SELF-MANAGED SUPERANNUATION FUNDS

Financial planning

Legg Mason moves to attract retail investors and SMSFs by dropping initial investment minimums to $30,000....

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Superannuation

New survey confirms strong support for a single regulator approach to superannuation....

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Superannuation

Industry funds are aligning with retail – but scale will make competition difficult....

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Superannuation

Industry bodies call into question Rice Warner research on costs of SMSFs....

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Financial planning

Former AFS adviser Gabriel Nakhl has been permanently banned from providing financial advice after entering into an enforceable undertaking....

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Superannuation

SMSF regulation should be handed to APRA instead of the ATO, according to a Super Review/Money Management roundtable....

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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...

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Financial planning

Adviser sentenced to jail and permanently banned from providing financial services....

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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...

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Policy & Regulation

ATO confirms to IPA conference that it intends reviewing around 11,000 SMSFs....

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Superannuation

ASIC wants investors to be better informed before establishing SMSFs but denies it will pursue prescriptive new disclosure requirements....

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Superannuation

ASIC chairman Greg Medcraft reinforces the regulator's concerns around SMSF exposure to hybrid securities. ...

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Funds management

Recent court case creates uncertainty about GST payments on recently purchased properties, including those insides SMSFs. ...

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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. ...

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Financial planning

Regulator spends big but earns its keep for Commonwealth...

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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 1 day ago

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

3 weeks 6 days ago