SELF-MANAGED SUPERANNUATION FUNDS

Superannuation

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

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Superannuation

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

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Superannuation

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

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Life/Risk

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

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Superannuation

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

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Policy & Regulation

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

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Superannuation

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

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Funds management

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

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Financial planning

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

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Superannuation

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

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Accounting

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

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Superannuation

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

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Financial planning

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

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Superannuation

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

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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

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 3 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 2 days ago

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

4 weeks ago