SELF-MANAGED SUPER FUNDS
Financial planning
Australian Unity Personal Financial Services (PFS) is focusing on growing its adviser base by marketing itself as a non-aligned financial services organisation, according...
Superannuation
In a draft exposure for self-managed super funds (SMSF) related party transfers, the Association of Superannuation Funds of Australia (ASFA) has urged Treasury to conside...
Superannuation
Will 2013 be the defining year for self-managed super funds? Bryan Ashenden's policy overview discusses the implications for advisers....
Superannuation
Between limited licenses and auditor registration, it seems 2013 may see SMSFs experience more change more quickly than they ever have previously. ...
Superannuation
A major industry superannuation fund is changing its legal structure to allow SMSFs to invest in its underlying investment platform....
Superannuation
In the wake of APRA's warning that loans to SMSFs are more complex than those in a traditional retail environment, Craig Morgan, director of SMSF Loans, has voiced his di...
Financial planning
Engaging inactive clients will be one of the biggest challenges facing financial advisers in the post-FOFA world, according to executive general manager of advice and mar...
Financial planning
SPAA has come out in support of the Government's move to label LRBAs as a financial product, which would mean only financial planners will be able to advise on these arra...
Superannuation
Recently published statistics on SMSFs point to a healthy sector, according to SPAA's Graeme Colley....
Funds management
Property Investment Professionals of Australia (PIPA) has called for property to be regulated as a financial product under the Corporations Act....
Superannuation
While SMSFs are representative of a massive opportunity for many within the super industry, there are also a host of providers looking to the sector for exactly the wrong...
Superannuation
The use of retail fund managers by SMSFs has grown over the past three years, according to Plan For Life....
Superannuation
One-on-one communication with retirees about their likely annual income in retirement is set to be a common tactic used by super funds to engage members....
People & Products
The SMSF Professionals' Association of Australia (SPAA) has appointed Brett Kenny to the board....
Funds management
Industry commentators have tried to outline an approach by which the boutique funds industry can avoid being sidelined by the rise in self-managed super funds (SMSFs) and...
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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...