SELF-MANAGED SUPERANNUATION FUNDS

Superannuation

As the self-managed super fund industry continues to grow rapidly, Andrew Yee explains how to ensure your clients effectively manage their SMSFs....

Superannuation

Mercer is urging tougher rules around SMSFs including around accountants and whether people should actually be in them....

Financial planning

Peter Bobbin argues SMSF clients are holding substantial wealth in structures that they - and even the courts - do not fully understand....

Editorial

Philip La Greca examines the possible impact that the outcomes of the forthcoming government reviews will have on superannuation and, in particular, SMSFs....

Superannuation

Transfers from major superannuation funds into self-managed superannuation funds (SMSFs) will be subjected to higher levels of scrutiny following moves by the Australian ...

Editorial

Time is running out for SMSFs and Small APRA Funds to make moves to retain their asset tax exemption status, writes Alex Durham....

Financial planning

A New South Wales financial adviser has been banned from providing financial services for 10 years for advising his SMSF clients to invest in companies he directed....

Superannuation

A desire for greater control over their investments is the main reason cited for establishing a self-managed superannuation fund (SMSF), although there is still a demand ...

Financial planning

Quantum Group has bridged the gap between financial planners and residential property through the development of a real estate product for self-managed superannuation fun...

Superannuation

Advisers should look at the risk profile of self-managed superannuation funds (SMSFs) as well as the risk profiles of individual members, because the risk tolerance of a ...

Financial planning

New data suggests the Australian superannuation market will grow at 8 per cent a year to reach over $1.5 trillion by 2014....

Superannuation

Fraud affects all super funds, not just SMSFs: Sharyn Long....

Financial planning

The tax office has signalled that the use of promissory notes in SMSFs will come under greater scrutiny, writes Bryan Ashenden....

Editorial

Alena Miles considers what lies ahead in super and retirement income streams, particularly in light of three major Government policy reviews....

Superannuation

The Australian Securities and Investments Commission has banned a NSW financial adviser from providing financial services for 10 years after finding he failed to disclose...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 5 days ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 4 days ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

2 weeks 3 days ago