SMSF

Financial planning

ASIC deputy chairman, Peter Kell, says the regulator is not yet facing a rush by accountants to be licensed....

image
Superannuation

Investors have never had more information at their finger-tips but that doesn’t mean they’re making better decisions....

image
Accounting

Accountants could work as authorised representatives instead of getting their own AFSL as the licensing deadline of July 2016 approaches....

image
Financial planning

PJC chairman, Senator David Fawcett points to evolving model for financial planning....

image
Superannuation

There are various areas of SMSFs that investors are demanding advice on that are not currently available, research showed....

image
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...

image
Superannuation

Advisers need to tackle the longevity risk issue among retirees and SMSF holders as more and more outlive their savings....

image
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. ...

image
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...

image
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 ...

image
Superannuation

SPAA has changed its name to the SMSF Association ahead of its conference in Melbourne next week....

image
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...

image
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....

image
Superannuation

Superannuation funds’ marketing budgets would be better spent on email and newspaper campaigns than on TV advertising, new data reveals....

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 3 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....

6 days 1 hour 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 4 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 2 days ago