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Experience-only pathway for advisers misses the point: SMSFA
Keeli Cambourne
The SMSFA has stated the adoption of an experience-only pathway to satisfy the education requirements for financial advisers does not meet t
The SMSFA has stated the adoption of an experience-only pathway to satisfy the education requirements for financial advisers does not meet t
The Financial Advice Association Australia (FAAA) said the Treasury’s opening of a consultation period on the proposed experience pathway
Rising inflation must be taken into account when trustees are establishing an SMSF, says a leading financial educator.
The first major events of the newly merged FPA and AFA will be held May and June.
With increasing threats from cyber attacks across the globe, the FPA has released new guidance to members about cyber security.
The SMSF Association has announced two new major education pathways for its coveted SMSF Specialist Advisor designation (SSA™).
New changes to the SMSF landscape across the year have seen advisers facing increased challenges in income stream strategies along with comp
SMSFs facing potential opportunities for spousal contributions splitting will need to navigate changing strategic outcomes when combining th
Succession planning in an SMSF should be an important consideration for all SMSF members and will require a well-defined and integrated appr
The ATO has embarked on a new survey for SMSFs aiming to further gain a better understanding of the SMSF audience and market.
SMSFs need to be wary of getting caught out by unknown but crucial timing risks when combining contribution splitting and reserve strategies
The new changes of super contributions caps will see the start of a return of transition to retirement income strategies, as the indexation
With the Parliament yet to pass the six-member SMSF bill entering April, the new changes can only come into effect in the next financial yea
Consistency will be the key approach when applying the specific methodology of apportioning expenses, while continued alterations are likely
Newly released SMSF statistics are showing how the sector is changing over time, with figures indicating a shake-up when it comes to the pat
The indexation of the transfer balance cap (TBC) to $1.7 million from 1 July 2021 will have an impact on reversionary pensions commenced fro
There is much debate around what is best practice around insuring collectables and personal use assets for SMSFs. However, recent ATO viewin
While changes to exempt current pension income are yet to be finalised, identifying which is the best method for ECPI will be impacted in th
The SMSF sector has continued to surge, reaching nearly 600,000 total funds with more than 1.1 million members whilst continued shifts are s
The standards authority has defended its decision to not allow a wider definition of industry learning to be recognised in its education fra
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