SMSF TRUSTEES

Superannuation

Despite comments by the Prime Minister Julia Gillard some weeks ago that “everything was back on the table” when it came to superannuation, the financial services industr...

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Financial planning

The Federal Budget has receive only a lukewarm response from the financial services industry despite the Government limiting its changes to superannuation to those announ...

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Superannuation

Boutique fund managers are trying to grab a slice of the ever-growing self-managed super fund (SMSF) pie, but some are questioning whether it is worth the effort. ...

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Superannuation

SMSF administrator SuperGuardian has launched a second SMSF offering designed to capture the exponential growth in the self-directed investor space....

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Superannuation

Asset managers need to figure out how they can get involved in the booming SMSF sector, according to Bennelong Funds Management's Jarrod Brown....

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Superannuation

SMSFs may be booming - but the unwary can also find themselves within the sights of a small number of dodgy property advisers and mortgage brokers, writes Damon Taylor. ...

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ASIC’s SMSF Taskforce has reviewed 100 investor files relating to the establishment of SMSFs in an effort to improve the quality of advice given to investors, it said. ...

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Superannuation

In light of the new rules coming into force on 1 July, David Court provides a list of the changes and a reminder of one that will not be happening. ...

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Superannuation

While experts appear to be urging SMSF investors away from cash, CANSTAR's Chris Groth believes there may be more to that ‘long-term marriage' with cash than people might...

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Superannuation

Irina Tan and Bryce Figot from DBA Lawyers explain the intricacies around dealing with the Australian Taxation Office and handling contraventions. ...

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Superannuation

David Shirlow from Macquarie Adviser Services brings you up to date with new developments regarding the way SMSF trustees can structure insurance....

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Financial planning

The major industry bodies have welcomed the introduction of legislation into Parliament that will enshrine the terms ‘financial planner’ and ‘financial adviser’ in law....

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Superannuation

Changes to the legislation around related party transactions for self-managed superannuation funds (SMSF) could see trustees punished for unintentional breaches, accordin...

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Superannuation

Self-managed superannuation fund (SMSF) trustees are most likely to consider closing their fund within the first year of establishing it, according to research conducted ...

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Financial planning

A lack of regulation around property investment in Australia, particularly in regards to SMSFs, is jeopardising the retirement savings of millions, according to PIPA....

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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 1 week 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 5 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 4 days ago

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

4 days 15 hours ago