SELF-MANAGED SUPERANNUATION FUNDS
Financial planning
Former Brisbane adviser Denise Simmons, who recommended clients invest in Westpoint products, has been banned from providing financial services for a period of three year...
Superannuation
Chris Bowen has announced that SMSFs will not be exempt from the changes stemming from the Henry and Cooper reviews....
Superannuation
Platforms have emerged as the major beneficiaries of the growth in self-managed superannuation funds (SMSFs), according to data collected by specialist superannuation cle...
Editorial
Research from Wealth Insights and Investment Trends reinforces the degree to which financial planners understand the need for remuneration reform....
Superannuation
The Australian Institute of Superannuation Trustees has called on the Cooper Review to embrace the not-for-profit template for default funds while pushing SMSFs into APRA...
Financial planning
Transferring commercial property into a self-managed superannuation fund may lead to significant taxation benefits....
Financial planning
Australia Post is running a 'lifestyle survey' that canvasses consumers' use of investment products, including margin loans and reverse mortgages, and then provides leads...
Financial planning
The global financial crisis appears to have dampened enthusiasm for superannuation co-contributions, but industry funds are winning the battle of rollovers....
Editorial
Managing risk is all about faith in the market and hanging in for the long term, writes Dale Gillham....
Superannuation
The latest Australian Taxation Office data reveals that while the number of SMSFs is continuing to grow in Australia, the global financial crisis has not given rise to a ...
Financial planning
Macquarie Group has unveiled an expansionary strategy as competitors fall by wayside....
Superannuation
Melbourne man jailed over SMSF theft while his wife is fined for aiding and abetting....
Superannuation
Industry super funds offer superannuants many of the benefits of self-managed superannuation funds, without their downsides, according to Industry Funds Financial Plannin...
Superannuation
Multiport's June survey of SMSF investments has shown that cash has more than doubled in the past 18 months. There are also signs that investors are increasing their expo...
Financial planning
The latest Australian Prudential Regulation Authority data has revealed that the value of Australian superannuation assets is fast heading below the $1 trillion mark....
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MARKET INSIGHTS
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...