News

Documentation

New fund is best solution for lost deed

lost SMSF deed

SMSFs that have lost their deed should consider creating a new fund, rather than merging with another fund, to overcome any document losses or deficiencies.

read more
Accounting, Practice Management

Pricing behaviour needs to change

Accounting client pricing

Formulating an appropriate price to charge accounting clients must be driven by what the practice feels the advice is worth and not unrelated, external factors

read more
Technology

SMSFs a tech efficiency example

SMSF technology efficiency

The SMSF sector has shown how technology can be effectively used to create better consumer outcomes, particularly in terms of cost savings

read more
Strategy

Stalled bring-forward rules create dilemma

bring forward rules law

SMSF members looking to move large non-concessional contributions into super may prefer to take a tax hit instead of waiting for the bring-forward rules to change.

read more
ASIC, Financial Planning

Industry bodies slam ASIC levy hike

ASIC levy increase

Australia’s peak financial services industry bodies have condemned the substantial increase in the levy charged to financial advisers and their licensees.

read more
Accounting

Discounts must be compensated

accounting fees

Accounting firms must request adequate compensation for any discount to their service fees requested by a client.

read more
LRBA

LRBAs hold their ground

LRBAs SMSF portfolios

Limited recourse borrowing arrangements have held their ground within the portfolios of SMSFs, but are still less than 1 per cent of all residential property assets.

read more
Strategy

Death benefit strategy for non-dependants

Death benefit non-dependants

SMSF members can use their fund to pass on benefits to a non-dependant before their death using a legitimate contribution strategy contained within super regulations.

read more
Retirement

Cost of living on the rise for retirees

Cost of living retirees

Price increases returning to normal after the easing of COVID-19 restrictions has resulted in a rise in the cost of living for retirees in recent months.

read more
Financial Planning

Client role key for advice

Client capacity SMSF advice

Practitioners need to understand whether they are advising the SMSF trustee or SMSF member to be most effective.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.