SMSFS
Superannuation
GESB urges Australians to seek advice on SMSFs, with research showing many don't understand the time, risks and costs involved in operating this type of fund....
Financial planning
Australia’s total estimated superannuation assets increased by 2.6 per cent in the March 2010 quarter to $1.26 trillion....
Superannuation
The Association of Superannuation Funds of Australia has disagreed with the Cooper Review by claiming SMSFs should be able to invest in collectibles and 'personal use' as...
Superannuation
Proposed changes to the regulation of SMSFs could lead to a decrease in the number of SMSF auditors, agents and administrators....
Financial planning
Wilson HTM is better known as a broking house, but plans are in motion to more than double its financial planning arm....
Superannuation
A move by SMSF trustees into an increased share holding in 2009 has been maintained so far in 2010, according to a survey of 1,200 SMSFs administered by Multiport....
Superannuation
Netwealth has added a daily data feed from its investment wrap to SMSF software provider BGL....
Financial planning
As the end of the current financial year approaches, Craig Day provides SMSF trustees with some tax tips for the year end - along with the traps to avoid....
Financial planning
The Financial Ombudsman Service has upheld four complaints against advisers for directing clients to establish SMSFs and then invest in high-risk real estate managed inve...
People & Products
Class Leading Solutions has been appointed as the marketing, distribution and promotion partner for SMSF wholesaler AR Group....
Funds management
Advisers expect the switch from commission-based selling to fee-for-service will boost their use of exchange-traded funds (ETFs) over the next 12 months, according to new...
Superannuation
Paragem has announced the launch of a new online information and education centre for self-managed superannuation fund (SMSF) trustees, called The SMSF Review....
Superannuation
ATO offers series of free seminars for people running SMSFs....
Tools & guides
Holding large value illiquid assets in a SMSF could prove problematic when a trust member dies. Deborah Wixted explains the obligations and options trustees and their fin...
Superannuation
The Cooper Review has been warned that a substantial gap exists between the audit standards required by ASIC and those allowed with respect to SMSFs....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...