Advisers need to take into account several factors when contemplating servicing a new SMSF client. Michael Hallinan looks at a dozen important issues for practitioners to assess in these situations. When taking on a new SMSF client, should an adviser first undertake an engagement audit of the fund? If so, why? And if such an […]

Complicated related-party limited recourse borrowing arrangements (LRBA) that require multiple fixes to comply with the ATO’s new practical compliance guideline (PCG) may not necessarily be able to simply wind up the fund as a solution.

The SMSF Association has predicted four potential changes affecting SMSFs in next week’s federal budget.

The SMSF Association has partnered with the University of Adelaide to offer a graduate-level SMSF qualification to specialists across various professional disciplines.

A common fear for retirees is running out of money, whether it’s due to the rising cost of living, market movements impacting on savings or outliving their savings.

The SMSF Association has used its 2016 budget submission to call on the government to change the legislation applying to Australians wanting to continue to make contributions to their SMSF while working overseas.

SMSFs that need to refinance current limited recourse borrowing arrangements (LRBA) have been urged to do so sooner rather than later as the new ATO practical compliance guidelines (PCG) have immediate effect, regardless of whether the loan was established before their release.

Australia’s only peer-to-peer (P2P) lending platform available to retail investors, RateSetter, has announced its lenders have earned over $1 million in interest from loans facilitated since its launch.

Independent planning and accounting dealer group GPS Wealth has launched an automated statement of advice (SOA) tool that enables accountants to meet their obligations under the licensing regime and increase their productivity, profitability and growth potential.