SMSFS

Superannuation

A number of risks are looming large on the radars of SMSF advisers, according to the principal of consultant actuarial firm Rice Warner, Michael Rice....

Superannuation

The new superannuation environment that will evolve out of the Government's MySuper changes will be debated at a special Money Management/Association of Financial Adviser...

Superannuation

The Government has specifically referenced SMSFs in detailing new legislation aimed at increasing the penalties around early release superannuation schemes....

Superannuation

The Federal Government has received a further call to stop tinkering with the superannuation policy settings - this time via research conducted by Rice Warner on behalf o...

Superannuation

Government moves to significantly increase penalties relating to the illegal early release of superannuation....

Superannuation

The Australian Securities and Investments Commission (ASIC) may need to revise the $200,000 figure it placed on the success of self-managed super fund (SMSF) starters aft...

Superannuation

One-on-one communication with retirees about their likely annual income in retirement is set to be a common tactic used by super funds to engage members....

Accounting

Financial Services Minister Bill Shorten has released draft regulations outlining a limited licence for accountants, replacing the accountants' exemption replacement regu...

Funds management

Industry commentators have tried to outline an approach by which the boutique funds industry can avoid being sidelined by the rise in self-managed super funds (SMSFs) and...

Superannuation

Centric Wealth has pointed to pitfalls now confronting SMSFs in meeting insurance requirements....

Superannuation

SMSF trustees are increasingly questioning their capacity to run an SMSF in their later years and are looking at switching to a managed fund arrangement in retirement, ac...

Editorial

How can you tell that SMSFs are the 'hot ticket' with respect to financial services revenue generation? When virtually all sectors of the industry are competing for terri...

Financial planning

Some investors want to "dip their toes" into the investment world by comparing their asset allocation and performance with those of their peers....

Financial planning

SMSFs perform similarly regardless of whether trustees rely on advisers, accountants or their own research, according to a Rice Warner study....

Superannuation

There has been debate around how SMSFs use limited recourse borrowing arrangements. SPAA technical director Peter Burgess weighs up the benefits and risks....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

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