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.
Legacy pension decision an ‘early Christmas present’
3 天之前 · The government’s decision to disentangle legacy pension regulations from the $3 million super tax legislation is a “big win” for the SMSF sector, the CEO of the SMSFA has said. Peter Burgess has told SMSF Adviser that it was an “early Christmas present” that the Treasury Laws Amendment ...
Legacy pension changes welcomed but caution still advised
2 天之前 · The new legacy pension regulations are a “game changer” but there are still some elements SMSF trustees need to be aware of, according to leading industry figures. Nicholas Ali, head of technical services for Neo Super, welcomed the passing of the Treasury Laws Amendment (Legacy Retirement ...
How to get the most out of SMSF investment opportunities and …
Using a multi-asset portfolio, with an experienced professional managing asset collection and manager selection, is an effective strategy. Their role would be determining which asset classes, such as shares versus bonds, or even sub-asset classes like US small companies versus large companies, are expected to deliver the best returns.
Senate inquiry into wealth company collapse puts SMSF sector in ...
4 天之前 · The way SMSFs are being singled out as part of the inquiry into the collapse of wealth management companies is not a new phenomenon in the sector, a leading adviser has said. Aaron Dunn, CEO of Smarter SMSF, said on the latest SMSF Adviser podcast that the Senate inquiry into the collapse of Dixon ...
Latest Australian SMSF News - SMSF Adviser
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.
Demand for financial advice reaches record high - SMSF Adviser
2024年12月6日 · The demand for financial advice has reached record highs especially regarding retirement income, according to the latest report from Investment Trends. The 2024 Australian Financial Advice report reveals evolving priorities across Australia’s financial advice landscape, with insights into changing ...
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 annual stats show SMSF sector continues to grow
The average taxable income of all SMSF members was $145,000, while the median taxable income was $76,000. Additionally, the average member balance for female members was $736,000, consistent with 2021–22 and up 23 per cent from 2017–18, while the average member balance for male members was $867,000, down one …
SMSF uptake of ETFs outpacing more traditional investments
Tim Steele, CEO of Class, said there has been an upswing in the popularity of ETFs and although they only account for just over 5 per cent of assets in the SMSF sector, more than one-third of funds now have them in their portfolio.
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