SMSF TRUSTEES

Policy & Regulation

ATO confirms to IPA conference that it intends reviewing around 11,000 SMSFs....

image
Superannuation

ASIC wants investors to be better informed before establishing SMSFs but denies it will pursue prescriptive new disclosure requirements....

image
Superannuation

The Government and the industry will always differ over the concessional cap, but $35,000 is too low, according to Olivia Long. ...

image
Superannuation

There is clearly regulatory concern about the activities of property spruikers as they seek to target SMSFs and, as Mike Taylor writes, a clear message needs to be sent. ...

image
Superannuation

Peter Hogan explains some of the issues and obstacles that may be faced when attempting to create reserves in an accumulation-style SMSF. ...

image
Superannuation

DB Lawyers' Bryce Figot warns SMSF trustees to get their own private binding rulings from the ATO. ...

image
Superannuation

SPAA says lower concessional contribution caps have driven investors to opt for negative gearing outside of super....

image
Superannuation

SPAA claims the level of exposure of SMSFs to residential property is being over-stated. ...

image
Financial planning

The Future of Financial Advice regime is slowly settling down. Well, perhaps. With the recent election of a Coalition Government, all bets could be off the table, as Geor...

image
Superannuation

Service provider Heffron rolls out stand-alone investment and insurance compliance tool....

image
Superannuation

MLC's Peter Hogan outlines the key differences between SMSFs and other superannuation funds from an estate planning perspective. ...

image
Superannuation

SMSF trustees are increasingly utilising advanced stock research tools to plan for and manage their retirement portfolio. ...

image
Superannuation

SMSF trustees have had another duty imposed on them by the Federal Government, but it appears some practitioners are taking a worryingly minimalist approach to meeting th...

image
Superannuation

The growth of the self-managed superannuation funds (SMSF) sector could be damaged by the failure of fund members to properly manage the funds and their holdings, accordi...

image
Superannuation

Concerns have been expressed that badly-run SMSFs may yet impose costs on Federal Budget. ...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Simon

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

3 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 4 days ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 4 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 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