self-managed superannuation funds

ARTICLES

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...

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...

Sep 16 2019 - 1:30pm

Meeting the needs of tomorrow’s client

In the new era of investing, advisers need to keep pace with shifting client preferences.

Desktop Broker

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...

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...

Sep 1 2019 - 4:45pm

Go Beyond Borders and Benchmarks for Income

As the market landscape gets trickier, generating income from investments is harder than ever. Find out why it...

J.P. Morgan Asset Management

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...

MDA providers faced their first deadline of 1 October to comply with the revised MDA services framework but not many had moved on this, The Fold Legal said.

20 November

Financial planning

FASEA urged not to rush to implementation deadline

The SMSF Association has urged the Financial Adviser Standards and Ethics Authority to prioritise finding a...

DomaCom has a signed non-binding agreement with specialist asset allocator and SMA model manager, DFS Portfolio Solutions.

20 November

Superannuation

Online investment platform targets SMSF trustees

The OpenInvest online marketplace and platform has launched, with self-managed superannuation fund trustees the...

Market Insights

Meeting the needs of tomorrow’s client

16 September 2019

Go Beyond Borders and Benchmarks for Income

1 September 2019

Mounting signs the global economic expansion is losing momentum

16 September 2019

Podcast series: Emerging market debt

13 September 2019

EVENTS

Oct23

Women in Financial Services 2019

Anonymous

I'm now convinced that ASIC, Govt and Left Wing Do Gooders believe that people are so...

ASIC looks at reasonableness of super advice fees11 hours 45 min ago

anon

Maybe because it is industry funds caught up in the scam? Don't see them mentioned above...

ASIC dismantles online fraud syndicate12 hours 37 min ago

Agent 86

Clear case of conflict of interest which is NOT acknowledged on her information on the ASIC site...

ASIC looks at reasonableness of super advice fees12 hours 56 min ago

self-managed superannuation funds

ARTICLES

Super trustees could be hit with $4k penalty

Two join SMSF Association board

Global dividends rose in first quarter

Meeting the needs of tomorrow’s client

Advisers and clients the best judges of SMSF appropriateness

ASIC takes action against SMSF auditors

Adviser frustration still high at “unfair” franking reforms

Go Beyond Borders and Benchmarks for Income

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?

FASEA urged not to rush to implementation deadline

Online investment platform targets SMSF trustees

Meeting the needs of tomorrow’s client

Go Beyond Borders and Benchmarks for Income

Mounting signs the global economic expansion is losing momentum

Podcast series: Emerging market debt

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self-managed superannuation funds

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