SMSF

Financial planning

Skaffold looks to SMSF and adviser markets. ...

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Superannuation

Industry fund CareSuper has partnered with accounting group Crowe Horwath to help facilitate exits from SMSFs....

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Financial planning

Esuperfund Pty Ltd has paid $30,600 in penalties after ASIC issued three infringement notices in relation to “false or misleading” online advertising....

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Financial planning

CPA Australia and Chartered Accountants ANZ release ATO-approved SMSF trustee education program....

The number of SMSFs set up by accountants has fallen 20 per cent in the last two years according to research conducted by Investment Trends....

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Superannuation

The bulk of advisers expect SMSF revenue to grow by more than 25 per cent over the next three years, largely driven by referrals from accountants, a CoreData survey has r...

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Superannuation

The standard of retirement income products needs to be lifted to that of SMSFs to fit in with a well-working retirement system...

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Superannuation

Self-Managed Superannuation Fund service providers with origins in accounting tend to be bigger and more profitable than those that started out as financial planner or ad...

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Superannuation

A Victorian man has been charged with fraud after he allegedly coaxed investors to refinance their self-managed super funds and/or homes to fund his property development ...

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Superannuation

The ATO has warned SMSF trustees about inappropriate use of home loan unit trusts and the risks entailed in attending overseas SMSF conferences....

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Superannuation

Both ASIC and the ATO have signalled they are scrutinising the legitimacy of SMSF seminars...

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Superannuation

ASIC warns on the one stop shop SMSF business model and the re-emergence of commissions....

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Superannuation

Superannuation funds must change their asset allocation to accommodate the evolving income and liquidity requirements of members, Mark Thomas writes....

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Superannuation

Customers are most satisfied with the financial performance self-managed super funds, compared to industry or retail funds, Roy Morgan data showed....

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Superannuation

Publicly-listed MDS Financal Group moves to acquire Sequoia Financial Group....

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