SMSFS

Financial planning

Financial advice has remained the major issue in almost all areas of investment-related complaints filed with the Financial Ombudsman Service. ...

Superannuation

ASIC cautions investors over spruiking for investments in government rental scheme....

Superannuation

New research confirms that those migrating from retail master trusts and industry super funds to SMSFs are motivated by returns and fees....

Superannuation

Trends towards younger SMSF trustees are part and parcel of increased superannuation engagement, according to the director of financial planning for Chan & Naylor, David ...

Superannuation

Retail superannuation funds still lag behind industry funds in terms of customer satisfaction, research shows....

Superannuation

Industry fund chairman expresses concern that improper advice is driving member departures to SMSFs. ...

Financial planning

Online lender loans.com.au has launched a low-cost SMSF home loan amid claims that SMSF trusts have been paying exorbitant rates for residential property loans. ...

Funds management

Planner demand to drive ‘youthful’ ETF sector....

Editorial

Investors are increasingly convinced of the real estate story, attracted by a healthy income return and long-term capital growth without the volatility of the share marke...

Financial planning

Since the Mortgage and Finance Associations of Australia’s SMSF lending training program launched in June this year, more than 130 credit advisers have signed up....

Superannuation

Are SMSFs contributing to a property bubble and gaining an unfair advantage in the process? Peter Kelly begs to differ....

Superannuation

DB Lawyers' Bryce Figot warns SMSF trustees to get their own private binding rulings from the ATO. ...

Superannuation

In an effort to better inform trustees as well as its adviser clients, Wealthtrac has launched a mobile app that is designed to deliver news and information to anyone int...

Superannuation

While the SMSF advice space may have changed with the introduction of limited licensing, it is the concept of an SMSF profession that remains paramount, according to Andr...

Superannuation

Wealth administration group Wealthtrac has released a wrap-style mobile app which allows users to set up a self-managed superannuation fund (SMSF). ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 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. ...

4 weeks 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 4 days ago

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

3 weeks ago