SELF-MANAGED SUPERANNUATION FUNDS

Superannuation

SMSF returns that match APRA counterparts have proved that SMSF members can manage their portfolios effectively, the SMSF Association says....

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Financial planning

New research from Roy Morgan has suggested that financial planners and self-managed superannuation funds pose a risk to member retention by industry superannuation funds....

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Financial planning

BGL and CoreLogic RPData have delivered another property solution aimed at SMSFs. ...

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Financial planning

A financial planning practice within Charter Financial Planning has paid $10,200 penalty after ASIC found it made misleading representations in an article on its website....

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Industry Super Australia chief executive, David Whiteley, points to inequities and cost of super tax concessions to high net worths....

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Superannuation

Industry Super Australia chief executive, David Whiteley, points to inequities and cost of super tax concessions to high net worths....

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People & Products

Spring FG has shuffled its management team and has appointed the new state managers for Victoria and Queensland....

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Superannuation

SMSF industry told it must work harder to disprove myths. ...

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Accounting

Accountants remain confused about the process involved in the uptake of the limited licensing regime but they need to proceed quickly if they want to advise on SMSF, the ...

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Superannuation

Billions of dollars are still being funnelled into SMSFs from traditional super vehicles annually, which should put an end to speculation that the SMSF sector is in decli...

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Financial planning

SPAA chief executive, Andrea Slattery, says SMSF trustees should feel comforted by the level of regulatory scrutiny the sector receives....

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Superannuation

Super balances do not provide an accurate picture of retirement income and should be replaced with annual forward looking estimates according to a financial consultant an...

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Financial planning

AMP Capital makes six products available via the ASX mFund Settlement Service. ...

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Funds management

Exchange traded products have continued their rapid growth adding $600 million in funds under management for the past month and passing the $14 billion mark....

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Superannuation

Latest figures from the ATO has debunked the myth that more young people are piling into SMSFs and that trustees are bulking up on residential property according to SPAA....

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Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

20 hours 41 minutes ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

5 days 15 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 5 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago