News

Financial Planning, Technology

Padua releases robo-advice solution

Padua robo-advice

Following on from the appointment of two senior staffers, Padua has released a new time-saving robo-advice offering.

read more
Contributions

Contribution errors eliminated

non-concessional contributions errors

The ability to repay non-concessional contributions accepted in error by superannuation fund trustees will be eliminated on 1 July.

read more
ATO

SMSF landlords reminded of allowable claims

ATO SMSF tax rental

The ATO has reminded SMSF trustees which common tax mistakes they should avoid when making repairs to rental investment homes.

read more
Technology

Map out cybersecurity processes

SMSF cyber-security

SMSF advisers and trustees must be clear about what cybersecurity processes are in place and should not merely accept them on face value.

read more
Investments

ASIC issues guidance to prevent greenwashing

ASIC greenwashing

Investment managers and super funds have been provided with guidance to ensure any sustainability-related products they offer are not engaging in greenwashing.

read more
ATO, NALI/NALE

NALE compliance stance extended

ATO NALE compliance

The ATO will continue its practice of not deploying compliance resources to address non-arm’s length expenditure breaches of a general nature.

read more
Property, Retirement

HEAS improves its appeal

home equity access scheme

An additional method of providing funding payments to consumers is about to be added to the government’s Home Equity Access Scheme.

read more
ASIC, Financial Planning

ASIC outlines adviser warning conditions

ASIC adviser warnings

ASIC has outlined when it will issue a warning to a financial adviser for poor conduct and noted these will also be passed on to their licensee.

read more
Retirement, Superannuation

Comfortable retirement from super not certain

retirement superannuation

Research has found high number of Australians are not confident their superannuation savings can provide a comfortable retirement.

read more
Financial Planning

SMSF data reflects advice upside

SMSF advice opportunities

The most recent SMSF statistical overview released by the ATO points to a number of advice opportunities available for superannuants.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.