SELF-MANAGED SUPERANNUATION FUNDS

Financial planning

Former Brisbane adviser Denise Simmons, who recommended clients invest in Westpoint products, has been banned from providing financial services for a period of three year...

Superannuation

Chris Bowen has announced that SMSFs will not be exempt from the changes stemming from the Henry and Cooper reviews....

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Superannuation

Platforms have emerged as the major beneficiaries of the growth in self-managed superannuation funds (SMSFs), according to data collected by specialist superannuation cle...

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Editorial

Research from Wealth Insights and Investment Trends reinforces the degree to which financial planners understand the need for remuneration reform....

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Superannuation

The Australian Institute of Superannuation Trustees has called on the Cooper Review to embrace the not-for-profit template for default funds while pushing SMSFs into APRA...

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Financial planning

Transferring commercial property into a self-managed superannuation fund may lead to significant taxation benefits....

Financial planning

Australia Post is running a 'lifestyle survey' that canvasses consumers' use of investment products, including margin loans and reverse mortgages, and then provides leads...

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Financial planning

The global financial crisis appears to have dampened enthusiasm for superannuation co-contributions, but industry funds are winning the battle of rollovers....

Editorial

Managing risk is all about faith in the market and hanging in for the long term, writes Dale Gillham....

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Superannuation

The latest Australian Taxation Office data reveals that while the number of SMSFs is continuing to grow in Australia, the global financial crisis has not given rise to a ...

Financial planning

Macquarie Group has unveiled an expansionary strategy as competitors fall by wayside....

Superannuation

Melbourne man jailed over SMSF theft while his wife is fined for aiding and abetting....

Superannuation

Industry super funds offer superannuants many of the benefits of self-managed superannuation funds, without their downsides, according to Industry Funds Financial Plannin...

Superannuation

Multiport's June survey of SMSF investments has shown that cash has more than doubled in the past 18 months. There are also signs that investors are increasing their expo...

Financial planning

The latest Australian Prudential Regulation Authority data has revealed that the value of Australian superannuation assets is fast heading below the $1 trillion mark....

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MARKET INSIGHTS

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

1 day 4 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 5 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 ...

2 hours 52 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 8 hours ago