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SMSF
Life/Risk
Increasing numbers of SMSF trustees are turning to direct property investments offering yields of more than twice those available through term deposits, Charter Hall reve...
Funds management
Despite willingness from SMSF trustees to move from cash to other global investment options, lack of financial advice and education was preventing them from doing so. ...
Financial planning
A former Perth-based financial adviser has been permanently banned from the financial services industry over her conduct in advising SMSF clients....
Accounting
Many accountants are sitting on the hands not knowing what to do ahead of the expiry of the Accountants’ Exemption, according to one AFSL holder....
Superannuation
With Government attention firmly focused on meeting Australia’s growing infrastructure needs, now is the “opportune time” to open up infrastructure investment to the SMSF...
Financial planning
Count Financial tells accountants they are trusted by clients and therefore need to understand the size of the advice pool....
Superannuation
The Federal Court has imposed a $25,000 penalty on Superannuation Warehouse Australia following ASIC action over false and misleading advertising....
Superannuation
AMP ups its commitment to the SMSF space by taking 100 per cent of SuperIQ and SuperCorp....
Superannuation
Following the cancellation of a licence agreement with its largest customer, Class Limited has been forced to lodge a supplementary prospectus with ASIC for an IPO of ord...
Life/Risk
Park Trent Properties Group has been found to have given unlawful advice to over 860 people to establish and switch funds into an SMSF....
Tools & guides
Krishna Skandakumar, Heather Gray and Andrew O’Bryan look at the various changes that have occurred in insurance within superannuation and self-managed superannuation fun...
Superannuation
The trustees of an SMSF have been fined $40,000 after admitting to almost 70 breaches of the SIS Act, by the Federal Court of Australia....
Superannuation
SMSF trustees need to ensure their fund is compliant with SuperStream, or risk having their Super Guarantee contributions flow into a default fund....
Policy & Regulation
ATO warns that tax breaches in one sector will carry broad consequences, including for SMSFs....
Funds management
Self-managed super funds are exposing their portfolios to a high investment risk with a shift towards greater investment in growth assets, according to Finametrica....
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...