The notion that SMSF trustees should have a 'competency test' as suggested by visiting European financial literacy specialist Robert Holzmann ...
The SMSF Professionals' Association of Australia (SPAA) has stated it was surprised that self-managed superannuation fund (SMSF) competencies were not ...
The notion that self-managed super fund (SMSF) trustees should have a so-called competency test is elitist, according to SMSF Professionals’ ...
Changing the trustee of a self-managed superannuation fund (SMSF) is critically important. SMSF deeds differ significantly in how a change ...
Two bodies representing industry super funds have called for improvement in the quality of advice provided to clients, questioning some ...
The Australian Securities and Investments Commission (ASIC) has signalled it wants people to have more information before them when setting ...
The Australian Taxation Office (ATO) has confirmed it intends to review around 11,000 self-managed superannuation funds (SMSFs) over the coming ...
The Australian Securities and Investments Commission (ASIC) has declared it is not intending to introduce prescriptive disclosure requirements around product ...
The Government and the industry will always differ over the concessional cap, but $35,000 is too low, according to Olivia ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
