SMSFs

Superannuation

Winding-up SMSFs can be hard to do

Winding-up a SMSF can be challenging and needs care and attention....

Superannuation

New cloud-based SMSF audit product launched

Sage HandiSoft partners with Auditflow to launch cloud-based audit product....

Superannuation

Over-complicating SMSF service provision

SMSF service providers may be increasing their range of offerings, but the trustee demographic remains largely unchanged....

Superannuation

Borrowing to acquire property using your SMSF

There has been a growing interest in the use of strategies to acquire, subdivide, renovate or develop property using a self-managed super fund (SMSF). Aaron Dunn explains...

Policy & Regulation

FOFA legislation delivers sour and sweet

The Government has delivered the first draft of its FOFA legislation, confirming the two-year opt-in and a proposed ban on asset-based fees with respect to gearing....

Policy & Regulation

Financial planning confidence takes hit as FOFA looms

The Government's proposed FOFA reforms have delivered a body blow to financial planner confidence with the majority expecting their businesses to be worse off as a result...

Financial planning

Technology poses threat and opportunity to wealth managers - Tria Investment

While the Future of Financial Advice is the immediate concern for wealth managers, rapid changes in technology may have a more telling long-term impact....

Superannuation

Death, taxes and superannuation pensions

The Australian Taxation Office has indicated the two certainties in life - death and taxes - will become closely intertwined when it comes to super pensions. David Shirlo...

Financial planning

BlackRock tips adviser demand for super-based SMAs

The availability of superannuation-based versions of separately managed accounts (SMAs) will drive continued adviser interest in the SMA market, according to BlackRock....

Financial planning

BGL moves to IRESS for software needs

Self-managed superannuation fund (SMSF) administration software provider BGL Corporate Solutions has moved to IRESS for supply of its managed fund price, dividend distrib...

Superannuation

Equities exposures hurt superannuation funds amid volatility

Superannuation funds with heavy equity exposures have suffered most in the July and August market volatility....

Superannuation

SMSF options in pension phase

SMSFs may offer some additional flexibility in pension phase during volatile times....

Superannuation

Fraud not specific to SMSFs

SPAA chief denies that SMSFs are particularly susceptible to fraud or illegal early release super schemes....

Superannuation

Government under fire over industry superannuation favouritism

The Government's apparent favouritism of industry superannuation funds is attracting increased criticisms from the financial planning industry including, most notably, th...

Financial planning

Reforms to boost indexing appeal

Financial planners have already started to focus on costs as a result of the proposed Future of Financial Advice reforms package, which could significantly boost the appe...