Industry fund trustees and executives believe SMSFs are not being appropriately regulated by the ATO and should fall under the ...
Trio Capital’s direct and SMSF investors not covered by the SIS Act will not be further compensated by the Government.
CMH Financial Group is under an enforceable undertaking after ASIC found the firm to be giving SMSF advice that was ...
The SMSF Association has partnered with Kaplan Professional to launch an SMSF graduate certificate for those wanting to add a ...
While a limited licence may seem like a more cost-effective option for accountants, this may not be the case when ...
Kaplan has announced an intensive workshop for accountants on the advice giving process, and translating that into statements of advice.
SMSF investors need to invest in a more diverse range of equities to grow wealth at a much faster rate, ...
Australian SMSF software provider, Class, has surpassed a total of 100,000 billable portfolios on its cloud platform.
Both ASIC and the Tax Practitoners Board have warned accountants of the potential high cost of not being licensed.
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...
