reduce cash holdings, research shows
Taxing pensions will hurt annuities, says MLC
FIIG announces bond issue aimed at SMSFs
Lawyer warns SMSF industry about ‘litigation bomb’
EY warns on collectibles deadline
Accountants already failing on licensing processes, says tech heavyweight
SMSF investors urged not to panic over markets
Big four firm tips weakening SMSF growth
Trustees falling into LRBA traps with bankruptcy
Guidance on guarantees needed to stop breaches: lawyer
Class ups education services
SMSFs urged to increase fixed-income exposure
ASIC reveals latest licensing numbers
SMSFs cautioned about allocations to gold
Super reform won’t fix gender gap, government told
SMSFs warned about major derivatives trading losses
IPA urges members to prepare for disruption
Calls for SMSF opt-in requirement to prevent ‘rip offs’
OneVue adds seven funds to its RE services
Confidence in super system hit by tax debate
BMR announces integration with BGL Simple Fund
Setbacks fail to dampen Class IPO
ASIC already shadow shopping, accountants warned
ATO claims SuperStream cutting admin time by 70 per cent
Accountants warned about ‘sins of omission’
Cap contributions at $11K, says Grattan Institute
Markets bouncing back for Christmas, trustees told
Property investors warned on 2017 decline
Satisfaction with major super funds dwindles
Investors told housing upturn on 'last legs'
AMP Capital warns on unintended super tax burdens
PwC bolsters investment in SMSF sector
‘Death duties over my dead body,’ says election candidate
ASIC disqualifies SMSF auditor - November 2015
Supreme Court moves on property spruiker
Accounting group warns of recurring phoenix activity
SMSF admin to further commoditise, warns CEO
ATO denies bypassing SMSF practitioners
RBA announces cash rate decision for December 2015
ASIC strikes off another SMSF auditor
Lending officer banned over false documents
Bowen announces support for home downsizing policy
Non-lodging SMSFs in ATO’s sights
ATO ‘strongly encouraging’ action on LRBAs
Senate inquiry targeting property spruikers on the cards
ASIC disqualifies another SMSF auditor - December 2015
SMEs facing cyber-security risk, warns Deloitte
Treasury told to analyse true cost of super
Bulk of accountants still unprepared for new licensing regime
AAT decision sounds warning for SMSFs
Compliance is ‘dead’, says mid-tier partner
Managed funds overtaking cash for SMSFs, report claims
SMSFA lauds draft new legislation
Govt releases new information on commissioner powers
Super changes to have ‘perverse effects’
Class closes initial public offering
SMSFs told to beware new managed investment trust laws
Quarter of trustees haven’t consolidated their super
Ex-AFA president makes case for new super tax proposal
Tax agents on the ATO’s radar in new evasion crackdown
Accountants to face ‘onslaught of disruption’
Gender disparity persists in super
DomaCom spearheads multi-million dollar crowdfunding campaign
Perpetual announces fresh acquisition
SMSF practices cautioned on cheap licences
Government releases exposure draft on super choice
EXCLUSIVE: SMSFA makes official moves into trustee space
ATO hits up 400 SMSF auditors
SMSFs warned on risk of hybrids
ATO ups focus on pensions for 2015-16
First phase of SMSF offering launched for BT Panorama
Two thirds of Aussies short on retirement savings: MLC
Grattan Institute report on super slammed
Younger SMSF trustees locked out of borrowing
SMSF software provider claims major milestone
Limited licence threatens to ‘strangle’ accounting work
Govt taskforce to target super misreporting
Licensed accountants warned on PI insurance trap
PM boasts smooth passage of super bills
Life interest pensions could see estate planning ‘trainwrecks’
Living costs on the up for retirees
SMSF assets under LRBAs hit $18bn
BGL and TAG collaborate on audit working papers
Tax office launches property crackdown
Clarity for SMSFs with new TRIS ruling
In-house asset rules breaches remain high
Fence-sitters ‘caught short’ with licensing
Practitioners cautioned on popular pension strategies
European equities offer SMSFs value, says economist
SMSFs ‘vulnerable’ to sharemarket correction
Business property a concern for trustees with dementia
CFS warns trustees on risks of living abroad
Government urged to announce super changes
Licensing regime to devalue accounting firms
SMSF practitioners told to review CGT information
Smaller SMSF practices “leading the pack” on technology
Practitioners cautioned on traps with testamentary trusts
Death and divorce to catch out illegal advice
Financial advisers warned on litigation risks with tax advice
LRBA legislation “lacking guidance”, says consultant
