SELF-MANAGED SUPERANNUATION FUNDS

Superannuation

Industry Super Australia has told the Productivity Commission that some retail funds and self-managed superannuation fund promoters have pursued ‘confusion marketing stra...

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Superannuation

Treating self-managed superannuation funds differently to industry funds with respect to franking credits is un-Australian, according to financial services academic, Prof...

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Financial planning

Class has announced a new data feed integration with XPLAN to enable advises, accountants and clients to share a single up-to-date view of wealth in the SMSF and non-supe...

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Financial planning

The approach adopted by the Financial Adviser Standards and Ethics Authority may have served to undermine accountants utilising the limited licensing regime, according to...

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Financial planning

The SMSF Association has urged the Financial Adviser Standards and Ethics Authority to prioritise finding a workable solution rather than rushing to meet its implementati...

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Superannuation

The OpenInvest online marketplace and platform has launched, with self-managed superannuation fund trustees the primary market. ...

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Superannuation

The SMSF Association is selling the message that you don’t need $1 million to set up a self-managed superannuation fund but regulatory uncertainty does represent a major ...

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Funds management

Qualitas has announced that its Real Estate Income Fund has managed to raise more than $230 million....

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Superannuation

The Financial Services Council has found that ordinary Australians who are members of large super funds are the biggest group benefiting from franking credit refunds, adv...

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Superannuation

The Association of Superannuation Funds of Australia has warned that the Labor Party’s proposal to abolish refundable franking credits needs to take into account the bedd...

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Financial planning

The Australian Securities and Investments Commission has suspended and deregistered 101 self-managed superannuation fund auditors due to audit quality....

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Financial planning

The Australian Securities and Investments Commission has cancelled the AFS licence of Austplan, effective from 25 November....

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SMSF

The Federal Opposition’s move to remove franking credits may drive up SMSF membership, according to SMSF Alliance principal, David Busoli. ...

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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...

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Financial planning

Although self-managed superannuation funds have decreased their use of financial planners over the last decade, data from Investment Trends suggests that there is growing...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 22 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 13 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago