SELF-MANAGED SUPER FUND

Superannuation

Recent debate around asset allocation in super and funds' exposure to equities has promoted the flexibility of self-managed super funds, according to the SMSF Professiona...

image
Financial planning

SPAA has warned the jump in ECT breaches may only get worse when the concessional contribution cap for those aged 50 and over, with a superannuation balance over $500,000...

image
Superannuation

In situations where a SMSF enters into a contract with a related party, care needs to be taken to avoid potential breaches of the law. Peter Burgess explains....

image
Superannuation

The ATO's view on SMSF property development leaves room for members to be caught out by the sole purpose test, said Peter Hogan MLC Technical....

image
Policy & Regulation

SPAA will work with ASIC to develop its in-house code of conduct so that SPAA members are exempt from opt-in requirements when the FOFA reforms take effect....

image
Superannuation

Blended families create unique challenges and need a new approach when planning super death benefits, according to two SPAA advisers....

image
People & Products

Former Count chief executive Andrew Gale has joined the board of SPAA four months after his departure from Count....

image
Superannuation

SPAA says financial planners, auditors and accountants needed the 12-month delay to FOFA implementation....

image
Financial planning

Using popular social media channels such as Facebook, LinkedIn, Twitter and YouTube can help financial advisers win new SMSF business, according to SMSF Academy managing ...

image
Financial planning

Using popular social media channels such as Facebook, LinkedIn, Twitter and YouTube can help financial advisers win new SMSF business, according to SMSF Academy managing ...

Superannuation

Industry and retail super funds may currently dominate pre-retirement superannuation, but Deloitte partner for superannuation Russell Mason believes that a passing of the...

image
Superannuation

With turmoil offshore continuing to impact local investment markets, Aaron Dunn, managing director of the SMSF Academy, believes the focus for self-managed super funds in...

image
Financial planning

SPAA is looking to debate the issue of contributions caps, which it says are too low, at the Government's recently announced superannuation roundtable....

image
Financial planning

SPAA is looking to debate the issue of contributions caps, which it says are too low, at the Government's recently announced superannuation roundtable....

image
Financial planning

BetaShares has appointed University of New South Wales lecturer Dr Tony Rumble as head of portfolio construction....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 weeks 4 days ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 weeks 1 day ago

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

2 months 3 weeks ago

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

2 weeks ago

ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

2 weeks ago

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...

2 weeks 1 day ago