SMSFS
Financial planning
Offering individually managed accounts to high-net-worth clients can be a scalable solution for financial advisers, writes Damian Graham....
Financial planning
Big Sky Financial Solutions has acquired Perth-based financial planning firm Westwide Financial Services....
Superannuation
The average inflows into SMSFs almost doubled in the second quarter, but total contributions were still down 22 per cent on the 2008-9 financial year, according to a Mult...
Superannuation
New FINSIA research reveals continuing challenges regarding financial wellbeing in retirement, including operational risks for SMSFs in retirement....
Superannuation
The Self-Managed Super Fund Professionals' Association of Australia (SPAA) has welcomed the Federal Government's endorsement of a SPAA/Australian Artists Association art ...
Superannuation
A new group has been established to help accountants get around the advice exemption changes for SMSFs without getting an AFSL....
Financial planning
The grim days of the global financial crisis may have passed, but, as Benjamin Levy reports, there is sufficient uncertainty about sovereign debt and the pace of economic...
Superannuation
The demand for specialist self-managed super fund (SMSF) accreditation has jumped dramatically in light of the Future of Financial Advice and Cooper Review reform recomme...
Superannuation
Cooper Review gets mixed response from the industry, with most lamenting its failure to address superannuation savings adequacy....
Superannuation
The ATO tightens the screws on SMSF trustees and illegal early release schemes....
Superannuation
In response to a Cooper Review recommendation that self-managed super fund (SMSF) professionals be banned from investing in art and collectables, SPAA has stated artwork ...
Superannuation
Many self-managed superannuation fund trustees are failing to keep their documentation up-to-date and risk running into regulatory and compliance problems....
Editorial
David Benney looks at the advantages and disadvantages of direct shares versus managed funds....
Superannuation
Investor education should be a key focus in addressing the needs of the self-managed super fund (SMSF) sector, according to Russell Investments....
Financial planning
FSP Portfolio Services, the platform business of the FSP Group, has partnered with self-managed superannuation fund (SMSF) administration provider Super Concepts to launc...
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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...