SMSFS

Financial planning

If a client plans to leave their superannuation to a non-dependent (such as an adult child), a part of the death benefit could be eaten up by tax. This is because, unlike...

Superannuation

Vince Scully outlines regulatory changes that now allow self managed super funds to borrow for commercial property....

Superannuation

SMSFs make New Year investment resolutions....

Financial planning

Survey reveals DIY preferences....

Financial planning

Regulator takes action....

Superannuation

Operators to make their voices heard....

Financial planning

Giving in the land of plenty...

Financial planning

Wealth trainer plans global expansion....

Financial planning

UBS invests in self-funding instalment warrants....

Superannuation

Professional financial advice playing a crucial role....

Financial planning

With an increasing need for tax-friendly income streams, the popularity of unlisted property trusts for SMSFs may be set to rise, writes STEPHEN PAYNE...

Financial planning

SMSF compliance a work in progress....

Superannuation

Self-managed super fund trustees fined....

Superannuation

S&P’s warn DIY super a missed opportunity....

Superannuation

Survey reveals many SMSF investors adopted a defensive stance in anticipation of market crash....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago