Retirement the ‘number one trigger’ for financial advice
Miranda Brownlee
Approaching retirement still remains the top reason for seeking advice from a financial planner, with healthcare costs, outliving their savi
Approaching retirement still remains the top reason for seeking advice from a financial planner, with healthcare costs, outliving their savi
SMSF firms holding off on making business decisions regarding the auditor independence standards until they receive the ATO’s letter have
IOOF has confirmed that a compensation law firm has filed a class action against one of its super businesses concerning "unnecessary commiss
SMSF services firm Heffron has outlined some of the legislative bills and pieces of guidance the SMSF industry is still waiting on and some
The corporate regulator has commenced civil penalty proceedings against Squirrel Superannuation Services over allegations it made false or m
With the COVID-19 early release of super program now closed, the ATO has reminded members that payments for applications submitted by 31 Dec
The Australian Council of Trade Unions has outlined concerns that the exclusion of administration fees under the government’s proposals fo
The Federal Court of Australia has sentenced a former SMSF auditor for contempt of court for failing to comply with an earlier undertaking r
With some SMSFs putting in place documentation to try and circumvent practical issues around acquiring materials for property developments a
A mid-tier firm has launched a new initiative directed squarely at other accounting firms in the wake of the revised APES 110 Code of Et
With the bring-forward measure still stuck in the Senate, SMSF services firm Heffron has outlined some of the options available to clients i
While the NALI provisions have been in place for over a year, a technical expert says practitioners are still not accounting for non-arm’s
With the new year almost here, a technical expert has highlighted some of the key superannuation strategies advisers should be considering f
Where there is a change of trustee for a fund, the ATO may decide to undertake a risk assessment to review new trustees or directors, which
Advisers hoping that the cessation of FASEA will result in a “different world” for the advice industry have been warned that there are u
With some advisers considering work-around strategies for clients in relation to the delayed bring-forward measure, advisers have been remin
FASEA’s latest guidance on Standard 3 of its Code of Ethics has created, rather than eliminated, confusion around the treatment of conflic
The Federal Court has handed down interim orders against a Perth based property developer following concerns by ASIC that the promoters may
Without a shift in the current wealth management value proposition and nest egg mentality, the government may move to harsher measures to fo
While SMSF firms may be behind on lodgements, an audit firm has stressed the importance of SMSF professionals taking a break over Christmas
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