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SMSF
Features
The Federal Government’s super reforms, which targeted the wealthy, will impact many SMSF clients. Here lies an opportunity for advisers to walk clients through the chang...
Features
SMSF clients may be more sophisticated and savvy with their investments but volatility affects them as much as anyone else. How do they invest their money? Malavika Santh...
People & Products
SMSF administration provider, Class has introduced new filters aimed at assisting clients to deal with the latest super changes....
Superannuation
The lack of SMSF trustee education required is similar to requiring an unlicensed car driver to take a driving course only if they are involved in an accident, an industr...
Superannuation
SMSFs were more likely to trade during periods of market volatility than non-SMSFs but were taking a more conservative stance, according to CommSec....
Superannuation
The non-payment of contributions is less of a worry for SMSFs than it is for other superannuation funds, according to the SMSF Association....
Superannuation
Self-managed super fund (SMSF) trustees have recorded a high interest in engaging with advisers and other trustees online, rather than face-to-face....
Financial planning
Traditional financial firms have expressed concern over their inability to adopt innovative processes and the growing popularity of fintech alternatives....
Superannuation
Australian fintech start-up, A.S.A.P, has today launched a digital financial advisory platform for SMSFs and their accountants....
Financial planning
The Government needs to take advantage of the growing interest by women in their super by creating the right framework, the SMSF Association believes....
Policy & Regulation
The ATO has issued an opinion stating that SMSFs investing in a property acquired by a DomaCom sub-fund would not contravene the SIS Act provided SMSFs fulfil some condit...
Financial planning
A former Illawong financial adviser has appeared in court on 19 charges of engaging in dishonest conduct with investor funds, including their self-managed superannuation ...
Superannuation
Property developer, LT Management, has been slapped with a $10,800 infringement notice for false representations that establishing an SMSF would be free. ...
Financial planning
A Victorian man has been imprisoned for illegally obtaining funds to develop property and for conducting a financial services business without a licence....
Accounting
Accountants moving into the SMSF advice space need to think about low-cost fee structures as they look to compete with firms that are using technology to find cheaper sol...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...