smsf sector

Superannuation

SMSF sector welcomes super policy stability, no dividend reform

The SMSF sector has unsurprisingly welcomed Labor’s election loss, after an extensive campaign against the party’s dividend proposal that the SMSF Association claimed aim...

Financial planning

PC calls for higher SMSF advice standards

With adviser education set to be a continued focus for the industry in the new year, the SMSF Association has welcomed the Productivity Commission’s call for high advice ...

Superannuation

Most would set up SMSFs with $200,000 or less

A new Money Management survey has revealed most accountants and planners would be preapred to establish an SMSF on the basis of FUM of $200,000 or less. ...

Superannuation

ATO figures reject rumours of SMSF demise

Billions of dollars are still being funnelled into SMSFs from traditional super vehicles annually, which should put an end to speculation that the SMSF sector is in decli...

Financial planning

MDS completes Sequoia Financial acquisition

MDS Financial signals further acquisitions after completing its transaction with Sequoia Financial to gain a solid foothold in the SMSF sector....

Superannuation

SMSF set-up fears unjustified

SPAA’s Graeme Colley claims ATO data does not support suggestions young people are rushing to set up SMSFs....

Superannuation

ATO figures debunk young SMSF trustee myth

Latest figures from the ATO has debunked the myth that more young people are piling into SMSFs and that trustees are bulking up on residential property according to SPAA....

Superannuation

XPLAN and Class Super pair up

Wealth management platform, XPLAN, and cloud SMSF software, Class Super, have been integrated in an attempt to bridge the gap between planners and accountants. ...

Financial planning

Slattery shines as Woman of the Year

The founder and managing director of the SMSFs Professionals Association of Australia (SPAA), Andrea Slattery, has been crowned Money Management and Super Review’s Woman ...

Awards

Slattery shines as Woman of the Year

The founder and managing director of the SMSFs Professionals Association of Australia (SPAA), Andrea Slattery, has been crowned Money Management and Super Review’s Woman ...

Financial planning

ASIC to visit top six planning institutions

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

Superannuation

SMSF wrap-ups a sign of mature sector

Specialised services offering to wrap up SMSF was not an adverse trend but a sign of the maturing of the SMSF sector....

Superannuation

Many SMSF education events are of variable quality

The Financial Systems Inquiry has been told that while there are many educational events aimed at the SMSF sector, there exist significant variations in their quality....

Superannuation

Satisfaction with super performance at seven year high

Consumer satisfaction with the financial performance of superannuation has climbed to its highest point since the global financial crisis according to research conducted ...

Superannuation

SMSF sector strong despite critics

Claims that SMSF members are looking to return to mainstream funds are unfounded, according to SuperGuardian, Xpress Super chief executive, Olivia Long....