ETF growth bolstered by SMSFs in 2015
FOS highlights common SMSF dispute areas
Gadens cautions on lasting impact of disqualification
SMSF insurance failures a litigation risk, advisers warned
Licensing regime tipped to cause ‘inevitable litigation’
‘Grave concerns’ for women’s super initiatives
New ATO guidance ‘provides clarity’ on buy-sell agreements
Refunds confusion leading to non-compliance
PwC outlines major SMSF growth plans
‘Irrational fear’ impacting SMSF longevity risk: CSIRO
ATO tipped to up scrutiny of tax agents
Restructure in progress at AMP SMSF
Non-major bank leaves SMSFs off list in lending changes
Super industry falling behind on SuperStream
Govt ‘not there to dictate’ on super, says O’Dwyer
Limited licence slammed as 'band-aid' solution
Fresh LRBA concerns surfacing for ATO
SMSFs excluded from new loan offers by non-major bank
Low-cost SMSF admin provider gains traction
New super tax proposal gathers momentum
Accountants urged to have licensing back-up plan
Corporate tax rate cut will hit super, warns fund manager
One non-major cuts rates for SMSF loans
‘Ride through’ volatility, investors told
More warnings sound on restrictions of limited AFSL
ETF industry tipped to gain $8bn
ATO tipped to release new ruling on TRIS
SMSF education standards ‘a disaster waiting to happen’
Licensing accountants was needed, says national network
Licensed accountants offering ‘risky’ SOAs for SMSFs
Host of changes announced at AMP’s SMSF arm
Top business publisher acquires My Business
SMSF practices fumbling technology integration
ASIC cracks down on adviser following super failures
BGL supports DomaCom crowdfunding initiative
AMP reveals more on SMSF arm’s shake-up
Support grows for choice of super fund legislation
Treasurer urged to remove tax on superannuation earnings
Illegal early access tipped to surge with market volatility
Experts give predictions on compliance hit list for 2016
Folkestone calls for calm on SMSF gearing 'hysteria'
Palmer pushes govt for investment mandates in super
Property market decline to spur ‘SMSF failures’, warns lawyer
SMSF practitioners warned on impact of big bank admin offerings
Super concessions ‘unlikely’ to avoid the chopping block
Sterling Publishing set to launch new platform for SMSF trustees and investors
Govt called on to review minimum withdrawal rates
SMSF Adviser to launch ‘Licensing Week’ for accountants
Property to remain at top of ATO’s hit list
‘Struggle’ looms for large admin firms, major software provider warns
Technology tipped to disaggregate SMSF admin services
Serious concerns follow latest licensing figures update
Treasury estimates still ‘too limited’
Accountants optimistic about 2016 pay rise, research shows
SMSFs advised to reduce property exposure
Fresh guidance on the way for LRBAs
RBA makes first rates decision of 2016
SMSF accountant charged following ASIC investigation
SuperConcepts upgrades superMate platform
Class collaborates with depreciation service provider
SMSFs warned on 'lacklustre growth' in 2016
More consumer protection laws tipped for SMSF sector
DomaCom closes pre-IPO capital raising
ATO upping scrutiny on risky SMSF strategy
Perpetual launches fund with SMSF in its sights
SMSFs urged to utilise contributions before potential reforms
Calls to boost contribution caps to $60k
Turnbull stands firm amid SG freeze speculation
Rice Warner calls for withdrawal values to be slashed
Drive for property in super takes a hit
Don’t get ‘trigger happy’ with CGT relief, practitioners told
Class doubles profit in first half
BGL announces milestone, new beta release
AMP Capital expands SMSF offering
Senator calls for freeze to SG rate
ATO tipped to demand more data from admin firms
BetaShares eyes SMSFs with new fund launch
IPA urges government to stand firm on caps
New platform launched for SMSF trustees and investors
SMSFOA slams calls to remove imputation
BMR integrates Macquarie trading account into software
Trustees warned on aged care ‘crisis’
BGL partners with data conversion specialist
Trustees' take-up of global equities spikes
AMP Capital calls for calm on credit crisis fears
CBA research points to potential planning disaster
New chair announced for SMSF Association
ASFA chief executive steps down
Accurium points to merits of 'income bucketing' strategy
Topdocs announces integration with CBA
Insurance no quick fix for liquidity on death, practitioners warned
Unlicensed accountants warned on potential frustrations, breaches
Govt again hints at imminent super system changes
New parameters on LRBAs put to ATO
NSW woman charged following SMSF dealings
AMP reports growth for SMSF arm
Govt ‘very close to landing point’ on superannuation
