POWERED BY MOMENTUM MEDIA
SMSFS
Accounting
Accountants who provide advice on self-managed superannuation funds (SMSFs) need to consider the level of advice they want to give clients before new licensing rules come...
Superannuation
SMSFs investing in residential property should look for “impartial advice” rather than falling for those looking to make a sale, an accountant and financial adviser firm ...
Financial planning
ASIC chairman, Greg Medcraft, confirms planners and SMSFs are on ASIC’s radar over the next 12 months....
Financial planning
Accountants are more qualified to give financial advice than planners, largely due to their working knowledge of SMSFs, a small business owner believes....
Superannuation
Improved data collection methods by the ATO shows SMSF limited recourse borrowing arrangements have risen to $8.3 billion from $2.6 billion in 2013....
Financial planning
SMSF specialist BGL has linked with Auditflow to add new functionality to Simple Fund 360....
Superannuation
The Financial Systems Inquiry has been told that while there are many educational events aimed at the SMSF sector, there exist significant variations in their quality....
Superannuation
People’s Choice Credit Union will develop a self-managed superannuation fund (SMSF) offering and enhance its current superannuation product range in an effort to expand i...
Editorial
A quick look at Australia's changing demographic profile raises many questions about the future for the retirement market, but also shows the hunt for dividend yield is f...
Accounting
Only 15 per cent of accountants in providing advice on SMSFs are authorised to provide investment advice while a further 13 per cent are only RG146 compliant....
Financial planning
BGL has integrated its Simple Fund 360 with Xero’s accounting software....
Superannuation
More small to medium-sized business owners are turning to SMSFs for better control, doubting whether super will last them in retirement....
Superannuation
Claims that SMSF members are looking to return to mainstream funds are unfounded, according to SuperGuardian, Xpress Super chief executive, Olivia Long....
Financial planning
The financial planning industry has illustrated “inappropriate levels of quality” going back more than a decade, ASIC said....
Financial planning
Skaffold looks to SMSF and adviser markets. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...