SELF-MANAGED SUPER FUNDS

Superannuation

SMSFs may be booming - but the unwary can also find themselves within the sights of a small number of dodgy property advisers and mortgage brokers, writes Damon Taylor. ...

image
Superannuation

While experts appear to be urging SMSF investors away from cash, CANSTAR's Chris Groth believes there may be more to that ‘long-term marriage' with cash than people might...

image
Superannuation

Even if an application made to the ATO is successful, the associated costs can significantly reduce the net proceeds the taxpayer receives - which can lead to unfair outc...

image
Accounting

ASIC has handed a NSW-based accountant a six-year ban from providing financial services following an investigation....

image
Funds management

BGL Corporate Solutions has partnered with Aberdeen and Schroders to provide automated contract notes from managed funds....

image
Superannuation

SMSFs should be responsible for their wins and losses, which is why there should be no special statutory safety net for them when it comes to fraud, according to Challeng...

image
People & Products

Elders Financial Planning has appointed Albert Di Sabatino as regional manager, west, as it grows its presence in the Western Australia region....

image
Financial planning

A lack of regulation around property investment in Australia, particularly in regards to SMSFs, is jeopardising the retirement savings of millions, according to PIPA....

image
Financial planning

After announcing the $32.2 million acquisition of Lachlan Partners late last week, SFG Australia has revealed it is in merger talks with another wealth management firm, W...

image
Superannuation

Total estimated assets for the superannuation fund sector rose by $192.2 billion to $1.51 trillion over the 12 months to 31 December 2012, according to APRA. ...

image
Financial planning

David Hobbs, who was described by ASIC as the ‘mastermind’ behind a $30 million Ponzi scheme, was handed the largest penalty in the regulator’s history....

image
Superannuation

SMSFs now have to consider the need to hold insurance cover for their members. Michael Hallinan outlines the practical implications of this change and the issues trustees...

image
Superannuation

Both industry and retail superannuation funds are trying to emulate SMSFs by providing more choice and flexibility for their members. But as Damon Taylor writes, many cla...

image
Financial planning

Industry funds-backed bank ME Bank has joined with UBS Australia to deliver a high-interest cash account service via UBS's direct investment platform for superannuation f...

image
Funds management

A Multiport survey has found falling interest rates in recent months have resulted in SMSFs slightly decreasing their cash holdings in favour of fixed income and direct p...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 1 day ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 1 day ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 1 day ago