SMSF Association chief reveals big initiative

19-Jul-2017|By Krystine Lumanta

The SMSF Association has announced it will establish a global centre of excellence for retirement savings, the body’s first major initiative under new chief executive John Maroney, who came on board in May. “As the SMSF Associatio.. Read More

ATO outlines events-based reporting anomalies


The ATO has underscored three scenarios under which SMSFs will have to report to the tax office prior to the introduction of the events-based reporting system next year. Subject to some very specific exceptions,.. Read More

TBC difference of no immediate significance


Advisers will not need to worry about the distinction between the personal and general transfer balance caps (TBC) until these parameters have had indexation provisions applied to them, an SMSF technical expert has s.. Read More

Endless market speculation diverts SMSFs


SMSF investors risk being sidetracked by unending speculation over whether the market is currently overvalued or undervalued, which could result in poor investment choices, an investment executive has warned. Pri.. Read More

Spring designs course for SMSF trustees


Listed wealth management firm Spring Financial Group (Spring FG) has released a comprehensive seven-part SMSF trustee program, in a move that furthers its commitment to consumer and industry professional education. .. Read More

Adviser cops ban for SMSF, LRBA set-ups


The Australian Securities and Investment Commission (ASIC) has banned former Magnitude Group financial adviser Jason Sean Atkins from providing financial services for three years after it found he had failed to meet .. Read More

SMSF shadow shop results revealed


The Australian Securities and Investments Commission (ASIC) has visited 20 licensees during 2016 and 2017 so far to assess how they are operating under their new Australian financial services licence (AFSL), in addit.. Read More

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