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

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.

4 days ago · 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.

4 days ago · The SMSF Association said it is “unacceptable” that advisers be expected to pay for the failures of large firms like Dixon Advisory. On Friday (31 January), Assistant Treasurer Stephen Jones announced a “comprehensive review” of the Compensation Scheme of Last Resort following the revelation ...

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 ...

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.

Jan 15, 2025 · In the first episode of the SMSF Adviser Show for 2025, hosts Keith Ford and Aaron Dunn take a look at the hot topics that will impact the SMSF space in the new year. The pair discuss the upcoming federal election, which is set to dominate the outlook for the first half of the year, as a range of ...

The 18th annual edition of Investment Trends’ 2023 SMSF Adviser Report is based on an in-depth study of 185 SMSF advisers conducted between February and April 2023. It provides an in-depth analysis of how financial advisers interact with and service SMSF investors and their relationship with accountants.

Oct 23, 2024 · The Australian Financial Complaints Authority’s (AFCA) report found some advisers were incorrectly applying thresholds of $2.5 million in net assets or $250,000 income, instead of the $10 million limit specified in the Corporations Act for superannuation products.

Jan 28, 2025 · ASIC will continue its surveillance of assessing the quality of financial advice to establish SMSFs as one of its key focus areas for 2025. In its key issues outcome paper 2025, the regulator has highlighted one of its main concerns in the coming year is unsuitable superannuation advice resulting in ...