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SELF-MANAGED SUPERANNUATION FUNDS
Superannuation
Industry Super Australia has told the Productivity Commission that some retail funds and self-managed superannuation fund promoters have pursued ‘confusion marketing stra...
Superannuation
Treating self-managed superannuation funds differently to industry funds with respect to franking credits is un-Australian, according to financial services academic, Prof...
Financial planning
Class has announced a new data feed integration with XPLAN to enable advises, accountants and clients to share a single up-to-date view of wealth in the SMSF and non-supe...
Financial planning
The approach adopted by the Financial Adviser Standards and Ethics Authority may have served to undermine accountants utilising the limited licensing regime, according to...
Financial planning
The SMSF Association has urged the Financial Adviser Standards and Ethics Authority to prioritise finding a workable solution rather than rushing to meet its implementati...
Superannuation
The OpenInvest online marketplace and platform has launched, with self-managed superannuation fund trustees the primary market. ...
Superannuation
The SMSF Association is selling the message that you don’t need $1 million to set up a self-managed superannuation fund but regulatory uncertainty does represent a major ...
Funds management
Qualitas has announced that its Real Estate Income Fund has managed to raise more than $230 million....
Superannuation
The Financial Services Council has found that ordinary Australians who are members of large super funds are the biggest group benefiting from franking credit refunds, adv...
Superannuation
The Association of Superannuation Funds of Australia has warned that the Labor Party’s proposal to abolish refundable franking credits needs to take into account the bedd...
Financial planning
The Australian Securities and Investments Commission has suspended and deregistered 101 self-managed superannuation fund auditors due to audit quality....
Financial planning
The Australian Securities and Investments Commission has cancelled the AFS licence of Austplan, effective from 25 November....
SMSF
The Federal Opposition’s move to remove franking credits may drive up SMSF membership, according to SMSF Alliance principal, David Busoli. ...
Features
As long-anticipated reforms to self-managed superannuation fund contributions and reporting take effect, advisers need to consider how SMSFs invest, Hannah Wootton writes...
Financial planning
Although self-managed superannuation funds have decreased their use of financial planners over the last decade, data from Investment Trends suggests that there is growing...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...