SMSF Adviser keeps specialists up-to-date with compliance, regulatory and legal developments while arming them with the knowledge and insight.

Jones has announced a “comprehensive review” of the CSLR following the revelation that the levy estimate for financial advisers in the upcoming financial year has surged to $70.11 million. Advisers are on the hook for an even bigger bill, with the …

5 天之前 · The ATO needs to provide clarification on a number of issues in the law companion ruling dealing with NALI/E, the joint bodies have said. The joint bodies, which include the SMSF Association as well as accounting and financial advice industry bodies, have raised concerns about LCR 2021/2DC, which ...

SMSF Adviser keeps the SMSF sector up to date with the latest and breaking news, and is the authoritative source of information for legal, compliance and regulatory updates.

2025年1月19日 · While Treasury has acknowledged the value of financial advisers having access to the ATO portal, concerns around cyber security have given the department pause.

The Compensation Scheme of Last Resort and the Delivering Better Financial Outcomes packages will continue to be issues to watch in 2025, a leading SMSF adviser has said. Aaron Dunn, CEO of Smarter SMSF, said there is still a lot happening regarding the CSLR, and it is one area that financial ...

2024年10月23日 · The Australian Financial Complaints Authority’s (AFCA) report found some advisers were incorrectly applying thresholds of $2.5 million in net assets or $250,000 income, instead of the $10 million limit specified in the Corporations Act for superannuation products.

I think potential changes should be targeted at implementing policy measures that have been outstanding for some time. For example, the mooted amendments to the residency rules, first announced in the 2021–22 federal budget, would relax the residency requirements for SMSFs by extending the central control and management test safe harbour from two to five years, and remove the active member test.

2025年1月28日 · ASIC will continue its surveillance of assessing the quality of financial advice to establish SMSFs as one of its key focus areas for 2025. In its key issues outcome paper 2025, the regulator has highlighted one of its main concerns in the coming year is unsuitable superannuation advice resulting in ...

Over the past five years the number of SMSF members has increased by close to 30 per cent, highlighting the opportunity for engaged, informed and driven professionals to build successful SMSF advice business.. SMSF Adviser has been created to enhance the capabilities of SMSF professionals – equipping them with the tools, techniques, knowledge and strategies to better service their SMSF ...