SMSF Adviser keeps specialists up-to-date with compliance, regulatory and legal developments while arming them with the knowledge and insight.

Using a multi-asset portfolio, with an experienced professional managing asset collection and manager selection, is an effective strategy. Their role would be determining which asset classes, such as shares versus bonds, or even sub-asset classes like US small companies versus large companies, are expected to deliver the best returns.

1 day ago · The Association of Super Funds Australia said it welcomes the government’s focus on strengthening member outcomes and stands ready to lead the sector’s response to the consultation in collaboration with other stakeholders on the development of these essential service standards.”

The Compensation Scheme of Last Resort and the Delivering Better Financial Outcomes packages will continue to be issues to watch in 2025, a leading SMSF adviser has said. Aaron Dunn, CEO of Smarter SMSF, said there is still a lot happening regarding the CSLR, and it is one area that financial ...

Jan 19, 2025 · While Treasury has acknowledged the value of financial advisers having access to the ATO portal, concerns around cyber security have given the department pause.

Aaron Dunn, CEO of Smarter SMSF, said the rules in regard to this issue are set out with section 17(A) of the Superannuation Industry (Supervision) Act, which states that all members must be directors, or all members must be trustees, and vice versa. “With a single-member fund, the nuances of those three options become really important,” Dunn said.

To call 2024 the SMSFA’s annus mirabilis might be an exaggeration – but only just. As I reflect on the year, the SMSF sector achieved a notable milestone and notched some important wins for advisers and their clients. Throughout 2024, the sector has …

Over the past five years the number of SMSF members has increased by close to 30 per cent, highlighting the opportunity for engaged, informed and driven professionals to build successful SMSF advice business.. SMSF Adviser has been created to enhance the capabilities of SMSF professionals – equipping them with the tools, techniques, knowledge and strategies to better service their SMSF ...

“The size of the deduction depends on a number of factors but could easily be in excess of $500,000 in this case.” Noting that the deduction is also known as the Future Liability deduction, he said the benefit can be paid as a pension, lump sum or combination and can be used to offset current and future SMSF income tax liabilities.

6 days ago · Financial advisers and accountants need to be aware of the rules around treating investors as wholesale clients and how this can get complicated with SMSF clients, according to a legal expert. Holley Nethercote partner David Court said while accountant’s certificates are one of the more popular ...