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SMSF
Financial planning
Class has announced a new data feed integration with XPLAN to enable advises, accountants and clients to share a single up-to-date view of wealth in the SMSF and non-supe...
Financial planning
The SMSF Association has urged the Financial Adviser Standards and Ethics Authority to prioritise finding a workable solution rather than rushing to meet its implementati...
Superannuation
The SMSF Association is selling the message that you don’t need $1 million to set up a self-managed superannuation fund but regulatory uncertainty does represent a major ...
Funds management
Qualitas has announced that its Real Estate Income Fund has managed to raise more than $230 million....
SMSF
The regulator has disqualified Oscar Altavilla from being an approved auditor of SMSFs following breaches of independence and auditing standards....
People & Products
Kevin Bungard is exiting as chief executive of Class Limited by mutual agreement with the board....
Superannuation
The recent equity market volatility serves as a warning sign to SMSF trustees to diversify their investment portfolios, according to the Thinktank Group....
Features
Valid death benefit nominations offer security to clients, but advisers need to understand exactly how benefits will be paid out by super funds and ensure they fit with c...
Funds management
The ASX mFund Settlement Service now boasts the availability of over 200 funds to investors and financial advisers....
Superannuation
Cloud-based self-managed superannuation fund provider Class appears to have weathered the exit of AMP SMSFs from its platform....
Superannuation
The SMSF Association has welcomed a move by Parliament to allow self-managed superannuation funds to receive digital rollovers through the SuperStream system....
Superannuation
Asset allocation by SMSFs across fiscal 2018 has revealed the impact of new laws and market conditions on fund trustees’ strategies, a survey by SuperConcepts has shown....
Superannuation
The SMSF Association has joined the choir welcoming the Government’s backdown on raising the Age Pension to 70, saying that reliance on the Pension is decreasing as super...
Superannuation
Amid continued debate over the Government’s triennial auditing proposal for SMSFs, the SMSF Association has warned that the change would not produce significant cost savi...
Accounting
The self-managed superannuation fund sector fears that the Government’s three-yearly audit proposal will compromise compliance quality and unduly burden the ATO, SuperCon...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...