News

Retirement, Superannuation

Correct release conditions critical

Advisers need to direct clients to pick the correct condition of release to provide the fullest access to their superannuation savings.

Advisers need to direct clients to pick the correct condition of release to provide the fullest access to their superannuation savings.

read more
Investments, Technology

Hub24 creates new reporting solution

The Hub24 platform has upgraded its client reporting technology to facilitate the much faster generation of investment reports.

The Hub24 platform has upgraded its client reporting technology to facilitate the much faster generation of investment reports.

read more
Contributions, Property

In-specie contribution reserving valid

Changes to the superannuation rules mean the use a reserving strategy to make an in-specie contribution to an SMSF may be possible.

Changes to the superannuation rules mean the use a reserving strategy to make an in-specie contribution to an SMSF may be possible.

read more
Investments

More SMSF interest for private credit

SMSF trustees have channelled significantly more money into the private credit asset class as they adapt to their changing investment environment.

SMSF trustees have channelled significantly more money into the private credit asset class as they adapt to their changing investment environment.

read more
ATO, Compliance

Education directive process confirmed

The ATO has stipulated how it will enforce compliance for trustees who make inadvertent errors and when to escalate that approach.

The ATO has stipulated how it will enforce compliance for trustees who make inadvertent errors and when to escalate that approach.

read more
financial advice, Financial Planning

AFCA super rules need reforming

The FAAA has called for the Australian Financial Complaint Authority to reconsider its rules regarding actions against superannuation funds.

The FAAA has called for the Australian Financial Complaint Authority to reconsider its rules regarding actions against superannuation funds.

read more
Pensions, Regulation

Legacy pension amnesty process clarified

Legacy pensions that are not commuted will now retain their asset test exempt status under new rules released by the government.

Legacy pensions that are not commuted will now retain their asset test exempt status under new rules released by the government.

read more
financial advice, Financial Planning

Advised Australians increasingly confident

Australians receiving financial advice are increasingly more confident about their financial future than those who are not advised.

Australians receiving financial advice are increasingly more confident about their financial future than those who are not advised.

read more
ETFs, Investments

Second Global X growth focused ETF

Global X has added a second Growth at a Reasonable Price ETF to its product suite focusing on quality Australian companies.

Global X has added a second Growth at a Reasonable Price ETF to its product suite focusing on quality Australian companies.

read more
Auditing, Property, Valuations

Can SMSF trustees value property?

The proper valuations of SMSF held properties continues to raise questions among trustees as they remain unclear as to what they can actually do.

The proper valuations of SMSF held properties continues to raise questions among trustees as they remain unclear as to what they can actually do.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.