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....

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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....

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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....

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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....

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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...

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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...

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Financial planning

ASIC has cancelled the financial services licence of AAA Shares, a national dealer group based in Adelaide....

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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...

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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 ...

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Accounting

SPAA hopes to become part of the limited advice licensing regime by offering its Public Practice Certificate to accountant members....

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SMSF, company and trust documents provider Topdocs will integrate with Xplan, allowing pre-populating of forms and reducing data entry, the companies announced....

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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...

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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....

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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....

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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....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Aware one

It is very worrying that Stephen Jones and the Labor government are now trying to limit the access retirees have to thei...

10 hours ago
Aware one

Let's face it, recruitment numbers are down because the government, and their bureaucrats, have made this a dying indust...

10 hours 7 minutes ago
Fed-up

Phil Anderson is pure gold....

13 hours 56 minutes ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 3 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months ago