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SELF-MANAGED SUPERANNUATION FUNDS
Superannuation
Self-managed superannuation funds will find themselves on equal footing with APRA-regulated funds when members move offshore....
Superannuation
Uncertainty caused by COVID-19 has lowered satisfaction levels with industry and retail super fund members but self-managed super fund and public sector fund member satis...
Policy & Regulation
The tax office is imposing more educational directives where self-managed superannuation fund members have breached regulatory contraventions in a bid to prevent reoffend...
Policy & Regulation
Self-Managed Superannuation Funds should be exempted from the Government’s new design and distribution regime because they are not like other financial products, accordin...
Superannuation
The tax office will not apply compliance resources regarding the sole purpose test to SMSFs invested in a DomaComa property sub-fund who happen to become a tenant....
Financial planning
There is a strong demand for aged care advice, according to a recent Australia Securities and Investments survey tracking consumer demands, calling into question if advis...
Superannuation
The ATO is looking to audit funds that are invested in a single asset class and will slap a penalty on them if the investment strategy does not meet retirement objectives...
People & Products
The SMSF Association has appointed Tracey Scotchbrook and Michael Houlihan as members to the board....
Financial planning
Dividends across developed markets saw a rise in the first quarter of the calendar year, according to research by Plato Investment Management....
SMSF
Financial advisers and their clients are better judges of the appropriateness of self-managed superannuation funds, according to Six Park chief executive, Pat Garrett....
Superannuation
The Australian Securities and Investment Commission has disqualified and suspended a number of auditors of self-managed superannuation funds....
Financial planning
Negative sentiment in the industry around Labor’s proposed franking dividends reform is still running high as Federal election predictions heat up, at least amongst advis...
Policy & Regulation
The Australian Taxation Office has said that it’s already referred 37 SMSF auditors to the Australian Securities and Investments Commission since last June, as part of th...
Funds management
Pengana Capital Group has announced plans to launch a global private equity listed investment trust, which aims to raise between $250 million and $1 billion....
Funds management
The Templeton Global Growth fund has been awarded a “recommended” rating by Independent Investment Research. ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...