News

Accurium promotes Dunn to senior role

January 10, 2023

Accurium has promoted one of its long-serving senior staffers to a new leadership role within the group overseeing its SMSF training and actuarial services.

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financial advice

Advisers can eliminate info lag

January 9, 2023

Darin Tyson-Chan

SMSF trustees who receive financial advice are more likely to be receiving the most up-to-date information needed to run their own super fund.

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ASIC, financial advice, Tax

Adviser register to show tax advice capability

January 9, 2023

Jason Spits

ASIC’s adviser register will show which financial advisers can provide tax advice but the accuracy of information will depend on licensees.

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Appointments

LightYear Group announces new CEO

January 9, 2023

Jason Spits

The parent group of an SMSF document provider has restructured its leadership team and appointed a new chief executive.

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Documentation

SMSF establishments have a season

December 22, 2022

Darin Tyson-Chan

The latest SMSF research has revealed individuals make the commitment to establish their own super fund at a particular time during a given year.

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Property, Trusts

Unit trust loans may fail sole purpose test

December 22, 2022

Jason Spits

Using loans from a unit trust to allow SMSF trustees to purchase property which is then secured by a mortgage is likely to breach the sole purpose test.

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ETFs

ETFs to increase presence in portfolios

December 22, 2022

Jason Spits

SMSF are likely to increase their exposure to ETFs as new research shows they are the favoured vehicle for many investors.

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financial advice

Full disclosure of review response certain

December 22, 2022

Darin Tyson-Chan

A full disclosure of the government’s response to the Quality of Advice Review will be provided before it acts upon any of the resulting recommendations.

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Business News

Wishing you a Merry Christmas

December 22, 2022

Jason Spits

The team at selfmanagedsuper wishes all of our readers a very Merry Christmas and a happy, healthy and prosperous New Year.

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ASIC, financial advice

Greater clarity from INFO 274

December 21, 2022

Darin Tyson-Chan

ASIC Information Sheet 274, which provides guidance on the provision of SMSF advice, should give advisers more certainty when discussing fund set-ups.

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