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SMSFS
Superannuation
The superannuation market offers more choice than ever for consumers looking to build a retirement nest egg, but exercising the right strategies can make a world of diffe...
Superannuation
The ATO says it has done as much as it can with respect to excess super contributions and the matter now resides with the Government and Treasury...
Superannuation
Perpetual has run into trouble with the SMSF administration business it acquired in 2008....
Financial planning
As the financial planning platform industry enters a new year that will see big changes, Janine Mace discovers it may not all be plain sailing....
Funds management
SMSFs will lead a surge in demand for unlisted real estate assets in 2011 as property fundamentals continue to improve....
Superannuation
Westpac Institutional Bank has launched 31 self-funding instalments to provide moderately geared equity investment opportunities, particularly to self-managed super funds...
Superannuation
SMSF breaches are declining as the sector matures and as the taking of transition to retirement options rises....
Funds management
The Australian exchange traded fund market is set to grow from less than $4 billion in assets under management in December 2010 to more than $6 billion in 2011, according...
Superannuation
SMSF investors have shown a continuing preference for Australian equities, increasing their allocation over the December quarter, but overall inflows have continued to sl...
Superannuation
SMSFs have been confirmed as the largest segment of the superannuation sector, but average balances are still below $500,000....
Editorial
Patrick Jackson explains why trustees should look before they leap when considering a self-managed superannuation fund....
Superannuation
Patrick Jackson explains why trustees should look before they leap when considering a self-managed superannuation fund....
Financial planning
The Government’s measured response to the 177 recommendations put forth in the Cooper Review has been broadly welcomed by the industry, with agreement reached on mo...
Financial planning
While there has been some speculation that Perpetual would be the next logical takeover target in a rapidly consolidating Australian wealth management industry, few expec...
Superannuation
The lending of money to family members has emerged as a persistent issue in SMSF breaches....
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