SMSF

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 ...

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Superannuation

Property developer, LT Management, has been slapped with a $10,800 infringement notice for false representations that establishing an SMSF would be free. ...

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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....

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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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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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 days 23 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 2 days ago

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

2 weeks ago