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

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.

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, …

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.

Jan 19, 2025 · While Treasury has acknowledged the value of financial advisers having access to the ATO portal, concerns around cyber security have given the department pause.

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.

More importantly, as the tax determination does not apply to advice fees paid from superannuation funds generally, the potentially larger tax deductions available for fees on financial advice provided to individuals may cause SMSF advisers to re-think how (and to whom) they provide their advice: the SMSF trustee or the individual.

When it comes to getting the most out of an SMSF, focusing on smart investment opportunities and tax strategies is key.

Two in five SMSF advisers say they have increased their revenue from providing such advice, according to Investment Trends’ latest 2023 SMSF Adviser Report.

SMSF Adviser is the authoritative source of news, opinions and market intelligence for Australia’s SMSF sector. The SMSF sector now represents more than one million members and approximately one third of Australia's superannuation savings.