Almost three-quarters of SMSFs operate without a financial adviser, according to the latest Class Annual Benchmark Report, with an industry ...
The SMSFA has joined other industry bodies in calling for the cost of the CSLR levy to be spread across ...
Australia is now witnessing the largest intergenerational wealth transfer in the nation’s history, with more than $5.4 trillion1 of assets expected ...
SMSF advisers are playing an increasingly important role in guiding their investment clients to more diversified and risk-aware portfolios, a ...
The FAAA is predicting a sizable exodus of advisers at the end of this year, with some saying a subsegment ...
In its submission to Treasury, the FAAA argued that advisers should not be forced to pay above their $20 million ...
An SMSF with an individual trustee structure can pay out a lump sum benefit, a leading educator has said.
Economics references committee chair Jane Hume has tabled a document in the Senate confirming the inquiry into wealth management companies ...
In the March 2025 Tax Agent Newsletter (Issue 10), the ATO reiterated the importance of tax professionals supporting clients to ...