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SMSF
Funds management
CBA have launched a new online portal which allows SMSF trustees to manage their compliance and reporting duties as well as a complete view of assets and liabilities with...
Superannuation
New data released by the Australian Taxation Office suggests concerns about SMSFs and LBRAs may be overblown....
Accounting
The low take-up of limited licences suggested accountants were not realising their advising rights were being snatched by legislation. ...
Superannuation
APRA-regulated funds must focus on regulatory compliance and be wary of misleading new and existing members, according to SMSF Association chief executive, Andrea Slatter...
Superannuation
Business owners are leveraging self-managed superannuation funds as part of business and succession planning strategies....
Tools & guides
Rob Hay looks at how using ASX-listed self-funding instalment warrants could help pre-retirees build a tidy nest egg in a low interest rate environment....
Funds management
Peer-to-peer investment startup SelfWealth will roll out a new brokerage solution aiming to 'revolutionise' online broking....
Accounting
Capstone Financial Planning is now providing “authorisation solutions” to accountants as the financial planning landscape continues to shift....
Financial planning
ASIC bans a former financial adviser after contravening financial services law when advising SMSF clients....
Tools & guides
Australian state Supreme Court decisions on SMSF estate planning cases have resulted in a new body of law, which show the risks of SMSF estate planning, David Barrett wri...
Accounting
The Institute of Public Accountants (IPA) has urged its members to heed ASIC’s warnings about time running out to pursue the new limited licensing regime....
Financial planning
Specialist dealer group, Accountable, has appointed OneVue as its digital platform provider, as the deadline for accountants to attain a licence to advise on SMSFs approa...
Accounting
More than half of the 160 accountants who have applied for a limited AFSL have not been granted licences by ASIC....
Superannuation
Assistant Treasurer, Josh Frydenberg has sent a clear signal that the Government does not intend to rigidly exclude SMSFs from borrowing within super....
Superannuation
Tax accountancy firm H&R Block launches no-advice self-managed superannuation fund administration offering....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...