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SMSF
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 ...
Accounting
Only 15 per cent of accountants in providing advice on SMSFs are authorised to provide investment advice while a further 13 per cent are only RG146 compliant....
Superannuation
NAB has introduced a superannuation clearing house for employers, super funds and SMSF customers...
Superannuation
New ATO data confirms most Australians have just one superannuation account....
Superannuation
Claims that SMSF members are looking to return to mainstream funds are unfounded, according to SuperGuardian, Xpress Super chief executive, Olivia Long....
Financial planning
Skaffold looks to SMSF and adviser markets. ...
Superannuation
Industry fund CareSuper has partnered with accounting group Crowe Horwath to help facilitate exits from SMSFs....
Financial planning
Esuperfund Pty Ltd has paid $30,600 in penalties after ASIC issued three infringement notices in relation to “false or misleading” online advertising....
Financial planning
CPA Australia and Chartered Accountants ANZ release ATO-approved SMSF trustee education program....
The number of SMSFs set up by accountants has fallen 20 per cent in the last two years according to research conducted by Investment Trends....
Superannuation
The bulk of advisers expect SMSF revenue to grow by more than 25 per cent over the next three years, largely driven by referrals from accountants, a CoreData survey has r...
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