SMSFS

SMSF

Large Australian Securities Exchange listed companies should structure their capital raising offers to maximise access for all investors to a proportionate offer and set ...

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Superannuation

The first step should be considering whether making a product recommendation is necessary for advisers with clients that have balances over $500,000, according to BT Fina...

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Financial planning

Sydney University research has suggested that accountants and financial advisers will be beneficiaries of the Government’s move to increase the maximum number of SMSF mem...

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Financial planning

The SMSF Association has launched nine compulsory online modules as part of its SMSF Specialist Advisor designation. ...

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Financial planning

Since 2007, the number of self-managed super funds using a financial planner has not grown at the same level as the amount of new trustees. ...

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Funds management

The Australian Tax Office has confirmed that a part disposal of a home can be claimed as downsizer contributions and this has been extended to DomaCom’s senior equity rel...

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Superannuation

New data has revealed the degree to which Self-Managed Superannuation Funds are facing a decade of struggle as the COVID-19 pandemic and associated measures undercuts the...

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People & Products

The fintech platform acquired by Class has passed more than 500,000 entities on its platform. ...

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SMSF

Accountants want to expand their role in the self-managed superannuation fund space but have cited their biggest challenges as regulatory related, according to a report....

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Policy & Regulation

Seventy-four tax practitioners are going to have to explain themselves to the Tax Practitioners Board over possibly fraudulent SMSF annual returns and face sanctions if t...

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Superannuation

Uncertainty caused by COVID-19 has lowered satisfaction levels with industry and retail super fund members but self-managed super fund and public sector fund member satis...

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Superannuation

The Australian Securities and Investments Commission has announced it has disqualified, suspended or added conditions to the registration for a number of self-managed sup...

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Policy & Regulation

The tax office is imposing more educational directives where self-managed superannuation fund members have breached regulatory contraventions in a bid to prevent reoffend...

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Superannuation

The average self-managed superannuation fund with a balance less than $200,000 generated negative returns over three successive financial years, according to the Australi...

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Financial planning

The SMSF Association wants the Government to dump its limited licensing regime for accountants on the basis of it having failed to meet its objectives and having, instead...

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Never miss the latest news and developments in wealth management industry

Ralph

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

17 hours ago
JOHN GILLIES

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

17 hours 30 minutes 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 ...

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 2 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