SMSF TRUSTEES

Superannuation

Gearing now plays a greater role in the wealth creation process for SMSF trustees, according to head of business development for structured investments at the Commonwealt...

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Superannuation

In situations where a SMSF enters into a contract with a related party, care needs to be taken to avoid potential breaches of the law. Peter Burgess explains....

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Editorial

There is considerable asset allocation bias with SMSF trustees. This is likely to lead to disappointing performance at best, and widespread disasters at worst, according ...

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Superannuation

David Court outlines some common queries that arise out of the new rules for investment in personal use assets....

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Superannuation

Related party transactions continue to represent a challenging issue for SMSF trustees....

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Superannuation

SMSFs were one of the target areas for the Stronger Super reforms and while SPAA was broadly happy with the proposed measures, it still has some concerns about implementa...

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Superannuation

Aaron Dunn provides five SMSF suggestions that could be used to attract new business in 2012....

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Superannuation

Given the Government's push to improve insurance levels in the SMSF sector, Cameron Peck outlines the technicalities and implications of taking out death and permanent di...

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Superannuation

SMSF trustees are less confident about reaching their target retirement income than they were a year ago, according to an SPAA study....

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Financial planning

SMSF trustees find it "very challenging" to find good professional advice, and nearly half of them believe financial planners are out to sell products to benefit themselv...

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Superannuation

Cavendish Superannuation says recent changes mean it is time for SMSF trustees to review their pension options....

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Financial planning

SMSF trustees have lost faith in investment markets and are increasingly turning to property and cash-related products such as term deposits, but the best long-term rewar...

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Financial planning

SMSF trustees have lost faith in investment markets and are increasingly turning to property and cash-related products such as term deposits, but the best long-term rewar...

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Financial planning

Macquarie Specialist Investments investor information for will be available on the Class Super platform for SMSF trustees under a new agreement....

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Financial planning

Macquarie Specialist Investments investor information for will be available on the Class Super platform for SMSF trustees under a new agreement....

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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....

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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