SMSFS
Financial planning
The Australia and New Zealand Banking Group Limited has succeeded in having its Australian Financial Services licence amended to allow it to provide custody services to m...
Superannuation
Two directors of self-managed superannuation funds have been banned for life, and another for seven years, after the corporate regulator successfully obtained orders from...
Financial planning
Any analysis of the success or otherwise of superannuation choice on its first anniversary would be incomplete without revisiting the industry speculation on its potentia...
Superannuation
Financial planners have shown an increasing willingness to provide administration services for self-managed superannuation funds in response to rule changes regarding sup...
Superannuation
Shaw Stockbroking has made its first entry into the broad investor market with the launch of a managed discretionary account (MDA) aimed at servicing the needs of the gro...
Superannuation
Western Australian-based dealer group Wealthsure has entered into an agreement to use Multiport software in the administration of its clients’ self-managed superannuation...
Financial planning
AMP Capital Investors has made its first serious foray into the retail market with the launch of four open ended funds through its Private Clients channel....
Financial planning
Nothing much has changed in the platform market during the past 12 months. The bigger platforms have got bigger, and there has been some rationalisation at the bottom end...
Superannuation
With the marketplace gearing up for over 55’s to implement the Transition to Retirement (TTR) Strategy, financial planners and accountants need to ensure they optimise th...
Superannuation
BT Financial Group has become the latest entrant into the self-managed superannuation administration market, launching a service to administer SMSF funds and small Austra...
Superannuation
Superannuation is quite often overlooked in year-end tax planning in favour of more income tax related solutions. However, the reality is that superannuation, while compl...
Financial planning
Between 4,000 and 5,000 Australians a month are making choice of superannuation fund, according to data released this week by Sydney-based administration platform provide...
Superannuation
The Federal Opposition is calling for tougher regulation and clearer disclosure of SMSFs following the release of ATO figures on asset values and fees charged in SMSF acc...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...