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Death of an SMSF member: the compliance obligations
In the life cycle of a SMSF, the death of a member is an event that requires particular attention to ensure that the relevant superannuation
In the life cycle of a SMSF, the death of a member is an event that requires particular attention to ensure that the relevant superannuation
Assistant Treasurer Stephen Jones’s suggestion that superannuation firms will be able to provide simple advice ahead of banks has been met
According to SuperCentral, there is a material benefit in delaying the commencement of the pension phase of a superannuation investment unti
Urgent reform must address cost and accessibility, says CA ANZ submission to review.
SMSF professionals may want to start thinking about how pension payments will be classified for the next financial year, says a technical ex
The bank has been penalised for widespread compliance failures across multiple businesses including banking, superannuation, wealth manageme
A recent retirement pilot study has highlighted key insights to shape pre-retirement planning along with how to further improve holistic ret
An industry group says “one of the greatest challenges” confronting the advice industry must be looked at in the upcoming Quality of Adv
The “one size fits all framework” implemented by FASEA has not worked, an industry body has told Treasury.
Statewide Superannuation has been ordered to pay $4 million after collecting fees for insurance cover that didn’t exist from thousands of
The managing director of a financial services company says the key to making advice more affordable for Australians is to remove the complex
ASIC has revealed the first sitting dates for the upcoming financial adviser exam in 2022.
ASIC has commenced Federal Court action against superannuation trustee OnePath Custodians for allegedly charging fees for no service and mak
The AIOFP’s annual conference was a melting pot of political representatives attempting to charm the advice industry ahead of next year’
Fiduciary Financial Services has launched a new digital advice platform.
The current market outlook has enabled a unique backdrop for asset strategies as advisers face a new trifecta of challenges across capital p
The SAFAA has urged for the need to better clarify option 1 ahead of changes to FASEA’s contentious Standard 3.
Peter Johnson has taken aim at the government following discussion this week that the advice industry will experience a “mass exodus”
A former Victorian financial adviser has been sentenced to jail for obtaining financial advantage by deception after being found to have fac
The recent focus from the ATO on capital gains tax (CGT) concessions can lead to increased compliance risks for SMSFs involved along with ad
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