SMSF

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....

Superannuation

ASIC has cast doubt around the viability and purpose of SMSFs set up with less than $200,000, stating it would examine advice related to their creation....

Superannuation

Former Shadforth CEO, Tony Fenning, joins Class Super board ahead of IPO....

Superannuation

Omniwealth has paid a $10,200 penalty after ASIC issued an infringement notice that had concerns its website had potentially misleading claims....

Superannuation

ASIC has disqualified SMSF auditor Peter Brennan after his performance was found to be deficient along with failing to provide audit reports to three funds....

Superannuation

SMSF trustees who are more likely to receive financial advice were more confident in meeting their retirement goals compared to non-trustees....

Superannuation

More members switching super funds were demanding professional financial advice, with fewer people going to their employer....

Financial planning

Strong growth in overseas share markets has helped MySuper funds to outperform SMSFs with 31 per cent on average allocated to overseas listed equities, an investment tren...

Superannuation

The Federal Governments move to ensure superannuation funds have one-third of their directors independent, is critical to the governance, the SMSF Association believes....

Financial planning

Taxation in and around super should be left alone with adjustments made to personal tax rates for retirees more likely to stimulate growth, claims the SMSF Association....

Superannuation

Self-managed superannuation funds give greater flexibility, control and choice, but they are not for everyone an expert claims....

Superannuation

The SMSF Association has backed the PJC’s push for greater co-regulation to lift professional standards in financial advice to help improve customer confidence....

Superannuation

Uncertainty around superannuation is driving small business owners towards SMSFs with their use climbing over the past three years among that group. ...

Financial planning

Wealth management firm Integral Private Wealth has been established by long time Westpac financial adviser, David Simon....

Superannuation

The level of SMSF contributions has fallen for the March quarter as trustees have shifted away from Australian equities seeking more international exposure....

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