Super rule will expose accountants

23-Jan-2017|By Krystine Lumanta

The incoming $1.6 million transfer balance cap is expected to catch unlicensed accountants offering financial advice as well as accountants neglecting to help clients in order not to breach the licensing regime, an SMSF expert has said. &ldqu.. Read More

Pressure on for timely record-keeping


A specialist superannuation lawyer has warned financial advisers and accountants to ensure their SMSF clients have up-to-date fund information to determine whether their pension balances are over the $1.6 million tra.. Read More

Adequacy crucial to super objective: SMSFA


The SMSF Association has called for adequacy to be included in the superannuation objective, labelling the concept fundamental to achieving a secure and dignified retirement. In its submission to the Senate Econo.. Read More

SMSF demand for AFIC LIC continues


Australian Foundation Investment Company (AFIC) has said the long-term nature of its portfolio continues to attract SMSFs to its listed investment company (LIC) structure. “There continues to be ongoing dem.. Read More

Five ways direct bank feeds impact on SMSFs


The introduction of direct bank feeds into SMSF platforms has been both a blessing and a curse for SMSF auditors and advisers. Direct bank feeds can provide time-saving benefits because they eliminate trawling t.. Read More

Contributions procedures to be streamlined


The method SMSF trustees and members must follow to be able to claim a tax deduction for contributions is to be monitored and likely fine-tuned in the foreseeable future. Currently superannuants are required to p.. Read More

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