SMSF

Superannuation

SMSF investors need to invest in a more diverse range of equities to grow wealth at a much faster rate, OnMarket BookBuilds believes....

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Superannuation

Australian SMSF software provider, Class, has surpassed a total of 100,000 billable portfolios on its cloud platform....

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Financial planning

Both ASIC and the Tax Practitoners Board have warned accountants of the potential high cost of not being licensed....

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Superannuation

Taxation Commissioner, Chris Jordan, has raised a red flag with respect to related party transactions and $200 audits....

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Superannuation

A Sydney-sider is facing up to 20 years imprisonment, after being charged with dishonestly obtaining a financial advantage by deception in relation to SMSF property inves...

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Superannuation

SMSF Association chief executive, Andrea Slattery, has pointed to the need for super policy certainty amid the current market volatility....

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Superannuation

Labor Financial Services spokesman, Jim Chalmers, says Governments should not try to favour particular super sectors....

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Financial planning

Accountants have been warned they simply can’t continue to give SMSF advice as they always have....

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Accounting

Accountants who do not obtain a limited AFSL before 1 July 2016, could be forced to wait until 2019 to provide SMSF advice, a legal expert warns....

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Superannuation

SMSF retirees can be comforted by the fact that income layering can give a 99 per cent probability of securing their essential spending needs, according to Accurium....

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Superannuation

Topdocs has penned an agreement with the Commonwealth Bank of Australia in a bid to increase efficiency and save time for advisers when ordering legal documentation....

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Financial planning

SMSFs need policies that address and protect women from being left behind by the super system, according to a report....

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Superannuation

Accurium and the University of Adelaide have partnered to launch a one-day SMSF retirement course for SMSF practitioners....

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Funds management

AMP Capital’s SMSF trustees looking for defensive assets can now access direct infrastructure assets....

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Financial planning

An accounting firm and a financial planning firm have joined GPS Wealth ahead of the scrapping of the accountants’ exemption on 1 July....

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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 8 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