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SMSFS
Funds management
The retail managed funds sector has grown 4.5 per cent in the March quarter; however the “sell in May and go away” syndrome may plague Australian markets later this year....
Superannuation
The Board of the SMSF Professionals' Association of Australia (SPAA) has returned its founder and chief executive Andrea Slattery to the body for the second time citing g...
Financial planning
ANZ has launched a protected lending product targeting high-end self-managed super funds, wholesale investors and executives with employer-related share exposures....
Superannuation
Peter Hogan outlines the key issues trustees should consider when addressing insurance in a fund's investment strategy. ...
Superannuation
Institute of Chartered Accountants warns against accountants signing off on SMSF audits as 'employees'. ...
Superannuation
The SMSF Professionals' Association of Australia (SPAA) has welcomed the Government's decision to establish a new transitional licensing regime for accountants....
Editorial
Financial planners are required by regulation to hold Professional Indemnity insurance, but Oscar Martinis writes that notwithstanding the increasing cost of premiums, pl...
People & Products
Paul Souter has been appointed head of strategy and distribution for UBS’ direct-to-member superannuation platform....
Accounting
Count Financial welcomes Parliamentary progress of limited licensing arrangements for accountants....
Superannuation
There might be some important tax planning that needs to be done between now and 30 June, according to SMSF Academy's Aaron Dunn. ...
Superannuation
Another new administration platform has been launched into the SMSF market - CleverSuper - with the founders inviting 250 advisers to become "founding partners"....
Superannuation
SPAA claims recent ATO data revealing a decline in SMSF establishments belies health of sector....
Superannuation
SPAA has welcomed the Government’s decision to drop amendments to affected off-market related party transfers....
Financial planning
Self-managed superannuation fund (SMSF) associations are celebrating another win after the Federal Government quietly removed proposals to restrict related party transact...
Financial planning
The Mortgage and Finance Association of Australia (MFAA) has provided further details on its self-managed superannuation fund (SMSF) lending training program for credit a...
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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...