SMSF Adviser - News for Australian SMSF professionals
SMSF Adviser keeps specialists up-to-date with compliance, regulatory and legal developments while arming them with the knowledge and insight.
Big ticket items for advisers to watch in 2025 - SMSF Adviser
4 days ago · The Compensation Scheme of Last Resort and the Delivering Better Financial outcomes packages will continue to be an issue to watch in 2025, says a leading SMSF adviser. Aaron Dunn, CEO of Smarter SMSF, said there is still a lot happening in regard to the CSLR and it is one area that financial ...
Latest Australian SMSF News - SMSF Adviser
Jan 3, 2025 · SMSF Adviser keeps the SMSF sector up to date with the latest and breaking news, and is the authoritative source of information for legal, compliance and regulatory updates.
What’s on the cards for 2025? - SMSF Adviser
Dec 31, 2024 · I think potential changes should be targeted at implementing policy measures that have been outstanding for some time. For example, the mooted amendments to the residency rules, first announced in the 2021–22 federal budget, would relax the residency requirements for SMSFs by extending the central control and management test safe harbour from two to five years, and remove the active member test.
2024 in review: wins, challenges, and the road ahead for the SMSF ...
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 …
Why Dixon inquiry needs to hear from impacted clients
1 day ago · The FAAA’s Phil Anderson has argued that the insights of former Dixon Advisory clients during the inquiry into its collapse will be key, ensuring it doesn’t happen again. When the Senate approved an inquiry into wealth management companies in September 2024, understandably much of the focus from ...
Money - SMSF Adviser
Oct 10, 2024 · Creating and managing wealth for an SMSF client requires specialist understanding of products, markets and investment rules. SMSF Adviser brings you expert insight and high-level strategies so you can ensure the financial success of your SMSF clients.
Correct market valuations biggest roadblock in audit process, …
2 days ago · When acquiring an asset from a related party, the correct market value still has to be calculated. The issue of correct market valuation was highlighted last year when more than 16,000 SMSF trustees and 1,000 SMSF auditors were put on notice by the ATO after it identified inconsistencies in the valuation of assets.
Super funds finish 2024 with double-digit returns - SMSF Adviser
2 days ago · Most superannuation funds finished 2024 with double-digit returns, according to a recent analysis. The Association of Superannuation Funds of Australia (ASFA) has said its research revealed that in the 12 months to December 2024, much of the sector for both balanced and growth super investment ...
Senate inquiry into wealth company collapse puts SMSF sector in ...
The way SMSFs are being singled out as part of the inquiry into the collapse of wealth management companies is not a new phenomenon in the sector, a leading adviser has said. Aaron Dunn, CEO of Smarter SMSF, said on the latest SMSF Adviser podcast that the Senate inquiry into the collapse of Dixon ...