SELF-MANAGED SUPERANNUATION FUNDS

Superannuation

There is very little difference between the average investment performance of SMSFs and APRA-regulated funds, says fund executive....

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Superannuation

Changes to the legislation around related party transactions for self-managed superannuation funds (SMSF) could see trustees punished for unintentional breaches, accordin...

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People & Products

Former Professional Investment Services (PIS) general manager Grahame Evans will join DomaCom as non-executive director....

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Editorial

Mike Taylor writes that recent actions on the part of both ASIC and APRA suggest that the SMSF sector has become too large for any of the regulators to ignore....

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Superannuation

Mike Taylor writes that recent actions on the part of both ASIC and APRA suggest that the SMSF sector has become too large for any of the regulators to ignore....

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Superannuation

When moving beyond ongoing high allocation to cash and fixed income, trustees of self-managed superannuation funds (SMSFs) should consider the benefits of diversifying in...

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Superannuation

ASFA supports the ATO levying SMSFs to cover compliance costs but insists on transparency of process....

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Superannuation

The rules around the investment strategy operating standard for SMSFs have been significantly amended. Lawyer Michael Hallinan explains some of the changes....

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Financial planning

Specialist provider Topdocs has launched a new product into the SMSF sector which it says is aimed at speeding up and simplifying the task of updating SMSF deeds....

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Superannuation

SMSFs may be the fastest-growing segment of the superannuation industry but there are also high exit levels, according to data provided to the SPAA national conference in...

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Superannuation

The latest data from the Australian Taxation Office appears to have confirmed that SMSFs remain the fastest-growing segment of the superannuation sector....

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Financial planning

The Australian Securities and Investments Commission (ASIC) has obtained interim court orders against Sydney financial adviser Gabriel Nakhl....

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Superannuation

SMSFs are less likely to lose pension exemptions after the Australian Taxation Office announced it would not penalise trustees for making an "honest mistake"....

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Superannuation

In a draft exposure for self-managed super funds (SMSF) related party transfers, the Association of Superannuation Funds of Australia (ASFA) has urged Treasury to conside...

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Financial planning

In what represents a new push into the SMSF market, specialist company The GoldCompany has launched a new product it claims is Australia’s only gold and silver savings ac...

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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