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ATO set to change historic data access process

by Shared by SMSF Adviser | May 27, 2016 | News

Mid-tier firm HLB Mann Judd has already cited issues with obtaining historical contributions records from the ATO for clients.Read the full story at SMSF Adviser.

Trustees urged to take careful approach with budget dilemmas

by Shared by SMSF Adviser | May 26, 2016 | News

DBA Lawyers director Daniel Butler said there are many trustees faced with the decision as to whether to make a contribution in order to save their livelihoods in the hope the legislation doesn’t come through, or to respond to the proposals now and suffer the...

Super adviser booted from financial services

by Shared by SMSF Adviser | May 24, 2016 | News

Brian Dobinson of Redcliffe in Queensland is now permanently prevented from being involved in any capacity with the provision of financial services or products, according to an ASIC statement released yesterday.Read the full sotry at SMSF Adviser. 

Licence suspended over indemnity insurance failure

by Shared by SMSF Adviser | May 24, 2016 | News

In a public statement on 20 May 2016, ASIC said it had suspended the AFSL of Marigold Falconer International Limited until 31 May 2016, after the previous professional indemnity insurance policy held by Marigold Falconer expired at the end of February 2016.Read the...

Lenders still ‘dialling down’ on LRBAs

by Shared by SMSF Adviser | May 20, 2016 | News

Late last year, Thrive Investment Finance owner Samantha Bright told SMSF Adviser that the SMSF borrowing landscape had taken a hit since APRA announced curbs on investor lending. Read the full story at SMSF Adviser.
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