POWERED BY MOMENTUM MEDIA
SMSF
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....
Accounting
More accountants are expected to use online administrators in the lead up to needing an AFSL to provide SMSF advice, according to OneVue....
Funds management
Advisers use ASX run funds management investment service more frequently than self directed investors....
Superannuation
As the superannuation industry grows as does litigation claims thanks to legislation changes and instability in the sector, according to Argyle Lawyers....
Superannuation
While setting up with an individual trustee in an SMSF may be a cheaper option, it eventually creates a false economy, Holley Nethercote argues....
Superannuation
ASIC’s comments on the preferred minimum of $200,000 for SMSFs in its new guidance papers has been criticised by lawyers stating the regulator has been deeply ill-informe...
Superannuation
The number of SMSFs seeking advice fell for the eighth year in a row but this is not necessarily reflective of their advice needs....
Superannuation
ASIC has cast doubt around the viability and purpose of SMSFs set up with less than $200,000, stating it would examine advice related to their creation....
Superannuation
Former Shadforth CEO, Tony Fenning, joins Class Super board ahead of IPO....
Superannuation
Omniwealth has paid a $10,200 penalty after ASIC issued an infringement notice that had concerns its website had potentially misleading claims....
Superannuation
ASIC has disqualified SMSF auditor Peter Brennan after his performance was found to be deficient along with failing to provide audit reports to three funds....
Superannuation
SMSF trustees who are more likely to receive financial advice were more confident in meeting their retirement goals compared to non-trustees....
Never miss the latest news and developments in wealth management industry
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...