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.
Login - SMSF Adviser
SMSF strategy, news and market intelligence. If you check this box before you log in, you won’t have to log back into the website next time you return, even if you close your browser and come back later.
Legacy pension opportunity - SMSF Adviser
1 day ago · New legacy pension regulations, applying from 7 December 2024, are now in force. They affect lifetime complying, life expectancy and market-linked pensions, reserve accounts and, by extension, flexi pensions. Essentially the new rules provide elegant solutions for two problem scenarios. Legacy ...
Big ticket items for advisers to watch in 2025 - SMSF Adviser
5 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 ...
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.
Move on legacy pensions could open door for more regulatory …
2 days ago · Changes around residency rules, central management and control and the active member test could be on the regulator’s agenda, a leading SMSF educator has said. Tim Miller, head of education for Smarter SMSF, said following the regulatory changes to legacy pensions at the end of last year, he ...
About SMSF Adviser
Over the past five years the number of SMSF members has increased by close to 30 per cent, highlighting the opportunity for engaged, informed and driven professionals to build successful SMSF advice business.. SMSF Adviser has been created to enhance the capabilities of SMSF professionals – equipping them with the tools, techniques, knowledge and strategies to better service their SMSF ...
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.
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 …
The audit report for my SMSF has been qualified. What does that …
The auditor is required to report their findings to the trustees in the form of an audit report. The audit report consists of two parts, Part A and Part B. The consequences of receiving a qualified audit report are quite different, depending on whether it is a Part A or Part B qualification.