SELF-MANAGED SUPER FUND

Financial planning

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

image
Financial planning

Contribution caps help widen the gender gap in retirement savings as they do not allow women to catch up with their superannuation after career breaks such as maternity l...

image
Financial planning

Contribution caps help widen the gender gap in retirement savings as they do not allow women to catch up with their superannuation after career breaks such as maternity l...

image
Financial planning

The SMSF model had become increasingly attractive to younger investors over the past few years with the trend set to continue, according to predictions by SPAA....

image
Financial planning

The SMSF model had become increasingly attractive to younger investors over the past few years with the trend set to continue, according to predictions by SPAA....

image
Superannuation

The use of more hands-on, low-cost administration services can lower the balance threshold of where an SMSF becomes economic to the low $100,000s, according to Sharesight...

image
Superannuation

The unfolding SMSF story is an interesting one, according to Damon Taylor. The sector has enjoyed significant growth and success in recent years and is here to stay, but ...

image
Financial planning

Despite the current clamour for high yielding stocks in a sluggish market, big dividend yields aren’t always a recipe for investment success according to Goldman Sachs Au...

image
Financial planning

HUB24 has added seven dealer groups and three separately managed account managers to its client list, the platform provider has announced....

image
Superannuation

Aaron Dunn lists some of the strategies that self-managed super fund members can start to think about to help bolster their superannuation savings in recovering markets....

image
Financial planning

Asgard has announced the release of its Infinity eWRAP platform that will allow users to select and pay for only the particular features they want to use....

image
Superannuation

MLC Technical Services has reminded advisers that the ATO's clarification and additional flexibility regarding requirements around borrowing to invest in property within ...

Superannuation

Recommending insurance in a self-managed super fund can be a complicated process. Troy Smith explores the factors involved in placing insurance in a SMSF and answers some...

image
Superannuation

SMSF trusteeships represent a logical extension for financial planners, according to WLM Financial director Matthew Walker....

image
Superannuation

New research suggests that while SMSFs offer more control, they cannot yet deliver post-retirement certainty....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 1 day ago

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

3 weeks 6 days ago