SMSF

Financial planning

The SMSF Association said recent bipartisan support for a 10-year adviser experience pathway did not meet the “original policy intent of enhancing professional standards”...

image
Superannuation

More self-managed super fund trustees are using the Australian Taxation Office’s new ‘six-member’ rule to meet residency requirements following disruptions to internation...

image
Superannuation

Self-managed super funds trustees are looking at new investment options such as listed and unlisted trusts, managed investments and private real estate debt, according to...

image
Superannuation

Self-managed super fund specialist advisers may play a critical role in assisting investors how to avoid cybercrime and investment scams, according to the SMSF Associatio...

image
Financial planning

COVID-19 continued to be top of mind for advisers and their clients in the September quarter, according to BT Financial Group....

image
SMSF

There were around 13,000 fewer wind-ups of self-managed super funds in FY21 than in the previous year with the number falling to just over 2,000, according to the Austral...

image
Expert Analysis

Tech platforms have opened up a wider range of asset classes, writes Nick Raphaely, and investors can access institutional-quality opportunities by digitally dividing the...

image
Expert Analysis

Superannuation and social security are among themes where advisers are querying the most as they look to upskill their knowledge in a complex advice world, Craig Day writ...

image
Superannuation

Trustees of self-managed superannuation funds will now be able to add a fifth and sixth member, after the Australian Taxation Office suffered administrative delays. ...

image
Financial planning

Monica Kaur and MKS Property Investments/Developments are alleged to have operated an unregistered managed investment scheme and provided unlicensed financial advice to c...

image
Financial planning

The corporate regulator has cancelled the licence of limited licensee of Jyoti Rahman as they are no longer providing financial services....

image
SMSF

Gore was sentenced for self-managed super fund fraud last year and will be tried next month for three further charges....

image
Financial planning

The continuing profession development guidelines need to be addressed to remove duplication for tax financial advisers and there needs to be a consultation process which ...

image
People & Products

Class has launched an online tool to help accounting practices to make the decision to work with an audit partner based on automation through technology integrations....

image
Expert Analysis

There have been numerous changes to the financial services obligations of superannuation funds, writes David Court, so trustees must know what is expected of them....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

2 days 2 hours ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

2 days 4 hours ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

5 days 4 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 2 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago