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SMSF
Superannuation
The Retirement Income Covenant (RIC) may set a benchmark when it comes to what is good practice for retirement strategy without diminishing the value offered by financial...
Superannuation
The introduction of standards has failed to prevent delays when rolling over funds from APRA-regulated funds to self-managed superannuation funds, according to the SMSF A...
Funds management
Cryptocurrency is being embraced by older investors with holdings in self-managed super funds rising by 74% in one year, according to BTC Markets, and the largest client ...
Superannuation
While many struggle with low superannuation balances, there is one self-managed super fund with more than $544 million in assets, according to Australian Taxation Office ...
Expert Analysis
Angus Crennan explains how self-managed superannuation funds can benefit from holding those assets which offer a perfectly negative correlation....
Superannuation
The Self-Managed Superannuation Fund Association deputy chief executive, Peter Burgess, has laid out exactly what changes advisers should be paying attention to in the SM...
Financial planning
The SMSF Association said recent bipartisan support for a 10-year adviser experience pathway did not meet the “original policy intent of enhancing professional standards”...
Superannuation
More self-managed super fund trustees are using the Australian Taxation Office’s new ‘six-member’ rule to meet residency requirements following disruptions to internation...
Superannuation
Self-managed super funds trustees are looking at new investment options such as listed and unlisted trusts, managed investments and private real estate debt, according to...
Superannuation
Self-managed super fund specialist advisers may play a critical role in assisting investors how to avoid cybercrime and investment scams, according to the SMSF Associatio...
Financial planning
COVID-19 continued to be top of mind for advisers and their clients in the September quarter, according to BT Financial Group....
SMSF
There were around 13,000 fewer wind-ups of self-managed super funds in FY21 than in the previous year with the number falling to just over 2,000, according to the Austral...
Expert Analysis
Tech platforms have opened up a wider range of asset classes, writes Nick Raphaely, and investors can access institutional-quality opportunities by digitally dividing the...
Expert Analysis
Superannuation and social security are among themes where advisers are querying the most as they look to upskill their knowledge in a complex advice world, Craig Day writ...
Superannuation
Trustees of self-managed superannuation funds will now be able to add a fifth and sixth member, after the Australian Taxation Office suffered administrative delays. ...
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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...