SMSF

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”...

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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...

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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...

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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...

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Financial planning

COVID-19 continued to be top of mind for advisers and their clients in the September quarter, according to BT Financial Group....

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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...

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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...

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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...

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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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Financial planning

Monica Kaur and MKS Property Investments/Developments are alleged to have operated an unregistered managed investment scheme and provided unlicensed financial advice to c...

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Financial planning

The corporate regulator has cancelled the licence of limited licensee of Jyoti Rahman as they are no longer providing financial services....

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SMSF

Gore was sentenced for self-managed super fund fraud last year and will be tried next month for three further charges....

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Financial planning

The continuing profession development guidelines need to be addressed to remove duplication for tax financial advisers and there needs to be a consultation process which ...

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People & Products

Class has launched an online tool to help accounting practices to make the decision to work with an audit partner based on automation through technology integrations....

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Expert Analysis

There have been numerous changes to the financial services obligations of superannuation funds, writes David Court, so trustees must know what is expected of them....

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Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

7 hours 41 minutes ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

8 hours 8 minutes ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

8 hours 50 minutes 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 3 weeks ago