SELF-MANAGED SUPER FUNDS

SMSF

SuperConcepts has warned that the Productivity Commission’s revision of the minimum viability threshold for SMSFs to $500,000 is misleading, saying a figure of half that ...

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Financial planning

Financial advisers have emerged as unwitting casualties of the Productivity Commission’s final report on superannuation competitiveness and efficiency....

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Financial planning

With adviser education set to be a continued focus for the industry in the new year, the SMSF Association has welcomed the Productivity Commission’s call for high advice ...

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Superannuation

Commercial property lender Thinktank has urged regulators and the Government not to ban the use of limited recourse borrowing arrangements within SMSFs....

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Superannuation

Members are more satisfied with industry superannuation funds than with their retail counterparts, with satisfaction with self-managed superannuation funds highest of all...

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Financial planning

New research from Roy Morgan has suggested that financial planners and self-managed superannuation funds pose a risk to member retention by industry superannuation funds....

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People & Products

Perpetual Corporate Trust has gained the nod as responsible entity for the MCP Master Income Trust....

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Financial planning

Members need to think twice about establishing SMSFs if all they are going to do is sit in cash, managed funds, and a few shares, Perpetual Private warns....

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Editorial

Craig Swanger looks at the retirement income dilemma and why SMSF trustees are starting to look to fixed income. ...

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Superannuation

SMSF investors continue to favour Australian shares, cash and term deposits while ignoring international shares, putting their retirement income at considerable risk, Fin...

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Superannuation

Investors and advisers are incorrectly adopting a short-term investment skew when it comes to self-managed super funds, with a platform-driven gearing towards liquid asse...

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People & Products

Founder of ETF Portfolio Solutions Tim Bradbury has announced he is moving to MSCI as its vice president of ETF client coverage in Australia....

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Superannuation

SMSFs breed more satisfied Australian customers than their industry and retail counterparts, according to a survey. ...

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Financial planning

AMP SMSF has backed calls for making it compulsory for financial advisers to undertake specific training if they are going to advise on SMSFs....

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Superannuation

The Australian Securities and Investments Commission (ASIC) has taken its case against a property company to the Supreme Court, arguing the group is spruiking the use of ...

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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...

4 days 17 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...

4 days 18 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...

5 days 17 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. ...

8 months 4 weeks 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