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The ten most important action points for SMSF trustees

The end of the financial year is closing in fast after what has been a tumultuous period for many in Australia. Despite a reasonably uneventful year for superannuation legislation and policy changes, opportunities abound for superannuants and investors of all kinds. One of the most important roles of a financial adviser is to prompt and…

Drew Meredith | 10th Jun 2021 | More
Affordable advice review offers an opportunity for change

Financial advice industry bodies including the SMSF Association (SMSFA), Association of Financial Advisers (AFA), and Financial Planning Association (FPA) have jumped on ASIC’s Affordable Advice review to call for an industry reset. This week the SMSF Association released their submission, with key concerns relating to compliance, both in terms of costs and burdens being applied,…

The Inside Adviser | 21st Jan 2021 | More