SELF-MANAGED SUPERANNUATION FUNDS

Financial planning

High net worth investor numbers invest a third of collective assets via self-managed superannuation funds (SMSF)....

image
Financial planning

Assistant Treasurer Arthur Sinodinos points to expanding agenda for super investment....

image
Superannuation

Satisfaction with the performance of superannuation funds has returned to pre-GFC levels, Roy Morgan research has found....

image
Funds management

ETF investments have shot up 50 per cent in the last year, but the bulk of the traffic is still not driven by advisers, a report shows....

image
Financial planning

Sinodinos commits to delivering on much of Johnson agenda and expanding retail product offerings....

image
Financial planning

OneVue's Connie Mckeage chips major platforms following the launch of the ASX's managed funds settlement service. ...

image
Accounting

The SPAA conference has highlighted the continuing disagreement on accountants limited licensing. ...

image
Superannuation

Only half of SMSF trustees in pension mode have a financial plan and less than 40 per cent have a draw-down strategy for retirement. ...

image
Financial planning

Centrepoint’s Peter Kelly outlines some of the issues that will require the attention of the advice profession – and their possible impacts – in 2014....

image
Superannuation

Australians are more impressed superannuation funds performance with the satisfaction gap between industry and retail funds narrowing....

image
Superannuation

Self-managed superannuation funds (SMSFs) that continue to put large sums in cash should expect to see returns watered down by tax and inflation...

image
Superannuation

SPAA has described comparing self-managed super funds with other superannuation sectors a futile exercise....

image
Superannuation

The rate of growth for SMSFs in Australia has tapered slightly, but they now number over half a million, according to the latest data released by APRA. ...

image
Funds management

SPAA cites infrastructure as an investment capable of diluting the SMSF concentration on cash and term deposits. ...

image
Superannuation

The industry funds-backed AIST says the Financial Systems Inquiry should examine the risk inherent in SMSFs....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 2 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 ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago