Announcements / Opinion / Professionals / SMSF / SMSF Strategy

Has the fight for the SMSF key adviser seat has just begun?

The announcement by Government on the weekend of the proposed replacement of the accountant’s exemption with a conditional licensing framework has been claimed as an overwhelming victory for the accounting profession who argue their member’s stronger professional standing with providing strategic advice to SMSFs.  It may not necessarily be a viewed shared by many within … Continue reading »

Opinion / Professionals / SMSF

FOFA to deliver a new world of SMSF advice

Depending on who you are listening to and what financial services news you read each day, you can easily get confused whether the Future of Financial Advice (FOFA) reforms are going to decrease or increase the number of financial advisers. Whilst we may see the exit of many advisers who will find it simply too … Continue reading »

Announcements / Professionals / Trustee education

Stronger Super: The impact for SMSFs – webinar now uploaded

I have now uploaded the webinar recording of this afternoon’s special session on the impact of the Stronger Super reforms. These reforms announced by the government last week were in response to the Cooper Review (Super System Review) recommendations submitted to government on 30 June 2010. Click here to watch this webinar, or alternatively download … Continue reading »

Announcements / Professionals / SMSF / Trustee education

Cooper Super now Stronger Super – the impact for SMSFs

Santa, or should I say Minister Bill Shorten has delivered a Christmas gift a little early this year with the Government’s response to the Super System Review (Cooper Review). The government’s response, known as “Stronger Super” has provided support, or in-principle support for 139 out of 177 of the Review’s recommendations. Much of the mainstream … Continue reading »

Professionals / SMSF / Trustee education

Reflecting on the year that was 2010…

Tis’ the season to reflect on what has been a big year for self-managed super funds and the financial services industry as a whole. The year started with a bang, with Phase Three of the Super System Review on Structure including Self Managed Super Funds.  This phase of the review was arguably the most debated … Continue reading »

Professionals / SMSF / Trustee education

Policies to come now we've got a Labor Government

It took 17 long days and we’ve now finally seen the announcement of the Australian Labor Party (“ALP”) appointed to government and Julia Gillard as Prime Minister. With the ALP “moving forward”, we wait with bated breath to see what will be the focus of government with superannuation and financial services reform.  We know that … Continue reading »