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SMSFS
Superannuation
A new analysis suggests recent legislative change will increase the scope for financial planners to work with accountants in the SMSF advice space. ...
Superannuation
On the back of comments made by ASIC commissioner Greg Tanzer, SPAA has welcomed the regulator's recognition and acknowledgement of professional service providers in the ...
Superannuation
While many pundits have flagged SMSFs as a key threat to industry super funds, Equipsuper's Geoff Brooks believes most funds have not yet opted to alter their member comm...
Financial planning
Platforms, financial advisers and clients alike are about to be swept along by the impact of technological innovation on platforms, as Kelly Power explains. ...
Financial planning
Independent research into some of the issues confronting advisers who take the plunge “off-platform” also identifies occasions when it makes sense to move, writes Linda E...
Superannuation
Concerns raised by ASIC about the aggressive marketing of geared property investments are shared by the SMSF Professionals' Association of Australia, according to Jordan ...
Superannuation
SPAA has welcomed ASIC Commissioner Greg Tanzer’s acknowledgement of the important role advisers play in the SMSF sector....
Financial planning
Count Financial’s David Lane expresses concern at the undisclosed nature of payments used to lure planners....
Financial planning
ASIC to keep watching brief for 18 months over Anne Street Partners Financial Services....
Superannuation
SMSF trustees have had another duty imposed on them by the Federal Government, but it appears some practitioners are taking a worryingly minimalist approach to meeting th...
Financial planning
Chan Naylor has announced a commercial partnership with online platform provider NowInfinity to provide what both companies describe as a "real-time tailored" SMSF soluti...
Superannuation
ASIC will examine the underlying costs of operating a SMSF in next steps of its SMSF taskforce. ...
Superannuation
While costs may still be a barrier, recent research reveals why more accountants are using platforms within SMSFs. ...
Funds management
With large parts of the investment industry focused on benchmark-hugging rather than rocking the boat, it can be a tough time to be a boutique fund manager, but ultimatel...
Accounting
Accountants like platforms for ease of use but remain cautious based on their underlying cost....
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...