SELF-MANAGED SUPERANNUATION FUNDS

Superannuation

Self-managed superannuation funds will find themselves on equal footing with APRA-regulated funds when members move offshore....

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Superannuation

Uncertainty caused by COVID-19 has lowered satisfaction levels with industry and retail super fund members but self-managed super fund and public sector fund member satis...

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Policy & Regulation

The tax office is imposing more educational directives where self-managed superannuation fund members have breached regulatory contraventions in a bid to prevent reoffend...

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Policy & Regulation

Self-Managed Superannuation Funds should be exempted from the Government’s new design and distribution regime because they are not like other financial products, accordin...

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Superannuation

The tax office will not apply compliance resources regarding the sole purpose test to SMSFs invested in a DomaComa property sub-fund who happen to become a tenant....

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Financial planning

There is a strong demand for aged care advice, according to a recent Australia Securities and Investments survey tracking consumer demands, calling into question if advis...

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Superannuation

The ATO is looking to audit funds that are invested in a single asset class and will slap a penalty on them if the investment strategy does not meet retirement objectives...

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People & Products

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

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Financial planning

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

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SMSF

Financial advisers and their clients are better judges of the appropriateness of self-managed superannuation funds, according to Six Park chief executive, Pat Garrett....

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Superannuation

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

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Financial planning

Negative sentiment in the industry around Labor’s proposed franking dividends reform is still running high as Federal election predictions heat up, at least amongst advis...

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Policy & Regulation

The Australian Taxation Office has said that it’s already referred 37 SMSF auditors to the Australian Securities and Investments Commission since last June, as part of th...

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Funds management

Pengana Capital Group has announced plans to launch a global private equity listed investment trust, which aims to raise between $250 million and $1 billion....

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Funds management

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

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 weeks 3 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

3 weeks ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

1 month 1 week ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 weeks 6 days ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 weeks 5 days ago

The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients....

2 weeks 3 days ago