Practitioners warned on traps with active asset reductions
‘Flimsy’ audits in ATO’s sights
New tax proposed on death benefits
Small APRA funds undervalued, practitioners told
ATO issues stern warning on imminent rule change
Backlash grows against super opt-out talk
Insurance requirement a ‘nanny-state overreach’
Poor asset records causing serious breaches, cautions ATO
ASIC clamps down on SMSF social media advertising
Cost of retirement continues to climb
DomaCom gets green light from property research firm
Lawyer warns on dangers of digital signatures
ATO issues important LRBA clarification
ASIC points to flaws in auditor applications
Vanguard tips ‘fragile’ market returns
Earn-outs legislation fails to address timing issues, says SMSFA
Property giant calls for relaxed rules on SMSF borrowing
Accountants uncomfortable in ‘world of opinion’
Lawyer warns on issues arising from attorney conflicts
Govt continues to foreshadow super changes
Mid-tier firm finds gaping holes in trustee knowledge
Living costs continue to challenge super savings, MLC finds
FSC warns government against tampering with super
RBA announces cash rate decision for March 2016
Dealer group launches new insurance offering
Class hits 100,000 billable SMSF portfolios
ATO drills in looming deadline
Tax ruling change could have ‘adverse’ impact on LRBAs
Tipped cuts to concessional caps blasted
DomaCom to crowdfund LGBTI retirement home
Perpetual boosts SMSF licensing offering
Former NAB adviser banned following super dealings
ASIC tips accountants’ departure from SMSF advice
Banking and resource stocks set for further volatility
Practitioners urged to update super rates and thresholds
Limited licence tipped to become ‘redundant’
AMP’s SMSF arm restructure sees further staff shifts
Surprising barriers to female leadership in accounting firms
Managed funds popularity spikes as loan numbers fall
Research points to looming client retention issue for advisers
Don’t rely on ASIC’s leniency, accounting body warns
Govt acts on FSI commitment
FIIG eyes SMSFs with new bond issue
Trustees warned over spike in SMSF cash allocations
National accounting group looks to boost SMSF presence
Property crash calls still ‘unlikely’
Lawyer points to growing insurance in super issue
Trustee lobby group disputes proposed super objectives
Mid-tier accounting network set to disband
Courts ‘ramping up scrutiny of executors’, warns lawyer
Former director found guilty of ‘fraudulent misappropriation’
Gender discrimination still stifling female accountants
Threat of super tax cuts gains traction
‘Huge’ appetite for agricultural assets, says DomaCom
SuperStream take-up in full swing
ANZ agrees to independent review of OnePath
Recent case sounds warning on SG payments
Future focused
Aussie small caps proving valuable for SMSFs
Govt urged to review pension asset test changes
Poor client documentation hurting sale price of practices
SMSFs still missing out on property tax break
Accurium eyes expansion in education space
Accounting network sceptical of gender discrimination report
Professionals warned on traps of certain unit trusts
New postgrad SMSF qualification launched
ASIC hits out over superannuation statements
Law set to mitigate ‘severe business risk’ scrapped
The transformation of SMSF administration
Bond issue for litigation funder opens to SMSFs
Disruption an enabler for SMSF accountants, says Count
Low cash rate drives take-up of annuities
Roadblocks surface ahead of ATO’s deadline
Oil price rebound an opportunity for SMSFs
Aussie shares ‘vulnerable to a pullback’
Accountants warned on surprising practice deterrent
ASIC accepts EU from SMSF advice provider
CPA still bullish on licensing offering
Employment for accounting sees steady rise
Delays for new LRBA guidance ahead of deadline
ASIC issues stern enforcement warning to accountants
Govt urged to consider changes to death benefit payments
New role for key SMSF figure in ATO
SuperConcepts announces partnership with Topdocs
Big four firm cautions super members on paperwork slip-ups
Accountants ‘sold a solution’ with limited licence
ATO cracking down on trust distributions
Government makes call on Trio Capital compensation
BT Panorama continues SMSF rollout
Consolidation would up super balances by 79%
Big four firm tips big super changes
SMSFs a significant feature in reported disputes
Key super figure departs role in Treasury
Accountants warned on ownership conditions with licensees
Infocus nabs another advice business
RBA reveals cash rate decision - APR 2016
ATO releases long-awaited LRBA guidance
New research shows ETF, SMSF slowdown
Govt pushed again on super gender gap
ATO continuing lodgement crackdown
