News

Accounting, Financial Planning

Licensing forces industry to rethink roles

licensing accountants advisers

AFS licensing requirements will push more advisers to specialise over time, allowing accountants to take on the role of the generalist for the SMSF sector.

read more
Superannuation

Satisfaction with SMSFs remains high

SMSF satisfaction

SMSF members have continued to report high levels of satisfaction with their choice of superannuation fund, according to new data released by Roy Morgan.

read more
Retirement, Tax

Bucket companies a valid strategy tool

bucket companies retirement tax

Bucket companies are a legitimate retirement and tax planning tool and claims they are out of favour with the ATO are untrue.

read more
Regulation, Superannuation

Anticipating law change unwise

non-concessional contribution bring forward

SMSF members should not implement any strategies taking advantage of impending changes to the non-concessional contributions bring forward before the legislation containing the amendments is passed, an industry body has said.

read more
Retirement, Superannuation

SMSFs are retirement income leaders

SMSF retirement income

Large scale APRA-regulated funds should look to the SMSF sector when creating retirement income solutions as the latter has key advantages, according to a superannuation research group.

read more
ETFs, Investments

New ETFs allow leveraged Nasdaq exposure

ETFs Nasdaq

ETF Securities has launched two new ETFs providing leveraged exposure to the Nasdaq 100 index.

read more
Education, FASEA

FASEA moves exam online in Melbourne

FASEA exam Melbourne

FASEA has cancelled the August sitting of the financial services exam across exam venues in Melbourne as a result of renewed COVID-19 restrictions.

read more
Auditing

Internal controls key audit item

Internal controls

The internal controls of an SMSF need to be taken into account when performing an audit, regardless of the type of audit being carried out, a specialist practitioner has said.

read more
ATO, Superannuation

Contributions level out after 2017 reforms

SMSF contributions

The SMSF sector reverted to normal in 2017/18 after uncharacteristically high contributions in 2016/17, the latest ATO data shows.

read more
Retirement

Call for mandatory longevity risk obligation

Longevity risk

Superannuation trustees should be obligated to include products to address longevity risk for members, a dialogue paper has suggested.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.