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SMSF
Financial planning
PJC chairman, Senator David Fawcett points to evolving model for financial planning....
Superannuation
There are various areas of SMSFs that investors are demanding advice on that are not currently available, research showed....
Superannuation
Investors and advisers are incorrectly adopting a short-term investment skew when it comes to self-managed super funds, with a platform-driven gearing towards liquid asse...
Superannuation
Advisers need to tackle the longevity risk issue among retirees and SMSF holders as more and more outlive their savings....
Superannuation
Business owners have been warned against purchasing buy/sell insurance through their SMSF, with the tax deduction benefits far outweighed by the potential risks. ...
Superannuation
The SMSF Association has called on both sides of politics to commit themselves to overarching goals for superannuation and to avoid tinkering with superannuation for shor...
Accounting
Accountants remain confused about the process involved in the uptake of the limited licensing regime but they need to proceed quickly if they want to advise on SMSF, the ...
Superannuation
SPAA has changed its name to the SMSF Association ahead of its conference in Melbourne next week....
Superannuation
Billions of dollars are still being funnelled into SMSFs from traditional super vehicles annually, which should put an end to speculation that the SMSF sector is in decli...
Superannuation
Recently introduced penalties are ensuring fewer SMSFs are falling foul of the law, however, there has been a spike in borrowing breaches, new research reveals....
Financial planning
Dealer group heads expect to see the initial influx of accountants to planning under the new licensing regime....
Superannuation
Superannuation funds’ marketing budgets would be better spent on email and newspaper campaigns than on TV advertising, new data reveals....
Superannuation
Calls by the Parliamentary Joint Committee for financial advisers to undertake specialist self-managed super fund training if they advise in this area has received a tick...
Financial planning
MDS Financial signals further acquisitions after completing its transaction with Sequoia Financial to gain a solid foothold in the SMSF sector....
Superannuation
An SMSF trustee has been ordered to pay fines and legal costs of $37,500, after taking advice from a financial planner before providing unauthorised loans to his brother-...
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...