Powered by MOMENTUM MEDIA
moneymanagement logo
 

SMSFS

Superannuation

Both industry and retail superannuation funds are trying to emulate SMSFs by providing more choice and flexibility for their members. But as Damon Taylor writes, many cla...

Editorial

With government balance sheets around the world in disarray and pressure to continue to build and upgrade infrastructure, the growth outlook for the sector is looking goo...

Financial planning

Macquarie has launched an SMSF toolkit to improve client engagement and support advisers in managing their clients’ SMSFs....

Superannuation

UMA provider OneVue has picked up nine new boutique advisory groups since September last year....

Superannuation

More than half of SMSF trustees fail to change to a more defensive asset allocation as they move into retirement. ...

Superannuation

SMSFs may be the fastest-growing segment of the superannuation industry but there are also high exit levels, according to data provided to the SPAA national conference in...

Financial planning

Fraud victims are often reluctant to report the crime, according to Australian Crime Commission director Dr David Lacey. ...

Superannuation

SPAA points to new ATO directive options for SMSFs....

Funds management

A Multiport survey has found falling interest rates in recent months have resulted in SMSFs slightly decreasing their cash holdings in favour of fixed income and direct p...

Superannuation

New research released at SPAA conference suggests SMSF trustees need adviser help on investment allocation....

Superannuation

The latest data from the Australian Taxation Office appears to have confirmed that SMSFs remain the fastest-growing segment of the superannuation sector....

Superannuation

A recent NSW Supreme Court case highlights the importance of appropriate trustee combinations as well as strategic mechanisms that assist when trustees don’t agree, accor...

Financial planning

Supercorp has received recognition for its superMate software via the Global Partner of the Year Award program from US-based publicly listed firm Progress Software....

Accounting

With the limited licensing regime for accountants set to begin on 1 July this year, SMSF specialists are weighing up their options....

Superannuation

AMP SMSF's Philip LaGreca examines the pros and cons of using either corporate or individual SMSF trustees....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 days 1 hour ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 week 2 days ago

So we are now underwriting criminal scams?...

6 months 1 week ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

4 weeks 1 day ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

3 days 21 hours ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

3 weeks 3 days ago