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JOHN MARONEY
Financial planning
Questions are being asked about whether advisers are facing greater risks of being perceived to breach the code of ethics because of the complexities inherent in advising...
Superannuation
The median ‘operating expense’ for a self-managed super fund is $3,923, according to the Australian Taxation Office, far lower than the $13,900 quoted in a recent SMSF fa...
Features
Self-managed superannuation funds have been weathering the COVID-19 storm, writes Mike Taylor, but should be alert to the price they may be asked to pay as part of the re...
Features
The Retirement Income Review has been welcomed by many in the industry, but Chris Dastoor writes, it is still uncertain what it will mean for the industry in the long-ter...
Superannuation
Specialist advice for self-managed superannuation funds is necessary to navigate market turbulences caused by external factors, the SMSF Association says....
Superannuation
The Retirement Income Review should not neglect looking at the retirement phase and needs to encourage governments to remove super policy from the budget policy cycle, th...
Financial planning
A customer-focused financial advice framework is needed to provide consumers with affordable advice with the help of sophisticated technology, according to the SMSF Assoc...
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...
Superannuation
Running a SMSF is $8,900 cheaper than what ASIC believes, according to the SMSF Association....
Financial planning
Providing advice with respect to Self-Managed Superannuation Funds is complex and something deserving deeper analysis than the current review of the Tax Practitioners Boa...
Financial planning
SMSF members who deliberately hold an APRA-regulated fund for life insurance are at risk of losing this benefit if they fail to act before legislation comes into play in ...
Policy & Regulation
Industry bodies have applauded the Government’s appointments to the Treasury, stating it is a ‘clear indication’ of the strategic focus being placed on financial services...
Superannuation
The SMSF sector has unsurprisingly welcomed Labor’s election loss, after an extensive campaign against the party’s dividend proposal that the SMSF Association claimed aim...
SMSF
Self-managed superannuation funds both outperformed other super fund options and saw a decrease in operational costs, according to the latest statistics from the Australi...
Superannuation
The SMSF Association has welcomed the Government’s proposed changes regarding calculating ECPI and increasing the age where the work test for making contributions to supe...
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...