SELF-MANAGED SUPERANNUATION FUNDS

Superannuation

MARTIN MURDEN removes some of the uncertainty surrounding superannuants' eligibility to draw on their super....

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Financial planning

ASIC is conducting a national survey of larger dealer groups, with around 30 having been contacted to submit Statements of Advice from their top five advisers....

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Financial planning

Macquarie Funds Group offers a new product aimed at riding the recovery based on a 100 per cent limited recourse investment loan....

Superannuation

A Victorian couple have pleaded guilty to charges brought by ASIC in relation to a SMSF business....

Accounting

The Minister for Superannuation and Corporate Law, Senator Nick Sherry, canvasses a level-playing field when it comes to licensing accountants and financial planners....

Financial planning

Treasury group points to the attractiveness of listed investment companies....

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Superannuation

The Budget changes to superannuation arrangements have prompted the ATO to issue a warning to SMSF trustees about the use of negotiable instruments....

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Superannuation

There are still a number of legal issues that need to be resolved by the ATO and Treasury in relation to borrowing within SMSFs, and these grey areas represent a potentia...

Financial planning

Man found guilty of contempt of court for advising on shares for fourth time is jailed for six months....

Financial planning

Margin calls have hit record highs in recent months and many investors are questioning whether the funds management companies offering the underlying investments were act...

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Superannuation

The Australian Taxation Office has urged taxpayers to assess whether transitional rules apply if they sell pre-1999 self-managed superannuation funds with a related unit ...

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Financial planning

The Association of Superannuation Funds of Australia has warned that widespread job losses in the current downturn may lead to an upturn in the number of illegal early ac...

Superannuation

The Australian Taxation Office has pointed to a spike in the number of self-managed superannuation funds being established but cautions that more testing marketing condit...

Superannuation

The Minister for Superannuation and Corporate Law, Senator Nick Sherry, has asked the Australian Taxation Office to begin collecting data to enable the monitoring of the ...

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Superannuation

There's no advice that can change the reality of the market situation for SMSF members, but there is advice that could position clients better for the future and take adv...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks 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 4 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 2 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 ago