News

ASIC, financial advice, Financial Planning, Legislation

Former adviser appears in court

The alleged misappropriation of $4.1 million belonging to clients has seen a former financial adviser front the Perth Magistrates Court.

The alleged misappropriation of $4.1 million belonging to clients has seen a former financial adviser front the Perth Magistrates Court.

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ASIC, Compliance, financial advice, Financial Planning

Financial services misconduct ongoing

The latest ASIC accounts of misconduct and website removals remain high with the regulator cautioning consumers to remain on alert.

The latest ASIC accounts of misconduct and website removals remain high with the regulator cautioning consumers to remain on alert.

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financial advice, Financial Planning

Adviser numbers up in 2026 income year

Financial adviser numbers are up, but there is still a large percentage of legacy planners saying no to the experienced provider pathway.

Financial adviser numbers are up, but there is still a large percentage of legacy planners saying no to the experienced provider pathway.

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ASIC, Compliance, fraud

ASIC bans Adelaide accountant

The Australian Securities and Investments Commission has banned an Adelaide-based accountant after he was convicted of aggravated theft.

The Australian Securities and Investments Commission has banned an Adelaide-based accountant after he was convicted of aggravated theft.

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Pensions, Retirement, Strategy, Tax

TBC contradicts sole purpose test

Restricting superannuation pensions via caps runs counter to the sole purpose test, which aims to pay benefits in retirement.

Restricting superannuation pensions via caps runs counter to the sole purpose test, which aims to pay benefits in retirement.

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Crypto Assets, Investments, Strategy

Two essentials for crypto investments

Access and storage are the key elements needing to be properly established when SMSF members are looking to invest in cryptocurrency assets.

Access and storage are the key elements needing to be properly established when SMSF members are looking to invest in cryptocurrency assets.

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Contributions, Tax

Contribution claims still confusing advisers

Advisers are still confused about the process of claiming a personal deductible contribution, which requires more than just lodging a notice of intent.

Advisers are still confused about the process of claiming a personal deductible contribution, which requires more than just lodging a notice of intent.

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Estate Planning

Advisers ignoring own estate planning

SMSF practitioners are not taking their own estate planning advice, leading to lawyers having to resolve disputes upon their passing.

SMSF practitioners are not taking their own estate planning advice, leading to lawyers having to resolve disputes upon their passing.

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Contributions

Work test exemption worth consideration

SMSF members between the ages of 67 and 75 should consider the work test exemption if planning to make a personal deductible contribution.

SMSF members between the ages of 67 and 75 should consider the work test exemption if planning to make a personal deductible contribution.

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