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SMSF
Superannuation
ASIC is investigating reports of property developers offering advisers commissions to encourage SMSFs to invest in their projects....
Tools & guides
Limited recourse borrowing arrangements do not necessarily have to be limited in opportunity for self-managed super fund trustees but there are various requirements to ad...
Accounting
Accountants are faced with growing pressure to remain relevant or risk becoming “obsolete” in the face of cloud-based and self-service accounting tools, RSM believes....
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....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...