Sep 28, 2022
Shadow financial services minister Stuart Robert shares his
views on the Quality of Advice Review proposals and where he sees
financial services heading.
In this bonus episode, Stuart Robert MP chats to editor of
Mortgages Annie Kane about the property downturn, the
economy, and his concerns with increasing building...
Sep 21, 2022
Tracey Scotchbrook provides valuable tips on how to approach the
wholesale and sophisticated investor rules for SMSF clients.
In this episode, SMSF Association policy manager Tracey Scotchbrook
outlines some of the different tests that apply for classing
clients as wholesale or sophisticated investors and where...
Sep 8, 2022
SMSF specialist auditors Shirley Schaefer and Chris Levy delve into the five biggest issues for SMSF audits at the moment and offer up some practical tips.
In this episode, BDO partner, superannuation, Shirley Schaefer and Aquila Super partner Chris Levy discuss some of the hurdles with valuations following the ATO’s...