SELF-MANAGED SUPERANNUATION FUNDS
Financial planning
Legg Mason moves to attract retail investors and SMSFs by dropping initial investment minimums to $30,000....
Superannuation
New survey confirms strong support for a single regulator approach to superannuation....
Superannuation
Industry funds are aligning with retail – but scale will make competition difficult....
Superannuation
Industry bodies call into question Rice Warner research on costs of SMSFs....
Financial planning
Former AFS adviser Gabriel Nakhl has been permanently banned from providing financial advice after entering into an enforceable undertaking....
Superannuation
SMSF regulation should be handed to APRA instead of the ATO, according to a Super Review/Money Management roundtable....
Superannuation
Two bodies representing industry super funds have called for improvement in the quality of advice provided to clients, questioning some of the drivers behind the growth o...
Financial planning
Adviser sentenced to jail and permanently banned from providing financial services....
Editorial
Mike Taylor writes that as a former ASIC executive, ASFA chief executive Pauline Vamos has managed to spice up the submissions to the Senate Committee reviewing ASIC’s op...
Policy & Regulation
ATO confirms to IPA conference that it intends reviewing around 11,000 SMSFs....
Superannuation
ASIC wants investors to be better informed before establishing SMSFs but denies it will pursue prescriptive new disclosure requirements....
Superannuation
ASIC chairman Greg Medcraft reinforces the regulator's concerns around SMSF exposure to hybrid securities. ...
Funds management
Recent court case creates uncertainty about GST payments on recently purchased properties, including those insides SMSFs. ...
Superannuation
There is clearly regulatory concern about the activities of property spruikers as they seek to target SMSFs and, as Mike Taylor writes, a clear message needs to be sent. ...
Financial planning
Regulator spends big but earns its keep for Commonwealth...
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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...