SELF-MANAGED SUPERANNUATION FUNDS

Superannuation

SMSF returns that match APRA counterparts have proved that SMSF members can manage their portfolios effectively, the SMSF Association says....

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Financial planning

New research from Roy Morgan has suggested that financial planners and self-managed superannuation funds pose a risk to member retention by industry superannuation funds....

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Financial planning

BGL and CoreLogic RPData have delivered another property solution aimed at SMSFs. ...

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Financial planning

A financial planning practice within Charter Financial Planning has paid $10,200 penalty after ASIC found it made misleading representations in an article on its website....

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Industry Super Australia chief executive, David Whiteley, points to inequities and cost of super tax concessions to high net worths....

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Superannuation

Industry Super Australia chief executive, David Whiteley, points to inequities and cost of super tax concessions to high net worths....

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People & Products

Spring FG has shuffled its management team and has appointed the new state managers for Victoria and Queensland....

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Superannuation

SMSF industry told it must work harder to disprove myths. ...

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Accounting

Accountants remain confused about the process involved in the uptake of the limited licensing regime but they need to proceed quickly if they want to advise on SMSF, the ...

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Superannuation

Billions of dollars are still being funnelled into SMSFs from traditional super vehicles annually, which should put an end to speculation that the SMSF sector is in decli...

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Financial planning

SPAA chief executive, Andrea Slattery, says SMSF trustees should feel comforted by the level of regulatory scrutiny the sector receives....

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Superannuation

Super balances do not provide an accurate picture of retirement income and should be replaced with annual forward looking estimates according to a financial consultant an...

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Financial planning

AMP Capital makes six products available via the ASX mFund Settlement Service. ...

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Funds management

Exchange traded products have continued their rapid growth adding $600 million in funds under management for the past month and passing the $14 billion mark....

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Superannuation

Latest figures from the ATO has debunked the myth that more young people are piling into SMSFs and that trustees are bulking up on residential property according to SPAA....

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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