A draft ruling released by the Australian Taxation Office (ATO) has highlighted the importance of having appropriate documentation in place to ensure a pension is reversi...

When it comes to income protection, clients’ individual circumstances will dictate whether that cover is held inside or outside of superannuation. TAL’s David Glen weighs...

ASIC has cancelled the AFSL of Australian Performance Financial Planning, after already suspending that licence earlier this year when the firm went into administration....

More than half of superannuation fund members are disengaged, with many seeking better performance, lower fees and stronger communication, according to a report released ...

Barry Lambert confirms SMSFs represent a major motivator for accountants to utilise special financial advice licensing....

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. David...

The equivalent of a large industry super fund moves out of existing funds every year and goes into new or existing SMSFs, according to Townsend Business and Corporate Law...

Institute of Chartered Accountants superannuation specialist Liz Westover has pointed to new regulations having been finalised requiring SMSF trustees to report fund asse...

SMSFs should be compelled to put some money into the country's infrastructure assets, according to chairman of retirement income at Challenger, Jeremy Cooper....

Three quarters of accountants who took part in an MLC survey intend to deliver financial advice to their clients under the proposed new accountant's licensing regime....

Superannuation funds itching to stop the flow of members to self-managed super funds may find a competitive advantage in utilising the opportunities 'big data' offers, ac...

Complex retail products will come under the ASIC's scrutiny due to poor market returns and growth in the self-managed super fund (SMSF) sector....

By diversifying into services other than financial planning, advisers can dramatically increase the likelihood they will retain clients, says Instreet managing director G...

SISFA has warned the Federal Government that the country's almost one million SMSF trustees will use their collective voting power to object to further regulatory burden....