SMSFS

Superannuation

Lawyers point to recent Administrative Appeals Tribunal decision as an object lesson in SMSFs dealing with related party transactions....

Superannuation

SMSFs with heavy allocations to cash will have found themselves at a disadvantage in January, with both domestic and international equities driving superannuation returns...

Superannuation

The use of separately managed accounts (SMAs) and managed discretionary accounts (MDAs) can improve SMSF reporting as well as the investment process, according to Multipo...

Financial planning

Using popular social media channels such as Facebook, LinkedIn, Twitter and YouTube can help financial advisers win new SMSF business, according to SMSF Academy managing ...

Financial planning

Using popular social media channels such as Facebook, LinkedIn, Twitter and YouTube can help financial advisers win new SMSF business, according to SMSF Academy managing ...

Financial planning

We are pleased to announce the re-launch of the Money Management website, which makes it easier than ever to access our news, analysis, research and technical specialist ...

image
Funds management

Bond manager PIMCO says falling interest rates mean now could be the time for SMSFs to swap their high cash holdings for fixed interest investments....

Financial planning

SMSF trustees find it "very challenging" to find good professional advice, and nearly half of them believe financial planners are out to sell products to benefit themselv...

Financial planning

A SMSF adviser has appeared before the Downing Centre Local Court in Sydney, facing two counts of obtaining money by deception and one count of making a false or misleadi...

Financial planning

Specialist residential property funds management group Ironstone is to be substantially acquired by AMP....

Financial planning

Specialist residential property funds management group Ironstone is to be substantially acquired by AMP....

Superannuation

While growing in popularity, ETFs have yet to attract significantly firm allocations within SMSFs, according to Multiport Technical Services director, Philip La Greca....

Superannuation

David Court brings us up to date with the excess contributions tax and outlines some of the potential problems related to the Government's recent changes to the ECT....

Superannuation

Cavendish Superannuation says recent changes mean it is time for SMSF trustees to review their pension options....

Financial planning

A proposal to introduce a registration requirement for accountants who audit SMSFs could reduce not just the number of auditors performing a small number of audits each y...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

4 days 22 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 2 days ago
moneymanagement logo