News

ETFs

New ETF offers private equity exposure

ETF VanEck private equity

VanEck has announced its global private equity ETF, the first of its kind in Australia, will be released to the market shortly.

read more
Estate Planning

Periodic BDBN updates prudent

BDBN SMSF

It is a prudent for advisers and their SMSF clients to periodically update any binding death benefit nominations they may have in place.

read more
Auditing, NALI/NALE

Auditors considering NALE protections

SMSF auditors NALE protections

SMSF auditors may seek greater declarations from trustees regarding non-arm’s-length expenditure to prevent litigation in the future.

read more
ATO, Business News

Advisers in line of defence against scams

SMSF advisers scams

SMSF specialist advisers can play a key role in helping trustees and self-directed investors defend themselves against investments scams which exceeded $325 million in lost funds last year.

read more
ASIC

ASIC outlines ROA usage

ASIC record advice usage

Advisers have been given directions for when and how they can use a record of advice as part of ASIC’s effort to reduce the cost of advice.

read more
Documentation, Pensions

Pension PDS caution required

pension PDS

Advisers should ensure they include a product disclosure statement in the pension information they issue to their clients.

read more
ASIC

ASIC shuts firm over SMSF investments

ASIC A One Multi

ASIC has moved to shut down an unlicensed financial services business it claims misused funds from SMSFs for its own benefit.

read more
Superannuation

Separate funds simplify death benefits

death benefits SMSF

Despite an industry trend to add more people to an SMSF, having separate funds may create a simple way to manage death benefits for married couples.

read more
Aged Care

Aged-care program added to advice course

Aged Care Steps Deakin

Deakin University has partnered with Aged Care Steps to offer students professional experience while still earning credits towards their degree.

read more
Business News, Investments

Marketech boosts stock trade offering

Marketech Marcus Today

Online share trading platform Marketech will join with stock market news service Marcus Today to boost their service offerings to investors.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.