SELF-MANAGED SUPERANNUATION FUNDS

Superannuation

Dealer groups that want to increase their advisers' knowledge of self-managed superannuation funds (SMSFs) can now access a streamlined SMSF association membership and ac...

Superannuation

The new rules for self-managed superannuation funds (SMSFs) investing in collectables and personal-use assets have been revealed by the Government....

Superannuation

SMSFs a greater AML/CTF risk, claims ASFA submission....

Superannuation

Govt funds ATO and ASIC to tighten rules around SMSFs....

Financial planning

The levy to cover the $55 million financial assistance package for victims of the Trio Capital collapse has been announced by the Government....

Financial planning

Risk insurance financial planning practices will continue to be highly valued despite the Government's Future of Financial Advice (FOFA) announcement of a prospective ban...

Editorial

Some trustees have called for SMSFs to be included in the compensation arrangements relating to the Trio Capital/Astarra collapse but, as Mike Taylor writes, a high price...

Editorial

Perceptions exist that the industry super funds have succeeded in having the Government stack the cards against financial planners. Mike Taylor writes it is up to the Ass...

Superannuation

The collapse of Trio Capital and the subsequent lack of financial assistance for SMSFs has revealed a gaping hole in the compensation safety net for SMSF investors....

Funds management

Using direct property within a balanced SMSF portfolio could help manage longevity risk by providing good returns with lower volatility, according to Charter Hall and Str...

Editorial

Bryce Figot and Nathan Papson provide a practical guide for overseas SMSF members....

Superannuation

Bryce Figot and Nathan Papson provide a practical guide for overseas SMSF members....

Superannuation

Bryce Figot and Nathan Papson provide a practical guide for overseas SMSF members....

Financial planning

Multiport has launched a managed account service in partnership with boutique fund manager EIM Capital Managers....

Editorial

With the Government set to change the superannuation contribution caps rules from 1 July, 2012, Troy Smith outlines the strategies available to financial advisers....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
moneymanagement logo