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SMSFS
Superannuation
MARTIN MURDEN removes some of the uncertainty surrounding superannuants' eligibility to draw on their super....
Superannuation
Certain transactions may breach in-house asset rules and trustees should be wary of suspect arrangements....
Superannuation
A Victorian couple have pleaded guilty to charges brought by ASIC in relation to a SMSF business....
Superannuation
There are still a number of legal issues that need to be resolved by the ATO and Treasury in relation to borrowing within SMSFs, and these grey areas represent a potentia...
People & Products
Succeeds Graeme Colley, who continues as vice-chair....
Financial planning
Clients have been surprisingly forgiving towards their advisers on the recent non-performance of their investments, according to Townsends Business & Corporate Lawyers di...
Financial planning
Financial planners have a ready audience in Generation Y, reports AMLIKA LAL....
Financial planning
AMP Financial Services will fill a gap it sees in its superannuation product strategy with the launch of two new products - one for younger clients and another for the se...
Superannuation
While managed funds do have a place in SMSFs, failing to provide services in the direct equity space may present a roadblock for advisers looking to tap into this lucrati...
Superannuation
Australian SMSFs appear to have begun to increase their exposure to Australian equities, although cash holdings remain the major growth asset, according to SMSF administr...
Superannuation
The Australian Taxation Office has urged taxpayers to assess whether transitional rules apply if they sell pre-1999 self-managed superannuation funds with a related unit ...
Superannuation
Specialist software provider Supercorp has released a new software package that enables advisers to access client SMSFs via the Internet....
Financial planning
With the end of the financial year fast approaching, Tim Sanderson discusses some of the strategies available to clients in the lead up to June 30....
Superannuation
The Australian Taxation Office has pointed to a spike in the number of self-managed superannuation funds being established but cautions that more testing marketing condit...
Superannuation
The Minister for Superannuation and Corporate Law, Senator Nick Sherry, has asked the Australian Taxation Office to begin collecting data to enable the monitoring of the ...
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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...