SMSF TRUSTEES

Superannuation

SMSFs represent a significant growth opportunity for financial advisers, particularly for those who choose to specialise in the sector....

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Superannuation

SMSF trustees are using CFDs to become more strategic with their portfolios and to ensure recent downturns are not adversely affecting their retirement goals, according t...

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Superannuation

Self-managed super funds (SMSFs) are proving to be a key element in the take-up of ETFs....

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Superannuation

The Institute of Chartered Accountants in Australia has welcomed the auditor registration regime but with some caveats....

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Superannuation

The annual Vanguard/Investment Trends Self Managed Super Fund (SMSF) Report has revealed the sector's continued growth, both in terms of the number of fund establishments...

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Superannuation

The ban on off-market transfers for self-managed superannuation funds will not go ahead as planned from 1 July 2012, and is likely to be delayed for one year, according t...

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Financial planning

The number of self-managed superannuation funds (SMSFs) using a RG146-compliant financial adviser has continued to decline, sitting at 52 per cent, according to Investmen...

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Editorial

Amid the fall-out from Trio Capital it has been suggested that financial planners be required to warn clients establishing SMSFs that they are entering a higher risk envi...

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Superannuation

The SMSF Professionals' Association of Australia (SPAA) has moved to correct the "misconception" that SMSF trustees have no legal options ahead of them in the event of fr...

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Superannuation

The Auditor-General has warned that the ATO's interpretive decisions on SMSFs carry less legal weight than interpretive decisions on tax matters....

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Superannuation

The time has come for a total rethink about how investors are looked after when there is a 'Trio Capital', according to SPAA's Peter Burgess....

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Superannuation

ASIC signals a push to have SMSF trustees acknowledge the existence of a higher level of risk....

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Financial planning

APRA seeks to create distance from blame around Trio Capital while pointing to deficiencies of SMSF trustees and financial planners....

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Superannuation

More SMSF trustees are using the power of CFDs as hedging tools within their funds to protect their core portfolios, according to Capital CFDs....

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Superannuation

The SMSF Professionals' Association of Australia has welcomed an Australian Taxation Office ruling clarifying the status of borrowing arrangements around single assets....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

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

2 months ago

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

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 2 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 1 day ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 2 days ago