News

ETFs, Investments

VanEck releases private credit ETF

VanEck Private credit ETF

VanEck is set to list its 40th ETF for the Australian market with the release of a global private credit fund.

read more
Investments, SMSF

Dig deep into related-party concerns

related party investments SMSF

Consistently reviewing the relationships between parties to an investment is the most prudent way to ensure clients do not fall foul of the related-party rules.

read more
Retirement, SMSF, Superannuation

Definitions key to avoid retirement confusion

Superannuation Retirement definition Financial adviser Accountant Auditor Heffron Leigh Mansell

SMSF practitioners are confusing the definition of retirement for superannuation purposes, but need to be aware there are two ways to view this event taking place.

read more
financial advice, Retirement

Advice funded by super supported

Retirement Financial advice Superannuation Funding Cost of advice Colonial First State Kelly Power

Australians strongly support the use of a financial adviser and believe retirement savings should be accessible to pay for it.

read more
Accounting

Clarity sought on aged-care reform bill

Aged care Reform Funding Draft legislation Association of Independent Retirees

A body representing self-funded retirees has called on the government to provide additional detail on the costing and funding contained in the draft Aged Care Bill 2023.

read more
Accounting, SMSF, Superannuation, Tax

Timeframe limits foreign transfers

Foreign superannuation fund Lump sum payment Timeframe SMSF Superannuation rules

The Australian superannuation rules make lump sums paid from overseas pension schemes attractive but perhaps unachievable.

read more
Contributions, Superannuation, Tax

Tax cuts offer super boost

stage three tax cuts superannuation balance concessional non-concessional contribution

Proposed tax cuts later this year will allow superannuants to boost their balances without adversely impacting their cash flow.

read more
Legislation, NALI/NALE, SMSFA

Proposed NALE measures inequitable

SMSF Association NALE non-arm's length expenditure Treasury

The SMSF Association has restated its view that the proposed NALE measures are unfair, but it is unlikely they will be changed.

read more
ASIC, financial advice

Adviser registration deadline extended

ASIC registration Deadline Extension Financial advisers

ASIC has given a final deadline extension deadline for adviser registration to avoid the end of the summer holiday period.

read more
Pensions, Retirement, Superannuation

Living costs hit retirement confidence

Retirement income covenant Retirement savings Superannuation Cost of living

Rising living expenses are causing a growing number of Australians to harbor less confidence in their quality of life as they approach retirement age.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.