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SMSFS
Superannuation
The Government's draft guidelines on collectibles have left a range of questions unanswered....
Superannuation
In what proved to be one of the most popular sessions at the Money Management Retirement Incomes workshop, MLC Technical senior technical manager Peter Hogan provided pla...
Financial planning
Education has become a buzzword in the financial services industry. Angela Faherty takes a look at what the industry is doing to improve standards. ...
Superannuation
The Government is being asked to be more specific about the manner in which related parties can use collectibles within SMSFs....
Superannuation
Self-managed super fund education provider, SMSF Academy, has labelled industry reactions to draft regulations on collectible investments as "making a mountain out of a m...
Superannuation
The May 2011 Federal Budget contained a number of proposed superannuation changes. However, they are unlikely to cause any significant change in the way clients will go a...
Superannuation
Advisers anticipate an increased administrative burden due to proposed changes around the administration of artworks and collectibles in SMSFs, and are likely to increase...
Superannuation
The Government is set to permanently waive the Centrelink five-year clawback for SMSFs and SAFs that restructure ATE complying pensions to a term allocated pension. Julie...
Superannuation
Cavendish Superannuation's David Busoli has reminded SMSF trustees about the Future Service Benefit tax deduction....
Superannuation
Super assets grew in the March quarter with SMSFs continuing to dominate....
Superannuation
IOOF-owned Australian Executor Trustees (AET) has launched a self-managed super fund (SMSF) service, which the company said would alleviate much of the administrative bur...
Financial planning
Paritech has announced that it has signed Independent Capital Advisers to its TotalView wealth management platform....
Financial planning
Means testing for super members over 50 would be a failure on behalf of the Federal Government to address two of its three main policy objectives (lower revenue costs, si...
Financial planning
The current wave of regulatory reforms in financial services and focus on professionalism could lead to a structural shift in financial services education, with a focus o...
Funds management
The proposed FOFA reforms could boost the use of exchange-traded funds (ETFs) by Australian retail investors, according to an industry expert....
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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...