SMSF

Superannuation

ASIC has sentenced former director Mudasir Mohammed Naseeruddin over four years imprisonment for ‘egregious conduct’ and dishonestly obtaining client funds from six inves...

Financial planning

The SMSF Association, in partnership with the Financial Planning Association (FPA), is set to release an express pathway for the SMSF Specialist Advisor (SSA) program....

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SMSF

The corporate regulator has taken action against hundreds of self-managed super fund auditors after they reportedly failed to meet compliance standards over several years...

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SMSF

A former Melbourne financial planner has pleaded guilty to three counts of engaging in dishonest conduct regarding SMSFs while running a financial services business. ...

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SMSF

Self-managed superannuation fund establishments have reached a three-year high, according to Investment Trends, with the percentage of advisers assisting in establishment...

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Superannuation

Net assets per adviser in self-managed superannuation funds have more than doubled since 2019 as the adviser exodus means remaining firms are taking on more clients....

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Policy & Regulation

ASIC has cancelled the registration of 10 auditors of self-managed superannuation funds who failed to lodge their annual statements....

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Tools & guides

There are specific requirements that only apply to trustees of self-managed superannuation funds, writes Tim Howard, including the allocation in their investment strategy...

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Financial planning

The solution to the complex and time-consuming Statements of Advice (SoA) lies somewhere between a one-page letter, as prescribed for accountants, and what exists today, ...

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Superannuation

The introduction of standards has failed to prevent delays when rolling over funds from APRA-regulated funds to self-managed superannuation funds, according to the SMSF A...

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Superannuation

The Retirement Income Covenant (RIC) may set a benchmark when it comes to what is good practice for retirement strategy without diminishing the value offered by financial...

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Funds management

Cryptocurrency is being embraced by older investors with holdings in self-managed super funds rising by 74% in one year, according to BTC Markets, and the largest client ...

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Superannuation

While many struggle with low superannuation balances, there is one self-managed super fund with more than $544 million in assets, according to Australian Taxation Office ...

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Expert Analysis

Angus Crennan explains how self-managed superannuation funds can benefit from holding those assets which offer a perfectly negative correlation....

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Superannuation

The Self-Managed Superannuation Fund Association deputy chief executive, Peter Burgess, has laid out exactly what changes advisers should be paying attention to in the SM...

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PETER JOHNSTON- AIOFP

Well done Keith and Neil, these Canberra Bureaucrats need to be stopped. ...

3 days 8 hours ago
JOHN GILLIES

WHEN I RETIRED A LOT OF GUY'S WERE STILL PRACTICING FORMS OF COLD CALLING. There nothing wrong with it as a way of estab...

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JOHN GILLIES

I thought you joined a dealer to be protected and have a better version of regulation explained, BUT The dealers themsel...

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ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

1 week 4 days ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

3 weeks 5 days ago

More than 20 winners from the funds management industry have been crowned at this year’s awards....

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