Liam Shorte, director of SONAS Wealth said it is important that trustees know their own data as individual circumstances may ...
Aaron Dunn, CEO of Smarter SMSF, said on the latest SMSF Adviser podcast that there is little doubt the sector will be once ...
Shail Singh, lead ombudsman for the Australian Financial Complaints Authority, said on the latest member forum that more ...
However, David Busoli, principal of SMSF Alliance, said the tool on which he has been working also shows that a member with ...
Andrew Wilson, partner in the private wealth division at Pitcher Partners, told SMSF Adviser that real confidence comes from ...
One key issue which advisers must be aware of whenever reviewing existing structures or establishing new entities, is that ...
It’s a serious claim. But risks oversimplifying a much more complex reality. Let’s be very clear – there should be no ...
Naz Randeria, director of Reliance Auditing Services, said as these tools become more accessible and sophisticated in how ...
In its submission to the Treasury consultation on proposed reforms to adviser education requirements, the Super Members ...
Peter Johnson, director of Advisers Digest, said satisfying the sole purpose test in an SMSF is imperative in any investment.
Richard Chesworth, head of specialised distribution for Bluestone, said one of the more prevalent issues when SMSF trustees ...
As regulatory scrutiny from the Australian Taxation Office (ATO) and Australian Securities and Investments Commission (ASIC) ...