Wrap account developers have hailed the recent introduction of superannuation into the wrap structure as a major breakthrough. Samantha Walker takes a look at the financi...

A significant number of funds management groups missed the June 30 deadline for lodgement of trustee retirement notices under the Manag-ing Investments Act (MIA), accordi...

The focus by senior executives on investment options has tended to centre on greater control over their superannuation affairs, long term retirement wealth creation and e...

Thousands of small DIY superannuation funds could be hit with capital gains tax (CGT) when they are forced to restructure to comply with proposed laws....

Financial planners, investment advisers, accountants, and all professionals who provide investment advice should be aware of the recent introduction of the pru-dent perso...

Up to 5000 existing DIY funds may have to change their structure if they continue with a single trustee who is also the fund’s single member....

Rules regarding membership, compliance and administration of self-managed superannuation funds (SMFs) are well on the way to being clarified....

At the time of writing this article only one of the three forums on administration systems (wraps and master trusts) had been held. ...

The commencement of every new year ushers in new legislative arrangements with the potential to impact financial planning advice. Stephen Manassah focuses on seven legisl...

There are some important things to consider in the new borrowing rules for SMSFs, writes Craig Day....