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SMSFS
SMSF
The Royal Commission has laid groundwork to improve the financial services sector and build a more trusted industry, according to the SMSF Association....
Financial planning
Investors and self-managed super funds with exposure to the retail property market need to remain alert as the sector is expected to see a significant change....
Superannuation
Managed funds invested in international equities came on top in terms of the assets held by self-managed superannuation funds, according to an analysis conducted by Class...
Financial planning
A former Adelaide financial adviser has pleaded guilty to 29 dishonesty offences committed when he was a planner, after ASIC found that he stole around $4.88 million from...
Superannuation
Gold and silver hauls dominate the big ticket items held in self-managed superannuation funds, according to the latest SuperConcepts Investment Patterns report. ...
Funds management
Pengana Capital Group has announced plans to launch a global private equity listed investment trust, which aims to raise between $250 million and $1 billion....
Funds management
Australian investors remain unaware that total dividends rose close to eight per cent, in dollar terms, from 2017, Plato Investment Management warns....
Superannuation
A superannuation fund has been censured and ordered to compensate a member for unduly delaying a rollover to his self-managed superannuation fund....
SMSF
While the Productivity Commission modified its earlier findings to better reflect true SMSF returns in its final report, Class has warned that aspects of its calculations...
Funds management
The Templeton Global Growth fund has been awarded a “recommended” rating by Independent Investment Research. ...
SMSF
SuperConcepts has warned that the Productivity Commission’s revision of the minimum viability threshold for SMSFs to $500,000 is misleading, saying a figure of half that ...
Superannuation
Industry Super Australia has told the Productivity Commission that some retail funds and self-managed superannuation fund promoters have pursued ‘confusion marketing stra...
Funds management
Fidante Partners has announced the launch of ActiveX, a series of actively-managed exchange traded funds....
Policy & Regulation
The Australian Securities and Investments Commission has charged a former Melbourne financial planner with 13 dishonesty offences....
Policy & Regulation
Nearly 90 per cent of investors responding to a survey believe the Federal Opposition’s proposed removal of refundable franking credits will reduce their quality of life....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...