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

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

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A Melbourne financial advice firm has been put into liquidation by the Federal Court, and an appeal against its AFSL cancellation has been dismissed....

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The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...

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