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SELF-MANAGED SUPER FUND
Superannuation
SPAA has cautioned against any over-reaction following the release of the ASIC report into professional advice in the self-managed super fund sector....
Funds management
A cautious approach to an improving yet still volatile market is causing a boom in beta-oriented and defensive investment products, according to Investment Trends....
Editorial
Mike Taylor writes that recent actions on the part of both ASIC and APRA suggest that the SMSF sector has become too large for any of the regulators to ignore....
Superannuation
Mike Taylor writes that recent actions on the part of both ASIC and APRA suggest that the SMSF sector has become too large for any of the regulators to ignore....
Superannuation
AMP’s decision to tap into the SMSF space created quite a buzz in the industry. Paul Sainsbury explains the decision was only logical, outlining a few factors financial p...
Superannuation
Super plays a critical role in a robust asset protection strategy – but it is not an impenetrable wall. By understanding the weaknesses, appropriate planning can be put i...
Financial planning
ASIC has cancelled the financial services licence of AAA Shares, a national dealer group based in Adelaide....
Superannuation
With even the largest of SMSF administration firms holding less than 2 per cent of the overall market, the potential for consolidation has become an increasingly hot topi...
Superannuation
The financial services market is projected to grow to $3.76 trillion over the next 10 years, with the superannuation market expected to achieve an average growth rate of ...
Accounting
SPAA hopes to become part of the limited advice licensing regime by offering its Public Practice Certificate to accountant members....
SMSF, company and trust documents provider Topdocs will integrate with Xplan, allowing pre-populating of forms and reducing data entry, the companies announced....
Superannuation
With the window seemingly coming to a close with in-specie contributions of listed shares into SMSFs, it is a timely reminder to ensure that your contribution strategy is...
Superannuation
SMSFs are, by their very nature, tuned towards providing their members with income streams during retirement, according to John Wilson, head of PIMCO Australia....
Financial planning
Complex retail products will come under the ASIC's scrutiny due to poor market returns and growth in the self-managed super fund (SMSF) sector....
Superannuation
SPAA's technical director Peter Burgess explains how a recent decision by the Australian Taxation Office (ATO) affects breaches of non-concessional contribution cap....
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...