SCT decision raises key issues around transparency
Philippa Briglia & Daniel Butler
A recent decision by the Superannuation Complaints Tribunal has highlighted the importance of transparent fees in financial services.
Strategy
Members of the Australian advising community can now access the latest adviser opinions and analyses via SMSF Adviser’s Strategy category.
Members of the Australian advising community can now access the latest adviser opinions and analyses via SMSF Adviser’s Strategy category.
Latest Strategy
Chris Hill
Lessons for SMSF practitioners in watershed case
The judgement handed down in the case of Narumon Pty Ltd by the Queensland Supreme court highlights some potential risks for advisers in pre
Peter Townsend
The education paradox
While a greater focus on education for consumers may be warranted, it should be looked at far more carefully and sympathetically for adviser
Joel Curry
What to do when clients miss their deadlines
With the 2018-19 financial year well under way now, SMSF practitioners are now turning their mind to SMSF annual returns for the 2017-18
Shelley Banton
Putting the SMSF brakes on three-year audit cycles
One of the critical points ignored in the debate around the three-year audit measure is the conflict of interest issue it poses for SMSF tru
Naz Randeria
Audit costs to soar, not fall after new measure
Treasury says the overriding objective with three-year audits is reducing administrative cost - at least that's what they'd like trustees to
Christian Pakpahan & Daniel Butler
Preparing for the new SMSF SuperStream measures
If the current SuperStream measures pass as law, SMSFs will need to be compliant with SuperStream by 30 November 2019.
Roger Perry
Lessons on outsourcing superannuation services
With many of the public offer super funds having outsourced to external service providers for many years, what are some lessons that SMSF fi
Andrew Doherty
A bumpy outlook for bonds
While there is enough forward momentum in global economic growth to support share price appreciation for a while, SMSFs should be wary of ov
Daniel Butler
What now for the sole purpose test?
A recent unanimous decision of the Full Federal Court represents a major win for SMSFs and taxpayers on the topic of the sole purpose test.
What do you plan to do in response to the new adviser education standards?
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In this month's issue:
- Time wrap
- The tech bull run
- From hobby to passion
- Golden Years
- An untimely reminder
- Why change is so difficult
- Key Strategies for equalising super