SMSF

Financial planning

The key to attracting SMSF trustees to seek professional advice was by making them better informed through education, the SMSF Association believes. ...

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Superannuation

SuperConcepts has appointed Graeme Colley to a new SMSF executive role to help provide its customers with education knowledge and insights of the sector....

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Accounting

The rate of demand for the licensing regime by accountants would not rise until the corporate regulator and other regulators enforced discplinary action on them for advis...

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Superannuation

SMSF trustees have retreated from contributing in the June quarter as a result of the proposed changes to the superannuation system announced by the Federal Government. ...

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Superannuation

Automated investment adviser, Stockspot, today announced its integration with SMSF administration software provider, Class Super....

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Superannuation

New research has confirmed most SMSFs are on track to generate a comfortable retirement but advice is needed to maintain momentum through volatile times....

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Superannuation

SMSFs appear to have retreated to the relative safety of cash and term deposits in the face of continuing market uncertainty....

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Financial planning

ASIC has banned a NSW property spruiker from providing financial services for four years for unlawfully advising clients to invest in property through their SMSFs without...

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Superannuation

Family trusts may become the new SMSFs and replace them as the preferred private wealth investment vehicle, according to SuperCentral....

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Policy & Regulation

A firm has launched a series of packages for accountants who wanted technical training, compliance documents, and templates for their limited AFSLs. ...

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Accounting

Contrary to accountants’ fears that financial planning firms would take a clip of their fees, GPS Wealth suggested the two professions working together could increase pro...

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Tools & guides

Catherine Chivers explores the difference between the definition of ‘dependant’ and ‘inter-dependency’ and its implications for receiving the superannuation death benefit...

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Tools & guides

While new and existing related party limited recourse borrowing arrangements need to comply with safe harbour provisions, it is not the only option, David O’Connell write...

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Superannuation

Trustees and accountants need to fully embrace new SMSF rules to avoid serious fines, according to Findex Group’s expert....

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Superannuation

Accountants who provided SMSF advice before 1 July have been urged to come clean with clients and contact their PI provider....

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