News

Administration, Tax

Class offers new automated tax statement service

Class has introduced an automated tax statement system that can create individual or bulk statements for directly held securities.

read more
Investments

The best of times, the worst of times

The potential for increased future volatility requires a wider look at investing without the daily distraction of the stock market.

read more
Regulation, Strategy, Superannuation

Franking credit policy planning already underway

Trustees and their advisers are considering various strategies to minimise the impact of Labor’s proposed franking dividend policy.

read more
Platforms, Regulation

Cashwerkz value strengthens post royal commission

A cash investing service provider believes the banking royal commission has improved its value to financial advisers and their SMSF clients.

read more
Regulation

Stalled legislation should trump royal commission

The banking royal commission recommendations should not be rushed through Parliament, which still has to deal with stalled legislation, claims the FSC.

read more
Regulation, Retirement

Franking credit campaign ‘misrepresentations’ addressed

SMSF; review; industry fund

The head of Wilson Asset Management has rejected claims he has formal ties to Liberal MP Tim Wilson, despite both campaigning against the removal of franking credit refunds.

read more
Regulation

Compensation scheme of last resort praised

A major SMSF administration service provider has lauded the banking royal commission’s recommendation for a compensation scheme of last resort.

read more
Tax

ALP’s trust tax leaves SMSFs hanging

SMSFs have been warned they could be affected by Labor’s proposal to charge a 30 per cent tax rate on discretionary trust distributions to those over 18.

read more
LRBA, Property

New call for total LRBA ban

A total ban should be placed on all LRBAs due to their high risks, according to a property research house.

read more
Compliance, Education

FASEA releases final Code of Ethics Standard

The body tasked with overseeing adviser education and professionalism has released the final of seven standards, publishing its finalised code of ethics.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.