SELF-MANAGED SUPER FUND

Financial planning

Advice licensee Centrepoint Alliance has announced a service partnership with self-managed superannuation fund solution provider SuperConcepts....

Funds management

DomaCom has announced a solution for seniors running short on cashflow by offering them a new model for equity release. ...

image
People & Products

Alexis Rouch has been appointed as chief technology officer by the self-managed superannuation fund software company, as it undergoes a transformative business strategy....

image
Superannuation

Running a SMSF is $8,900 cheaper than what ASIC believes, according to the SMSF Association....

image
Funds management

Commercial property lender Thinktank has said that its two investment bond trusts, established as an alternative to bank financing, might be positive for investors....

image
Financial planning

Class has announced it has signed wealth accounting group Findex to provide trust accounting for family office clients....

image
Superannuation

Confusion reigns among self-managed super fund trustees, members and administrators about the upcoming SuperStream changes at the end of November, 2019. ...

image
Funds management

The ASX mFund Settlement Service now boasts the availability of over 200 funds to investors and financial advisers....

image
Features

As long-anticipated reforms to self-managed superannuation fund contributions and reporting take effect, advisers need to consider how SMSFs invest, Hannah Wootton writes...

image
Financial planning

Macquarie Wealth Management hopes to capture the 80 per cent of Australians who do not access financial advice, with the launch of its OwnersAdvisory model....

image
Superannuation

AMP’s existing self-managed super fund brands will now operate as sub-brands of SuperConcepts, with Natasha Fenech as its CEO....

image
Superannuation

Retail super fund managers are likely to have an anxious Christmas, with more than one in four members reporting they are likely to switch funds over the next five years....

image
Funds management

CBA have launched a new online portal which allows SMSF trustees to manage their compliance and reporting duties as well as a complete view of assets and liabilities with...

image
Superannuation

SMSFs’ huge home bias of equity and cash could lead to risks if the local share market corrects more than offshore, Invast Australia believes....

image
Financial planning

Non-aligned dealer group Capstone has teamed up with peak accountancy body the IPA as the deadline approaches for the removal of the accountants’ exemption next year....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 week 4 days ago

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

2 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 2 weeks ago

The corporate regulator has named its new chief executive, who is set to replace retiring interim CEO Greg Yanco in March....

4 weeks ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

4 weeks 1 day ago

New York-based firm CC Capital has bumped up its offer to stay ahead of rival bidder Bain Capital....

3 weeks 6 days ago