Class teams up with BT Panorama on software
Calls for changes to residency rules intensify
Big name resignation at SMSFA
Maximise TRIS strategy before it ‘drops dead’, advisers told
ASIC reports spike in licences withdrawn, rejected
Hunt begins for Colley’s replacement
Pay rise tipped for accountants in 2016
Mid-tier firm partners with Gold Coast SMSF service provider
Govt pushed to expand super objectives
Big four firm throws support behind super cap changes
SMSFA calls for stand-alone legislation for super objectives
ATO outlines FY16-17 SMSF compliance agenda
CAANZ calls for salary sacrificing amendments
Charter Hall acquires stake in Brisbane office building
Almost half of trustees changing portfolios ‘significantly’
New service launched for accountants seeking licences
Restructuring an LRBA takes ‘longer than you think’
SMSF registration process set for shake-up
Licensee hit with ‘sharp increase’ in applications
Push continues to limit tax concessions in super
Alternative objective for super put to government
Class adds new service for advisers
Challenger weighs in on objective of super debate
Lobby group rejects proposed rebate model for super
Volatility sees surge in gold investment
Specialists share tips on dealing with ‘nervous’ SMSF clients
Tax concessions have 'little impact' on behaviour, says Grattan Institute
Commercial law firm expands accountants’ licensing services
New SoA tool launched for accountants
Accountants warned on revenue disruption
ASIC cautions SMSFs after land banking schemes' downfall
ASIC gives green light to CPA for licences
Court orders jail time for spruiker
Mid-tier firm points to dire outlook for aged care
SMSF clients prove a big practice value booster
Specialist urges action on likely budget targets
Deeds set to face increased scrutiny in disputes
SMSFA launches new education initiative
Super flagged in major ASIC crackdown
Tipped super budget changes met with backlash
Challenger annuity sales see jump in Q3
Relationships with planners vital, accountants told
ATO sets record straight on LRBA panic
Voting now open for the 2016 SMSF Awards
Practitioners warned on ‘grey area’ with loan advice
Accountants vulnerable to cyber liability
Fresh shadow shopping warnings for accountants
IPA calls for greater transparency across super system
Expectations for super balances declining
ATO disclosure service to expose poor-quality audits
AMP Capital eyes SMSFs with new funds offer
SMSFA continues push on super caps
ATO tweaks SMSF return rules
Dodging new SMSF rules a possibility, lawyer says
ATO issues taxpayer alert on SMSFs
DomaCom applauds govt’s Kidman call
Budget speculation leading to irrational trustee decisions
SMSFs warned on pitfalls of last minute contributions
Senate inquiry calls for big legislative changes
Dodgy advisers ‘on notice’ after taxpayer alert
Non-lodging SMSFs set to be chased
Small business SMSF property investment on the up
International player forecasts big returns on precious metals
Mid-tier head scores global role
Big changes to hit super today, tips big four firm
RBA makes rate decision amidst cut speculation
Existing retirement structures faced with new restrictions
Complex provision scrapped in budget
‘Catch-up’ contributions proposed in budget
Superannuation, tax wins for low-income earners
Backlash as govt moves to slash concessional caps
Treasurer moves to introduce lifetime cap
Govt reaches verdict on TRIS
Good news on scrapped ‘burden’ for super
Surprise for super tax breaks following tipped changes
Green light on tax exemption for income products
Govt moves to lock in super objectives
Older Aussies to benefit from new super change
Advice firm eyes SMSF accountants with licensing offer
Budget changes expected to affect SMSF growth
Exaggerated market valuations tipped to rise
Threat of litigation looms with new LRBA structures
Emerging markets at risk of ‘troublesome’ times
Budget measure set to hit LRBAs
Surprise boost for SMSFs in budget measure
Crucial super strategy at risk post-budget
Big four says budget measures a ‘burden’ for super
Treasury hands down verdict on retirement income products
Labor lashes out on super budget measures
Lawyer set to lobby govt on retrospective budget measures
Research shows SMSFs moving back to cash
Advisers exposed to liability post-budget
SMSFs sell down top 10 ASX stocks
Class makes major gains in wealth, accounting space
Superannuation promise ‘torn up by major parties’
Big four firm tips major SMSF audit shake-up
Director charged with misappropriating SMSF monies
Spruiker pleads guilty to $600,000 fraud
Insurance in super ‘under threat’
Major bank makes push in LRBA space
AMP's SMSF arm announces Q1 results
