SMSF TRUSTEES

Superannuation

Separately managed accounts’ (SMA) centralised reporting function makes them a superior option to managed funds, particularly following the growth of self-managed super f...

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Superannuation

SMSF trustees are being urged to ensure limited recourse borrowing arrangements related party loans are proved on commercial terms to avoid substantial tax bills. ...

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Superannuation

The Australian Tax Office’s (ATO) new penalty regime could see up to 50 per cent of self-managed super fund (SMSF) trustees fined for violations of their duties, an accou...

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Superannuation

SPAA has used its submission to the Financial Systems Inquiry to restate its claim that SMSFs are appropriately regulated. ...

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Superannuation

Australia's superannuation sector continues to attract a considerable amount of regulatory and legislative change and it's paramount that taxpayers are aware of any new o...

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Superannuation

SMSF trustees wanting capital growth and low volatility should look no further than cash flow strategies, writes Damien McIntyre....

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Superannuation

Meeting the diverse needs of SMSFs will present the financial services industry with both challenges and opportunities, writes Tim Keegan....

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Superannuation

Financial product-style regulation would be a poor fit for SMSFs, SPAA says....

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Policy & Regulation

New legislation that empowers the tax office to hand out reformist penalties to SMSF trustees who inadvertently break the law has been praised by SPAA....

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Superannuation

SMSF trustees should look to commercial property to avoid overheated residential property investment market. ...

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Superannuation

SPAA has argued the self-managed super fund levy could come down substantially after recent government measures saw the clearing of the tax amendments backlog....

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Superannuation

SMSF specialists outline a two-tier approach for SMSFs to address longevity. ...

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Superannuation

SMSF investors look to global equities as cash becomes less appealing. ...

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SMSF growth to climb among 30-50 years old despite decline in overall growth of the sector...

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Superannuation

Only half of SMSF trustees in pension mode have a financial plan and less than 40 per cent have a draw-down strategy for retirement. ...

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JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

5 hours 23 minutes ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

4 days 23 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 5 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago