A guide to CPD under FASEA
Christian Pakpahan & Daniel Butler
The Financial Adviser Standards and Ethics Authority (FASEA) have finalised a continuing professional development (CPD) standard legislative
Strategy
Up-to-date, specialised strategy is core component of an SMSF professional’s arsenal. SMSF Adviser analyses and interprets regulatory and legislative changes to ensure the SMSF sector is kept informed on the tips, tools and best practice for serving SMSF trustees.
Up-to-date, specialised strategy is core component of an SMSF professional’s arsenal. SMSF Adviser analyses and interprets regulatory and legislative changes to ensure the SMSF sector is kept informed on the tips, tools and best practice for serving SMSF trustees.
Latest Strategy
Shelley Banton
3 simple rules for related parties
Identifying related party transactions in an SMSF can be a complex process, but there are some simple rules to keep your funds compliant.
Christian Pakpahan & Daniel Butler
The pathways for meeting FASEA’s standards
With the Financial Adviser Standards and Ethics Authority having now finalised its guidance on how advisers can meet its education standard
Shaun Backhaus & Daniel Butler
Lessons from the courtroom on death benefit conflict issues
The recent case of Burgess v Burgess continues a line of cases that consider the conflict that arises where a person acts as executor of a d
Shelley Banton
The hidden path to independence
Given that independence is now high on the ATO’s radar, those SMSF advisers still running the gauntlet face a high risk of being targeted
Angie Zigomanis
The perils of buying off the plan
Buying off-the-plan properties has always posed some risk to SMSFs, but with the downturn in property prices, the risk of failing to settle
Kimberley Noah & Daniel Butler
‘Grotesquely unreasonable’: The impact of Re Marsella on death benefits
The decision in Re Marsella [2019] VSC 65 highlights the importance of trustees of SMSF trustees exercising their discretion to pay death b
Andrew Doherty
2019 another rollercoaster for SMSF investors
While equity valuations are more appealing at the moment and corporate earnings remain robust, there are a few signs of an imminent recessio
Ben McCaw, MLC
Why investors need to be wary in 2019
The rise in share market volatility is a reminder of vulnerabilities that have accumulated in the financial system.
Daniel Butler and Shaun Backhaus
Labor’s superannuation and related reform proposals
The Federal election is due to be held at some point in May this year, and if the Labor Government is elected, significant change is likely.
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