SMSF

Accounting

Only 15 per cent of accountants in providing advice on SMSFs are authorised to provide investment advice while a further 13 per cent are only RG146 compliant....

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Superannuation

NAB has introduced a superannuation clearing house for employers, super funds and SMSF customers...

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Superannuation

New ATO data confirms most Australians have just one superannuation account....

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Superannuation

Claims that SMSF members are looking to return to mainstream funds are unfounded, according to SuperGuardian, Xpress Super chief executive, Olivia Long....

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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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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 3 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 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