Industry veteran sets her sights on the Senate
Veteran adviser Julie Matheson says the lack of clear labelling in financial planning creates all sorts of confusion. But she has plans for a campaign to fix the problem.
February 20, 2018
SMSF Association official defends FASEA’s Sanders
Industry leaders spoke candidly when the topic of the standards authority came up at a wrap-up panel, but cautioned against heaping scorn on the standards body’s chief executive.
February 16, 2018
ASIC reveals details of its role in code of ethics
The corporate regulator has shared more information about how it will oversee professional standards.
February 16, 2018
Reforms improve appeal of looking outside super
The likelihood that the best option for a client includes an alternative tax structure has gone up. Maxed out contributions and cognitive decline can play a role in the decision.
February 16, 2018
A call for clarity on tax law for death benefits
The SMSF Association is asking the ATO to clear up a policy that is causing its members confusion.
February 16, 2018
CGT relief issues ‘confuse and bamboozle’
Capital gains tax concessions become extremely tricky when you reach the part about whether assets are to be segregated or proportionate, a tax adviser warns.
February 15, 2018
When compliance detracts from good advice
Advisers who are driven by ticking boxes on regulations often won’t end up with the best outcome for their client, a financial services lawyer warns.
February 15, 2018
Mind the ‘quirks’ of LRBA loans, providers: adviser
Limited recourse borrowing arrangements vary greatly in their makeup, says an adviser specialising in SMSF property purchases. Look closely – and beware.
February 15, 2018
SMSF Association head launches Centre of Excellence
The organisation’s new facility will attempt to provide the government with a ‘single source of truth’ on retirement, chief executive John Maroney says.
February 15, 2018
FASEA chief busts myths in adviser address
Standards authority head Deen Sanders has used a rare public address to kill a few myths floating around about the board and its education guidance.
February 15, 2018
Highlights from the SMSF Association National Conference
Some of the top speakers and sessions from days one and two of the SMSF Association National Conference in Sydney.
February 15, 2018
