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SMSF
Financial planning
Wealthtrac extends its reach into mobile market. ...
Superannuation
SMSF retirees drawing more than the ‘comfortable’ income level should not become over-confident, a research paper warned....
Financial planning
News Corporation’s Eureka Report is set to start testing a digital investor engagement solution next month, as talks continue with platform provider, OneVue. ...
Superannuation
While the typical SMSF couple at age 65 are in good stead for a comfortable retirement, big spending SMSFs have been warned against over-confidence, new research reveals....
Life/Risk
Fund manager, Placer Property, is seeking $26.5 million in equity from SMSFs and individual investors for its NewActon East Property Fund....
Accounting
Accountants who provide advice on self-managed superannuation funds (SMSFs) need to consider the level of advice they want to give clients before new licensing rules come...
Financial planning
Lonsec and Zenith hand “recommended” rating to Perpetual LIC....
Superannuation
AMP plans to extend its SMSF network, potentially through further acquisitions, but concedes its development will hinge on consolidating its technology platforms....
Financial planning
Melbourne based advice group to boost its compliance and retrain advisers after ASIC raised concerns about appropriateness of SMSF related advice....
Superannuation
Specialised services offering to wrap up SMSF was not an adverse trend but a sign of the maturing of the SMSF sector....
Superannuation
A self-managed super fund trustee is set to face legal action relating to allegations of using money from the fund for other investments....
Superannuation
The ATO said rollover/benefit transfer to a self-managed super fund will be considered a contribution when it comes to the active member-test...
Superannuation
SMSFs investing in residential property should look for “impartial advice” rather than falling for those looking to make a sale, an accountant and financial adviser firm ...
Superannuation
The Financial Systems Inquiry has been told that while there are many educational events aimed at the SMSF sector, there exist significant variations in their quality....
Superannuation
Consumer satisfaction with the financial performance of superannuation has climbed to its highest point since the global financial crisis according to research conducted ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...