SMSF SECTOR

Superannuation

The SMSF sector has unsurprisingly welcomed Labor’s election loss, after an extensive campaign against the party’s dividend proposal that the SMSF Association claimed aim...

image
Financial planning

With adviser education set to be a continued focus for the industry in the new year, the SMSF Association has welcomed the Productivity Commission’s call for high advice ...

image
Superannuation

A new Money Management survey has revealed most accountants and planners would be preapred to establish an SMSF on the basis of FUM of $200,000 or less. ...

image
Superannuation

Billions of dollars are still being funnelled into SMSFs from traditional super vehicles annually, which should put an end to speculation that the SMSF sector is in decli...

image
Financial planning

MDS Financial signals further acquisitions after completing its transaction with Sequoia Financial to gain a solid foothold in the SMSF sector....

image
Superannuation

SPAA’s Graeme Colley claims ATO data does not support suggestions young people are rushing to set up SMSFs....

image
Superannuation

Latest figures from the ATO has debunked the myth that more young people are piling into SMSFs and that trustees are bulking up on residential property according to SPAA....

image
Superannuation

Wealth management platform, XPLAN, and cloud SMSF software, Class Super, have been integrated in an attempt to bridge the gap between planners and accountants. ...

image
Financial planning

The founder and managing director of the SMSFs Professionals Association of Australia (SPAA), Andrea Slattery, has been crowned Money Management and Super Review’s Woman ...

image
Awards

The founder and managing director of the SMSFs Professionals Association of Australia (SPAA), Andrea Slattery, has been crowned Money Management and Super Review’s Woman ...

image
Financial planning

The six largest financial planning institutions can expect a visit from ASIC which will examine their compliance with high-risk advice areas....

image
Superannuation

Specialised services offering to wrap up SMSF was not an adverse trend but a sign of the maturing of the SMSF sector....

image
Superannuation

The Financial Systems Inquiry has been told that while there are many educational events aimed at the SMSF sector, there exist significant variations in their quality....

image
Superannuation

Consumer satisfaction with the financial performance of superannuation has climbed to its highest point since the global financial crisis according to research conducted ...

image
Superannuation

Claims that SMSF members are looking to return to mainstream funds are unfounded, according to SuperGuardian, Xpress Super chief executive, Olivia Long....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 10 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 14 hours ago