SMSFs

Superannuation

AXA has revealed the features of its self-managed superannuation fund (SMSF) service as financial advisers begin to take over from accountants in setting up SMSFs....

Superannuation

Commonwealth FP eyes SMSF market

In-house planners with the Commonwealth Bank will be expected to improve their SMSF skills, with Australia’s third largest dealer group signalling its intention to overha...

Superannuation

Planners to cash in on SMSFs

Financial advisers have embraced the growth in self-managed superannuation funds with recent research showing just under half of them, 46 per cent, see it as a significan...

Superannuation

Choice fails to ignite SMSF adoption

The new choice of superannuation fund regime has failed to accelerate the growth of self-managed superannuation funds....

Financial planning

Strong growth for industry funds

Total estimated superannuation assets grew by 6.7 per cent over the September 2005 quarter to $791.5 billion, according to APRA....

Financial planning

TAP rules eased

Term allocated pensions and retirees received a welcome boost yesterday after the Federal Government announced the results of its review of pensions provided by small sup...

Superannuation

Planners challenged to get SMSF savvy

As fears continue to simmer that many financial planners are ill equipped to deal with the requirements of providing advice on self-managed superannuation funds (SMSF), l...

Editorial

Regulatory emphasis on SMSFs

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Superannuation

DIY super: don’t let life cover take a back seat

The gentle rumble that was self-managed super has grown into a resounding roar over the last few years. I guess it’s for all the right reasons – a sense of control, the p...

Editorial

Aiming high for added returns

Fixed interest has an important place when building a diversified portfolio, and the recent rise in new high yielding investment vehicles, such as hybrids and structured ...

Financial planning

DIY diploma – a schoolyard brawl

Many a financial planner would have spat out their coffee last June when news of the biggest potential shake-up of financial planning education landed on their desk. A sm...

Financial planning

Going solo

Individual managed accounts (IMAs) have been touted as the next big thing in financial services for a number of years. Admittedly, nobody knows exactly how many funds und...

Financial planning

Choosing to do it yourself

Self-managed superannuation funds are booming and, with employee choice just around the corner, things are starting to heat up in this sector....

Financial planning

Profiting from choice

Will choice offer you the opportunity to generate more business? That kind of depends. Various reports have suggested few members, maybe around 10 per cent, are likely to...

Superannuation

APRA funds: an alternative to SMSFs?

Statistics from the Australian Taxation office show that over 20 per cent of superannuation assets currently under management are within a self-managed superannuation fun...