SELF-MANAGED SUPER FUND

Superannuation

SPAA's technical director Peter Burgess explains how a recent decision by the Australian Taxation Office (ATO) affects breaches of non-concessional contribution cap....

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Superannuation

The Self Managed Super Professionals' Association of Australia (SPAA) will celebrate its 10th anniversary next year, marking the occasion at its national conference set d...

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Superannuation

Australian SMSFs should be able to receive superannuation transfers from New Zealand, according to the SMSF Professionals' Association of Australia (SPAA)....

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Superannuation

Cavendish Super's head of technical services Tim Miller has warned self-managed super fund trustees to ensure they meet the pension standards on time to avoid unwinding a...

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Superannuation

The decision of most investors to hoard cash for the past few years was no surprise, but as Damon Taylor reports, the SMSF investment story might be starting to change....

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Financial planning

SPAA strongly rejects suggestions SMSFs should be pushed into APRA jurisdiction....

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Superannuation

The prospect of further Government changes to superannuation and the removal of tax breaks currently in place for self-managed super funds (SMSFs) is unthinkable, accordi...

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Superannuation

The Australian Taxation Office (ATO) has indicated that if a share order is executed in two 'parcels' due to market conditions it will still be treated as a single acquir...

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Superannuation

Self-Managed Super Fund Professionals' Association warns Government against further superannuation tinkering to bolster its promised Budget surplus....

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Superannuation

As SMSFs continue to gain momentum, service provider affiliation is becoming increasingly important to both professional advisers and their clients, according to John McI...

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Financial planning

The ATO has reconfirmed that interest payments are not an essential feature of a loan, potentially opening the door for zero-interest related party loans to self-managed ...

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People & Products

Former Count Financial managing director Andrew Gale has joined specialist corporate advisers Chase Corporate Advisory as executive director....

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Financial planning

In the wake of yesterday's transitional financial results, Perpetual chief executive and managing director Geoff Lloyd has said he is determined to focus on growing the b...

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Superannuation

Large scale administration solutions being adapted to SMSF environment....

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Financial planning

Financial planners must take into account generational differences when preparing advice for SMSF investors, according to a new report....

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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 ago

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

3 weeks 5 days 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. ...

6 days 1 hour ago

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

1 day 16 hours ago

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...

20 hours 25 minutes ago