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SMSF

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. ...

Superannuation

Latest APRA data shows SMSF sector enjoyed more solid growth in the last financial year - a figure welcomed by the industry. ...

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