POWERED BY MOMENTUM MEDIA
SMSF
Policy & Regulation
The Australian Securities and Investments Commission has broken new legal ground initiating civil proceedings against a firm which accepted remuneration after encouraging...
Superannuation
Sargon has launched an offering that aims to give investors the benefits of self-managed super funds while relieving them of the responsibilities of acting as a trustee....
SMSF
The average age of members opening a self-managed super fund is decreasing, now coming in at under 50, while the average starting balance still aligns with traditional wi...
Financial planning
Dividends across developed markets saw a rise in the first quarter of the calendar year, according to research by Plato Investment Management....
Policy & Regulation
A former Australian Financial Services authorised representative has been jailed for 10 years for using clients’ funds “as he pleased”....
Superannuation
A major industry body has given the Federal Government’s proposal to increase the maximum number of members in self-managed superannuation funds from four to six....
SMSF
The SMSF Association has urged the Federal Government to mandate FASEA to increase self-managed superannuation fund education and advice standards....
SMSF
The Australian Taxation Office last year focused its self-managed superannuation fund compliance investigations on non-lodgements, advice on illegal early release of fund...
Features
Self-managed superannuation funds are growing in popularity, and at the same time scrutiny of the quality of advice around them is also increasing. Hannah Wootton looks a...
Superannuation
SuperConcepts has revealed a study which indicates the top 10 exotic self-managed super fund assets and why trustees typically make investments in those assets....
Financial planning
The Australian Securities and Investments Commission has taken court action against Advanced Wealth Financial Services and Richard Gardner....
Financial planning
Financial advisers have emerged as unwitting casualties of the Productivity Commission’s final report on superannuation competitiveness and efficiency....
Financial planning
With adviser education set to be a continued focus for the industry in the new year, the SMSF Association has welcomed the Productivity Commission’s call for high advice ...
Superannuation
Self-managed superannuation fund trustees plan to take their investments offshore should Labor’s franking credit removal proposal take off. ...
Superannuation
Treating self-managed superannuation funds differently to industry funds with respect to franking credits is un-Australian, according to financial services academic, Prof...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...