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

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, …

6 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.

6 days ago · On Friday (31 January), Assistant Treasurer Stephen Jones announced a “comprehensive review” of the Compensation Scheme of Last Resort following the revelation …

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 …

Last-minute legislative whirlwinds and their impacts on the SMSF sector December 04 2024

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

A senior ombudsman from AFCA has cautioned advisers to “tread with caution” when applying the wholesale test to SMSFs.

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 …

6 days ago · Up-to-date, specialised strategy is core component of an SMSF professional’s arsenal. SMSF Adviser analyses and interprets regulatory and legislative changes to ensure …