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SELF-MANAGED SUPER FUND
Financial planning
Avoca Investment Management, the new small cap boutique that is the brainchild of former UBS small cap managers Jeremy Bendeich and John Campbell, will not be relying on ...
Superannuation
Self-managed super fund trustees are taking advantage of new limited recourse borrowing arrangements to invest in both property and other financial assets, according to S...
Financial planning
Responses from throughout the financial services industry have so far been lukewarm on last night's Federal Budget announcement, with some measures welcomed but some oppo...
Financial planning
Budget measures to address the excessive penalties around excess concessional contributions have drawn a mixed response....
Policy & Regulation
A ban on risk commissions within superannuation has been one of the main areas of concern resulting from the Government's FOFA package....
Superannuation
The collapse of Trio Capital and the subsequent lack of financial assistance for SMSFs has revealed a gaping hole in the compensation safety net for SMSF investors....
Superannuation
Investors should have a good reason to start up a self-managed super fund (SMSF) and have a significant starting balance. Otherwise, they should be in an industry or reta...
People & Products
The Self-Managed Super Fund Professionals' Association of Australia (SPAA) has announced a number of board changes, which will see the promotion of director Andrew Hamilt...
Superannuation
The Self-Managed Super Fund Professionals Association (SPAA) has rejected the Federal Government's proposal to raise the concessional superannuation contribution cap to $...
Superannuation
Dealer group DKN has updated its self-managed super fund (SMSF) administration tools, targeting accountants who wish to continue to give SMSF advice without changing the ...
Financial planning
IRESS has announced XPLAN 2.0 will be available in April, with a revamped web interface designed based on research conducted with a global agency and client feedback....
Financial planning
Count Financial has been forced to move the venue for its annual conference from Christchurch to Auckland following the devastating earthquake in Christchurch....
Superannuation
In light of the 100th Anniversary of International Women’s Day, the Association of Superannuation Funds of Australia (ASFA) has encouraged women to get more involved with...
Financial planning
Mathews Capital Partners has refuted suggestions that concentrated positions in its Velocity Fund lead to negative risk, saying a thorough research process has led to the...
Financial planning
An absence of business plans means advisers are failing to make the most of their practices....
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...