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SMSF TRUSTEES
Financial planning
Fund manager and entertainment executive team up to deliver educational videos for Australian investors....
Superannuation
legalsuper's Andrew Proebstl questions ageing and death in context of SMSF trusteeships. ...
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....
Superannuation
SPAA says self-managed super fund (SMSF) trustees are taking on a “responsible approach” to how they use their superannuation savings in retirement....
Superannuation
Ageing SMSF trustees urged to get their succession plans in place. ...
Superannuation
Australians aged over 55 have refocused on their retirement, according to specialist SMSF advisory firm Crowe Horwath. ...
Financial planning
Over 55s have finally recovered from the post-Global Financial Crisis (GFC) malaise that prevented them from retiring, an SMSF adviser says. ...
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...
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...
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...
Superannuation
SPAA says absence of SMSF training standards in new RG146 is surprising, given regulator’s concerns....
Superannuation
SPAA CEO Andrea Slattery has shut down the notion that SMSF trustees should have a competency test, deeming it elitist....
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...
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...
Superannuation
ASIC wants people to be better informed about the implications of establishing an SMSF before it occurs. ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...