SMSF

Superannuation

Typical MySuper members have achieved better investment outcomes than some SMSFs’ members, according to SuperGuard360 indices....

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....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

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

2 months 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 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 3 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 5 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 2 days ago
moneymanagement logo