SELF-MANAGED SUPERANNUATION FUNDS

Editorial

Accountancy-based wealth management group, Count Financial has recorded a strong half-yearly result recording a 21 per cent lift in revenues to $58.64 million driving an ...

Funds management

Centro Properties Group has announced a number of changes to its $2 billion Centro Direct Property Fund (DPF) and $1.1 billion Centro Direct Property Fund International (...

Financial planning

A new software package that compares superannuation funds has begun to gain traction in the financial services marketplace, with the signing of its first client....

Financial planning

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Superannuation

Reserving is a strategy advisers should be looking at for self-managed superannuation funds (SMSFs), said Willis Employee Benefits director Lachlan Semple....

Superannuation

Wrap manager netwealth Investments has bought a self-managed superannuation fund administration business for an undisclosed sum....

Superannuation

The ATO has signalled that it will be lifting the level of compliance activity surrounding SMSFs by increasing the number of people working in its compliance area by 350....

Superannuation

CPA Australia has issued a set of guidelines to assist its members who are advising clients about self-managed superannuation funds to help ensure the advice given is app...

Superannuation

The Federal Government is moving to ensure that SMSFs can continue to invest in instalment warrants despite an adverse regulatory interpretation by both the ATO and APRA....

Financial planning

Financial services provider DKN Financial Group has acquired a $2.55 million minority stake in South Australia financial planning firm Thornton Group....

Financial planning

The key message of the FPA presentation to the Parliamentary Committee conducting the inquiry into the Structure and Operation of the Superannuation Industry was the need...

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Superannuation

The counsel for an online automated superannuation service provider has warned financial planners offering advice on self-managed superannuation funds to review their cli...

Financial planning

The two former directors of an unlicensed financial services business will face 30 charges between them in the Melbourne Magistrates Court in November, following an Austr...

Superannuation

Tax changes next year to superannuation will favour commercial property investments in self-managed superannuation funds....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days 4 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago