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SMSFS
Funds management
Responding to the growing demand for direct equities, Australian Unity Personal Financial Services is in the process of rolling out a direct equity policy for its adviser...
Superannuation
An ASFA submission has confirmed the degree to which super funds are evolving to meet the retail market....
Superannuation
Retail investors, including the trustees of SMSFs, are now legally able to invest in Australian Government Bonds, according to Michael Hallinan of SUPERCentral....
Superannuation
APRA's quarterly superannuation statistics for March 2013 have highlighted the continuing growth and strength of the SMSF sector, according to SPAA's Graeme Colley....
The regulator should work to extend the scope of its financial literacy strategy to include an appropriate focus on retirement funding, particularly in relation to senior...
Superannuation
Reflecting the increasing interest in SMSFs being exhibited by mortgage brokers and credit advisers, the Mortgage and Finance Association (MFAA) has announced SMSF-specif...
Financial planning
Specialist life insurer NobleOak has announced the launch of a new product aimed at the SMSF market....
Superannuation
David Court looks at the new penalty regime that will apply to SMSFs from 1 July, 2013....
Superannuation
MLC's Peter Hogan says that while the Budget hasn't specifically targeted SMSFs, there are likely to be a number of indirect impacts....
Financial planning
Providing unlicensed SMSF advice was one of the reasons Money Choice had its licence cancelled and its director banned by ASIC....
Superannuation
SMSF Academy's Aaron Dunn looks at a related party undertaking improvements to a property at no cost, and explains whether increases in the property value constituted a c...
Superannuation
New data points to increasing numbers of SMSF members moving into retirement phase....
Superannuation
The number of investors in exchange-traded funds (ETFs) continues to grow strongly, according to the latest BetaShares/Investment Trends ETF Report....
Superannuation
The self-managed superannuation fund sector has entered a net drawdown phase, with benefit payments to exceed contributions by $20 billion by December 2015, according to ...
Superannuation
The SMSF Professionals’ Association of Australia has come out in support of the Government’s announced charter group as an initial step in the establishment of a Council ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...