SMSFs

Superannuation

AAT decision focuses on related party transactions

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

Superannuation

Shares drive superannuation returns in January

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

SMAs and MDAs: easing SMSF reporting headaches

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

Social media can attract SMSF business

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

Social media can attract SMSF business

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

Money Management set to deliver more to readers in 2012

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 ...

Funds management

PIMCO suggests SMSFs swap cash for bonds

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 want advice on strategy, not products

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

SMSF adviser faces charges of deception and misconduct

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

Ironstone to be acquired by AMP

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

Financial planning

Ironstone to be acquired by AMP

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

Superannuation

ETFs still only a small part of SMSF allocations

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

Superannuation

A guide to the new excess contributions tax regime

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

Time for SMSF trustees to act on pension options, says Cavendish

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

Financial planning

Auditor registration could reduce questionable SMSF auditors

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...