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SMSFS
Editorial
The Financial Services Council's position on life insurance churn proved controversial, attracting criticism from the likes of Synchron's Don Trapnell....
Editorial
Plan B's Andrew Black could be forgiven for thinking he is being followed by IOOF in the wake of its acquisition of the dealer group....
Editorial
Richard Klipin made a shock exit from the Association of Financial Advisers to join ANZ-owned dealer group millennium3 in 2012....
Editorial
AMP's acquisition of Cavendish Group marked the beginning of a major push into the SMSF sector, while in the same month IOOF launched its bid for Plan B....
Accounting
SPAA hopes to become part of the limited advice licensing regime by offering its Public Practice Certificate to accountant members....
Financial planning
Melbourne-based accountancy firm Matthews Steer Chartered Accountants has announced the creation of a new wealth management division....
Superannuation
AMP’s Philip LaGreca explores the key considerations for SMSF trustees investing in overseas property....
Superannuation
Warning that the Government's "lost super" move needs to be viewed in broader context....
Superannuation
While SMSFs are representative of a massive opportunity for many within the super industry, there are also a host of providers looking to the sector for exactly the wrong...
Superannuation
Auditors of SMSFs have been given regulatory guidance on how to register with ASIC ahead of the 31 January start date of a Stronger Super registration scheme....
Superannuation
The use of retail fund managers by SMSFs has grown over the past three years, according to Plan For Life....
Editorial
Mike Taylor writes that legally enshrining the term ‘financial planner/adviser’ is a necessary step towards creating a barrier to an industry being tarnished by spivs and...
Accounting
A limited AFSL for accountants would be too restrictive and expensive, meaning accountants who want to advise on SMSFs would be more likely to join an existing licence th...
Editorial
As part of their value-add, financial planners are increasingly putting in the time to build direct share portfolios for their clients. Are direct investments the new coo...
Superannuation
Super Concepts' Nicholas Ali provides a breakdown of what is allowed and what's not with regards to buying property in an SMSF....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...