POWERED BY MOMENTUM MEDIA
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...
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...
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....
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....
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....
Superannuation
Blended families create unique challenges and need a new approach when planning super death benefits, according to two SPAA advisers....
People & Products
Former Count chief executive Andrew Gale has joined the board of SPAA four months after his departure from Count....
Superannuation
SPAA says financial planners, auditors and accountants needed the 12-month delay to FOFA implementation....
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 ...
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...
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...
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....
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....
Financial planning
BetaShares has appointed University of New South Wales lecturer Dr Tony Rumble as head of portfolio construction....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...