News

Education

Specialist adviser pathways expanded

Specialist SMSF adviser

The SMSF Association has partnered with two major educational institutions to expand the pathways into its SMSF Specialist Advisor program.

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ASIC

Jailed SMSF adviser permanently banned

jailed SMSF adviser banned

A former SMSF adviser, sentenced to six years’ jail, has also been permanently banned from providing financial services.

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Investments

Carbon emissions milestone for La Trobe

La Trobe Financial carbon

Specialist fund manager La Trobe Financial has achieved an ESG milestone after undertaking an assessment of its own environmental impact.

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Retirement, Superannuation

SMSFs mainly viewed as nest egg

SMSF retirement nest-egg

SMSF members have only started to reconsider superannuation as a retirement funding tool, with many still viewing it as an untouchable nest egg.

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Accounting, Financial Planning

Legs and regs challenge worsens

regulation SMSF accountants

Legislation and regulations regarding the provision of financial advice are proving to be an increasing challenge for accountants servicing SMSFs.

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Financial Planning, Retirement

Advice for fund members not addressed

retirement superannuation advice

Super fund members have not been given adequate advice on how to spend their retirement incomes despite being told for years how to save for it.

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Financial Planning, Retirement

RI covenant raises advice issue

SMSFs retirement advice

The advice SMSFs will need for retirement income covenant compliance could be problematic given the unlicensed status of many sector advisers.

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Residential Property, Superannuation

Merged funds dependent on property

Merged SMSFs property

SMSFs can combine to create a six-member fund, but the process will be dependent on underlying property holdings.

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Cryptocurrency

SMSFs commit to cryptocurrency

SMSFs cryptocurrency

More SMSFs are committing to cryptocurrency at higher investment levels, showing they are confident in its future, according to a trading platform.

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FASEA

Exam preparation courses boost pass rate

FASEA exam preparation course

A FASEA exam trainer has offered more courses in preparation for the final exam, revealing an average success rate higher than industry normal.

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