SMSF

SMSF

The Government may have upset APRA-regulated funds via its Your Future, Your Super legislation but it is backing the growth in self-managed funds....

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Superannuation

Self-managed superannuation funds are now able to invest in investment products on the firm’s platform with no switching fees....

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Policy & Regulation

A Gold Coast accountant and former authorised representative who gave self-managed superannuation funds advice has discovered what it costs when you fail to adhere to a c...

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Financial planning

The fractional investment platform has been integrated with self-managed super fund administrative platform Simple Fund 360....

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Superannuation

Members in retail superannuation funds, especially those in funds run by one of the big four banks, were the least satisfied, according to Roy Morgan....

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Superannuation

While the industry is working towards scaled SMSF advice, the Royal Commission and code of ethics has created a confidence issue in the industry, according to BT....

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Superannuation

Self-managed superannuation funds with limited recourse borrowing arrangements will not be penalised for capitalising interest as a result of COVID-19....

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Superannuation

Members of Parliament earn more super in one term than many retirees can expect to earn during their working lifetime, according to Shadow Minister for Financial Services...

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Policy & Regulation

CPA Australia has not only backed industry funds on urging the Government to use the Budget to allow early release superannuation top-ups but has also backed funding a th...

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Superannuation

The transfer balance cap indexation, the total super balance thresholds, and access to information for advisers need to be addressed to simplify the retirement income sys...

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SMSF

Individuals who have decided to set up their own self-managed super funds are motivated by far more than costs or investment returns, with a desire for control over their...

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Superannuation

In an unusual move, the Australian Securities and Investments Commission is taking civil action in the Federal Court to force a Gold Coast accountant to abide by an enfor...

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Superannuation

Self-managed superannuation funds have become more competitive with Australian Prudential Regulation Authority regulated funds over the past seven years but having a soli...

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Superannuation

A Rice Warner report, to be launched later this month, will look at when self-managed superannuation funds are most cost-effective....

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Financial planning

The corporate regulator’s ban on Perth self-managed super fund adviser Wayne Blazejczyk has been upheld by the Administrative Appeals Tribunal....

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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...

1 day 16 hours ago
Ross Smith

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

1 day 18 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. ...

4 days 18 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 1 week 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