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SMSF
Financial planning
New research suggests SMSF advice is a prime area for consolidation....
Funds management
SMSFs have on average only seven per cent of their total holdings in residential property hosing down claims that SMSFs are moving into that sector as investors....
Superannuation
A perpetual investments survey showed advisers think a growing SMSF market is helping revive LICs....
Financial planning
South Australia’s Exelsuper expands advisory team....
Superannuation
There is some confusion and buck passing between trustees and advisers when it comes to compliance responsibility of a 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....
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