SMSF Adviser - News for Australian SMSF professionals
WEBGet the latest news and opinions delivered to your inbox each morning. SMSF Adviser keeps specialists up-to-date with compliance, regulatory and legal developments while arming them with the knowledge and insight.
AI meets SMSF administration in world first - SMSF Adviser
WEB2 days ago · A. A. AI is entering the SMSF administration landscape with the launch of a new company founded by an Australian entrepreneur. SMSFAI is a solution that invites trustees to listen to information rather than read it, saving valuable time. Founded by Olivia Long, who has more than 26 years’ experience in the financial services industry, SMSFAI ...
SMSF residential property investment has no impact on housing …
WEB2 days ago · A. The SMSF Association stated in a recent submission to the Senate standing committee on economics that SMSF ownership of residential property has no impact on housing prices and the broader housing market. The SMSFA said it welcomed the opportunity to provide the submission in response to …
Latest ATO statistics – a sector in good health - SMSF Adviser
WEB2 days ago · The ATO data shows 625,609 SMSFs in Australia, up from 598,564 in the June 2023 quarter. There are now 1,152,792 SMSF members, up from 1,143,528.74 in the March 2024 quarter. The total estimated net assets of SMSFs are $957 billion, up from $952 billion in the March 2024 quarter. Total borrowings by SMSFs, including limited recourse borrowing ...
Complexity of market values means more responsibilities for SMSF ...
WEB2 days ago · A. The complexities surrounding market valuations will mean more onerous obligations and responsibilities for all SMSF professionals, a leading educator has warned. Shelley Banton, head of education at ASF Audits, said that with market valuations now one of the emerging risk areas, SMSF advisers should be aware that auditors will be vigilant ...
Younger Australians turning to SMSFs as retirement security …
WEB6 days ago · A. A. A. Young Australians are increasingly concerned about retirement security and are turning to SMSFs as a solution, according to a new report. The Stake Ambition Report has revealed that 53 per cent of Australian investors worry about not retiring comfortably but many are actively addressing this through SMSFs.
Weighing up the pros and cons of including SMSFs under RIC
WEBOct 1, 2024 · During her session at the SMSF Adviser Technical Strategy Day 2024, Steed will unpack the pros and cons of potentially including SMSFs in the RIC, and offer practical strategies on how members could protect themselves against longevity risk while aligning their investment strategies with retirement income objectives.
Latest Australian SMSF News - SMSF Adviser
WEBOct 3, 2024 · News. 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. SMSF Adviser’s news caters to all professionals in the SMSF sector, including accountants, financial planners and auditors.
Growth Strategies for SMSF Professionals - SMSF Adviser
WEBOct 2, 2024 · Strategy. Up-to-date, specialised strategy is core component of an SMSF professional’s arsenal. SMSF Adviser analyses and interprets regulatory and legislative changes to ensure the SMSF sector is kept informed on the tips, tools and best practice for serving SMSF trustees.
SMSF Professionals Guide FY23–24: Streamlining the delivery of ...
WEBWhile lucrative, managing an SMSF can be incredibly complex, with trustees responsible for delivering strong investment outcomes for members while also ensuring compliance with ever-evolving tax and regulatory obligations.