SMSF
Superannuation
An increasing number of investors are not getting enough information and advice on self-managed superannuation funds (SMSFs) and are suffering as a result, according to W...
Superannuation
A number of SMSF advisers surveyed by the Self-Managed Super Fund Professionals’ Association of Australia have supported a restricted licence for accountants advisi...
Funds management
The investment potential of residential property is not fully appreciated by advisers and investors, despite being the largest single investment asset class in Australia,...
Financial planning
Netwealth Investments has announced it is launching a new integrated insurance facility, LifeWRAP, in conjunction with AIA Australia....
Tools & guides
The question of whether the purchase of trauma insurance within superannuation is a breach of the sole purpose test has been resolved. Jennifer Brookhouse examines the im...
Superannuation
Many self-managed superannuation fund trustees are failing to keep their documentation up-to-date and risk running into regulatory and compliance problems....
Superannuation
The Association of Superannuation Funds of Australia has disagreed with the Cooper Review by claiming SMSFs should be able to invest in collectibles and 'personal use' as...
Superannuation
Proposed changes to the regulation of SMSFs could lead to a decrease in the number of SMSF auditors, agents and administrators....
Superannuation
A move by SMSF trustees into an increased share holding in 2009 has been maintained so far in 2010, according to a survey of 1,200 SMSFs administered by Multiport....
Financial planning
As the end of the current financial year approaches, Craig Day provides SMSF trustees with some tax tips for the year end - along with the traps to avoid....
Superannuation
Paragem has announced the launch of a new online information and education centre for self-managed superannuation fund (SMSF) trustees, called The SMSF Review....
Tools & guides
Holding large value illiquid assets in a SMSF could prove problematic when a trust member dies. Deborah Wixted explains the obligations and options trustees and their fin...
Financial planning
Advisers are playing a key role in helping Australian investors accept and use exchange traded funds (ETFs), according to research from iShares....
Superannuation
The SPAA has urged industry and the Government to work together to remove harsh penalties for super fund investors who mistakenly make excess super contributions....
Superannuation
A tougher approach by the ATO to excess contributions has prompted SPAA to call for transitional relief....
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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...