SMSF

Superannuation

Lack of knowledge among financial advisers seems to be the main reason for the shortfall in the take-up of life insurance cover in the SMSF market, according to research ...

Financial planning

Boutique financial advisory firms may be able to improve their lead generation capabilities through the use of technology and social media....

Superannuation

More self-managed super fund trustees are using the power of CFDs as insurance within their SMSF to protect their core portfolios, according to Ashley Jessen, head sales ...

Superannuation

AMP will continue to grow its SMSF capabilities in the second half of 2012....

Superannuation

SMSF trustees need to make sure loans are 'real' loans and not 'financial accommodations' to ensure they are compliant....

Superannuation

The growing number of self-managed super fund trustees being advised to enter into highly geared limited recourse borrowing arrangements in order to purchase assets for c...

Superannuation

Large scale administration solutions being adapted to SMSF environment....

Superannuation

SPAA concerned at implications of draft ATO ruling....

Superannuation

Law firm cautions SMSF trustees to be prepared for a more probing approach from the ATO this year....

Life/Risk

Many self-managed superannuation funds (SMSFs) are failing to correctly insure their assets, according to Self Super Insurance managing director John Kelly....

Superannuation

Peter Burgess believes many SMSFs are failing to claim valuable tax deductions....

Superannuation

Former Multiport founder and chief executive John McIlroy has joined Crystal Wealth Partners as a director and shareholder....

Superannuation

Lawyer warns that some investors are misinterpreting the rule changes around renovating older dwellings....

Superannuation

Accountants warn that draft SMSF auditor registration bills may fall short of objectives....

Financial planning

New Rice Warner research suggests cost savings inherent in proposed ASX Managed Fund Service....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 2 weeks ago

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

2 months 1 week 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 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 6 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks 1 day ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 6 days ago
moneymanagement logo