News

Compliance, Legislation, Practice Management, Regulation

FAAA launches AML/CTF solution

The FAAA is launching a new digital solution to help its members meet their AML/CTF customer due diligence requirements.

The FAAA is launching a new digital solution to help its members meet their AML/CTF customer due diligence requirements.

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financial advice, Financial Planning, SMSF

SMSF-related complaints noteworthy

The number SMSF-related issues raised with the Australian Financial Complaints Authority for the September quarter continued to be high.

The number of SMSF-related issues raised with the Australian Financial Complaints Authority for the September quarter continued to be high.

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BDBNs

Law can undermine deed intention

Even a minor reference to super law in an SMSF deed can undermine the trustees’ intentions in regards to death benefit nominations.

Even a minor reference to super law in an SMSF deed can undermine the trustees’ intentions in regards to death benefit nominations.

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Business News, Property

Thinktank completes $1b RMBS transaction

Non-bank lender Thinktank has completed a $1 billion RMBS transaction, representing its third capital markets deal in 2025.

Non-bank lender Thinktank has completed a $1 billion RMBS transaction, representing its third capital markets deal in 2025.

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ECPI, Legislation, Pensions, Regulation, Retirement

Record-keeping timeframe now relevant

Practitioners taking on new clients where the 2017 CGT cost base reset is relevant should be mindful of the legal timeframe regarding record-keeping.

Practitioners taking on new clients where the 2017 CGT cost base reset is relevant should be mindful of the legal timeframe regarding record-keeping.

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Compliance, Division 296, Legislation, Regulation, Tax

Avoid Div 296 reduction strategies

The Division 296 tax liabilities are unlikely to be significant enough to justify deliberate efforts to avoid the applicable threshold.

The Division 296 tax liabilities are unlikely to be significant enough to justify deliberate efforts to avoid the applicable threshold.

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Auditing, Compliance, Investments, Valuations

Niche assets raise valuation difficulty

SMSFs investing in niche assets should expect an ACR each year due to the difficult nature of providing clear valuation evidence.

SMSFs investing in niche assets should expect an ACR each year due to the difficult nature of providing clear valuation evidence.

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ETFs, Infrastructure, Investments

Two new ETFs released to market

Two new ETFs have been introduced to the ASX, delivering investors greater opportunities in the global equities and infrastructure sectors.

Two new ETFs have been introduced to the ASX, delivering investors greater opportunities in the global equities and infrastructure sectors.

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NALI/NALE

Minor costs will trigger NALE

Small non-arm’s-length expenses will trigger sizeable problems for SMSFs, with auditors flagging issues as they see them.

Small non-arm’s-length expenses will trigger sizeable problems for SMSFs, with auditors flagging issues as they see them.

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