SMSF TRUSTEES

Superannuation

Separately managed accounts’ (SMA) centralised reporting function makes them a superior option to managed funds, particularly following the growth of self-managed super f...

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Superannuation

SMSF trustees are being urged to ensure limited recourse borrowing arrangements related party loans are proved on commercial terms to avoid substantial tax bills. ...

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Superannuation

The Australian Tax Office’s (ATO) new penalty regime could see up to 50 per cent of self-managed super fund (SMSF) trustees fined for violations of their duties, an accou...

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Superannuation

SPAA has used its submission to the Financial Systems Inquiry to restate its claim that SMSFs are appropriately regulated. ...

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Superannuation

Australia's superannuation sector continues to attract a considerable amount of regulatory and legislative change and it's paramount that taxpayers are aware of any new o...

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Superannuation

SMSF trustees wanting capital growth and low volatility should look no further than cash flow strategies, writes Damien McIntyre....

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Superannuation

Meeting the diverse needs of SMSFs will present the financial services industry with both challenges and opportunities, writes Tim Keegan....

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Superannuation

Financial product-style regulation would be a poor fit for SMSFs, SPAA says....

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Policy & Regulation

New legislation that empowers the tax office to hand out reformist penalties to SMSF trustees who inadvertently break the law has been praised by SPAA....

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Superannuation

SMSF trustees should look to commercial property to avoid overheated residential property investment market. ...

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Superannuation

SPAA has argued the self-managed super fund levy could come down substantially after recent government measures saw the clearing of the tax amendments backlog....

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Superannuation

SMSF specialists outline a two-tier approach for SMSFs to address longevity. ...

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Superannuation

SMSF investors look to global equities as cash becomes less appealing. ...

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SMSF growth to climb among 30-50 years old despite decline in overall growth of the sector...

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Superannuation

Only half of SMSF trustees in pension mode have a financial plan and less than 40 per cent have a draw-down strategy for retirement. ...

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Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

2 days 17 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

2 days 18 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

2 days 18 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago