News

Plea for AMP planner mediation

February 3, 2020

A call has been made by the Australian Small Business and Family Enterprise Ombudsman for AMP to commit to mediation regarding the removal of up to 250 financial planning practices from its advisory network.

read more

Education

New SMSFA education program

January 30, 2020

Darin Tyson-Chan

The SMSF Association has launched an accredited educators program in response to member feedback naming three organisations as approved education providers.

read more

Investments

Capital protection a priority

January 30, 2020

Darin Tyson-Chan

Capital protection is one of the most important goals for investors who currently hold a pessismistic view of the stock market, a new survey has shown.

read more

Financial Planning

Advice improves financial, mental well-being

January 30, 2020

Jason Spits

New research has found the take-up of financial advice by consumers can have a positive impact on their mental health alonsgide the usual financial benefits

read more

ATO

ATO cuts six-member fund work

January 29, 2020

Jason Spits

Two key measures introduced as part of federal budgets have been removed from the ATO’s work schedule after supporting legislation failed to enter parliament.

read more

ATO, Investments

Detailed investment strategy guidance coming

January 29, 2020

Jason Spits

New guidance on SMSF investment strategies will soon be released, with an expert tipping the ATO will roll out detailed assistance for trustees.

read more

FASEA

FASEA releases December exam results

January 29, 2020

Tharshini Ashokan

A large majority of advisers have passed the December FASEA exam, while the number of registrations for each sitting of the exam continues to rise.

read more

Investments

SMSFs see IPOs as too risky

January 29, 2020

Darin Tyson-Chan

The risks associated with initial public offerings are discouraging SMSF trustees from taking part in them, according to the partner of an accounting firm.

read more

Regulation

Regulators need to sharpen up communication

January 28, 2020

Darin Tyson-Chan

More precise communication is needed from financial services regulators to avoid any unnecessary concerns among SMSF stakeholders, an industry body has said.

read more

Retirement

Specific longevity data means better advice

January 28, 2020

Darin Tyson-Chan

Using more in-depth analysis to determine the life expectancy of an SMSF trustee can improve the value of retirement advice provided to this cohort, a technical specialist has said.

read more