Powered by MOMENTUM MEDIA
moneymanagement logo
 

SMSF

Superannuation

The standard of retirement income products needs to be lifted to that of SMSFs to fit in with a well-working retirement system...

Superannuation

Self-Managed Superannuation Fund service providers with origins in accounting tend to be bigger and more profitable than those that started out as financial planner or ad...

Superannuation

A Victorian man has been charged with fraud after he allegedly coaxed investors to refinance their self-managed super funds and/or homes to fund his property development ...

Superannuation

The ATO has warned SMSF trustees about inappropriate use of home loan unit trusts and the risks entailed in attending overseas SMSF conferences....

Superannuation

Both ASIC and the ATO have signalled they are scrutinising the legitimacy of SMSF seminars...

Superannuation

ASIC warns on the one stop shop SMSF business model and the re-emergence of commissions....

Superannuation

Superannuation funds must change their asset allocation to accommodate the evolving income and liquidity requirements of members, Mark Thomas writes....

Superannuation

Customers are most satisfied with the financial performance self-managed super funds, compared to industry or retail funds, Roy Morgan data showed....

Superannuation

Publicly-listed MDS Financal Group moves to acquire Sequoia Financial Group....

Superannuation

Self-managed superannuation funds (SMSF) are beginning to appeal to a much younger demographic, Australian Tax Office (ATO) data shows. ...

Superannuation

SMSF trustees need to implement their financial strategies by 30 June to get the best outcomes for their funds, the SMSF Professionals’ Association of Australia claims....

Superannuation

Accounting and planning firm Chan and Naylor has launched a national self-managed super fund (SMSF) administration business unit....

Superannuation

SMSF trustees are being urged to ensure limited recourse borrowing arrangements related party loans are proved on commercial terms to avoid substantial tax bills. ...

Superannuation

The Australian Tax Office’s (ATO) new penalty regime could see up to 50 per cent of self-managed super fund (SMSF) trustees fined for violations of their duties, an accou...

Superannuation

DomaCom to launch property SMSF pitched at low-net worth investors ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 4 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 4 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 6 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 5 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 3 days ago