SMSFS

People & Products

In an effort to boost its consultancy services for trustees, financial advisers and accountants, Multiport has appointed Marjon Muizer as a technical services consultant....

Superannuation

A parliamentary committee reveals need for SMSF trustees to be better informed of risk environment....

Superannuation

SMSFs with less than $50,000 in assets pay around 7 per cent per year in operating costs, but due to the size of the average fund most pay less than 0.25 per cent....

Superannuation

Recent questions around superannuation funds' exposure to equities have promoted the benefits of self-managed super funds in delivering flexibility, according to the SMSF...

Superannuation

Recent debate around asset allocation in super and funds' exposure to equities has promoted the flexibility of self-managed super funds, according to the SMSF Professiona...

Superannuation

The average annual operating expenses of running a self-managed super fund (SMSF) continues to trend down, but small funds are still incredibly costly, according to recen...

Superannuation

A recent Administrative Appeals Tribunal decision has reinforced the need for accountants to hold professional indemnity insurance....

Editorial

If auditors are, indeed, the eyes and ears of the regulators in the SMSF sector, Liz Westover writes that the new auditor registration regime will prove to be crucial as ...

Financial planning

Money Management's new SMSF Directory has added to market options....

Superannuation

Gearing now plays a greater role in the wealth creation process for SMSF trustees, according to head of business development for structured investments at the Commonwealt...

Funds management

Despite many investors' negative experience during the GFC, Australian Unity's Mark Pratt and Cameron Dickman say property fits the gap needed to create an income stream ...

Superannuation

In situations where a SMSF enters into a contract with a related party, care needs to be taken to avoid potential breaches of the law. Peter Burgess explains....

Superannuation

Concessional contribution cap breaches have increased around three-fold in the past three years, according to specialist SMSF company Canvendish Superannuation....

Financial planning

IOOF has reduced the administration fee cap of DKN Financial Group's white-labelled BT Wrap product by 25 per cent, effective 1 May 2012....

Superannuation

The ATO's view on SMSF property development leaves room for members to be caught out by the sole purpose test, said Peter Hogan MLC Technical....

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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 23 hours ago