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SMSF
Financial planning
The Australian Securities and Investments Commission has taken court action against Advanced Wealth Financial Services and Richard Gardner....
Financial planning
Financial advisers have emerged as unwitting casualties of the Productivity Commission’s final report on superannuation competitiveness and efficiency....
Financial planning
With adviser education set to be a continued focus for the industry in the new year, the SMSF Association has welcomed the Productivity Commission’s call for high advice ...
Superannuation
Self-managed superannuation fund trustees plan to take their investments offshore should Labor’s franking credit removal proposal take off. ...
Superannuation
Treating self-managed superannuation funds differently to industry funds with respect to franking credits is un-Australian, according to financial services academic, Prof...
Financial planning
Class has announced a new data feed integration with XPLAN to enable advises, accountants and clients to share a single up-to-date view of wealth in the SMSF and non-supe...
Financial planning
The SMSF Association has urged the Financial Adviser Standards and Ethics Authority to prioritise finding a workable solution rather than rushing to meet its implementati...
Superannuation
The SMSF Association is selling the message that you don’t need $1 million to set up a self-managed superannuation fund but regulatory uncertainty does represent a major ...
Funds management
Qualitas has announced that its Real Estate Income Fund has managed to raise more than $230 million....
SMSF
The regulator has disqualified Oscar Altavilla from being an approved auditor of SMSFs following breaches of independence and auditing standards....
People & Products
Kevin Bungard is exiting as chief executive of Class Limited by mutual agreement with the board....
Superannuation
The recent equity market volatility serves as a warning sign to SMSF trustees to diversify their investment portfolios, according to the Thinktank Group....
Features
Valid death benefit nominations offer security to clients, but advisers need to understand exactly how benefits will be paid out by super funds and ensure they fit with c...
Funds management
The ASX mFund Settlement Service now boasts the availability of over 200 funds to investors and financial advisers....
Superannuation
Cloud-based self-managed superannuation fund provider Class appears to have weathered the exit of AMP SMSFs from its platform....
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Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...