SELF-MANAGED SUPER FUND

Financial planning

Australian Financial Services (AFS) will launch a private label MDA next month it says is aimed at driving down costs ahead of the introduction of the FOFA reforms....

image
Financial planning

The Federal Opposition has declared that repairing the Budget balance sheet will take priority over a higher Superannuation Guarantee....

image
Superannuation

There has been a growing interest in the use of strategies to acquire, subdivide, renovate or develop property using a self-managed super fund (SMSF). Aaron Dunn explains...

image
Financial planning

A former Dover Financial Advisers representative will spend three years out of the industry due to several concerns over advice he provided....

image
Superannuation

Self-managed super fund (SMSF) trustees should not be forced to do a full valuation on direct property holdings every year, according to the Self-Managed Super Fund Profe...

image
Superannuation

The large number of SMSF audits being conducted each year requires auditors to be appropriately competent....

image
Superannuation

The ATO has been urged to rethink its draft ruling on the taxation of pensions after death amid concerns it is being unfair and acting against the spirit of the tax laws....

image
Financial planning

Financial advisers have a more bullish outlook for investment markets in the new financial year compared to their clients, according to a Count Financial survey....

image
Superannuation

The number of investors allocating towards exchange-traded funds will increase 35 to 50 per cent in the next two years in the wake of the current proliferation of product...

Superannuation

The Government's draft guidelines on collectibles have left a range of questions unanswered....

Financial planning

Paritech has announced that it has signed Independent Capital Advisers to its TotalView wealth management platform....

Financial planning

Means testing for super members over 50 would be a failure on behalf of the Federal Government to address two of its three main policy objectives (lower revenue costs, si...

image
Financial planning

Perth-based financial services group Wealth Management Partners (WMP) has acquired a substantial stake in property advisory service REaffirm....

image
Superannuation

Dealer groups that want to increase their advisers' knowledge of self-managed superannuation funds (SMSFs) can now access a streamlined SMSF association membership and ac...

Superannuation

Super and accounting bodies have applauded the Australian Securities and Investments Commission's (ASIC's) guidelines on art and collectibles in self-managed super funds....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

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

2 months 2 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

4 days 12 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks ago