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SMSFS
Financial planning
A mortgage lender has been forced to rename one of its loan products after failing to realise that ‘MoneySmart’ has been traded marked by ASIC....
Superannuation
SPAA’s Graeme Colley claims ATO data does not support suggestions young people are rushing to set up SMSFs....
Superannuation
Latest figures from the ATO has debunked the myth that more young people are piling into SMSFs and that trustees are bulking up on residential property according to SPAA....
Editorial
Rowena Cole explores the ASX's new mFund offering and its opportunities for advice and SMSFs....
Financial planning
AMP SMSF has backed calls for making it compulsory for financial advisers to undertake specific training if they are going to advise on SMSFs....
Superannuation
The proportion of total retirement incomes funds under management (FUM) held in Self-Managed Superannuation Funds (SMSFs) is set to taper off, as benefit payments exceed ...
Funds management
SMSFs have on average only seven per cent of their total holdings in residential property hosing down claims that SMSFs are moving into that sector as investors....
Superannuation
A perpetual investments survey showed advisers think a growing SMSF market is helping revive LICs....
Financial planning
South Australia’s Exelsuper expands advisory team....
Accounting
Small scale accountancy practices are least suited to provide SMSF advice failing in their fund administration compliance according to Xpress Super and Super Guardian chi...
Superannuation
The Australian Securities and Investments Commission (ASIC) has taken its case against a property company to the Supreme Court, arguing the group is spruiking the use of ...
Superannuation
New white paper warns that member direct strategies may backfire on industry funds seeking to halt leakage of members to SMSFs....
Financial planning
The founder and managing director of the SMSFs Professionals Association of Australia (SPAA), Andrea Slattery, has been crowned Money Management and Super Review’s Woman ...
Awards
The founder and managing director of the SMSFs Professionals Association of Australia (SPAA), Andrea Slattery, has been crowned Money Management and Super Review’s Woman ...
Life/Risk
Fund manager, Placer Property, is seeking $26.5 million in equity from SMSFs and individual investors for its NewActon East Property Fund....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...