News

Investments, Strategy

Bad news veiling agriculture opportunities

Many SMSF investors are unaware of the benefits of diversifying into the agriculture sector due to misconceptions driven by negative farming stories.

read more
Administration, Compliance

Periodic processing creates income leads

SMSF accountants should be moving to a periodic processing model rather than remaining on annual processing as it creates new client opportunities and services that can be charged for.

read more
ETFs, Investments

SMSFs only gaining access to small pool of ETFs

SMSF investors can only get their hands on about 10 per cent of the exchange-traded funds (ETF) available globally, with large gaps in sector and thematic exposures, according to ETF Securities.

read more
Education

FASEA releases exam guidance

The Financial Adviser Standards and Ethics Authority (FASEA) has released proposed guidance on the financial adviser examination, welcoming industry feedback on any aspects of the proposals.

read more
Estate Planning

Being prepared for loss of mental capacity vital

Neglecting to plan ahead to ensure SMSFs can continue if trustees lose their mental capacity can result in catastrophic financial consequences, a lawyer has warned.

read more
Accounting, Appointments

Bowler takes on GM role to plug gaps

Licensing for Accountants founder Kath Bowler has taken on an additional role of general manager for the training and compliance arm of a legal firm, with plans to leverage off the business’s synergies, as well as fill product gaps.

read more
ASIC, Auditing, Compliance

ASIC report at odds with three-year audit cycle

The corporate regulator’s findings into SMSF advice, which revealed in 91 per cent of files reviewed advisers were non-compliant, cast further doubt over the validity of the federal government ‘s proposal for a three-year SMSF audit cycle, according to a financial services executive.

read more
Appointments

SMSFA appoints specialist adviser to board

The SMSF Association has appointed SMSF specialist adviser and Verante Financial Planning financial planner Liam Shorte to its board, replacing Andrew Gale.

read more
Estate Planning, Financial Planning, Superannuation

Super reforms effect begins to show

The latest research into the SMSF sector has shown the super reforms handed down in the 2016 federal budget are beginning to have a significant impact on trustees’ financial advice priorities.

read more
Infrastructure, Investments

Infrastructure opportunities in megatrends

A number of global trends are driving significant new infrastructure investment opportunities for investors, comprising both familiar and new themes, according to AMP Capital.

read more

Copyright © SMS Magazine 2024

ABN 43 564 725 109

Benchmark Media

Site design Red Cloud Digital