Powered by MOMENTUM MEDIA
moneymanagement logo
 

SMSFS

Superannuation

The Government has claimed it is reducing the compliance burden for self-managed superannuation funds, opening consultation for a paper on its proposed changes to SMSF au...

Superannuation

The SMSF Association has welcomed the Government’s decisions to extend consultation on the proposed three-yearly audit cycle for some self-managed superannuation funds....

Superannuation

More self-managed super fund trustees and operators are expected to invest in international stock markets, according to Monex Securities Australia....

Financial planning

The SMSF Association has announced that 14 of its members are on the list of Barron’s Top 50 financial advisers for 2018....

SMSF

The SuperConcepts SMSF Investment Patterns Survey has revealed a spike in the allocation of lump sums versus pension payments in the first quarter of 2018....

Superannuation

The self-managed superannuation fund sector has underperformed the average default investment strategy for the year to April 2018....

Financial planning

Self-managed superannuation fund advice offers a huge opportunity for financial planners, with half of all SMSFs reporting unmet advice needs, according to Investment Tre...

SMSF

The Productivity Commission’s finding that many people have their superannuation in underperforming funds also extends to self-managed super funds, according to SMSF Benc...

Superannuation

The Productivity Commission’s draft report into superannuation is a “timely reminder” to self-managed super fund trustees to pay close attention to fees and costs, the SM...

SMSF

Self-managed super funds appear to have been turned off investing in large institutions such as the Big Four banks by the Royal Commission, according to SelfWealth chief ...

SMSF

Self-managed superannuation funds (SMSFs) have quadrupled their investment in exchange-traded funds (ETFs) over the last five years, according to Class....

Funds management

In response to demand from self-managed superannuation funds and high net worth investors, the Infrastructure Partners Investment Fund is aiming to raise $70 million by t...

Accounting

Updated guidance from ASIC sets out some basic principles which tax and BAS agents can apply to understand whether their advice falls within Australian Financial Services...

Superannuation

The SMSF sector posted a 12-month return to the end of February of 5.5 per cent before fees and tax, compared to a 9.6 per cent return from default MySuper products....

Superannuation

The impact of regulation and continuing volatility on retirement plans is prompting a growing number of self-managed super fund trustees to increase cash reserves. ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 week ago

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

2 weeks ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 2 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 1 day ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

1 week 6 days ago