SELF-MANAGED SUPER FUNDS
Policy & Regulation
The taxation regime needs be more robust to catch breaches of the Superannuation Industry Supervision Act, according to the chief executive of Opez, Cindy McDonald....
Superannuation
Financial planners need to establish self-managed super funds with reserves to create more flexibility, argues SMSF Strategies principal Grant Abbott....
Financial planning
Coin Software has launched a new comprehensive SOA template to help financial advisers consolidate the data-gathering process and create greater efficiencies in the workp...
Superannuation
The SPAA has criticised the ATO for the way it handles new SMSFs in its Super Fund Look Up system, claiming that new SMSFs do not appear to be compliant....
Superannuation
Reform to self-managed super funds (SMSF) could cause greater complications in the sector, says Townsend Business & Corporate Lawyers principal Peter Townsend....
Policy & Regulation
The National Institute of Accountants (NIA) has called on the Government to ease requirements on self-managed super funds (SMSFs) and phase out the contributions tax in i...
Funds management
With disclosure and fee flexibility at the forefront of concerns, Quantum Warrants claims that their online property warrant offering for self-managed super funds, Quantu...
Life/Risk
The Tax Office has issued an alert about life insurance bonds issued from tax havens to Australian residents that are aimed at circumventing tax payable under foreign inv...
Financial planning
Aviva Australia's separately managed accounts (SMA) are available to investors on its Navigator platform from today, the first time, according to the wealth manager, an S...
Editorial
The cost of providing financial advice has not been readily measured or quantified across the industry, writes Paul Barrett....
Financial planning
The Cooper Review into Australia's superannuation system has officially kicked off with the release yesterday of its scoping paper setting out the review's approach and t...
Superannuation
The Australian Institute of Superannuation Trustees (AIST) is writing up guidelines that would require all its trustees to do a minimum of 30 hours continuous professiona...
Financial planning
Unlicensed managed investment scheme raised approximately $7.9 million from investors....
Financial planning
Will be paying close attention to claims relating to managed investment schemes and other retail products over coming year....
People & Products
All sectors of the superannuation industry now represented on the Cooper Review panel: SPAA....
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MARKET INSIGHTS
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...