SMSFS

Financial planning

The Federal Court has ruled financial advice licensee RM Capital failed to take reasonable steps to prevent its authorised representative from accepting conflicted remune...

Financial planning

As NextGen sees its Australian financial services licence cancelled by ASIC, Money Management tracks how an AFCA complaint led to the firm falling into liquidation. ...

Financial planning

ASIC has accepted a court-enforceable undertaking from a former Melbourne financial adviser regarding advice on self-managed superannuation funds. ...

Superannuation

Total MySuper assets are approaching $1 trillion while the number of funds with more than six members has declined by 40 per cent over the last five years, according to A...

People & Products

Christine Franks has been appointed to the SMSF Association’s board as its governance expert in replacement of a former board member....

Financial planning

The FSCP has issued a registration prohibition order against a financial adviser until 2025 for misleading a client through a scaled advice model that excluded an SMSF in...

Expert Analysis

With the sweeping superannuation reforms on 1 July 2017, there has been a slew of new terminology and thresholds to contend with, and this has understandably led to some ...

SMSF

Female self-managed super fund members are more likely to seek the guidance of a financial adviser according to the latest data from the Vanguard/Investment Trends SMSF R...

Funds management

New data has explored the most popular holdings of over 1,000 millionaire investors on the Selfwealth platform, with almost a third being held in self-managed superannuat...

Features

With platform innovations providing new levels of optionality in superannuation, Liam Cormican examines whether they pose a threat to the popularity of self-managed super...

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Funds management

The “willingness” of self-managed super funds to consider alternative property sectors has led DomaCom to see its funds under management reach $100 million....

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Financial planning

The Australian Securities and Investments Commission has obtained Federal Court orders against unlicensed investment scheme, A One Multi Services. ...

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Financial planning

More trustees are willing to seek professional advice than before the COVID-19 pandemic, but that has not resulted in physical uptake, according to research from Investme...

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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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Superannuation

The scammers are promising high returns of 8% to 20% per annum if the investors moved their super balance to a new self-managed superannuation fund. ...

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MARKET INSIGHTS

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Old Fella

I noted with interest yesterday that a large industry superannuation fund was no longer the historical returns on it's B...

17 hours ago

Until the ANNUAL Fee Consents are eliminated, red tape that simply doesn't exist in any other nation on earth, adviser n...

1 day ago
Les

Let's hope that there is no knee jerk reaction to allow banks and product providers to get involved in the advice proces...

1 day 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 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. ...

8 months 3 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 ago