SMSF

Superannuation

The SMSF Association has partnered with wealth management firm, Morgans Financial, to provide SMSF training to its authorised representatives. ...

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Financial planning

Planners may prove to be the best bet for accountants seeking to deal with a tougher new world surrounding SMSFs....

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Financial planning

An advice firm which allegedly gave conflicted advice has been ordered by a court to pay back the lost SMSF monies. ...

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Features

While understanding the intricacies of SMSFs require specialist training and education it is well worth the effort for advisers to be able to provide comprehensive SMSF a...

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Superannuation

SMSFs remain best super option post budget, according to the SMSF Association....

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Superannuation

A South Australian company director has been charged with 31 counts of deception, after he allegedly misappropriated $1.8 million of SMSF monies. ...

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Accounting

Findex has signed a deal with software provider, Class Super, to provide it with cloud-based SMSF services....

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Superannuation

National Australia Bank has launched a product which it claims will eliminate some of the pain points likely to be experienced by SMSF trustees as they seek to comply wit...

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People & Products

OneVue hires an ex-employee as the head of sales, to increase their product offering and serve their expanding client base. ...

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Funds management

SMSF trustees are steering away from the top 10 ASX stocks as a way to diversify amid volatile conditions, according to SuperConcepts....

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Superannuation

Super system changes including decreasing the concessional contribution cap will send shock waves through the SMSF sector, that was hoping parameters were bedded down. ...

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Superannuation

Fiducian aims to push further into the SMSF admin space by expanding its subsidiary, Fiducian Business Services....

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Accounting

Non-aligned group, Libertas Financial Planning, launches an accountants’ licensing package, with software that creates SOAs and walks them through compliance processes....

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Financial planning

Fewer SMSFs are using financial planners, but trustees want advice, while accountants and planners want software to boost their relationship, according to Investment Tren...

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Tools & guides

It is vital for self-managed super funds to consider their estate planning requirements and understand they may have to take additional steps when compared with those in ...

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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 3 weeks ago

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

5 days 4 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 3 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 1 day ago