SELF-MANAGED SUPER FUNDS

Financial planning

The founder and managing director of the SMSFs Professionals Association of Australia (SPAA), Andrea Slattery, has been crowned Money Management and Super Review’s Woman ...

Awards

The founder and managing director of the SMSFs Professionals Association of Australia (SPAA), Andrea Slattery, has been crowned Money Management and Super Review’s Woman ...

Financial planning

Boutique fund manager numbers are unlikely to rise due to tightly monitored APLs and a reluctance to move from the mainstream...

Superannuation

SMSFs investing in residential property should look for “impartial advice” rather than falling for those looking to make a sale, an accountant and financial adviser firm ...

Superannuation

Improved data collection methods by the ATO shows SMSF limited recourse borrowing arrangements have risen to $8.3 billion from $2.6 billion in 2013....

Superannuation

A Victorian man has been charged with fraud after he allegedly coaxed investors to refinance their self-managed super funds and/or homes to fund his property development ...

Superannuation

Customers are most satisfied with the financial performance self-managed super funds, compared to industry or retail funds, Roy Morgan data showed....

Funds management

Boutique Australian equities manager ECP Asset Management (ECPAM) has launched a new small and mid-cap listed investment company (LIC)....

Accounting

Accountants are not having the necessary conversations on what is going to happen to their ability to give advice on self-managed super funds (SMSF) after July 2016, an a...

Superannuation

Separately managed accounts’ (SMA) centralised reporting function makes them a superior option to managed funds, particularly following the growth of self-managed super f...

Superannuation

Super sector given enough time to comply with SuperStream standards with delays penalising compliant providers...

Funds management

Growth in the number of loans for residential investment properties is outstripping lending for owner-occupier homes, a survey reveals....

Superannuation

With the increased scrutiny of self-managed super funds (SMSF) from the regulator, the soon-to-be-introduced penalty regime for trustees and the increasing diligence of S...

Financial planning

A wealth management interface could stem the tide of members leaving industry funds to set up their own SMSFs, OneVue claims....

Superannuation

Macquarie Bank's David Barrett takes a closer look at the cost complexities of setting up a SMSF....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 2 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

2 weeks 6 days ago
moneymanagement logo