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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....
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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...