SMSF accountants risk falling behind

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Many accountants specialising in SMSFs don’t realise the complexities involved in transferring to the new licensing regime system, warns Premium Wealth Management.  The new licensing regime, which comes in to... Read more continue reading

SPAA wants ‘broken’ excess contributions tax system fixed

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Speaking at the SMSF Professionals’ Association of Australia’s 9th national conference in Melbourne, Technical Director Peter Burgess says: “The system designed to discourage individuals from paying superannuation in excess of... Read more continue reading

Specialist advisers critical to helping SMSFs expand investment horizons

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Financial planners will play an ever more critical role in educating self managed super fund trustees about the benefits of asset diversification during 2013, according to the third annual Intimate... Read more continue reading

Cash loses appeal for SMSFs in favour of fixed interest and property

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Falling interest rates in the December 2012 quarter saw self-managed super fund (SMSF) trustees decrease their cash holdings in favour of fixed interest and direct property investments, according to the... Read more continue reading

2013 the year of change for SMSF advisers

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For SMSF advisers, 2013 will be like no other. Changes in the pipeline for specialist auditors, accountants, and financial advisers will radically change the way they do business – and... Read more continue reading

ATO statistics reveal a healthy SMSF sector

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The Australian Taxation Office (ATO) Statistical Overview on the self managed super fund sector for the 12 months to 30 June 2011 draws a picture of continued solid growth, sound... Read more continue reading

SPAA warns on limited resource borrowing arrangements

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The SMSF Professionals’ Association of Australian (SPAA) has added its voice to growing concerns about self managed super funds using a limited recourse borrowing arrangement.  SPAA Education and Professional Standards... Read more continue reading

Stop moving the superannuation goal posts: SMSF trustees

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Legislative change is the key risk to a comfortable retirement. That is the major finding from a comprehensive survey by Rice Warner Actuaries of members of the SMSF Professionals Association... Read more continue reading

SMSF trustees prepared to pay for good financial advice

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There is a strong message for financial planners in the comprehensive survey by Rice Warner Actuaries of the self managed super fund sector – people are willing to pay extra... Read more continue reading

ATO warning to SMSF trustees

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The ATO has warned trustees of self-managed superannuation funds (SMSFs) to be cautious when investing in property. Acting Commissioner Bruce Quigley said he is concerned people are using their SMSF to... Read more continue reading