SMSF
Policy & Regulation
The Australian Securities and Investments Commission has acted to disqualify or add conditions to the number of self-managed superfund (SMSF) auditors after concerns they...
People & Products
Cloud-based technology company Class has made three new appointments to the senior executive team to support chief executive Andrew Russell drive their ‘reimagination’ st...
Financial planning
Class has announced it has signed wealth accounting group Findex to provide trust accounting for family office clients....
Features
Alternatives present a broad spectrum of assets available to investors. With such a wide variety to choose from, Laura Dew looks at how investors can determine which are ...
Superannuation
Confusion reigns among self-managed super fund trustees, members and administrators about the upcoming SuperStream changes at the end of November, 2019. ...
Superannuation
The SMSF Association has appointed self-managed super fund specialist adviser, Scott Hay-Bartlem, to its board from 1 July....
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...
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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...