SMSF

Financial planning

Money Management roundtable points to value of banks adhering to code of conduct on LRBAs....

Financial planning

Money Management roundtable points to value of banks adhering to code of conduct on LRBAs....

Editorial

Craig Swanger looks at the retirement income dilemma and why SMSF trustees are starting to look to fixed income. ...

Superannuation

SMSF investors continue to favour Australian shares, cash and term deposits while ignoring international shares, putting their retirement income at considerable risk, Fin...

Superannuation

The Assistant Treasurer, Josh Frydenberg says extensive consultation will occur before any changes to the super borrowing rules....

Superannuation

The Federal Treasury has taken the heat out of suggestions it’s Tax Expenditure Statements is a policy signal on super tax concessions....

Financial planning

ASIC deputy chairman, Peter Kell, says the regulator is not yet facing a rush by accountants to be licensed....

Superannuation

Investors have never had more information at their finger-tips but that doesn’t mean they’re making better decisions....

Accounting

Accountants could work as authorised representatives instead of getting their own AFSL as the licensing deadline of July 2016 approaches....

Financial planning

PJC chairman, Senator David Fawcett points to evolving model for financial planning....

Superannuation

There are various areas of SMSFs that investors are demanding advice on that are not currently available, research showed....

Superannuation

Investors and advisers are incorrectly adopting a short-term investment skew when it comes to self-managed super funds, with a platform-driven gearing towards liquid asse...

Superannuation

Advisers need to tackle the longevity risk issue among retirees and SMSF holders as more and more outlive their savings....

Superannuation

Business owners have been warned against purchasing buy/sell insurance through their SMSF, with the tax deduction benefits far outweighed by the potential risks. ...

Superannuation

The SMSF Association has called on both sides of politics to commit themselves to overarching goals for superannuation and to avoid tinkering with superannuation for shor...

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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 4 days ago

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

2 weeks 6 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 3 days ago
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