SELF-MANAGED SUPERANNUATION FUNDS
Superannuation
There is very little difference between the average investment performance of SMSFs and APRA-regulated funds, says fund executive....
Superannuation
Changes to the legislation around related party transactions for self-managed superannuation funds (SMSF) could see trustees punished for unintentional breaches, accordin...
People & Products
Former Professional Investment Services (PIS) general manager Grahame Evans will join DomaCom as non-executive director....
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....
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....
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...
Superannuation
ASFA supports the ATO levying SMSFs to cover compliance costs but insists on transparency of process....
Superannuation
The rules around the investment strategy operating standard for SMSFs have been significantly amended. Lawyer Michael Hallinan explains some of the changes....
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....
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...
Superannuation
The latest data from the Australian Taxation Office appears to have confirmed that SMSFs remain the fastest-growing segment of the superannuation sector....
Financial planning
The Australian Securities and Investments Commission (ASIC) has obtained interim court orders against Sydney financial adviser Gabriel Nakhl....
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"....
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...
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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Podcast
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...