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

1 day ago · The average balance in an SMSF has increased by more than 20 per cent, according to the latest ATO statistics. The ATO has released its statistical overview of SMSF for 2022–23, which revealed each year for the past five years there were on average 27,200 entries and 14,700 exits. By becoming a ...

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.

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.

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 that the levy estimate for financial advisers in the upcoming financial year has …

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.

The SMSFA stated the proposed changes to the exam questions so that they only comprise multiple choice questions, will reduce exam administration costs and improve response times for exam candidates to receive their results.

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 ...

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.