ASIC releases updated SMSF advice guidance

On December 8 2022 ASIC released information Sheet 274 Tips for giving self-managed superannuation fund advice (INFO 274). This information sheet is designed to help Australian financial services (AFS) licensees […]

ASIC abandons $500,000 SMSF threshold

ASIC’s decision to remove $500,000 as an indicator of the “appropriateness of advice” to establish a self-managed super fund (SMSF) has been welcomed by the SMSF Association. In its latest […]

How retirees can save more than $3000 a year

First published in the Financial Review on 1 December 2022. The income threshold for eligibility for a Senior’s Health Card has just been significantly increased in gift to many self-funded […]