News : financial advice

Advisers inactive over SMSF revenue

July 17, 2025

A large number of advisers have enjoyed an increase in SMSF client revenue, but have not introduced any specific measures to trigger this growth.

July 17, 2025

A call has been made for the federal government to take urgent action to prevent the reduction in adviser numbers becoming a crisis.

July 16, 2025

The treatment of insurance within an SMSF will need to be revisited as to determine the effect of policies on a member’s division 296 tax liability.

July 16, 2025

Australians can enjoy a better outcome if they include their personal and household information in their retirement income strategy.

July 16, 2025

Padua Solutions has acquired SMSF insights provider Wealth Data in its pursuit of continually improving the standard of financial advice.

July 15, 2025

Non-concessional contributions will not play a role in the calculation of earnings for the Division 296 tax for SMSF members.

July 15, 2025

Combined superannuation contribution strategies will not create a method where SMSF members can avoid paying Division 293 tax.

July 15, 2025

The distribution of fund income may need to be made to an SMSF member even though the individual in question has passed away.

July 15, 2025

A new retirement income solution is set to be made available in August through a partnership involving MLC, Challenger and TAL.

July 14, 2025

SMSF members who are victims of financial abuse are likely to suffer additional distress as there is no complaint body for the sector.