SMSF

SMSF advice ‘not hitting the mark’

The number of SMSF trustees that want financial advice is growing according to Investment Trends CEO Michael Blomfield, while the number of trustees using advice is shrinking. The disconnect is "problematic", he says.

Tahn SharpeAugust 20, 2020

SMSF

ASIC to look at updating ‘stale’ SMSF fact sheet data

James Shipton was chastised by PJC member and NSW MP Jason Falinski for failing to address inaccuracies in its ill-fated 2019 SMSF fact sheet, which the regulator's CEO admitted was 'stale'.

Tahn SharpeJuly 15, 2020

SMSF

Accountants keen on SMSF advice despite the hurdles

With $3 trillion in assets, it’s no wonder accountants are still vying for a slice of the SMSF pie. A weakening client base and awkward regulatory boundaries remain the real challenges, according to data from Investment Trends.

Tahn SharpeJune 10, 2020

SMSF

Coronavirus tax hike to hit super members

Australia’s rich pool of retirement savings will likely be slugged with higher tax charges as Canberra struggles to repay the debt on its giant stimulus package.

Elizabeth FryMay 5, 2020

SMSF

SMSFs like bad tattoos, ex-FPA director says

Not all advisers are enamoured with SMSFs as a retirement savings vehicle. One principal likens them to tattoos; popular and exciting at first, but likely to be regretted eventually and painful to get rid of.

Tahn SharpeMarch 4, 2020

SMSF

No more free passes for SMSF breaches: ATO

The head of the tax regulator’s SMSF division revealed 75pc of trustees were being let off, but that is set to change after a review highlighted "ineffective" enforcement practices.

Tahn SharpeFebruary 20, 2020

SMSF

‘That is crazy’: Hume bemoans lack of super choice

The Minister touted the government’s new ‘Your Super, Your Choice’ Bill and took a swipe at employers with enterprise agreements that lock employees into using unwanted default funds.

Tahn SharpeFebruary 20, 2020

SMSF

‘Strategic advice’ needs ratification by lawmakers: Maroney

Law makers need to recognise 'strategic advice' - as distinct from general advice and product advice - an idea the SMSF Association's John Maroney is pitching to government alongside accounting bodies and the FPA.

Matthew SmithFebruary 19, 2020

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SMSF

SMSF

SMSF advice ‘not hitting the mark’

SMSF

ASIC to look at updating ‘stale’ SMSF fact sheet data

SMSF

Accountants keen on SMSF advice despite the hurdles

SMSF

Coronavirus tax hike to hit super members

SMSF

SMSFs like bad tattoos, ex-FPA director says

SMSF

No more free passes for SMSF breaches: ATO

SMSF

‘That is crazy’: Hume bemoans lack of super choice

SMSF

‘Strategic advice’ needs ratification by lawmakers: Maroney

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