SMSFs

Financial planning

Fidelity Worldwide Investment is the latest company to join Calastone's global transaction network....

Superannuation

Specialist financial services administration provider, Praemium has started a beta trial for a new SMSF compliance product....

Superannuation

Do reversionary pensions still have a place within SMSFs?

Recent legislative change has cast a shadow over whether reversionary pensions are actually all that important, writes Aaron Dunn. ...

Superannuation

Government likely to revisit off-market transfers

A number of important legislative changes for the self-managed super fund (SMSF) sector were not implemented before Parliament rose, according to Peter Burgess, head of p...

Superannuation

Super members less keen on SMSFs

Research reveals a smaller proportion of super fund members intends to leave and set up a self-managed super fund....

Financial planning

SMSF adviser revenue climbs as more planners specialise

Planners who specialise in SMSF advice derive almost half of their revenue from this advice ...

Superannuation

ATO’s powers over superannuation when bankruptcy looms

Can the ATO access a taxpayer’s superannuation when bankruptcy looms? David Oon and Bryce Figot explore this matter further....

Superannuation

ATO SMSF compliance agenda makes advice essential

SPAA argues that this year’s ATO compliance focus makes getting appropriate advice even more essential....

Editorial

Are AFSLs more trouble than they’re worth?

Barry Lambert looks at the underlying value of an AFSL, why you might avoid buying one and the likely impact of licensing accountants. ...

Superannuation

Parliamentary failure limits ATO’s SMSF options

The ATO’s options in dealing with recalcitrant SMSF trustees are still limited, according to Aaron Dunn. ...

Superannuation

SMSF members getting younger

SMSF investors are getting younger, according to new data contained in a study undertaken via Macquarie Bank and the SMSF Professionals' Association of Australia....

Financial planning

SMSFs actively seek out financial advice

SMSF investors have a higher propensity to seek out and value advice than non-SMSFs, while nearly half of recent SMSF investors are under the age of 30....

Superannuation

Shares and property boost super returns

SMSFs with strategic exposures to shares and property would likely have done better in the 2012/13 financial year, according to the latest assessment from research house ...