SMSF

Superannuation

Market-linked lifetime products which have passed their use-by date can be progressively dismantled thanks to changes announced in the Budget....

Superannuation

Self-managed superannuation funds will find themselves on equal footing with APRA-regulated funds when members move offshore....

Features

Mike Taylor writes that the popularity of self-managed superannuation funds and the failure of the so-called limited licensing regime may make SMSFs the test-bed for prop...

Financial planning

As COVID-19 social security measures have ended, the most asked about topics from financial advisers during the first quarter of the year were on longer-term retirement p...

Features

The financial consequences of COVID-19 combined with legislative changes mean this will be an unusual tax year for many, Oksana Patron writes....

Policy & Regulation

Two further companies connected to SMSF Advisory Services and PW Kitt Co have been ordered to wind up after a successful application from the corporate regulator....

SMSF

Cryptocurrency “dovetails” with the goals of self-managed superannuation funds and aligns with the investment strategies, according to Cointree, but hurdles remain in adv...

Superannuation

The Government’s controversial Your Future, Your Super and it best financial interests duty has placed SMSF trustees at risk, according to the major accounting groups....

SMSF

The Government may have upset APRA-regulated funds via its Your Future, Your Super legislation but it is backing the growth in self-managed funds....

Superannuation

Self-managed superannuation funds are now able to invest in investment products on the firm’s platform with no switching fees....

Policy & Regulation

A Gold Coast accountant and former authorised representative who gave self-managed superannuation funds advice has discovered what it costs when you fail to adhere to a c...

Financial planning

The fractional investment platform has been integrated with self-managed super fund administrative platform Simple Fund 360....

Superannuation

Members in retail superannuation funds, especially those in funds run by one of the big four banks, were the least satisfied, according to Roy Morgan....

Superannuation

While the industry is working towards scaled SMSF advice, the Royal Commission and code of ethics has created a confidence issue in the industry, according to BT....

Superannuation

Self-managed superannuation funds with limited recourse borrowing arrangements will not be penalised for capitalising interest as a result of COVID-19....

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MARKET INSIGHTS

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