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SELF-MANAGED SUPERANNUATION FUNDS
Financial planning
There is a degree of confusion by some practitioners in the financial planning and accountancy fields as to the ability of an accountant to give advice to a client of the...
Financial planning
Financial advisers are failing to take advantage of the opportunities available to do business online, with a new survey showing that the majority of websites set up by f...
Superannuation
Product designers will welcome a survey’s discovery that most people establish self-managed superannuation funds for greater control of their investments, rather than for...
Financial planning
Almost 500,000 or 8 per cent of those Australians eligible to determine their own super fund under impending choice of fund legislation will opt to do so according to new...
Superannuation
A self-managed superannuation fund adviser, who allegedly recommended consumers with as little as $8,000 in superannuation set up self-managed funds and then charged them...
Superannuation
New survey data published by the Institute of Chartered Accountants has put paid to suggestions that the new choice of superannuation fund will lead to a surge in the est...
Superannuation
The Australian Taxation Office is making sure that the trustees of self-managed superannuation funds are left in no doubt about their obligations with respect to the owne...
Superannuation
Controversial Government plans to ban self-managed superannuation funds (SMSFs) from providing defined benefit pensions have been delayed while Assistant Treasurer Mal Br...
Financial planning
The boom in self-managed superannuation funds could soon end if experiences in the United States are repeated in Australia....
Financial planning
Fee comparisons are being overemphasised in the lead-up to choice of fund, according to the Financial Planning Association, which claims most debate on the new rules is m...
Superannuation
Anticipating a flood of self-managed superannuation funds being set up after July 1, the Australian Taxation Office and the Australian Securities and Investments Commissi...
Funds management
Australian Unity had added to its portfolio of property funds with the launch of a geared property income fund....
Financial planning
AXA has cut the fees on its Summit platform in a move that the company admits is partly due to competitive pricing from ‘lite’ platforms....
Accounting
The financial planning and fund management industries will push for accountants to be expelled from a Financial Services Reform Act exemption, claiming they will oversell...
Financial planning
The operators of a Perth based early release super scheme that used television advertising to promote its services has been nabbed by the Australian Securities and Invest...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...