SMSF TRUSTEES

Superannuation

Sequencing risk can have a catastrophic impact on a SMSF, according to Michael E. Drew, professor of finance at Griffith University and partner at Drew, Walk & Co. ...

image
Superannuation

SPAA argues that this year’s ATO compliance focus makes getting appropriate advice even more essential....

image
Superannuation

The Institute of Chartered Accountants has broadly welcomed the increased powers granted to the Australian Taxation Office with respect to SMSFs. ...

image
Superannuation

SPAA is urging SMSFs to get quality advice after the ATO announced it would increase its monitoring of the sector. ...

image
Superannuation

Macquarie Personal Portfolio has been added to the Xpress Super's self-managed super fund platform, according to Xpress Super's Olivia Long....

image
Financial planning

Recently launched Xpress Super has added Macquarie’s Separately Managed Account (SMA) product Macquarie Personal Portfolio to its platform....

image
Superannuation

Specialist lawyer Michael Hallinan points to importance of ATO law changes for SMSF trustees....

image
Superannuation

Peter Hogan outlines the key issues trustees should consider when addressing insurance in a fund's investment strategy. ...

image
Superannuation

SPAA claims recent ATO data revealing a decline in SMSF establishments belies health of sector....

image
Superannuation

Another new administration platform has been launched into the SMSF market - CleverSuper - with the founders inviting 250 advisers to become "founding partners"....

image
Superannuation

SPAA has welcomed the Government’s decision to drop amendments to affected off-market related party transfers....

image
Financial planning

Self-managed superannuation fund (SMSF) associations are celebrating another win after the Federal Government quietly removed proposals to restrict related party transact...

image
Superannuation

Newly appointed AMP SMSF executive Peter Burgess explains that assessing suitability and explaining risks is the key to good SMSF advice....

image
Financial planning

Specialist life insurer NobleOak has announced the launch of a new product aimed at the SMSF market....

image
Superannuation

MLC's Peter Hogan says that while the Budget hasn't specifically targeted SMSFs, there are likely to be a number of indirect impacts....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

4 hours ago

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

4 days 9 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 7 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 10 hours ago