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SMSF
Financial planning
ASIC commissioner Alan Kirkland has described the problem of telemarketers encouraging people to switch their super as “the worst behaviour”, and one where the regulator ...
Superannuation
ASIC has sentenced former director Mudasir Mohammed Naseeruddin over four years imprisonment for ‘egregious conduct’ and dishonestly obtaining client funds from six inves...
Financial planning
The SMSF Association, in partnership with the Financial Planning Association (FPA), is set to release an express pathway for the SMSF Specialist Advisor (SSA) program....
SMSF
The corporate regulator has taken action against hundreds of self-managed super fund auditors after they reportedly failed to meet compliance standards over several years...
SMSF
A former Melbourne financial planner has pleaded guilty to three counts of engaging in dishonest conduct regarding SMSFs while running a financial services business. ...
SMSF
Self-managed superannuation fund establishments have reached a three-year high, according to Investment Trends, with the percentage of advisers assisting in establishment...
Superannuation
Net assets per adviser in self-managed superannuation funds have more than doubled since 2019 as the adviser exodus means remaining firms are taking on more clients....
Policy & Regulation
ASIC has cancelled the registration of 10 auditors of self-managed superannuation funds who failed to lodge their annual statements....
Tools & guides
There are specific requirements that only apply to trustees of self-managed superannuation funds, writes Tim Howard, including the allocation in their investment strategy...
Financial planning
The solution to the complex and time-consuming Statements of Advice (SoA) lies somewhere between a one-page letter, as prescribed for accountants, and what exists today, ...
Superannuation
The introduction of standards has failed to prevent delays when rolling over funds from APRA-regulated funds to self-managed superannuation funds, according to the SMSF A...
Superannuation
The Retirement Income Covenant (RIC) may set a benchmark when it comes to what is good practice for retirement strategy without diminishing the value offered by financial...
Funds management
Cryptocurrency is being embraced by older investors with holdings in self-managed super funds rising by 74% in one year, according to BTC Markets, and the largest client ...
Superannuation
While many struggle with low superannuation balances, there is one self-managed super fund with more than $544 million in assets, according to Australian Taxation Office ...
Expert Analysis
Angus Crennan explains how self-managed superannuation funds can benefit from holding those assets which offer a perfectly negative correlation....
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MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...