News

financial advice, SMSF, Superannuation

Large-fund discontent works for SMSFs

SMSFs and advisers who service them are set to benefit from the growing dissatisfaction members of public offer super funds are openly expressing.

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NALI/NALE, Retirement

Pension-phase advice fees a NALE danger

An SMSF in pension phase can still breach the NALE rules if its members pick up the tab for advice fees that should be paid for by the fund.

An SMSF in pension phase can still breach the NALE rules if its members pick up the tab for advice fees that should be paid for by the fund.

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Business News, ETFs, Investments

JP Morgan unveils ETF guide

A quarterly publication dedicated to Australian investors of Exchange Traded Funds [ETF]s was released today as educational guidance.

A global asset manager seeking to educate advisers and investors about ETFs has issued a new guide on the sector and its workings.

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Administration, financial advice, SMSFA, Tax

ATO information access essential

ATO, SMSF Association, client data, SMSF administrators, client information, Treasury, review of the tax regulator secrecy exceptions, qualified tax relevant providers, tax (financial) advice, superannuation

The SMSF Association has urged the government to give advisers and administrators access to client data held by the ATO, given the law obligates them to operate with correct information.

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Investments, Markets

LICAT transforms into Listed

The Listed Investment Companies and Trusts Association has rebranded and will now be known as Listed.

The Listed Investment Companies and Trusts Association has rebranded and will now be known as Listed.

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ASIC

Breach reporting relief feedback closing

Australian Securities and Investments Commission, ASIC, SMSF Association,

Advice licensees have limited time to respond to an ASIC proposal that will remove the need to report low-level breaches of misleading conduct provisions.

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Business News, financial advice, Investments, Technology

New investment facility added to OpenInvest

OpenInvest has partnered with an accounting and advisory firm to give its clients access to an online investment solution.

OpenInvest has partnered with an accounting and advisory firm to give its clients access to an online investment solution.

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Contributions, Tax

Claiming deductible contributions correctly

Strict rules apply to making personal deductible contributions and adherence to them is crucial as the ATO has no related discretionary powers.

Strict rules apply to making personal deductible contributions and adherence to them is crucial as the ATO has no related discretionary powers.

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Financial Planning, Legislation, SMSF, Superannuation

Coercive control an issue for SMSFs

Coercive control, domestic violence, SMSF, SMSFA, Tracey Scotchbrook, Parliamentary Joint Committee, ATO, SMSF Association National Conference 2025,

SMSFs have been identified as a financial structure that perpetrators of domestic violence and coercive control can use to their advantage.

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LRBA

Refinanced LRBA usage limited

LRBA, SIS Act, Heffron, Leigh Mansell, 

SMSFs using a refinanced LRBA for costs unrelated to the loan will breach the very narrow borrowing provisions that apply to these arrangements.

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