SMSF

Superannuation

More members switching super funds were demanding professional financial advice, with fewer people going to their employer....

image
Financial planning

Strong growth in overseas share markets has helped MySuper funds to outperform SMSFs with 31 per cent on average allocated to overseas listed equities, an investment tren...

image
Superannuation

The Federal Governments move to ensure superannuation funds have one-third of their directors independent, is critical to the governance, the SMSF Association believes....

image
Financial planning

Taxation in and around super should be left alone with adjustments made to personal tax rates for retirees more likely to stimulate growth, claims the SMSF Association....

image
Superannuation

Self-managed superannuation funds give greater flexibility, control and choice, but they are not for everyone an expert claims....

image
Superannuation

The SMSF Association has backed the PJC’s push for greater co-regulation to lift professional standards in financial advice to help improve customer confidence....

image
Superannuation

Uncertainty around superannuation is driving small business owners towards SMSFs with their use climbing over the past three years among that group. ...

image
Financial planning

Wealth management firm Integral Private Wealth has been established by long time Westpac financial adviser, David Simon....

image
Superannuation

The level of SMSF contributions has fallen for the March quarter as trustees have shifted away from Australian equities seeking more international exposure....

image
Superannuation

Self-managed super fund trustees are finding it hard to pick their investments despite 44 per cent of them making all investment decisions for their fund....

image
Superannuation

Federal Court has permanently banned Gold Coast businessman, Craig Gore, from providing financial services over misuse of more than $4 million raised from SMSFs....

image
Superannuation

The growth of SMSFs has seen the popularity of listed investment companies, exchange traded funds, and separately managed accounts continue....

image
Financial planning

An SMSF specialist online accounting firm is facing potential fees and orders preventing it from advertising ‘free SMSF setup’, after ASIC commenced Federal Court action ...

image
Superannuation

The SuperStream deadline is fast approaching and trustees from small employers need to be ready and compliant by 1 July or face penalties....

image
Financial planning

Former Bridges founder, Don Sharp, has backed a new planning play via the publicly-listed Managed Accounts Holdings Limited....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days 16 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago