Powered by MOMENTUM MEDIA
moneymanagement logo
 

SMSF

SMSF

Gender and age bias can have an impact on asset allocation decisions and returns for SMSFs but seeking professional advice can aid in overcoming biases....

SMSF

A Sydney woman accused of dishonestly obtaining funds a client’s SMSF account and dealing with the prospects of crime has pleaded guilty, following an investigation by AS...

SMSF

BT Financial Group has partnered with software provider BGL Corporate Solutions to move accountants onto the cloud....

Superannuation

Members of self-managed super funds may exceed their Transfer Balance Cap after receiving a pension on the death of their spouse, the SMSF Association has cautioned....

SMSF

SuperGuard 360 has today announced its self-managed superannuation fund performance indices for the 12 months to 31 August 2017....

Financial planning

The Australian Securities and Investments Commission has confirmed it is probing the quality of advice provided around self managed superannuation funds, including with r...

Financial planning

The Australian Securities and Investments Commission has disqualified New South Wales-based SMSF auditor, Kathleen Whittle....

Superannuation

The average SMSF contribution amount tripled in the June, with a 1.8 per cent increase in cash contributions, according to SuperConcepts....

Superannuation

ASIC has disqualified an SMSF auditor after he audited the fund of a close family member and breached audit evidence requirements....

Financial planning

Accountable Wealth Management and HUB24 have today announced a partnership to launch a white label platform solution for advisers and accountants....

Accounting

A NSW SMSF accountant and former financial adviser has pleaded guilty to two charges of making false and misleading statements and fraudulent misappropriation of client f...

Accounting

Accountants remain confused about various elements of the new limited licensing regime, including compliance obligations, and statements of advice....

Financial planning

The SMSF Association has announced the establishment of a Global Centre of Excellence for Retirement Savings in Adelaide....

People & Products

Cloud-based SMSF specialist, Class Super has added a record 31,503 accounts in the past financial year....

Superannuation

SMSF members in the pension phase need to ensure they have met their minimum pension payments by 30 June, the SMSF Association warns....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 5 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 5 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 6 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 4 days ago