CAANZ points to technical issues in super budget measures
Limited licence takes hit following budget
Super popularity set to spiral following budget
TRIS changes tipped to hit more Aussies than realised
Budget to affect 85,000 SMSFs, says software giant
ASIC flags SMSF investors in scam risk
Major software player readies for global expansion
ASIC accepts enforceable undertaking from advice firm
Mid-tier firm flags early struggles with proposed laws
Research shows super changes could hit govt’s election campaign
SMSFs continue to drive rapid growth in ETF market
Lenders still ‘dialling down’ on LRBAs
Reckon teams up with big four bank
Accountants facing compliance risks post 1 July
Accountants encouraged to utilise data mining
‘Very big problem’ on horizon for accountants
Small businesses at risk of security breaches
ATO issues final guidance on post-reform issue
SMSFs to ‘emerge unscathed’ from budget proposals
ASIC drills in warning to accountants
Licence suspended over indemnity insurance failures
Super adviser booted from financial services
Aussie banks undervalued: PM Capital
DomaCom teams up with Lloyds on Kidman acquisition
Changes announced to SMSFA board
Move on LRBAs ahead of changes, SMSFs told
SMSF member satisfaction sees jump in March
Major concerns flagged with super balance records
SMSFA partners with wealth management firm
Trustees urged to take careful approach with budget dilemmas
Big four firm warns of new disruption risks
New SMSF app launched for trustees
New assessment service launched for licensed accountants
BGL acts following proposed lifetime cap
ATO set to change historic data access process
BT eyes further growth in SMSF sector
Consider delaying contributions, trustees told
Good news on $1.6m cap for SMSFs post-budget
BT points to failures in retirement income system
AFA chief critical of accountants moving to advice
ATO extends looming LRBA deadline
Technical details flagged as key deadline extended
SMSF firm launches robo-advice tool
Audit software firm launches new compliance tool
Trustees reminded of benefits of early engagement
Authorised rep take-up limited for accountants
SMSF audit firm launches technical support service
Big four firm tips good news on lifetime cap
ASIC releases latest SMSF auditor figures
Technical concerns surface in light of new TPB draft papers
Good news on living costs for retiring clients
SMEs failing on key compliance requisite
AAT decision points to ‘surprising’ interdependency issues
Govt gives clarity on key super budget question
New role for accounting industry stalwart
Lobby group finds faults in budget’s super estimates
Coalition facing internal backlash on super changes, says Labor
Big four firm lashes out on advice firms’ lack of tech take-up
TPB expands services BAS agents can provide
Kidman acquisition picking up pace
Reserve Bank announces monthly rate decision
New ATO-approved course available to trustees
Cooper points to unknowns with CGT exemptions
ASIC urging accountants to make contingency plans
SMSFs driving up Queensland commercial property prices
ASIC acts on ‘best interest’ breach following super issues
Government told to double $1.6m cap
CFS to launch new cash management service
More compliance concerns for accountants post 1 July
SMSFs shifting sights to industrial property
Prepare for EOFY ‘peak’ rush period, practitioners told
Robo-advice a lucrative ‘entrée’ for advice businesses
Lawyer flags areas increasingly targeted by ATO
SMSFs warned on recurring, increasing GST breaches
Topdocs launches new service for TFN applications
Associations join forces in anti-budget campaign
Big-name hire for SMSF Association
Brexit speculation set to drive up price of gold
Lesson for accountants in new AAT decision
‘Critical’ EOFY strategies often overlooked, Perpetual warns
Fresh SMSF documentation warnings surface
SMSFs told to shake up investment expectations
Super returns still on the rise
Blue chips failing investors, fund manager says
Mid-tier firm gives last-minute tax tips ahead of 30 June
Trustees urged to consider key strategy for LRBAs
New ASIC report a ‘prudent warning’ to SMSFs
BetaShares launches new ETF Updated
ATO extends looming compliance deadline
ASIC initiates proceedings against Macquarie
Consulting firm tips SMSFs running out of steam
SMSFs urged to rally against critical IPO changes
Global consulting firm points to super advice opportunity
Brexit to offer SMSFs blue-chip bargains
'Doubling risk’ with bonds a danger to SMSFs
ASIC tipped to ‘make example’ of accountants
Financial services provider to launch SMSF admin, investment platform
Post-Brexit ‘definitely time for caution’
