SELF-MANAGED SUPERANNUATION FUNDS

Superannuation

Advisers could benefit from changing the name of self-managed superannuation funds (SMSFs). The name could be driving away potential trustees due to the connotations of i...

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Financial planning

New data from the Australian Prudential Regulation Authority suggests the co-contributions regime has lost some of its initial gloss....

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Superannuation

SMSF breaches are declining as the sector matures and as the taking of transition to retirement options rises....

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Superannuation

SMSFs have been confirmed as the largest segment of the superannuation sector, but average balances are still below $500,000....

Editorial

Patrick Jackson explains why trustees should look before they leap when considering a self-managed superannuation fund....

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Superannuation

Patrick Jackson explains why trustees should look before they leap when considering a self-managed superannuation fund....

Financial planning

Financial planners and accountants need to work together to lobby against licensing changes that affect both sectors in similar ways, according to HNW Planning director R...

Financial planning

Government embraces majority of Cooper recommendations as policy but faces testing time gaining Parliamentary endorsement....

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Superannuation

The lending of money to family members has emerged as a persistent issue in SMSF breaches....

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Superannuation

ATO confirms identifying 140 illegitimate SMSFs and backs the Cooper recommendations....

Financial planning

The Australian Securities and Investments Commission has banned a former Gold Coast adviser for 10 years after investigations into the advice she gave relating to investm...

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Superannuation

New research reveals SMSF trustees remain heavily exposed to cash....

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Superannuation

The Cooper Review panel may have suggested otherwise, but Mike Taylor writes that the exponential growth in the number of self-managed superannuation funds and the invest...

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Superannuation

SMSFs have emerged as an important revenue stream for planners and planning industry support services....

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Superannuation

The National Institute of Accountants (NIA) has called on the Government to explain its so-called contradicting comments regarding self-managed superannuation funds (SMSF...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 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 5 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 3 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 1 day ago