self-managed superannuation funds

ARTICLES

1 November

Superannuation

Tenants with SMSFs allowed to invest in DomaCom property fund

The tax office will not apply compliance resources regarding the sole purpose test to SMSFs invested in a DomaComa...

Financial planners were only exploring aged care financial advice at a time of crisis for clients and their relatives, but this area could become mainstream in the future.

19 September

Financial planning

Are advisers able to satisfy client needs for aged care?

There is a strong demand for aged care advice, according to a recent Australia Securities and Investments survey...

5 September

Superannuation

Super trustees could be hit with $4k penalty

The ATO is looking to audit funds that are invested in a single asset class and will slap a penalty on them if the...

Nov 19 2019 - 10:15am

Robeco's educational modules on factor investing and sustainability

Hungry for knowledge but time-strapped? Our concise learning modules dedicated to factor investing and...

Robeco

29 April

People & Products

Two join SMSF Association board

The SMSF Association has appointed Tracey Scotchbrook and Michael Houlihan as members to the board.

17 April

Financial planning

Global dividends rose in first quarter

Dividends across developed markets saw a rise in the first quarter of the calendar year, according to research by...

11 March

SMSF

Advisers and clients the best judges of SMSF appropriateness

Financial advisers and their clients are better judges of the appropriateness of self-managed superannuation funds...

Nov 22 2019 - 9:30am

What’s a defensive stock in 2020?

Will defensive stocks live up to their name in the next market downturn?

Capital Group

8 March

Superannuation

ASIC takes action against SMSF auditors

The Australian Securities and Investment Commission has disqualified and suspended a number of auditors of self-...

Both APRA and ASIC have warned of considerable reputational damage to insurers and super funds if they do not turn talk of improvements into actions.

22 February

Financial planning

Adviser frustration still high at “unfair” franking reforms

Negative sentiment in the industry around Labor’s proposed franking dividends reform is still running high as...

Debt management advisers are operating via a regulatory loophole and need to adhere to the same regulatory standards as financial planners, a parliamentary committee has been told.

22 February

Policy & Regulation

ATO SMSF auditor referrals to ASIC “steadily increasing”

The Australian Taxation Office has said that it’s already referred 37 SMSF auditors to the Australian Securities...

AMP Capital’s active global infrastructure fund and global property fund, with five and 13-year track records now available as ETFs.

31 January

Funds management

Pengana to launch private equity listed trust

Pengana Capital Group has announced plans to launch a global private equity listed investment trust, which aims to...

Lonsec has awarded a ‘recommended’ rating for BetaShares’ Managed Risk Global Fund.

15 January

Funds management

Templeton Global Growth “recommended” by IIR

The Templeton Global Growth fund has been awarded a “recommended” rating by Independent Investment Research.

It will be the end of some retail funds if investment returns are the focus of the default super fund criteria, SuperRatings believes.

8 January

Superannuation

Retail funds accused of ‘confusion marketing’

Industry Super Australia has told the Productivity Commission that some retail funds and self-managed...

Global dividends fell to $281.7 billion in the third quarter, down four per cent year-on-year, according to the Henderson Global Dividend Index.

27 November

Superannuation

Franking credits policy “un-Australian”

Treating self-managed superannuation funds differently to industry funds with respect to franking credits is un-...

Pengana Capital Group (PCG) has partnered with a UK-based investment manager with a strong focus on responsible investment, WHEB Asset Management LP, to manage the Hunter Hall Global Deep Green Trust. The trust would be subsequently renamed as the Pengan

22 November

Financial planning

Class, XPLAN announce data feed integration targeting SMSFs

Class has announced a new data feed integration with XPLAN to enable advises, accountants and clients to share a...

21 November

Financial planning

Has FASEA undermined the limited licensing regime?

The approach adopted by the Financial Adviser Standards and Ethics Authority may have served to undermine...

Market Insights

Robeco's educational modules on factor investing and sustainability

19 November 2019

What’s a defensive stock in 2020?

22 November 2019

The price of staying home

18 November 2019

Build a Strong Core

1 November 2019

JP

Politically, a good strategic move by the ISN. No Dealer Group Heads or Staff could ever claim...

Industry super funds get boost from infrastructure investment17 hours 58 min ago

Adam

We don't pay commissions to financial advisers has new context.

Where two big industry funds spent their money18 hours 33 min ago

Adam

That's me I joined got the points and a month later rolled my money out. Got a free flight...

Where two big industry funds spent their money18 hours 35 min ago

self-managed superannuation funds

ARTICLES

Tenants with SMSFs allowed to invest in DomaCom property fund

Are advisers able to satisfy client needs for aged care?

Super trustees could be hit with $4k penalty

Robeco's educational modules on factor investing and sustainability

Two join SMSF Association board

Global dividends rose in first quarter

Advisers and clients the best judges of SMSF appropriateness

What’s a defensive stock in 2020?

ASIC takes action against SMSF auditors

Adviser frustration still high at “unfair” franking reforms

ATO SMSF auditor referrals to ASIC “steadily increasing”

Pengana to launch private equity listed trust

Templeton Global Growth “recommended” by IIR

Retail funds accused of ‘confusion marketing’

Franking credits policy “un-Australian”

Class, XPLAN announce data feed integration targeting SMSFs

Has FASEA undermined the limited licensing regime?

Robeco's educational modules on factor investing and sustainability

What’s a defensive stock in 2020?

The price of staying home

Build a Strong Core

JP

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self-managed superannuation funds

ARTICLES

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