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Quality of Advice Review (QAR) lead Michelle Levy has reiterated her recommendation that the best interests duty be scrapped. When Financial Services Minister Stephen Jones delivered the government
Divergent legal opinions and a lack of regulator guidance around the wholesale and sophisticated investor definitions is creating risks for SMSF professionals. Speaking at recent event, SMSF Associa
SMSF professionals should pay close attention to the terms of their PI insurance when scoping out their advice, an SMSF lawyer has warned. Speaking at the recent SMSF Association Technical Summit,
SMSF professionals and trustees have been warned on the importance of ensuring that children admitted as members in an SMSF appoint an enduring power of attorney once they turn 18. Speaking at the SM
SMSFs with highly volatile assets such as cryptocurrency may need to review their investment strategies more than once a year where there are significant market events, says an SMSF auditor. Speakin