SMSF
Tools & guides
Rob Hay looks at how using ASX-listed self-funding instalment warrants could help pre-retirees build a tidy nest egg in a low interest rate environment....
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...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...