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...

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. ...

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...

Superannuation

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

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...

Superannuation

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

Superannuation

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

Superannuation

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

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....

Superannuation

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

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....

Superannuation

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

Superannuation

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

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

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. ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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....

2 weeks 6 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

4 weeks 1 day ago

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

1 week 1 day ago
moneymanagement logo