SELF-MANAGED SUPER FUNDS
Superannuation
SMSFs may be booming - but the unwary can also find themselves within the sights of a small number of dodgy property advisers and mortgage brokers, writes Damon Taylor. ...
Superannuation
While experts appear to be urging SMSF investors away from cash, CANSTAR's Chris Groth believes there may be more to that ‘long-term marriage' with cash than people might...
Superannuation
Even if an application made to the ATO is successful, the associated costs can significantly reduce the net proceeds the taxpayer receives - which can lead to unfair outc...
Accounting
ASIC has handed a NSW-based accountant a six-year ban from providing financial services following an investigation....
Funds management
BGL Corporate Solutions has partnered with Aberdeen and Schroders to provide automated contract notes from managed funds....
Superannuation
SMSFs should be responsible for their wins and losses, which is why there should be no special statutory safety net for them when it comes to fraud, according to Challeng...
People & Products
Elders Financial Planning has appointed Albert Di Sabatino as regional manager, west, as it grows its presence in the Western Australia region....
Financial planning
A lack of regulation around property investment in Australia, particularly in regards to SMSFs, is jeopardising the retirement savings of millions, according to PIPA....
Financial planning
After announcing the $32.2 million acquisition of Lachlan Partners late last week, SFG Australia has revealed it is in merger talks with another wealth management firm, W...
Superannuation
Total estimated assets for the superannuation fund sector rose by $192.2 billion to $1.51 trillion over the 12 months to 31 December 2012, according to APRA. ...
Financial planning
David Hobbs, who was described by ASIC as the ‘mastermind’ behind a $30 million Ponzi scheme, was handed the largest penalty in the regulator’s history....
Superannuation
SMSFs now have to consider the need to hold insurance cover for their members. Michael Hallinan outlines the practical implications of this change and the issues trustees...
Superannuation
Both industry and retail superannuation funds are trying to emulate SMSFs by providing more choice and flexibility for their members. But as Damon Taylor writes, many cla...
Financial planning
Industry funds-backed bank ME Bank has joined with UBS Australia to deliver a high-interest cash account service via UBS's direct investment platform for superannuation f...
Funds management
A Multiport survey has found falling interest rates in recent months have resulted in SMSFs slightly decreasing their cash holdings in favour of fixed income and direct p...
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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...