SELF-MANAGED SUPER FUNDS

Financial planning

Blue Sky Private Equity has launched a $50 million EC2010 PE Fund for the small to medium enterprise (SME) space....

Financial planning

Big Sky Financial Solutions has acquired Perth-based financial planning firm Westwide Financial Services....

Superannuation

The average inflows into SMSFs almost doubled in the second quarter, but total contributions were still down 22 per cent on the 2008-9 financial year, according to a Mult...

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Financial planning

Countplus, a subsidiary of Count Financial, has made two further acquisitions of accounting and financial services firms - taking the total number of it acquisitions to 1...

Editorial

David Benney looks at the advantages and disadvantages of direct shares versus managed funds....

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Superannuation

Proposed changes to the regulation of SMSFs could lead to a decrease in the number of SMSF auditors, agents and administrators....

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Financial planning

Investec Asset Management is looking to take advantage of what it sees as an opportunity in emerging market debt to acquire new investments from Australian institutional ...

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Financial planning

The Financial Ombudsman Service has upheld four complaints against advisers for directing clients to establish SMSFs and then invest in high-risk real estate managed inve...

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Editorial

By holding the Henry Review into Taxation and then rejecting most of its findings, the Government has broken the golden rule of politics, writes Mike Taylor....

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Superannuation

Investments in collectables and personal-use assets will be banned, stricter rules around in-house assets will be introduced and there will be firmer regulation of SMSFs ...

Financial planning

Adviser-owned dealer group Australian Financial Services (AFS) has launched a new unified managed (UMA) service in conjunction with technology company OneVue and superann...

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Financial planning

Calliva Group, one of the boutique financial services companies that grew out of the boom years, was a victim of the GFC and its impact on structured products....

Financial planning

There could be changes in the 2010 Federal Budget to the way gearing in super operates, although there has not yet been any official indication from the Government, accor...

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Superannuation

A UBank survey of SMSF customers has revealed a third have over 50 per cent of their SMSF in cash....

Superannuation

The Australian Institute of Superannuation Trustees has called for stronger regulation of advisers to SMSFs and highlighted the need for funds to be fully regulated under...

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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 3 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....

6 days 9 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 4 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 2 days ago