SMSF
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...
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...
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