SMSFS

Financial planning

Financial Planning Association chief executive Mark Rantall has labelled recent Industry Super Network research 'unrealistic' and 'manipulative', while ClearView and AMP ...

Financial planning

Some lenders have been taking advantage of regulatory loopholes to either recommend clients start up a self-managed super fund (SMSF) or obtain a declaration of business ...

Editorial

A significant portion of the Australian population does not understand what constitutes financial advice and that it remains far too easy for people operating well outsid...

Policy & Regulation

FOFA is expected to be the catalyst for further industry consolidation while the move to a fee-for-service environment is set to trigger the sale of 'C' and 'D' level cli...

Superannuation

A specialist SMSF company in which Count Financial is a key investor has entered into a strategic partnership with CCH....

Superannuation

It is better to have a corporate trustee for a self-managed super fund (SMSF) than an individual, according to Clime Super general manager Darren Katz....

Superannuation

Some SMSFs will not need to comply with the new rules regarding collectables and personal-use assets until 1 July, 2016. However, many will need to consider what action t...

Superannuation

Real estate agents providing advice regarding borrowing within SMSFs to purchase property are on dangerous ground....

Policy & Regulation

There are growing concerns FOFA will drive away financial planning clients and place mid-tier firms at risk. This and more in the latest digital edition of Money Manageme...

Superannuation

SMSF trustees are more satisfied with their lot than most super members, but mostly when returns are high....

Policy & Regulation

Federal Government moves to ban risk commissions have been labelled 'poor policy' amid entrenched financial planner opposition to the FOFA reforms. This and more in the l...

Superannuation

The 2011-12 financial year will see significant reforms impacting the entire financial services industry, while the Government has recognised strategy as the most importa...

Policy & Regulation

FOFA worries drag down practice valuations and share prices as industry criticisms increase. The latest digital edition of Money Management is now online....

Financial planning

As the dust settles on the post-GFC world, Janine Mace discovers that the previously mundane world of fixed interest investments is now in vogue. ...

Superannuation

SMSFs continue to dominate super assets, but are not fastest growing....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks 1 day ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks ago