SELF-MANAGED SUPER FUNDS

SMSF

As the end of the month approaches, self-managed super fund members with cash to spare are being urged to make a double contribution using an unallocated contribution res...

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Financial planning

SMSF members who deliberately hold an APRA-regulated fund for life insurance are at risk of losing this benefit if they fail to act before legislation comes into play in ...

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Superannuation

The accountant-planner relationship is evolving to better serve self-managed super fund trustees, according to Investment Trends....

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SMSF

Now it has returned to Government, the Coalition can once again focus on the self-managed super fund measures it introduced to Parliament before the election was called, ...

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SMSF

Self-managed superannuation funds both outperformed other super fund options and saw a decrease in operational costs, according to the latest statistics from the Australi...

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SMSF

As the Federal election campaign hits its peak, the Alliance for a Fairer Retirement System has again reminded consumers that Labor’s franking credit reform would disadva...

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Superannuation

The SMSF Association has welcomed the Government’s proposed changes regarding calculating ECPI and increasing the age where the work test for making contributions to supe...

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Superannuation

Self-managed super fund solutions provider, Heffron SMSF Solutions, has announced the appointment of Meg Heffron to the role of managing director....

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Policy & Regulation

The Government has accepted a report from the Council of Financial Regulators and the Australian Taxation Office declaring that limited recourse borrowing arrangements ar...

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SMSF

As banks cease SMSF loans for residential property, alongside a downturn in the housing market and potential policy changes, trustees may benefit from looking to its indu...

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Financial planning

The adoption of exchange traded funds among financial planners has continued to grow, with more than half of Australian planners now recommending index funds, according t...

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Financial planning

The move to require specialist qualifications to give advice on SMSFs could come from the Financial Adviser Standards and Ethics Authority within two years, according to ...

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SMSF

Live polling at the SMSF Association National Conference has suggested that the number of clients seeking advice on SMSFs is decreasing, and that consumers’ desire to use...

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Superannuation

Managed funds invested in international equities came on top in terms of the assets held by self-managed superannuation funds, according to an analysis conducted by Class...

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SMSF

While the Productivity Commission modified its earlier findings to better reflect true SMSF returns in its final report, Class has warned that aspects of its calculations...

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

5 days 22 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

5 days 23 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

6 days 22 hours ago

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

9 months 1 week 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 ago

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

9 months 1 week ago