SMSF

ARTICLES

16 September

Tools & guides

Preparing for an SMSF audit

SuperConcepts’ Graeme Colley explains why self-managed super funds are likely to come under more scrutiny...

The view of education from advice firms has shifted from being a compliance tick to a value proposition, according to knowIT and the Monarch Institute.

21 August

Policy & Regulation

Almost 150 courses now approved by FASEA

A total of 53 current bachelor or higher degrees, 66 historical courses and 30 bridging courses are now part of...

20 August

Tools & guides

Complying with pension drawdown requirements

Accurium’s Melanie Dunn explores how payments and withdrawals from superannuation can be carried out in the most...

Sep 16 2019 - 1:30pm

Meeting the needs of tomorrow’s client

In the new era of investing, advisers need to keep pace with shifting client preferences.

Desktop Broker

19 August

Funds management

Investors might benefit from bond trusts, Thinktank says

Commercial property lender Thinktank has said that its two investment bond trusts, established as an alternative...

5 August

Policy & Regulation

ASIC bans Melbourne adviser for SMSF theft

The Australian Securities and Investments Commission has banned former Melbourne financial adviser Robert Michael...

Retirees and investors need to be prepared for rising interest rates and inflation, according to DNR Capital.

24 July

Superannuation

Harder to become a super multi-millionaire

New research has confirmed that Government changes to the rules are making it harder for people to accumulate more...

Sep 1 2019 - 4:45pm

Go Beyond Borders and Benchmarks for Income

As the market landscape gets trickier, generating income from investments is harder than ever. Find out why it...

J.P. Morgan Asset Management

24 July

Superannuation

SMSF establishment balances see improving advice

The average and medium establishment balances for self-managed super funds (SMSFs) have seen a 38 per cent...

22 July

Policy & Regulation

SMSF auditors suspended by ASIC

The Australian Securities and Investments Commission has acted to disqualify or add conditions to the number of...

8 July

People & Products

Class adds three

Cloud-based technology company Class has made three new appointments to the senior executive team to support chief...

3 July

Financial planning

Class signs Findex

Class has announced it has signed wealth accounting group Findex to provide trust accounting for family office...

Bennelong Australian Equity Partners is launching the new Bennelong Emerging Companies Fund in September.

28 June

Features

What is wrong with alternatives?

Alternatives present a broad spectrum of assets available to investors. With such a wide variety to choose from,...

ASIC’s extension of fee and cost disclosure retirements for super trustees will assist the industry to increase transparency, ASFA believes.

27 June

Superannuation

SuperStream proposals cause confusion for SMSFs

Confusion reigns among self-managed super fund trustees, members and administrators about the upcoming SuperStream...

FundBPO would launch a new enterprise workflow solution in line with its agenda to invest in new technologies.

27 June

Superannuation

SMSF Association appoints specialist adviser to its board

The SMSF Association has appointed self-managed super fund specialist adviser, Scott Hay-Bartlem, to its board...

Self-managed super fund software provider, Class had entered into a partnership with financial advice specialist, Plenty Plus.

12 June

Policy & Regulation

ASIC initiates ground-breaking conflicted remuneration case

The Australian Securities and Investments Commission has broken new legal ground initiating civil proceedings...

10 May

Superannuation

Sargon launches SMSF alternative

Sargon has launched an offering that aims to give investors the benefits of self-managed super funds while...

Market Insights

Meeting the needs of tomorrow’s client

16 September 2019

Go Beyond Borders and Benchmarks for Income

1 September 2019

Mounting signs the global economic expansion is losing momentum

16 September 2019

Podcast series: Emerging market debt

13 September 2019

EVENTS

Oct23

Women in Financial Services 2019

Anonymous

I'm now convinced that ASIC, Govt and Left Wing Do Gooders believe that people are so...

ASIC looks at reasonableness of super advice fees11 hours 45 min ago

anon

Maybe because it is industry funds caught up in the scam? Don't see them mentioned above...

ASIC dismantles online fraud syndicate12 hours 37 min ago

Agent 86

Clear case of conflict of interest which is NOT acknowledged on her information on the ASIC site...

ASIC looks at reasonableness of super advice fees12 hours 56 min ago

ARTICLES

Preparing for an SMSF audit

Almost 150 courses now approved by FASEA

Complying with pension drawdown requirements

Meeting the needs of tomorrow’s client

Investors might benefit from bond trusts, Thinktank says

ASIC bans Melbourne adviser for SMSF theft

Harder to become a super multi-millionaire

Go Beyond Borders and Benchmarks for Income

SMSF establishment balances see improving advice

SMSF auditors suspended by ASIC

Class adds three

Class signs Findex

What is wrong with alternatives?

SuperStream proposals cause confusion for SMSFs

SMSF Association appoints specialist adviser to its board

ASIC initiates ground-breaking conflicted remuneration case

Sargon launches SMSF alternative

Meeting the needs of tomorrow’s client

Go Beyond Borders and Benchmarks for Income

Mounting signs the global economic expansion is losing momentum

Podcast series: Emerging market debt

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Agent 86

Education

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Features

Events

SMSF

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Agent 86