Looming election ‘heads I lose, tails I lose’ for SMSFs
Govt told to rethink super policy in light of Brexit
Cancelled registration warnings for 185 SMSF auditors
Advisers struggling with face time priorities
Relief as Treasurer eases up on NCC cap proposal
Accountants offered tips to stay onside with ASIC
More research points to flaws in proposed caps
SMSFA adds to senior management team
Super growth funds set to break even in FY15-16
Women warned on traps of early super focus
Door open to more relief for NCC proposal
SMSFs drive demand in key non-metropolitan market
Planners cautioned on female advice tactics
Govt facing backlash over licensing changes
RBA makes July cash rate call
Mid-tier firm boosts SMSF offering
Expect more prosecutions, accountants told
RBA announces cash rate decision for July 2016
Winners revealed for 2017 SMSF Awards
Mid-tier firm eyes expansion in SMSF space
Election saga reignites calls for bipartisan support of super
Payroll tax grouping tipped to erode protections for SMSFs
Flock to ‘safe’ assets continues
Winners announced in 2016 SMSF Awards
New term deposit platform launched for SMSFs
More than 500 SMSF licensing applications in limbo
IOOF responds to ASIC inquiry outcome
BGL makes headway with admin provider
SMSFs warned on looming property ‘tough times’
ASIC finalises IOOF inquiry
Major APRA fund admits investment missteps
Aussie crowdfunder set to list on ASX
Accountants facing year-long delays with ASIC
Trustee lobby group urges govt to host internal debate
ASIC wary of emerging SMSF misconception
Risks flagged with new automated SMSF products
Mid-tier head outlines ‘vital’ compliance tips
SMSFs at risk of hefty fines, warns national network
NAB bullish on major APRA super fund merger
Former Wickham CEO pleads guilty to charges
Strong economic data stablises markets
SMSFs tipped to consider more aggressive investments
Macquarie flags threat to SMSF investment advisers
Class announces new product integration
Budget causing roadblocks for SMSF software providers
$500k cap tipped to be on the chopping block
SMSFA welcomes reappointment of Morrison and O’Dwyer
Rice Warner challenges super proposals criticism
DomaCom joins with local association for $100m project
Crowe Horwath flags compliance traps with unit trusts
Internal backlash to super proposals continues
Big four firm tips further exemptions for super proposal
Accounting bodies rated in new ethics research
Investors urged to consider alternatives to super
Consultant calls super cap hype ‘codswallop’
Super proposals ‘a leaking sieve’, says lawyer
SMSFA welcomes shadow ministry appointments
Class reveals new life insurance integration
ATO sounds warning on illegal tax schemes
ASIC bans property spruiker from providing advice
Investors continue stock market retreat: OneVue
More retirees to run down super balances
Research report projects budget impacts on SMSF income
Big four firm pushes government on women’s super issues
Liquidity risk a concern in wake of Brexit
ATO cracks down on phoenix activity
DomaCom teams up with peer-to-peer lender
Millions of Aussie pension dollars trapped abroad
Fund manager provides Class software integration
SMSF modelling technology a focus for fintech
RBA announces cash rate decision for August 2016
Big four firm proposes scaled caps for super
SMSFs warned on CGT trap with capital losses
SuperConcepts acquires major super platform
SMSF practitioners told to flag tax avoidance
Lawyer suggests advisers form ‘Armageddon plan’
Class joins forces with fintech company
White label service launched for unlicensed accountants
Catch-up contribution threshold ‘fraught with danger’
AMP Capital and BetaShares expand ETF suite
UK pension transfers facing further setbacks
Perpetual flags ‘hidden hurdles’ with SMSF advice
Separate SMSFs underutilised in estate planning
AAT restricts tax agent from lodging SMSF returns
Transition to retirement strategy still valid, says BT
Federal court hands down $40k penalty
SMSFs targeted in launch of online fintech market
ATO cracking down on ‘reciprocal audits’
Productivity Commission report to include SMSFs
SMSFOA criticises transfer cap retrospectivity
Implemented Portfolios extends white label IMA offering
Superannuation assets lagging behind personal investments
Court decision reaffirms protections around super
SuperConcepts appoints technical manager
Class introduces client messaging capability
Auditor flags traps with insurance for collectables
Trustee lobby group blasts lottery exemption
ASIC unveils ‘targeted surveillance’ plans for licensing
Trustee dissatisfaction provides an opportunity for planners
ATO uncovers ‘significant’ dividend-stripping arrangements