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. ...

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Superannuation

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

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Superannuation

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

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Superannuation

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

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Superannuation

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

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Financial planning

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

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Superannuation

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

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Superannuation

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

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Superannuation

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

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Superannuation

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

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Superannuation

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

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Financial planning

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

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Superannuation

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

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Financial planning

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

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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....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

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

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

4 months 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

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The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

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ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

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