SMSF TRUSTEES

Superannuation

A Western Australian Countplus subsidiary, McDonald Pynt Lawyers, is planning to expand its service offering into the self-managed superannuation fund (SMSF) area by acqu...

Superannuation

The self-managed super fund (SMSF) sector holds enormous potential for the advice sector, driven by the needs of a middle tier of trustees keen for guidance, according a ...

Financial planning

The Association of Superannuation Funds of Australia (ASFA) has called for standardised labelling of financial products to provide retail investors with a better understa...

Financial planning

The Association of Superannuation Funds of Australia (ASFA) has called for standardised labelling of financial products to provide retail investors with a better understa...

Tools & guides

Troy Smith explains the options available to SMSF trustees when calculating the amount of tax-free income during the pension phase....

Editorial

Patrick Jackson explains why trustees should look before they leap when considering a self-managed superannuation fund....

Superannuation

Patrick Jackson explains why trustees should look before they leap when considering a self-managed superannuation fund....

Superannuation

The lending of money to family members has emerged as a persistent issue in SMSF breaches....

Tools & guides

Julie Steed explains why a small APRA fund can provide clients with control but without the administration responsibilities....

Superannuation

The latest Multiport data confirms SMSF trustees remain wedded to cash and fixed interest despite improving equity markets....

Editorial

New legislation governing how superannuation fund trustees may borrow under a limited recourse borrowing arrangement has left a number of questions unanswered, says Bryce...

Superannuation

About $32.2 billion worth of cash and shares in self-managed super funds is set to be diverted to residential property, but a lack of advice could incur penalties, accord...

Superannuation

New research reveals SMSF trustees remain heavily exposed to cash....

Superannuation

The National Institute of Accountants (NIA) has called on the Government to explain its so-called contradicting comments regarding self-managed superannuation funds (SMSF...

Superannuation

While new research suggests more SMSF trustees are using advisers, it also confirms their own self-belief....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 2 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week ago
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