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 ...

image
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 ...

image
Financial planning

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

image
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 ...

image
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....

image
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 ...

image
Superannuation

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

image
Funds management

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

image
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...

image
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...

image
Superannuation

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

image
Funds management

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

image
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...

image
Financial planning

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

image
Superannuation

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

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago