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SMSFS
Financial planning
The tax office has signalled that the use of promissory notes in SMSFs will come under greater scrutiny, writes Bryan Ashenden....
Editorial
Alena Miles considers what lies ahead in super and retirement income streams, particularly in light of three major Government policy reviews....
Superannuation
The Australian Securities and Investments Commission has banned a NSW financial adviser from providing financial services for 10 years after finding he failed to disclose...
Superannuation
Chris Bowen has announced that SMSFs will not be exempt from the changes stemming from the Henry and Cooper reviews....
Superannuation
The financial services industry has been called upon to step up to its social obligations when dealing with trustees of self-managed superannuation funds....
Superannuation
Platforms have emerged as the major beneficiaries of the growth in self-managed superannuation funds (SMSFs), according to data collected by specialist superannuation cle...
Superannuation
A survey of SMSFs administered by Multiport reveals a dramatic move to Australian equities away from cash....
Editorial
Research from Wealth Insights and Investment Trends reinforces the degree to which financial planners understand the need for remuneration reform....
Financial planning
As the end of each financial year approaches, institutions offer structured products as a way to lower tax. Attractive as that sounds, it’s simply not that easy, writes G...
Superannuation
Insurance cover within superannuation has become an attractive strategy, writes Fabian Bussoletti....
Superannuation
The global financial crisis has highlighted weaknesses in the governance of APRA-regulated superannuation funds, particularly with respect to illiquid assets, according t...
Superannuation
Asset based fees have dropped by more than 20 per cent as assets plunge, while accountant fees rise on different criteria....
Superannuation
The Australian Institute of Superannuation Trustees has called on the Cooper Review to embrace the not-for-profit template for default funds while pushing SMSFs into APRA...
Financial planning
Transferring commercial property into a self-managed superannuation fund may lead to significant taxation benefits....
Superannuation
Trustees lent 95 per cent of SMSF assets to a related company during a period of physical and financial stress....
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