SELF-MANAGED SUPER FUNDS
Financial planning
Listed financial services firm Snowball Group has forged its second advice alliance in as many months after announcing it has struck a deal with Sydney-based planning pra...
Financial planning
Proving that advice is given in the best interests of clients is more critical than ever if financial planners want to avoid a day in court, writes Paul Resnik....
Financial planning
Shadforths associate and private client adviser Tony Gray is in an enviable position....
Superannuation
The future of Australia’s mushrooming $130 billion self-managed super funds industry is bracing itself ahead of the weekend’s Federal Election, according to the SMSF Prof...
Editorial
Money might not be gushing into individually managed accounts, but there are a range of providers that strongly believe in the sector. Kate Kachor spoke to some groups th...
Superannuation
Nick Bruining takes a serious look at the impact of choice of fund legislation on the asset management and self-managed super arena....
Superannuation
The Australian Tax Office has issued a stern warning to the 560,000 Australians managing their own super by releasing guidelines clearly outlining instances in which trus...
Financial planning
The Commonwealth Bank has launched a new investment vehicle - Capital India - to provide Australian investors with access to the Indian stock market....
Superannuation
Assistant Treasurer Helen Coonan has committed to examining the transitional issues of soon-to-launch market-linked pension products, quelling superannuation industry con...
Superannuation
Self-managed superannuation funds (SMSFs) have been hit by a surprise in the Budget which will require accumulation funds to allocate all contributions and fully vest ben...
Policy & Regulation
Superannuation industry figure Barbara Smith has on the eve of the Federal Budget urged Treasurer Peter Costello to remove some of the taxes on super funds because they a...
Superannuation
Financial advisers and accountants may still benefit from establishing strategic alliances with each other in relation to providing advice on self managed super funds (SM...
Financial planning
Peter Leggett lives a charmed life. The Melbourne planner was just metres away when the World Trade Center came down and in Bali the day terrorists bombed the Sari Club....
Accounting
The Institute of Chartered Accountants Australia (ICAA) has warned accountants moving into financial planning for the first time should not expect to achieve full profita...
Superannuation
Trustees of self managed superannuation funds have been warned by the Australian Taxation Office that it intends progressively moving beyond education to enforcement....
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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...