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SMSFA calls for clear definition of wholesale investor prior to new FFSP rules
Keeli Cambourne
The SMSFA has called on the government to delay extending financial service licensing exemptions to foreign financial services providers ...
The SMSFA has called on the government to delay extending financial service licensing exemptions to foreign financial services providers ...
On the back of the government scrapping the MBR program, the SMSFA says there are aspects worth salvaging.
An online services simulator is a must-have tool for advisers working with older or less tech-savvy clients, says a senior technical analyst
The FAAA is very pleased with its membership renewal numbers.
The SMSFA has said the financial advice profession would be better served with clear education pathways and options recognising the diverse ...
The ASBFEO is concerned that the experience pathway will dilute the quality of advice.
Unless a tax return is lodged correctly this financial year following the most recent changes there may be some unexpected consequences, ...
Keeping thorough notes and observing what is happening in a client’s life is essential if there is a dispute about their capacity in regard ...
The art of being a good adviser lies in asking the right questions and being able to ascertain why a client wants to start an SMSF in the ...
Quality of Advice Review (QAR) lead Michelle Levy has reiterated her recommendation that the best interests duty be scrapped.
Building equal super balances between members of a couple has been an area of concern for advisers since the introduction of the transfer ...
Phil Anderson believes it’s unrealistic to expect the government to issue draft legislation for QAR recommendations this year.
Before commencing an income stream, advisers should check that their SMSF clients have sufficient taxable income, says a senior technical ...
A self-managed fund does not have to have zero assets to be wound up and lodge its final ATO return, according to the technical expert of ...
It is not clear yet whether the increase to the ASIC levy for advisers will drive more from the profession, but it is another layer of ...
The Association of Independently Owned Financial Professionals (AIOFP) has put together a new proposal for how the advice market should be ...
The Quality of Advice Review (QAR) has provided a vehicle for advisers to clearly define the difference between advice as a professional ...
Despite the positive movement in regard to advice from the Quality of Advice Review (QAR), there will still be some friction around how to ...
Two in five SMSF advisers say they have increased their revenue from providing such advice, according to Investment Trends’ latest 2023 SMSF ...
Delay in selling an asset to pay out a death benefit is a red flag to the ATO and trustees need to be aware of the conditions which apply, ...
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