SMSF
Superannuation
The Property Investment Professionals of Australia (PIPA) has welcomed the findings of the regulator’s SMSF Taskforce, but says trustees still require specialised propert...
Financial planning
BGL enters into arrangement with RP Data to provide automated property data to SMSFs. ...
Financial planning
Superfund Wholesale has announced the launch of a new cloud-based app designed to help financial advisers establish SMSFs in 20 minutes or less. ...
ASIC’s SMSF Taskforce has reviewed 100 investor files relating to the establishment of SMSFs in an effort to improve the quality of advice given to investors, it said. ...
Superannuation
The mortgage broking industry appears to have created a more aggressive push into the ever-expanding SMSF segment. ...
Superannuation
In light of the new rules coming into force on 1 July, David Court provides a list of the changes and a reminder of one that will not be happening. ...
Superannuation
Crystal Wealth questions whether as few as 16,000 will be impacted by Government’s superannuation changes....
Superannuation
ASIC has signaled it will soon be issuing a consultation paper dealing with the costs associated with self-managed superannuation funds (SMSFs)....
Superannuation
Irina Tan and Bryce Figot from DBA Lawyers explain the intricacies around dealing with the Australian Taxation Office and handling contraventions. ...
Superannuation
SMSFs should be responsible for their wins and losses, which is why there should be no special statutory safety net for them when it comes to fraud, according to Challeng...
Financial planning
The major industry bodies have welcomed the introduction of legislation into Parliament that will enshrine the terms ‘financial planner’ and ‘financial adviser’ in law....
Superannuation
Self-managed superannuation fund (SMSF) trustees are most likely to consider closing their fund within the first year of establishing it, according to research conducted ...
Funds management
As the Australian population ages and people live for longer, healthcare property occupancy and new builds will only increase, according to Australian Unity....
Financial planning
A lack of regulation around property investment in Australia, particularly in regards to SMSFs, is jeopardising the retirement savings of millions, according to PIPA....
Superannuation
Mike Taylor writes that recent actions on the part of both ASIC and APRA suggest that the SMSF sector has become too large for any of the regulators to ignore....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...