SMSF

Financial planning

Limited licence roles have contributed to almost a quarter of adviser roles lost over the financial year, making it harder for Australians to access single-issue advice....

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Tools & guides

Property development might be an attractive option for self-managed super funds but it can lead to a compliance minefield if done incorrectly, Andrew Yee writes....

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Superannuation

Advisers have been advised to refrain from making changes to increase the number of members in self-managed super funds due to an implementation delay by the Australian T...

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Policy & Regulation

The corporate regulator has disqualified self-managed super fund auditor Gordon Shrubsole for breaching independence and auditing standards....

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Superannuation

Dividend income, with the help of franking credits, may not continue to be a reliable method of income for retirees, according to a panel....

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SMSF

Self-managed superannuation funds will be allowed to have up to six members and the SMSF Association has welcomed this change as it will provide additional flexibility an...

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Tools & guides

This year’s Federal Budget brought in numerous changes to superannuation including making contributions and managing retirement income streams, writes Tim Howard and Neil...

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Superannuation

Market-linked lifetime products which have passed their use-by date can be progressively dismantled thanks to changes announced in the Budget....

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Superannuation

Self-managed superannuation funds will find themselves on equal footing with APRA-regulated funds when members move offshore....

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Features

Mike Taylor writes that the popularity of self-managed superannuation funds and the failure of the so-called limited licensing regime may make SMSFs the test-bed for prop...

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Financial planning

As COVID-19 social security measures have ended, the most asked about topics from financial advisers during the first quarter of the year were on longer-term retirement p...

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Features

The financial consequences of COVID-19 combined with legislative changes mean this will be an unusual tax year for many, Oksana Patron writes....

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Policy & Regulation

Two further companies connected to SMSF Advisory Services and PW Kitt Co have been ordered to wind up after a successful application from the corporate regulator....

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SMSF

Cryptocurrency “dovetails” with the goals of self-managed superannuation funds and aligns with the investment strategies, according to Cointree, but hurdles remain in adv...

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Superannuation

The Government’s controversial Your Future, Your Super and it best financial interests duty has placed SMSF trustees at risk, according to the major accounting groups....

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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 1 hour ago
Ross Smith

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

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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 3 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