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SMSF
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-...
Superannuation
SMSFs breed more satisfied Australian customers than their industry and retail counterparts, according to a survey. ...
Editorial
Instead of viewing SMSFs as competition to the advice sector, they should be seen as a lucrative market for advisers to tap into, as Tracy Williams explains. ...
Superannuation
SPAA mounts defence of LRBAs in wake of adverse FSI recommendation. ...
Financial planning
A mortgage lender has been forced to rename one of its loan products after failing to realise that ‘MoneySmart’ has been traded marked by ASIC....
Superannuation
SPAA’s Graeme Colley claims ATO data does not support suggestions young people are rushing to set up SMSFs....
Superannuation
Latest figures from the ATO has debunked the myth that more young people are piling into SMSFs and that trustees are bulking up on residential property according to SPAA....
Editorial
Rowena Cole explores the ASX's new mFund offering and its opportunities for advice and SMSFs....
Financial planning
New research suggests SMSF advice is a prime area for consolidation....
Funds management
SMSFs have on average only seven per cent of their total holdings in residential property hosing down claims that SMSFs are moving into that sector as investors....
Superannuation
A perpetual investments survey showed advisers think a growing SMSF market is helping revive LICs....
Financial planning
South Australia’s Exelsuper expands advisory team....
Superannuation
There is some confusion and buck passing between trustees and advisers when it comes to compliance responsibility of a SMSF....
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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...