SELF-MANAGED SUPERANNUATION FUNDS

Superannuation

The proposed ban on off-market related party transfers for self-managed superannuation funds (SMSFs) "goes against the grain of a simplified superannuation system", accor...

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Superannuation

Investec banking specialist Gareth Bird said the demand for more cash products has led the company to expand its cash investment options for retail investors....

Superannuation

The Government’s Stronger Super package has generated a mixed response from the industry....

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Superannuation

With the Government expected to release its Stronger Super formula, it has been urged to thereafter stop tinkering with super policy....

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People & Products

Matthews Steer Chartered Accountants has announced a boost to its accounting and financial planning teams with two senior appointments....

Superannuation

ATO signals it is closely monitoring re-reporting and the rules around life superannuation capital gains tax and excess contributions tax....

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Superannuation

The latest APRA data confirms the dominance of SMSFs in terms of assets held....

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Superannuation

The superannuation industry has posted an overall rate of return of -0.9 per cent for the June 2011 quarter, following three successive quarters of positive returns, acco...

Superannuation

SMSF trustees have been finding property investment increasingly appealing in recent months. Dan Butler and Nathan Papson list a number of practical considerations which ...

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People & Products

Financial planning group Omniwealth has appointed a new director, Matthew Kidd, as part of the firm's plan to drive business growth and diversification. ...

Superannuation

The number of people who are leaving industry super to establish self-managed superannuation funds (SMSFs) has been steadily increasing since 2004, according to new Vangu...

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Superannuation

With cash balances in self-managed superannuation funds hitting new highs, there are signs that investors are treating cash as a distinct asset class rather than a place ...

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Policy & Regulation

The Government has delivered the first draft of its FOFA legislation, confirming the two-year opt-in and a proposed ban on asset-based fees with respect to gearing....

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Financial planning

While the Future of Financial Advice is the immediate concern for wealth managers, rapid changes in technology may have a more telling long-term impact....

Financial planning

The Government’s changes to the ECT regime add to the compliance burden, despite the ATO doing the heavy lifting. ...

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MARKET INSIGHTS

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

1 day 11 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

2 weeks 6 days ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

3 weeks 6 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 1 day 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 ...

9 hours 57 minutes ago

Professional services group AZ NGA has made its first acquisition since announcing a $240 million strategic partnership with US manager Oaktree Capital Management in Sept...

1 day 15 hours ago