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SELF-MANAGED SUPERANNUATION FUNDS
Financial planning
Advisers and accountants want to know what they have to do in order to be able to continue to provide advice in the area of self-managed superannuation funds (SMSFs)....
Superannuation
The Australian Taxation Office (ATO) is threatening legal action against self-managed superannuation funds (SMSFs) which fail to comply....
Financial planning
As market conditions continue to fluctuate and financial planners feel the pressure, a positioning strategy paves the way for strong growth. Chris Dionne talks to Melinda...
Financial planning
Equity Trustees will consider the roll out of a self-managed superannuation funds administration package in a bid to boost its superannuation business....
Superannuation
A new industry body has been launched with the hope of raising industry standards amongst financial planners operating in the self managed super fund (SMSF) sector....
Superannuation
Self-managed super funds have just about everybody interested - including the Tax Office. Barbie Chiro reports....
Financial planning
It promises to be a busy year for advisers and their clients. Andrew Lawless outlines key dates for 2003....
Financial planning
Sealcorp Holdings' Securitor dealer group has been joined by Webb Financial Services, the newly created financial planning arm of chartered accounting firm Webb & Co....
Financial planning
It’s the imponderable question, what do the wealthy want? JOHN WILKINSON asks those who should know – the private banks....
Financial planning
The industry has been rattling on about growth pensions for the best part of five years but, according to the experts, there are now some very compelling reasons for the ...
Superannuation
THE AUSTRALIAN Taxation Office (ATO) has developed a hit list for self-managed superannuation funds (SMSF) and it will be looking very closely at the general operational ...
Superannuation
GIVEN the extremely strong growth in numbers and assets held in DIY superannuation funds, particularly self-managed superannuation funds (SMSF), it is surprising that so ...
Superannuation
Consolidating overseas superannuation money has a reputation for being hard to expedite. FIONA MOORE reports on what the process involves and how it can provide your clie...
Financial planning
The advice planners provide to clients goes hand in hand when it comes to what planners do with their own super. <caps>FIONA MOORE</caps><b><caps> </caps></b>asked three ...
Financial planning
Thirty per cent of advisers use a combination of master trusts and retail funds when investing the superannuation savings of their clients, while 21 per cent only recomme...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...