SMSFS

Funds management

Regulation of the investment property sector will help financial planners to push spruikers out of the area and provide clients with more protection, DomaCom believes....

Financial planning

SMSF administration specialist, BGL Corporate Solutions has partnered with TAG Financial Services to enhance its Simple Fund 360 offering....

Accounting

Accountants are not having the necessary conversations on what is going to happen to their ability to give advice on self-managed super funds (SMSF) after July 2016, an a...

Superannuation

Self-managed superannuation funds (SMSF) are beginning to appeal to a much younger demographic, Australian Tax Office (ATO) data shows. ...

Superannuation

While conventional wisdom holds that cash-focused SMSFs lag conventional funds, new data suggests otherwise. ...

Superannuation

SMSF trustees need to implement their financial strategies by 30 June to get the best outcomes for their funds, the SMSF Professionals’ Association of Australia claims....

Financial planning

Financial planning business broker predicts the industry will split into two sectors with non-aligned groups dominating the holistic, high touch advice space....

Financial planning

Falling interest rates has taken the sheen off term deposits, losing 36,000 customers over the last 12 months, in contrast to the SMSF sector....

Superannuation

Accounting and planning firm Chan and Naylor has launched a national self-managed super fund (SMSF) administration business unit....

Superannuation

SMSFs should increase their exposure to bonds to boost their returns, Credit Suisse analysts believe....

Superannuation

Separately managed accounts’ (SMA) centralised reporting function makes them a superior option to managed funds, particularly following the growth of self-managed super f...

Accounting

Accountants considering advice on SMSFs after July 2016 need to consider their business future ahead of licensing concerns ...

Superannuation

SMSF trustees are being urged to ensure limited recourse borrowing arrangements related party loans are proved on commercial terms to avoid substantial tax bills. ...

Superannuation

The Australian Tax Office’s (ATO) new penalty regime could see up to 50 per cent of self-managed super fund (SMSF) trustees fined for violations of their duties, an accou...

Superannuation

ATO will begin action against SMSFs yet to lodge returns and cancel inactive funds...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 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 ...

5 months ago

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

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 6 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 2 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 5 days ago