SMSF
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 ...
Superannuation
SPAA has changed its name to the SMSF Association ahead of its conference in Melbourne next week....
Superannuation
Billions of dollars are still being funnelled into SMSFs from traditional super vehicles annually, which should put an end to speculation that the SMSF sector is in decli...
Superannuation
Recently introduced penalties are ensuring fewer SMSFs are falling foul of the law, however, there has been a spike in borrowing breaches, new research reveals....
Financial planning
Dealer group heads expect to see the initial influx of accountants to planning under the new licensing regime....
Superannuation
Superannuation funds’ marketing budgets would be better spent on email and newspaper campaigns than on TV advertising, new data reveals....
Superannuation
Calls by the Parliamentary Joint Committee for financial advisers to undertake specialist self-managed super fund training if they advise in this area has received a tick...
Financial planning
MDS Financial signals further acquisitions after completing its transaction with Sequoia Financial to gain a solid foothold in the SMSF sector....
Superannuation
An SMSF trustee has been ordered to pay fines and legal costs of $37,500, after taking advice from a financial planner before providing unauthorised loans to his brother-...
Superannuation
SMSFs breed more satisfied Australian customers than their industry and retail counterparts, according to a survey. ...
Editorial
Instead of viewing SMSFs as competition to the advice sector, they should be seen as a lucrative market for advisers to tap into, as Tracy Williams explains. ...
Superannuation
SPAA mounts defence of LRBAs in wake of adverse FSI recommendation. ...
Financial planning
A mortgage lender has been forced to rename one of its loan products after failing to realise that ‘MoneySmart’ has been traded marked by ASIC....
Superannuation
SPAA’s Graeme Colley claims ATO data does not support suggestions young people are rushing to set up SMSFs....
Superannuation
Latest figures from the ATO has debunked the myth that more young people are piling into SMSFs and that trustees are bulking up on residential property according to SPAA....
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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...