SMSF TRUSTEES

Superannuation

Dixon Advisory is arguing against the imposition of mandatory minimum SMSF balances on the basis that it would amount to excluding one part of the population....

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Financial planning

There could be changes in the 2010 Federal Budget to the way gearing in super operates, although there has not yet been any official indication from the Government, accor...

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Superannuation

Calls for reform in the SMSF sector reflect an agenda by some parties that would see funds diversified to the industry or retail super sectors....

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Superannuation

The SMSF sector has cemented its place in the superannuation industry over the past few years. Damon Taylor looks at the issues facing SMSFs and the debate that will dete...

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Funds management

Peter Townsend explains the five perils faced by SMSF borrowers, and shows how they can be avoided....

Financial planning

Elders Forestry maintains that its forestry projects are sound investments for SMSFs despite lingering fears caused by the collapse of Timbercorp and Great Southern....

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Superannuation

Reform to self-managed super funds (SMSF) could cause greater complications in the sector, says Townsend Business & Corporate Lawyers principal Peter Townsend....

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Editorial

SMSF trustees are an unpredictable bunch, writes Tim Hewson. He sifts through recent research that assessed the attitudes of these independent investors....

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Superannuation

Cash holdings fall while equities allocations rise to 42 per cent....

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Superannuation

Troy Smith discusses the tax implications of holding trauma cover, and receiving payouts for it, in super....

Superannuation

SMSF trustees making changes to their portfolio were more likely to have followed planning advice to seek better returns, while more than half of non-SMSF investors made ...

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Superannuation

In an attempt to allay fears and confusion about the self-managed superannuation fund (SMSF) in-house asset rules, Heffron has approached the Australian Taxation Office (...

Superannuation

The financial services industry has been called upon to step up to its social obligations when dealing with trustees of self-managed superannuation funds....

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Superannuation

Insurance cover within superannuation has become an attractive strategy, writes Fabian Bussoletti....

Superannuation

Trustees lent 95 per cent of SMSF assets to a related company during a period of physical and financial stress....

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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 1 day 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 ago

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

3 weeks 1 day ago