SMSF TRUSTEES

Financial planning

Fund manager and entertainment executive team up to deliver educational videos for Australian investors....

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Superannuation

legalsuper's Andrew Proebstl questions ageing and death in context of SMSF trusteeships. ...

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Superannuation

SPAA points to ATO data on benefits payments as evidence SMSFs are taking a responsible approach to how they use their superannuation savings to live in retirement....

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Superannuation

SPAA says self-managed super fund (SMSF) trustees are taking on a “responsible approach” to how they use their superannuation savings in retirement....

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Superannuation

Ageing SMSF trustees urged to get their succession plans in place. ...

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Superannuation

Australians aged over 55 have refocused on their retirement, according to specialist SMSF advisory firm Crowe Horwath. ...

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Financial planning

Over 55s have finally recovered from the post-Global Financial Crisis (GFC) malaise that prevented them from retiring, an SMSF adviser says. ...

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Superannuation

While there are more than 2,000 companies listed on the ASX, the vast majority of SMSF investments are in a handful of stocks, according to Amanda Skelly, head of SPDR ET...

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Superannuation

Self-managed super fund (SMSF) trustees’ appetite for cash has fallen further in the last quarter, with low interest rates driving investors away from the traditional saf...

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Superannuation

The notion that self-managed super fund (SMSF) trustees should have a 'competency test' as suggested by visiting European financial literacy specialist Robert Holzmann ha...

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Superannuation

SPAA says absence of SMSF training standards in new RG146 is surprising, given regulator’s concerns....

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Superannuation

SPAA CEO Andrea Slattery has shut down the notion that SMSF trustees should have a competency test, deeming it elitist....

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Superannuation

Changing the trustee of a SMSF is critically important. SMSF deeds differ significantly in how a change of trustee is to be implemented, write Jared Lynch and Bryce Figot...

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Superannuation

Two bodies representing industry super funds have called for improvement in the quality of advice provided to clients, questioning some of the drivers behind the growth o...

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Superannuation

ASIC wants people to be better informed about the implications of establishing an SMSF before it occurs. ...

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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...

20 hours ago
Simon

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

5 days 14 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