SMSFS
Financial planning
The 2011 financial year brought many changes to the financial services industry, and many are yet to come. John Perri has provided a snapshot of the activity coming out o...
Financial planning
Australian Financial Services (AFS) is reviewing its approved product list (APL) with a view to dumping unproductive or unsupported products and platforms....
Superannuation
SMSF specialists call for ATO to review its ban on SMSF using limited recourse borrowing....
Superannuation
SMSF trustees have been finding property investment increasingly appealing in recent months. Dan Butler and Nathan Papson list a number of practical considerations which ...
Superannuation
Institute of Chartered Accountants specialist Liz Westover joins with the Superannuation Complaints Tribunal in pointing out the sensitivity around rollovers in volatile ...
Superannuation
ASFA warns that even SMSFs may be impacted by a draft ruling on superannuation income streams issued by the ATO....
Superannuation
If implemented properly, a shift to providing data via the 'cloud' can be a boon for SMSFs, according to David Mendelovits, business development manager for Supercorp....
People & Products
Financial planning group Omniwealth has appointed a new director, Matthew Kidd, as part of the firm's plan to drive business growth and diversification. ...
Editorial
Richard Edwards outlines some of the technical issues financial planners need to consider when talking to their clients about possible responses to market declines....
Financial planning
Lonsec has again been named Money Management's Ratings House of the Year on the back of strong support from fund managers and dealer groups and despite a resurgent van Ey...
Superannuation
The number of people who are leaving industry super to establish self-managed superannuation funds (SMSFs) has been steadily increasing since 2004, according to new Vangu...
Superannuation
With cash balances in self-managed superannuation funds hitting new highs, there are signs that investors are treating cash as a distinct asset class rather than a place ...
Superannuation
Martin Breckon explains when repairs to property acquired in a SMSF using a limited recourse borrowing arrangement could be considered improvements, and the implications ...
Policy & Regulation
The uncertainty created by FOFA was a factor in Count board's decision to recommend CBA bid....
Superannuation
SPAA gives qualified welcome to FOFA legislation but maintains pressure with respect to accountant advice....
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MARKET INSIGHTS
Podcast
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...