SMSF

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. ...

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Financial planning

A former Perth-based financial adviser has been permanently banned from the financial services industry over her conduct in advising SMSF clients....

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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....

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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...

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Financial planning

Count Financial tells accountants they are trusted by clients and therefore need to understand the size of the advice pool....

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Superannuation

The Federal Court has imposed a $25,000 penalty on Superannuation Warehouse Australia following ASIC action over false and misleading advertising....

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Superannuation

AMP ups its commitment to the SMSF space by taking 100 per cent of SuperIQ and SuperCorp....

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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...

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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....

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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...

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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....

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Superannuation

SMSF trustees need to ensure their fund is compliant with SuperStream, or risk having their Super Guarantee contributions flow into a default fund....

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Policy & Regulation

ATO warns that tax breaches in one sector will carry broad consequences, including for SMSFs....

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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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Funds management

FIIG Securities records over $1 billion in arranging total corporate bond issuance after the successful close of its latest bond origination....

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