SELF-MANAGED SUPER FUNDS

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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Superannuation

AIA Australia has made it clear that SMSF trustees now have a number of insurance options at their disposal....

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Superannuation

SPAA has welcomed the proposed penalty system changes for SMSFs, saying trustees who break the rules will be treated more equitably....

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Superannuation

Clients who set up self-managed superannuation funds risk cancelling their existing insurance cover with their previous super fund, says Pitcher Partners director of supe...

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Superannuation

Peter Burgess believes many SMSFs are failing to claim valuable tax deductions....

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Superannuation

Lawyer warns that some investors are misinterpreting the rule changes around renovating older dwellings....

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Financial planning

ASIC has released a consultation paper on the public trading of Commonwealth Government Securities in a bid to develop a broad, liquid corporate bond market....

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Superannuation

Platform provider netwealth is set to launch a new wrap specifically targeted at SMSFs, enabling them to adjust their investment and insurance requirements to the level o...

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Financial planning

An adviser specialising in self-managed super funds has pleaded guilty to taking $250,000 from his clients by deception and making a false statement to ASIC....

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Superannuation

Despite welcoming the Government's decision to defer the proposed ban on off-market transfers between SMSFs and related parties where a market exists, SPAA continues to l...

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Superannuation

SMSFs represent a significant growth opportunity for financial advisers, particularly for those who choose to specialise in the sector....

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Superannuation

The SMSF Professionals' Association of Australia is continuing to advocate tighter legislative controls around off-market transfers, despite the Government's decision to ...

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Superannuation

On the back of changes announced as part of the FOFA guidelines, My Adviser has announced the launch of a specialist authority to enable accountants to continue to recomm...

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Superannuation

Stephen Miller outlines the key issues recently clarified in an Australian Taxation Office ruling regarding the acquisition of property by self-managed super funds using ...

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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....

5 days 16 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 3 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 1 day ago