Bendigo Financial Planning (BFP) has purchased Wheeler Financial Services, a boutique financial planning practice in Geelong, to boost its self-managed ...
The Self Managed Super Fund Professionals' Association of Australia (SPAA) has outlined its stance on the disclosure of SMSF risks ...
The notion that SMSF trustees should have a 'competency test' as suggested by visiting European financial literacy specialist Robert Holzmann ...
Self-managed super fund (SMSF) administration platform Class Super has become the first 'SuperStream-ready' SMSF solution, according to its owner Super ...
The SMSF Professionals' Association of Australia (SPAA) has stated it was surprised that self-managed superannuation fund (SMSF) competencies were not ...
The Financial Services Council (FSC) and the SMSF Professionals’ Association of Australia (SPAA) have labelled the cost findings provided by ...
Advisers should warn their self-managed superannuation fund (SMSF) clients about the lack of compensation arrangements associated with this type of ...
Warning self-managed super funds (SMSFs) that they are not entitled to compensation is too "simplistic" and needs to factor in ...
Claire Mackay has won the Pro-Bono Award in Money Management/Super Review’s inaugural Women in Financial Services Awards 2013. A principal ...
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...
