Prompt disclosure is key for advisers

30-May-2016|By Krystine Lumanta

It was imperative for advisers to inform their clients about the federal government’s planned superannuation changes during the current period of uncertainty about the proposals resulting from a lack of legislation and the upcoming election.. Read More

12,500 accountants may miss AFSL opportunity


Only 1000 accountants had successfully obtained either a full or limited Australian financial services licence (AFSL) during the past 12 months, but as many as 12,500 unlicensed accountants were still expressing inte.. Read More

Morgans links with SMSFA for education


The SMSF Association and Morgans Financial have joined forces to offer the stockbroking and wealth management firm’s advisers a range of education, training and accreditation offerings. The initiative come.. Read More

Segregated accounts tipped to be popular


More segregated accounts are likely to emerge as a result of the federal budget’s $1.6 million transfer balance cap, as many SMSFs will want to have control over whether their assets are placed into the accumul.. Read More

SMSF body applauds LRBA compliance extension


The SMSF Association has welcomed the ATO’s decision to extend the time period for SMSF trustees to comply with the new safe harbour guidelines governing non-bank limited recourse borrowing arrangements (LRBA)... Read More

Contribution cap process already hits hurdle


The ability to determine the level of non-concessional superannuation contributions an individual has made since 1 July 2007 under the new rules contained in this year’s federal budget has already proven to be .. Read More

Much more detail required on super changes


The federal government needed to provide much more information on the practical implications of the $1.6 million transfer balance cap applying to the pension phase of superannuation announced in this year’s bud.. Read More

Additional features to come for BT Panorama


BT Financial Group is set to enhance the functionality of its Panorama wealth operating system in the areas of portfolio construction and share trading in the second half of this year. Speaking at the BTNext 2016.. Read More

Planners need to connect with accountants now


An industry consultant has urged financial planners to connect with accountants in order to establish a financial advisory arrangement in light of the impending scrapping of the accountants’ exemption and the l.. Read More

Adviser Network unveils SMSF suitability tool


Adviser Network has launched a cloud-based solution designed to help accountants continue to provide advice on the appropriateness of SMSFs to their clients in an easy, compliant and efficient manner. SMSFit allo.. Read More

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