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Financial planning
The grandfathering problems that plagued the advice space a year ago continue to stymy advisers and remain heavy burden on consumer choice, the Association of Financial A...
Funds management
Growing numbers of investors are taking the plunge and following financial advisers’ recommendations to try direct investments through separately managed account (SMA) se...
Editorial
The growing acceptance of the new electronic currency, Bitcoin, is threatening to disrupt and change the global financial system. Mark Thomas explains why investors and a...
Superannuation
ATO appears to be targeting inappropriate loans to SMSFs after focusing on those with uncommercial loan terms....
Superannuation
Macquarie Bank's David Barrett takes a closer look at the cost complexities of setting up a SMSF....
Superannuation
An accounting and advisory firm wants tighter regulation around the inclusion of residential property in SMSFs....
Superannuation
While restrictions on acquiring assets from a related party in an SMSF are generally understand, the disposal of assets to related parties often suffers from a lack of un...
Superannuation
The Association of Superannuation Funds of Australia (ASFA) is calling for media to “get the facts right” after news outlets reported tax concessions on super would cost ...
Superannuation
Colonial First State said it supports the three-day turn-around for superannuation member transfers. ...
Funds management
Equity income funds have become increasingly sophisticated, as van Eyk Research awards the first AA rating in this sector....
Superannuation
Townsends Business & Corporate Lawyers' Peter Townsend outlines some of the do's and don'ts for maintaining a bare trust in a LRBA....
Editorial
Equity income funds may not live up to their hype, writes Morningstar's Kathryn Young. ...
Editorial
Although tax exemption when selling a person’s main residence is usually a routine matter, things can go badly wrong in some quite unexpected ways, writes Chris Ardagna....
Superannuation
SMSF trustees cautioned to ensure they understand the details of establishing bare trusts where limited recourse borrowing is concerned. ...
Editorial
A recent white paper by Lonsec and Milliman explores the conundrum facing retirees trying to balance security of income against the need for investment growth to fund gre...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....