SELF-MANAGED SUPERANNUATION FUNDS
Superannuation
MARTIN MURDEN removes some of the uncertainty surrounding superannuants' eligibility to draw on their super....
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....
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....
Superannuation
The Budget changes to superannuation arrangements have prompted the ATO to issue a warning to SMSF trustees about the use of negotiable instruments....
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...
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 ...
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 ...
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
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...