Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
SMSF
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...
Accounting
Accountants remain confused about the process involved in the uptake of the limited licensing regime but they need to proceed quickly if they want to advise on SMSF, the ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...