SELF-MANAGED SUPERANNUATION FUNDS
Superannuation
Financial advisers have embraced the growth in self-managed superannuation funds with recent research showing just under half of them, 46 per cent, see it as a significan...
Financial planning
The ATO has expressed concern at the continuing use of the term ‘do-it-yourself super’ when referring to self-managed superannuation arguing that it can conjure up inappr...
Financial planning
The outlook for the financial services industry in 2006 is, as the French would say, plus ça change — the more it changes, the more it is the same....
Superannuation
The new choice of superannuation fund regime has failed to accelerate the growth of self-managed superannuation funds....
Financial planning
Total estimated superannuation assets grew by 6.7 per cent over the September 2005 quarter to $791.5 billion, according to APRA....
Financial planning
Up to 10 per cent of Australians will change super funds by June 30, 2006 according to super clearing house provider InvestmentLink....
Financial planning
Term allocated pensions and retirees received a welcome boost yesterday after the Federal Government announced the results of its review of pensions provided by small sup...
Superannuation
As fears continue to simmer that many financial planners are ill equipped to deal with the requirements of providing advice on self-managed superannuation funds (SMSF), l...
Financial planning
An adviser who sought to encourage people into self-managed superannuation funds by helping them locate lost super accounts has been convicted in the Federal Court and or...
Financial planning
A Perth financial adviser who misused $200,000 of clients’ funds has been banned permanently from providing financial services by ASIC....
Financial planning
A financial adviser was banned, another had his operation shut down, and a superannuation scheme promoter jailed for 18 months as a result of three separate actions initi...
Financial planning
Melbourne dealer group Lonsdale Financial Group has proved that Statements of Advice (SOA) do not need to be long and complex, reducing their disclosure documents to just...
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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...