SMSF ESSENTIALS

Superannuation

There is clearly regulatory concern about the activities of property spruikers as they seek to target SMSFs and, as Mike Taylor writes, a clear message needs to be sent. ...

image
Superannuation

ASIC should be capable of dealing with illegal early release superannuation issues, particularly where SMSFs are concerned, according to ASFA. ...

image
Superannuation

The Institute of Chartered Accountants has given qualified support to moves by the ATO to implement so-called 'push' or 'pre-filled' tax returns for people with relativel...

image
Superannuation

The Financial Services Council has applauded the Government for confirming its commitment to increase the Superannuation Guarantee Charge to 12 per cent as part of its re...

image
Superannuation

SPAA has welcomed the high priority accorded to superannuation with the announcement of Labor's shadow ministry. ...

image
Financial planning

SSgA and OneVue launch suite of six ETF model portfolios via OneVue's UMA platform. ...

image
Superannuation

Peter Hogan explains some of the issues and obstacles that may be faced when attempting to create reserves in an accumulation-style SMSF. ...

image
Superannuation

New research confirms that those migrating from retail master trusts and industry super funds to SMSFs are motivated by returns and fees....

image
Superannuation

Chant West data confirms that industry super fund allocations to unlisted investments underpins their outperformance. ...

image
Superannuation

Trends towards younger SMSF trustees are part and parcel of increased superannuation engagement, according to the director of financial planning for Chan & Naylor, David ...

image
Financial planning

Online lender loans.com.au has launched a low-cost SMSF home loan amid claims that SMSF trusts have been paying exorbitant rates for residential property loans. ...

image
Superannuation

Are SMSFs contributing to a property bubble and gaining an unfair advantage in the process? Peter Kelly begs to differ....

image
Superannuation

Holley Nethercote's David Court outlines the current law regarding the taxation of excess superannuation contributions. ...

image
Superannuation

DB Lawyers' Bryce Figot warns SMSF trustees to get their own private binding rulings from the ATO. ...

image
Superannuation

In an effort to better inform trustees as well as its adviser clients, Wealthtrac has launched a mobile app that is designed to deliver news and information to anyone int...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 1 day ago

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

3 weeks 6 days ago