SELF-MANAGED SUPER FUND

Funds management

Investorfirst has announced that its Hub24 Super offering has gone live with dealer groups Ord Minnett and Sentry Group....

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Superannuation

The time has come for a total rethink about how investors are looked after when there is a 'Trio Capital', according to SPAA's Peter Burgess....

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Superannuation

The benefits associated with utilising a self-managed super fund come with legal responsibilities and getting it wrong can be criminal, warns Matthew McKee....

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Superannuation

The SMSF Professionals' Association of Australia has welcomed an Australian Taxation Office ruling clarifying the status of borrowing arrangements around single assets....

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Financial planning

Product providers should be responsible for funding a last resort compensation scheme, according to the SMSF Professionals' Association of Australia....

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Superannuation

As SMSFs and their various service providers wait to see what consequences may arise from the limited licensing regime currently proposed for accountants, Sharyn Long, ma...

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Editorial

Mike Taylor writes that the Government’s FOFA process has finally produced a genuinely positive outcome in the St John report’s clear analysis of the need for financial p...

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Superannuation

The Self-Managed Super Fund Professionals' Association has acknowledged it had been lobbying for the two-year delay in the commencement data of the concessional contribut...

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Superannuation

A study currently being conducted by the University of Adelaide may allow both current and prospective SMSF trustees to make greater cost comparisons, according to Plaza ...

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Financial planning

The Federal Budget has won little applause and much criticism from the financial services industry....

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Superannuation

Determining whether a share purchase through a self-managed super fund contravenes the in-house asset rules could be a complex task, according to Warrick Hanley....

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Editorial

If, as is being widely speculated, the Federal Government uses the Federal Budget to once again alter the tax setting around Australia’s superannuation system, the ALP wi...

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Superannuation

Government warned that the costs of tinkering with superannuation could far outweigh the benefits....

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Superannuation

SMSF trustees need to take a closer look at their treatment of gains and losses with respect to trading stock affecting capital gains tax (CGT), following the recent pass...

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Superannuation

Recent questions around superannuation funds' exposure to equities have promoted the benefits of self-managed super funds in delivering flexibility, according to the SMSF...

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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. ...

1 week 3 days 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. ...

6 days 11 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...

5 days 15 hours ago