SELF-MANAGED SUPER FUNDS
Financial planning
A proposal to introduce a registration requirement for accountants who audit SMSFs could reduce not just the number of auditors performing a small number of audits each y...
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
Cash holdings in SMSFs grew further in the December quarter due to uncertainty over interest rates and longer-duration term deposits not being rolled over....
Financial planning
Cash holdings in SMSFs grew further in the December quarter due to uncertainty over interest rates and longer-duration term deposits not being rolled over....
Financial planning
Perpetual has created a separate distribution division to focus on the head offices of the largest distributors....
Superannuation
Though retirement savings' adequacy has been tipped as the superannuation industry's next area of legislative focus, SMSFs already have their house in order, according to...
Superannuation
A new superannuation and investment wrap from ClearView will be able to link insurance cover both in and outside of superannuation....
Financial planning
ClearView Wealth has announced the launch of a private label wrap platform for superannuation, retirement income and investor-directed portfolio service (IDPS) accounts....
Superannuation
SMSFs are already in advance of the Stronger Super objectives according to Andrea Slattery, the chief executive officer of the Self Managed Super Funds Professionals' Ass...
Superannuation
Financial advisers need to be wise when recommending insurance options within their clients' self-managed super funds. Warrick Hanley explains how small mistakes can lead...
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 ...
Financial planning
An overwhelming majority of financial planners and brokers agree bond exchange traded funds (ETFs) need to be better explained before they are accepted, according to a su...
Superannuation
One of the constant criticisms of self-managed super funds (SMSFs) is the number of gaps that persist in the sector's overall framework and yet according to Chris Malkin,...
Financial planning
Macquarie Private Wealth has bolstered its advice team with the appointment of 19 new advisers across six of its state offices in the past six months....
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Podcast
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...