SELF-MANAGED SUPER FUND

Superannuation

Recent debate around asset allocation in super and funds' exposure to equities has promoted the flexibility of self-managed super funds, according to the SMSF Professiona...

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Financial planning

SPAA has warned the jump in ECT breaches may only get worse when the concessional contribution cap for those aged 50 and over, with a superannuation balance over $500,000...

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Superannuation

In situations where a SMSF enters into a contract with a related party, care needs to be taken to avoid potential breaches of the law. Peter Burgess explains....

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Superannuation

The ATO's view on SMSF property development leaves room for members to be caught out by the sole purpose test, said Peter Hogan MLC Technical....

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Policy & Regulation

SPAA will work with ASIC to develop its in-house code of conduct so that SPAA members are exempt from opt-in requirements when the FOFA reforms take effect....

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Superannuation

Blended families create unique challenges and need a new approach when planning super death benefits, according to two SPAA advisers....

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People & Products

Former Count chief executive Andrew Gale has joined the board of SPAA four months after his departure from Count....

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Superannuation

SPAA says financial planners, auditors and accountants needed the 12-month delay to FOFA implementation....

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Financial planning

Using popular social media channels such as Facebook, LinkedIn, Twitter and YouTube can help financial advisers win new SMSF business, according to SMSF Academy managing ...

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Financial planning

Using popular social media channels such as Facebook, LinkedIn, Twitter and YouTube can help financial advisers win new SMSF business, according to SMSF Academy managing ...

Superannuation

Industry and retail super funds may currently dominate pre-retirement superannuation, but Deloitte partner for superannuation Russell Mason believes that a passing of the...

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Superannuation

With turmoil offshore continuing to impact local investment markets, Aaron Dunn, managing director of the SMSF Academy, believes the focus for self-managed super funds in...

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Financial planning

SPAA is looking to debate the issue of contributions caps, which it says are too low, at the Government's recently announced superannuation roundtable....

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Financial planning

SPAA is looking to debate the issue of contributions caps, which it says are too low, at the Government's recently announced superannuation roundtable....

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Financial planning

BetaShares has appointed University of New South Wales lecturer Dr Tony Rumble as head of portfolio construction....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago