SELF-MANAGED SUPERANNUATION FUNDS

Accounting

The former director of an accountancy firm has been banned by ASIC for being part of a scheme which raised funds from clients for mezzanine finance and mortgage lending....

Funds management

Retirees are trapped between low yielding cash and bonds and higher yielding equity markets that on average suffer 30 per cent drops with the funds management industry st...

Superannuation

The proportion of total retirement incomes funds under management (FUM) held in Self-Managed Superannuation Funds (SMSFs) is set to taper off, as benefit payments exceed ...

Funds management

SMSFs have on average only seven per cent of their total holdings in residential property hosing down claims that SMSFs are moving into that sector as investors....

Financial planning

Financial services has usurped mining and manufacturing as Australia’s fastest growing industry, but little research has been done to determine the key drivers of growth....

Accounting

Small scale accountancy practices are least suited to provide SMSF advice failing in their fund administration compliance according to Xpress Super and Super Guardian chi...

Funds management

Victims of the Trio Capital collapse have accused the Federal Opposition of jumping on their bandwagon for political populism....

Superannuation

New white paper warns that member direct strategies may backfire on industry funds seeking to halt leakage of members to SMSFs....

Financial planning

The founder and managing director of the SMSFs Professionals Association of Australia (SPAA), Andrea Slattery, has been crowned Money Management and Super Review’s Woman ...

Awards

The founder and managing director of the SMSFs Professionals Association of Australia (SPAA), Andrea Slattery, has been crowned Money Management and Super Review’s Woman ...

Life/Risk

Fund manager, Placer Property, is seeking $26.5 million in equity from SMSFs and individual investors for its NewActon East Property Fund....

Accounting

Accountants who provide advice on self-managed superannuation funds (SMSFs) need to consider the level of advice they want to give clients before new licensing rules come...

Funds management

AMP posts strong quarter doubling cashflows over the same period in 2013 and with a solid contribution from its North platform....

Financial planning

Lonsec and Zenith hand “recommended” rating to Perpetual LIC....

Accounting

Findex chief executive rejects claim that Crowe Horwath purchase was to build its wealth business but was to establish accountancy beach-head...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

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

5 months 2 weeks ago

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

7 months 2 weeks ago

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

1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 5 days ago