SMSF ASSOCIATION

Financial planning

The current regulatory regime around financial planning is driving up costs by prioritising compliance and the needs of licensees over those of consumers, according to th...

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Superannuation

The SMSF Association has welcomed the Federal Government’s amendments to allow the partial commutation of certain non-commutable pensions....

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Financial planning

Although the removal of the Financial Adviser Standards and Ethics Authority is a huge victory for many in the industry who spent the last few years fighting for reform, ...

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SMSF

Large Australian Securities Exchange listed companies should structure their capital raising offers to maximise access for all investors to a proportionate offer and set ...

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Superannuation

The first step should be considering whether making a product recommendation is necessary for advisers with clients that have balances over $500,000, according to BT Fina...

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SMSF

Individuals who have decided to set up their own self-managed super funds are motivated by far more than costs or investment returns, with a desire for control over their...

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SMSF

The SMSF Association has flagged its intention to use the current Australian Securities and Investments Commission review of advice affordability to redesign the limited ...

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Editorial

The widespread general criticism of the Financial Adviser Standards and Ethics Authority’s latest efforts around code of conduct guidance should be the catalyst for the G...

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Superannuation

A Rice Warner report, to be launched later this month, will look at when self-managed superannuation funds are most cost-effective....

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Superannuation

After recommendation from the Senate Economics Legislation Committee, legislation to increase the maximum number of SMSF members from four to six is expected to pass thro...

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Financial planning

The code of ethics would be improved if many of the standards were amended to reflect the intent of the code, the SMSF Association believes. ...

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Superannuation

Faced by the misgivings of at least one major accounting group, the SMSF Association has sought to reinforce the benefits of increasing the size of self-managed superannu...

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Financial planning

The SMSF Association has launched nine compulsory online modules as part of its SMSF Specialist Advisor designation. ...

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Superannuation

The bill would see the maximum allowable number of members in a self-managed super fund increase from four to six....

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Funds management

Retirees who took more than the reduced minimum amount as a pension before the change became law can only treat payments made after 24 March, 2020, as lump sum commutatio...

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MARKET INSIGHTS

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

3 days 16 hours ago

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

3 weeks 1 day ago

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

4 weeks 1 day 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 3 days 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 days 14 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 day 17 hours ago