SMSF
Superannuation
DB Lawyers' Bryce Figot warns SMSF trustees to get their own private binding rulings from the ATO. ...
Financial planning
BGL alliance with DBA Lawyers will see delivery of SMSF documentation via the web. ...
Funds management
Financial services group Wealth Within has unveiled a new direct-to-client platform, which it says will remove administrative inefficiencies and reduce investor costs. ...
Superannuation
SPAA says lower concessional contribution caps have driven investors to opt for negative gearing outside of super....
Superannuation
SPAA claims the level of exposure of SMSFs to residential property is being over-stated. ...
Superannuation
Government policy has helped to drive to SMSF establishment, according to Martin Heffron, managing director of Heffron SMSF Solutions....
Superannuation
It is vital SMSF practitioners have a thorough understanding of the in-house asset rules in order to avoid potential breaches. AMP SMSF's Peter Burgess explains how the i...
Superannuation
Service provider Heffron rolls out stand-alone investment and insurance compliance tool....
Financial planning
ASIC will impose additional licence conditions on Moneywise Securities following concerns around some of the advice provided to clients. ...
Superannuation
MLC's Peter Hogan outlines the key differences between SMSFs and other superannuation funds from an estate planning perspective. ...
Superannuation
SMSF trustees are increasingly utilising advanced stock research tools to plan for and manage their retirement portfolio. ...
Financial planning
Advisers will have to disclose a number of specific facts when providing SMSF advice, such as lack of compensation arrangements and costs associated with running a self-m...
Superannuation
Super funds which lose members to SMSFs are unlikely to see them come back....
Superannuation
SMSF trustees have had another duty imposed on them by the Federal Government, but it appears some practitioners are taking a worryingly minimalist approach to meeting th...
Superannuation
Daniel Butler from DBA Lawyers lists pros and cons of auto-reversionary pensions. ...
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