SMSF TRUSTEES

Policy & Regulation

The tax office is imposing more educational directives where self-managed superannuation fund members have breached regulatory contraventions in a bid to prevent reoffend...

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Financial planning

The SMSF Association wants the Government to dump its limited licensing regime for accountants on the basis of it having failed to meet its objectives and having, instead...

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Superannuation

The accountant-planner relationship is evolving to better serve self-managed super fund trustees, according to Investment Trends....

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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...

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Superannuation

Self-managed superannuation fund trustees plan to take their investments offshore should Labor’s franking credit removal proposal take off. ...

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Superannuation

The OpenInvest online marketplace and platform has launched, with self-managed superannuation fund trustees the primary market. ...

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Superannuation

The recent equity market volatility serves as a warning sign to SMSF trustees to diversify their investment portfolios, according to the Thinktank Group....

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Funds management

The ASX mFund Settlement Service now boasts the availability of over 200 funds to investors and financial advisers....

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Superannuation

SMSF trustees have five weeks until they need to be compliant across all new superannuation changes, the SMSF Association warns....

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Superannuation

SMSF trustees have been advised to avoid making hasty decisions in the wake of the US election and should rather focus on their long-term investment strategy, the SMSF As...

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Funds management

SMSF saw a robust growth in investment returns during the 2014-15 financial year, according to new findings by SMSF retirement specialist Accurium....

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As accountants look to move into the adviser space and attain licences to advise on self-managed super funds, Malavika Santhebennur looks at the challenges and opportunit...

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Superannuation

As accountants look to move into the adviser space and attain licences to advise on self-managed super funds, Malavika Santhebennur looks at the challenges and opportunit...

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Superannuation

The Assistant Treasurer, Josh Frydenberg says extensive consultation will occur before any changes to the super borrowing rules....

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Superannuation

SMSF industry told it must work harder to disprove myths. ...

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MARKET INSIGHTS

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

3 weeks 3 days ago

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

4 weeks 1 day 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. ...

4 days 22 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 2 hours ago