SMSF ESSENTIALS

Superannuation

The Institute of Chartered Accountants argues it's time to review borrowing within SMSFs before it becomes a problem....

Superannuation

Only two in five Australians currently receive qualified financial advice, according to a recent survey conducted by the Financial Planning Association....

Superannuation

MLC's Peter Hogan outlines the key differences between SMSFs and other superannuation funds from an estate planning perspective. ...

Superannuation

ASFA calls for sole purpose test to be strictly applied to SMSFs in light of property spruikers. ...

Superannuation

Administration technology is helping drive down costs and forcing consolidation in the SMSF sector....

Superannuation

SMSF trustees are increasingly utilising advanced stock research tools to plan for and manage their retirement portfolio. ...

Superannuation

A new analysis suggests recent legislative change will increase the scope for financial planners to work with accountants in the SMSF advice space. ...

Superannuation

On the back of comments made by ASIC commissioner Greg Tanzer, SPAA has welcomed the regulator's recognition and acknowledgement of professional service providers in the ...

Superannuation

While many pundits have flagged SMSFs as a key threat to industry super funds, Equipsuper's Geoff Brooks believes most funds have not yet opted to alter their member comm...

Superannuation

Concerns raised by ASIC about the aggressive marketing of geared property investments are shared by the SMSF Professionals' Association of Australia, according to Jordan ...

Superannuation

SMSF trustees have had another duty imposed on them by the Federal Government, but it appears some practitioners are taking a worryingly minimalist approach to meeting th...

Financial planning

Chan Naylor has announced a commercial partnership with online platform provider NowInfinity to provide what both companies describe as a "real-time tailored" SMSF soluti...

Superannuation

ASIC will examine the underlying costs of operating a SMSF in next steps of its SMSF taskforce. ...

Superannuation

While costs may still be a barrier, recent research reveals why more accountants are using platforms within SMSFs. ...

Superannuation

As Australian investors' love affair with yield continues, SMSF property investment continues to rise. Indeed, for Richard Stacker, head of direct property for Charter Ha...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

4 days 23 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks 1 day ago