SMSF

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...

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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...

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Features

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

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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....

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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...

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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....

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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....

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Superannuation

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

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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...

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Financial planning

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

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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....

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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....

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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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Superannuation

Members of Parliament earn more super in one term than many retirees can expect to earn during their working lifetime, according to Shadow Minister for Financial Services...

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Policy & Regulation

CPA Australia has not only backed industry funds on urging the Government to use the Budget to allow early release superannuation top-ups but has also backed funding a th...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

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Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

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ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

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ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

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