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SMSF

Funds management

Peer-to-peer investment startup SelfWealth will roll out a new brokerage solution aiming to 'revolutionise' online broking....

Accounting

Capstone Financial Planning is now providing “authorisation solutions” to accountants as the financial planning landscape continues to shift....

Financial planning

ASIC bans a former financial adviser after contravening financial services law when advising SMSF clients....

Tools & guides

Australian state Supreme Court decisions on SMSF estate planning cases have resulted in a new body of law, which show the risks of SMSF estate planning, David Barrett wri...

Accounting

The Institute of Public Accountants (IPA) has urged its members to heed ASIC’s warnings about time running out to pursue the new limited licensing regime....

Financial planning

Specialist dealer group, Accountable, has appointed OneVue as its digital platform provider, as the deadline for accountants to attain a licence to advise on SMSFs approa...

Accounting

More than half of the 160 accountants who have applied for a limited AFSL have not been granted licences by ASIC....

Superannuation

Assistant Treasurer, Josh Frydenberg has sent a clear signal that the Government does not intend to rigidly exclude SMSFs from borrowing within super....

Superannuation

Tax accountancy firm H&R Block launches no-advice self-managed superannuation fund administration offering....

Accounting

More accountants are expected to use online administrators in the lead up to needing an AFSL to provide SMSF advice, according to OneVue....

Funds management

Advisers use ASX run funds management investment service more frequently than self directed investors....

Superannuation

As the superannuation industry grows as does litigation claims thanks to legislation changes and instability in the sector, according to Argyle Lawyers....

Superannuation

While setting up with an individual trustee in an SMSF may be a cheaper option, it eventually creates a false economy, Holley Nethercote argues....

Superannuation

ASIC’s comments on the preferred minimum of $200,000 for SMSFs in its new guidance papers has been criticised by lawyers stating the regulator has been deeply ill-informe...

Superannuation

The number of SMSFs seeking advice fell for the eighth year in a row but this is not necessarily reflective of their advice needs....

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