News

Technology

SuperConcepts to release new admin product

SuperConcepts administration product

SuperConcepts will offer advisers a new full-service administration product that draws on the whole scope of its service offering.

read more
Retirement

Retirement must be built around longevity

longevity retirement advice

Time frames based on a better understanding of retiree longevity are crucial to providing adequate retirement planning advice, a technical expert says.

read more
ASIC

Adviser banned for dishonest conduct

Adviser banned dishonest conduct

ASIC has banned a former Sydney financial adviser , who was unable to be present at trail, for dishonest conduct involving client funds

read more
Retirement, Strategy

Longevity key to cash-flow plans

longevity cash-flow

Longevity risk is a crucial factor to consider for advisers working on SMSF cash-flow planning, a technical expert says.

read more
Education

TPB considers increasing education hours

TPB continuing education

Financial advisers registered with the TPB may see a 25 per cent increase in their ongoing education requirements, but will be able to gain credit for FASEA-mandated training.

read more
ASIC

Ex-accountant wins partial appeal

accountant partial appeal

A former accountant who recommended the use of SMSFs has successfully appealed against three charges of obtaining financial advantage by deception.

read more
ETFs

BetaShares to launch cloud-focused ETF

BetaShares cloud computing ETF

The ongoing expansion of cloud computing has prompted BetaShares to launch a new ETF focused on the sector for Australian investors.

read more
Technology

Class commits to tech spend

Class SMSF

Class will continue to move away from its SMSF administration roots, building out new business lines and exploring potential opportunities within in the estate planning sector.

read more
Superannuation

Reduce large balances to cut concessions

super balances tax concessions

ASFA has recommended the reduction of large super balances to cut back investment earnings tax concessions they receive arguing they are inequitable as part of its budget submission for 2021/22.

read more
Appointments, Estate Planning, Succession Planning

Wealth transfer body names new directors

wealth transfer new directors

Three new directors have joined a fledgling association looking to represent the interests of advisers working in the wealth transfer space.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.