SMSFs

SMSF

SMSFs should look to industrial property

As banks cease SMSF loans for residential property, alongside a downturn in the housing market and potential policy changes, trustees may benefit from looking to its indu...

Financial planning

More than half of planners use ETFs

The adoption of exchange traded funds among financial planners has continued to grow, with more than half of Australian planners now recommending index funds, according t...

SMSF

Advisers and clients the best judges of SMSF appropriateness

Financial advisers and their clients are better judges of the appropriateness of self-managed superannuation funds, according to Six Park chief executive, Pat Garrett....

Expert Analysis

A ticking clock: SMSFs and MiFID II regulatory requirements

The deadline for obtaining a Legal Entity Identifier is imminent, Chris Donohue warns, and self-managed superannuation funds trading European assets and OTC derivates nee...

Superannuation

ASIC takes action against SMSF auditors

The Australian Securities and Investment Commission has disqualified and suspended a number of auditors of self-managed superannuation funds....

SMSF

Govt urged to mandate FASEA on SMSFs

The SMSF Association has urged the Federal Government to mandate FASEA to increase self-managed superannuation fund education and advice standards....

Financial planning

Adviser frustration still high at “unfair” franking reforms

Negative sentiment in the industry around Labor’s proposed franking dividends reform is still running high as Federal election predictions heat up, at least amongst advis...

Policy & Regulation

ATO SMSF auditor referrals to ASIC “steadily increasing”

The Australian Taxation Office has said that it’s already referred 37 SMSF auditors to the Australian Securities and Investments Commission since last June, as part of th...

Financial planning

FASEA could impose specialisation training within two years

The move to require specialist qualifications to give advice on SMSFs could come from the Financial Adviser Standards and Ethics Authority within two years, according to ...

SMSF

Adviser polling shows drop in SMSF advice

Live polling at the SMSF Association National Conference has suggested that the number of clients seeking advice on SMSFs is decreasing, and that consumers’ desire to use...

Policy & Regulation

SMSF SoAs face issues with compliance: ASIC

The majority of advice given to self-managed superannuation fund clients isn’t compliant with the Best Interests Duty, as well as nearly 20 per cent risking causing finan...

Superannuation

RC’s last resort scheme is a win for SMSFs

The recommendation from the Royal commission to introduce a last resort compensation scheme for consumers suffering a financial loss from advice failures is a win for SMS...

SMSF

RC to improve financial advice: SMSF Association

The Royal Commission has laid groundwork to improve the financial services sector and build a more trusted industry, according to the SMSF Association....

Financial planning

Retail property investors should remain alert

Investors and self-managed super funds with exposure to the retail property market need to remain alert as the sector is expected to see a significant change....

Superannuation

SMSFs prefer international equities

Managed funds invested in international equities came on top in terms of the assets held by self-managed superannuation funds, according to an analysis conducted by Class...