The aged care and advice sectors have undergone major reviews recently. Rob Lavery from the knowIt group discusses what the implications might be for financial advisers.

The family home pays a critical role when considering aged care needs and options. Louise Biti from Aged Care Steps outlines the complexities in defining a home and the associated implications.

We conducted our annual SMSF Roundtable earlier this year and asked the opinions of some the most respected experts in the sector about the most important issues. In this segment we asked: Will the increasing number of legal actions contesting death benefits continue? As a result is there more pressure on advisers to get estate […]

We conducted our annual SMSF Roundtable earlier this year and asked the opinions of some the most respected experts in the sector about the most important issues. In this segment we asked: How the introduction of transfer balance account reporting is progressing? Can we anticipate stricter enforcement of TBAR in the immediate future? Have any […]

We conducted our annual SMSF Roundtable earlier this year and asked the opinions of some the most respected experts in the sector about the most important issues. In this segment we asked: Should the SMSF sector be concerned about the findings of ASIC “Report 575 SMSFs: Improving the quality of advice and member experiences” and […]

We conducted our annual SMSF Roundtable earlier this year and asked the opinions of some the most respected experts in the sector about the most important issues. In this segment we asked: Did the concern over Labor’s proposed franking credit policy highlight the difficult advisers have in preparing for this type of change? Is there […]

We conducted our annual SMSF Roundtable earlier this year and asked the opinions of some the most respected experts in the sector about the most important issues. In this segment we asked: Should the government take this opportunity to take Superannuation out of the budget cycle? Does the government now need to concentrate on the […]

We conducted our annual SMSF Roundtable earlier this year and asked the opinions of some the most respected experts in the sector about the most important issues. In this segment we asked Is SG opt out a positive measure? Participants: Chris Balalovski – Self-managed Independent Super Funds chair and BDO Business Services partner Peter Hogan […]

We conducted our annual SMSF Roundtable earlier this year and asked the opinions of some the most respected experts in the sector about the most important issues. In this segment we asked: How difficult will the proposed new non-arm’s length income laws relating to non arm’s expenses be to enforce? Will this legislation make fund […]