SELF-MANAGED SUPERANNUATION FUNDS

Financial planning

The six largest financial planning institutions can expect a visit from ASIC which will examine their compliance with high-risk advice areas....

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Superannuation

Industry superannuation fund members with balances of more than $250,000 are more satisfied with their funds’ performance then those who invested with retail funds, a sur...

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Financial planning

Chan & Naylor flags SMSF loans flowing from new JV with Origin Finance to form Chan & Naylor Finance....

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Financial planning

A national examination for planners is an inadequate measure and should not be implemented according to CPA Australia....

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Financial planning

Accountants are more qualified to give financial advice than planners, largely due to their working knowledge of SMSFs, a small business owner believes....

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Financial planning

EQT and Dundas have added their EQT Dundas Global Equity Fund to the ASX-backed mFund settlement service....

Financial planning

A senior and experienced cohort of financial planners are choosing to move away from expensive platforms. ...

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Accounting

Only 15 per cent of accountants in providing advice on SMSFs are authorised to provide investment advice while a further 13 per cent are only RG146 compliant....

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Financial planning

The financial planning industry has illustrated “inappropriate levels of quality” going back more than a decade, ASIC said....

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Editorial

Managed accounts have taken years to bloom, as Jason Spits writes, the large players have been waiting to pounce....

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The number of SMSFs set up by accountants has fallen 20 per cent in the last two years according to research conducted by Investment Trends....

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Funds management

A review of disclosure to investors by the unlisted property industry has been described as “disappointing” by ASIC....

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Superannuation

The standard of retirement income products needs to be lifted to that of SMSFs to fit in with a well-working retirement system...

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Superannuation

Superannuation funds must change their asset allocation to accommodate the evolving income and liquidity requirements of members, Mark Thomas writes....

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Funds management

Investors Mutual will aim to raise $200 million for its new listed investment company QV Equities Limited. ...

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MARKET INSIGHTS

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Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

10 hours ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

12 hours ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

3 days 11 hours 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 3 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 3 weeks ago