SELF-MANAGED SUPER FUNDS
Superannuation
Warning self-managed super funds (SMSFs) that they are not entitled to compensation is too “simplistic” and needs to factor in all financial assistance available....
Superannuation
While SISFA has welcomed the Government's decision not to proceed with many of the proposed super changes inherited from the previous Government, SISFA chair Michael Lor...
Superannuation
Industry Super Australia has pointed to new research to highlight fee disparity between SMSFs and industry super funds....
Superannuation
Townsends Business & Corporate Lawyers' Peter Townsend outlines some of the do's and don'ts for maintaining a bare trust in a LRBA....
Superannuation
New research shows that more than 50 per cent of assets held within SMSFs are in retirement phase....
Superannuation
SMSF trustees cautioned to ensure they understand the details of establishing bare trusts where limited recourse borrowing is concerned. ...
Superannuation
Peter Hogan explains some of the issues and obstacles that may be faced when attempting to create reserves in an accumulation-style SMSF. ...
Financial planning
Financial advice has remained the major issue in almost all areas of investment-related complaints filed with the Financial Ombudsman Service. ...
Superannuation
Retail superannuation funds still lag behind industry funds in terms of customer satisfaction, research shows....
Superannuation
Recent technology take-up has helped drive SMSFs, according to the director of strategy for Bravura Solutions, Darren Stevens....
Superannuation
SPAA claims the level of exposure of SMSFs to residential property is being over-stated. ...
Superannuation
Maybe it’s the necessary evil, but superannuation change is not only necessary, it’s also inevitable. Bryan Ashenden states the case. ...
Financial planning
ASIC announces EU for Spring Financial Group ahead of Federal Court proceedings against an AR....
Superannuation
While many pundits have flagged SMSFs as a key threat to industry super funds, Equipsuper's Geoff Brooks believes most funds have not yet opted to alter their member comm...
Financial planning
Independent research into some of the issues confronting advisers who take the plunge “off-platform” also identifies occasions when it makes sense to move, writes Linda E...
Never miss the latest news and developments in wealth management industry
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...