SELF-MANAGED SUPER FUND

Superannuation

SMSFs may be booming - but the unwary can also find themselves within the sights of a small number of dodgy property advisers and mortgage brokers, writes Damon Taylor. ...

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Superannuation

SPAA has cautioned against any over-reaction following the release of the ASIC report into professional advice in the self-managed super fund sector....

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Funds management

A cautious approach to an improving yet still volatile market is causing a boom in beta-oriented and defensive investment products, according to Investment Trends....

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Superannuation

Mike Taylor writes that recent actions on the part of both ASIC and APRA suggest that the SMSF sector has become too large for any of the regulators to ignore....

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Editorial

Mike Taylor writes that recent actions on the part of both ASIC and APRA suggest that the SMSF sector has become too large for any of the regulators to ignore....

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Superannuation

AMP’s decision to tap into the SMSF space created quite a buzz in the industry. Paul Sainsbury explains the decision was only logical, outlining a few factors financial p...

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Superannuation

Super plays a critical role in a robust asset protection strategy – but it is not an impenetrable wall. By understanding the weaknesses, appropriate planning can be put i...

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Financial planning

ASIC has cancelled the financial services licence of AAA Shares, a national dealer group based in Adelaide....

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Superannuation

With even the largest of SMSF administration firms holding less than 2 per cent of the overall market, the potential for consolidation has become an increasingly hot topi...

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Superannuation

The financial services market is projected to grow to $3.76 trillion over the next 10 years, with the superannuation market expected to achieve an average growth rate of ...

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Accounting

SPAA hopes to become part of the limited advice licensing regime by offering its Public Practice Certificate to accountant members....

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SMSF, company and trust documents provider Topdocs will integrate with Xplan, allowing pre-populating of forms and reducing data entry, the companies announced....

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Superannuation

With the window seemingly coming to a close with in-specie contributions of listed shares into SMSFs, it is a timely reminder to ensure that your contribution strategy is...

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Superannuation

SMSFs are, by their very nature, tuned towards providing their members with income streams during retirement, according to John Wilson, head of PIMCO Australia....

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Financial planning

Complex retail products will come under the ASIC's scrutiny due to poor market returns and growth in the self-managed super fund (SMSF) sector....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 5 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

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Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

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Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

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