SELF-MANAGED SUPERANNUATION FUNDS

Superannuation

MLC's Peter Hogan outlines the benefits and risks of adding children or other family members to an SMSF. ...

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Financial planning

Fidelity Worldwide Investment is the latest company to join Calastone's global transaction network....

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Financial planning

Planners who specialise in SMSF advice derive almost half of their revenue from this advice ...

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Superannuation

SMSFs with strategic exposures to shares and property would likely have done better in the 2012/13 financial year, according to the latest assessment from research house ...

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Financial planning

The concept of trust in financial planning has reached a critical juncture, writes Geoff Rimmer, and only bold measures will restore it. ...

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Superannuation

SPAA welcomes changes to the tax treatment of non-reversionary pensions....

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Funds management

More than half of Australian high net worth (HNW) investors expect global markets to rise over the next year, while cooling their outlook on the domestic front....

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Financial planning

The ability to easily open and manage accounts are what advisers are looking for when it comes to cash products, according to a new survey conducted by Macquarie Bank....

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Financial planning

The Federal Opposition has urged new Treasurer, Chris Bowen, to revisit the Government’s approach to Trio/Astarra compensation arrangements....

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Superannuation

Peter Hogan outlines the key issues trustees should consider when addressing insurance in a fund's investment strategy. ...

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Superannuation

Another new administration platform has been launched into the SMSF market - CleverSuper - with the founders inviting 250 advisers to become "founding partners"....

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Superannuation

An ASFA submission has confirmed the degree to which super funds are evolving to meet the retail market....

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The regulator should work to extend the scope of its financial literacy strategy to include an appropriate focus on retirement funding, particularly in relation to senior...

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Superannuation

Reflecting the increasing interest in SMSFs being exhibited by mortgage brokers and credit advisers, the Mortgage and Finance Association (MFAA) has announced SMSF-specif...

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Financial planning

Specialist life insurer NobleOak has announced the launch of a new product aimed at the SMSF market....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks ago