SMSF TRUSTEES

Policy & Regulation

The tax office is imposing more educational directives where self-managed superannuation fund members have breached regulatory contraventions in a bid to prevent reoffend...

image
Financial planning

The SMSF Association wants the Government to dump its limited licensing regime for accountants on the basis of it having failed to meet its objectives and having, instead...

image
Superannuation

The accountant-planner relationship is evolving to better serve self-managed super fund trustees, according to Investment Trends....

image
Superannuation

The SMSF sector has unsurprisingly welcomed Labor’s election loss, after an extensive campaign against the party’s dividend proposal that the SMSF Association claimed aim...

image
Superannuation

Self-managed superannuation fund trustees plan to take their investments offshore should Labor’s franking credit removal proposal take off. ...

image
Superannuation

The OpenInvest online marketplace and platform has launched, with self-managed superannuation fund trustees the primary market. ...

image
Superannuation

The recent equity market volatility serves as a warning sign to SMSF trustees to diversify their investment portfolios, according to the Thinktank Group....

image
Funds management

The ASX mFund Settlement Service now boasts the availability of over 200 funds to investors and financial advisers....

image
Superannuation

SMSF trustees have five weeks until they need to be compliant across all new superannuation changes, the SMSF Association warns....

image
Superannuation

SMSF trustees have been advised to avoid making hasty decisions in the wake of the US election and should rather focus on their long-term investment strategy, the SMSF As...

image
Funds management

SMSF saw a robust growth in investment returns during the 2014-15 financial year, according to new findings by SMSF retirement specialist Accurium....

image

As accountants look to move into the adviser space and attain licences to advise on self-managed super funds, Malavika Santhebennur looks at the challenges and opportunit...

image
Superannuation

As accountants look to move into the adviser space and attain licences to advise on self-managed super funds, Malavika Santhebennur looks at the challenges and opportunit...

image
Superannuation

The Assistant Treasurer, Josh Frydenberg says extensive consultation will occur before any changes to the super borrowing rules....

image
Superannuation

SMSF industry told it must work harder to disprove myths. ...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

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 1 day 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 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 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