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SMSFS
Policy & Regulation
Industry leaders believe the degree of complexity the Federal Government has injected in to the FOFA legislation means it may not be possible to implement by July 1 next ...
Financial planning
While the proposed Future of Financial Advice changes and their potential impact on financial advisers remain the hot topic, there is another acronym - TOFA - which deser...
Financial planning
An overwhelming majority of financial planners and brokers agree bond exchange traded funds (ETFs) need to be better explained before they are accepted, according to a su...
Financial planning
Macquarie Specialist Investments has launched a new product aimed at helping investors - including SMSFs - transition out of cash amid the current volatile market conditi...
Superannuation
The Self-Managed Superannuation Fund Professionals' Association has denied self-managed superannuation funds are being oversold by financial planners and accountants....
Superannuation
The ageing population and the ATO's recent draft pensions ruling highlights the need to review clients' overall succession planning, according to Daniel Butler and Nathan...
Financial planning
The ageing population and the ATO's recent draft pensions ruling highlights the need to review clients' overall succession planning, according to Daniel Butler and Nathan...
Superannuation
One of the constant criticisms of self-managed super funds (SMSFs) is the number of gaps that persist in the sector's overall framework and yet according to Chris Malkin,...
Superannuation
Macquarie Specialist Investments has launched a new product aimed at helping self-managed superannuation funds (SMSFs) and other investors migrate out of cash....
Superannuation
Accountants handling SMSFs will be able to cover off licensing via arrangement with MLC and AXA....
Financial planning
HUB24 has added seven dealer groups and three separately managed account managers to its client list, the platform provider has announced....
Financial planning
The Self-Managed Superannuation Fund Professionals' Association of Australia (SPAA) has sought to dispel some of the common myths about do-it-yourself super funds....
Financial planning
Financial services group Vow Financial has branched out further, launching a legal service to its mortgage broker network....
Superannuation
Tasmanian Liberal Senator David Bushby recently called for increased transparency in the handling of superannuation funds by APRA amid widespread concerns in the financia...
Financial planning
The Institute of Public Accountants (IPA) has announced a partnership with AXA and MLC to provide its 22,000 members with a comprehensive financial services package....
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...