SMSFS

Superannuation

The SMSF Professionals' Association of Australia has urged the Australian Taxation Office to release the final tax ruling on when a superannuation income stream commences...

Superannuation

Law firm cautions SMSF trustees to be prepared for a more probing approach from the ATO this year....

Claims that SMSFs have no recourse against fraud and theft are simply not true, according to SPAA....

Life/Risk

Many self-managed superannuation funds (SMSFs) are failing to correctly insure their assets, according to Self Super Insurance managing director John Kelly....

Top 100

Consolidation is changing the face of the financial planning dealer group sector before our eyes, while small-to-medium players continue to struggle....

Financial planning

Financial planners must take into account generational differences when preparing advice for SMSF investors, according to a new report....

People & Products

With plans to build its exchange-traded fund capabilities in Australia, State Street Global Advisers has appointed Amanda Skelly as head of SPDR ETFs....

Superannuation

Jennifer Brookhouse outlines the potential complications related to the new SMSF trustee remuneration rules....

Superannuation

Average SMSF contributions have grown from $40,700 last year to $47,533 for the 2011/2012 financial year, according to the recently released Multiport SMSF Investment Pat...

Superannuation

SMSF trustees are increasingly turning to term deposits to maximise their returns on cash holdings, according to RaboDirect....

Financial planning

ASIC has released a consultation paper on the public trading of Commonwealth Government Securities in a bid to develop a broad, liquid corporate bond market....

Superannuation

SMSF contributions jumped almost $7,000 on average in the 2011/12 financial year, which also saw a shift away from equities to cash and term deposits....

Financial planning

The Australian Taxation Office has unveiled a new program for the 2012-13 financial year that will put the spotlight firmly on self-managed superannuation funds....

Superannuation

Platform provider netwealth is set to launch a new wrap specifically targeted at SMSFs, enabling them to adjust their investment and insurance requirements to the level o...

Editorial

An Australian Crime Commission report into investment scams has underscored the role financial planners have in protecting investors from themselves....

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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 1 week 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 6 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 2 days ago

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

3 days 18 hours ago