SELF-MANAGED SUPERANNUATION FUNDS

Superannuation

Concerns around low balance SMSFs overlook the long-term nature for which the funds have been created. ...

Superannuation

ASFA calls for sole purpose test to be strictly applied to SMSFs in light of property spruikers. ...

Superannuation

Administration technology is helping drive down costs and forcing consolidation in the SMSF sector....

Life/Risk

Confusion or ambivalence about life insurance could be putting the industry at risk, a survey suggests. ...

Superannuation

Super funds which lose members to SMSFs are unlikely to see them come back....

Policy & Regulation

ATO’s approach to the segregation of pension assets aimed at SMSFs, despite implications for large APRA-regulated funds....

Superannuation

A new analysis suggests recent legislative change will increase the scope for financial planners to work with accountants in the SMSF advice space. ...

Funds management

ETFs have hit record highs on inflows as advisers make them a central part of portfolio plays....

Financial planning

Count Financial’s David Lane expresses concern at the undisclosed nature of payments used to lure planners....

Superannuation

While costs may still be a barrier, recent research reveals why more accountants are using platforms within SMSFs. ...

Accounting

Accountants like platforms for ease of use but remain cautious based on their underlying cost....

Superannuation

ASIC’s Medcraft claims SMSFs are particularly at risk with respect to hybrid securities....

Financial planning

ASIC will continue its crackdown on the mis-selling of hybrid securities. ...

Superannuation

Super funds told to do their homework on countering member loss to member direct investments such as SMSFs. ...

Superannuation

The growth of the self-managed superannuation funds (SMSF) sector could be damaged by the failure of fund members to properly manage the funds and their holdings, accordi...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

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ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

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