SMSF ESSENTIALS

Superannuation

NSW MLC data points to women being more worried than men about retirement incomes adequacy. ...

image
Superannuation

While the SMSF advice space may have changed with the introduction of limited licensing, it is the concept of an SMSF profession that remains paramount, according to Andr...

image
Superannuation

Recent technology take-up has helped drive SMSFs, according to the director of strategy for Bravura Solutions, Darren Stevens....

image
Superannuation

Centric Wealth's Adam Pearsall argues that using the right investment structure is vital for maximising the effectiveness of assets....

image
Superannuation

Mercer's David Knox applauds Australia's early move to defined contributions superannuation. ...

image
Superannuation

New data shows it was the over-65s who were most optimistic following the election result. ...

image
Superannuation

Superannuation funds should be permitted to 'bundle' consent by their members to provide information covered by the Privacy Act, according to ASFA. ...

image
Superannuation

SPAA claims the level of exposure of SMSFs to residential property is being over-stated. ...

image
Superannuation

Government policy has helped to drive to SMSF establishment, according to Martin Heffron, managing director of Heffron SMSF Solutions....

image
Superannuation

The superannuation playing field is not tilted in favour of SMSFs but they do benefit from being more nimble, according to SPAA....

image
Superannuation

As SMSF regulatory reform puts the spotlight on the relationship between accountants and financial advisers, David Clatworthy looks at how the relationship may evolve in ...

image
Superannuation

DBA Lawyers’ David Oon and Bryce Figot take a cautious look at deducting superannuation contributions for directors of trustees of ‘passive’ investment trusts. ...

image
Superannuation

It is vital SMSF practitioners have a thorough understanding of the in-house asset rules in order to avoid potential breaches. AMP SMSF's Peter Burgess explains how the i...

image
Superannuation

New Deloitte research suggests many Australians should delay retirement to upwards of 67....

image
Superannuation

New research suggests too many people are still confused about the pension and retirement adequacy....

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 2 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