SELF-MANAGED SUPERANNUATION FUNDS

Superannuation

Just 20 funds account for nearly 60 per cent of assets in the APRA-regulated sector, with further consolidation predicted to occur....

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Financial planning

A former Bell Potter Securities adviser has been sentenced to five years jail with a non-parole period of three-and-a-half years for fraudulent conduct that cost investor...

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Funds management

Structured products such as derivatives have yet to recover from recent market impacts with the sector having been reduced from $4 billion to $1 billion in recent years d...

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Funds management

Only one tenth of new ETF investors receive financial advice, according to the BetaShares/Investment Trends ETF Report. ...

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Financial planning

Specialist documentation provider Topdocs issues caution on appropriate documentation within SMSFs....

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Editorial

AMP has driven solid cashflows out of its platform acquisitions, but planning firm flows prove patchy....

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Superannuation

CareSuper chief executive Julie Lander says there needs to be adequate understanding of the underlying costs of SMSFs....

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Funds management

ASIC’s review of MDA guidance has major flaws, according to Bailey Roberts Group....

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Superannuation

In light of the new rules coming into force on 1 July, David Court provides a list of the changes and a reminder of one that will not be happening. ...

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Superannuation

ASIC has signaled it will soon be issuing a consultation paper dealing with the costs associated with self-managed superannuation funds (SMSFs)....

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Superannuation

ASIC Commissioner Peter Kell has pointed to poor quality advice with respect to SMSFs and the influence of real property spruikers....

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Superannuation

ASIC Commissioner Peter Kell has pointed to poor quality advice with respect to SMSFs and the influence of real property spruikers....

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Superannuation

Lawyer Peter Townsend questions whether concessional tax settings are prejudiced against businesses using SMSFs....

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Superannuation

Lawyer Peter Townsend questions whether concessional tax settings are prejudiced against businesses using SMSFs....

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Superannuation

David Shirlow from Macquarie Adviser Services brings you up to date with new developments regarding the way SMSF trustees can structure insurance....

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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