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SMSFS
Financial planning
The IPA says removing the accountants' exemption for financial advice on SMSFs could potentially lower access to advice rather than improve it....
Superannuation
MLC Technical Services has reminded advisers that the ATO's clarification and additional flexibility regarding requirements around borrowing to invest in property within ...
Superannuation
If the accountant's exemption is removed when the second tranche of draft Future of Financial Advice (FOFA) legislation is released shortly, it will have positive implica...
Superannuation
A new self-managed superannuation fund (SMSF) draft ruling from the Australian Taxation Office (ATO) has relaxed the definition of what constitutes a 'single acquirable a...
Superannuation
Recommending insurance in a self-managed super fund can be a complicated process. Troy Smith explores the factors involved in placing insurance in a SMSF and answers some...
Superannuation
SMSF trusteeships represent a logical extension for financial planners, according to WLM Financial director Matthew Walker....
Superannuation
ATO signals it is closely monitoring re-reporting and the rules around life superannuation capital gains tax and excess contributions tax....
Superannuation
ATO signals graduated approach to SMSF breaches in wake of Stronger Super....
Superannuation
The latest APRA data confirms the dominance of SMSFs in terms of assets held....
Superannuation
New research suggests that while SMSFs offer more control, they cannot yet deliver post-retirement certainty....
Superannuation
Nick Ali from Super Concepts outlines the strategy for creating a greater tax-free component of the TPD benefit by rolling it to a SMSF then commencing an income stream....
Financial planning
Amid moves to address perceived conflicts of interest in the financial planning industry, questions have been raised about BOLR arrangements. Meanwhile, recent comments b...
Financial planning
Australian Financial Services (AFS) will launch a private label MDA next month it says is aimed at driving down costs ahead of the introduction of the FOFA reforms....
Superannuation
The superannuation industry has posted an overall rate of return of -0.9 per cent for the June 2011 quarter, following three successive quarters of positive returns, acco...
Editorial
The Commonwealth Bank has moved to acquire Count Financial and, as Mike Taylor reports, pragmatism and the realities of the FOFA changes are the driving forces behind the...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...