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SMSF
Superannuation
Claims that SMSF members are looking to return to mainstream funds are unfounded, according to SuperGuardian, Xpress Super chief executive, Olivia Long....
Financial planning
Skaffold looks to SMSF and adviser markets. ...
Superannuation
Industry fund CareSuper has partnered with accounting group Crowe Horwath to help facilitate exits from SMSFs....
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....
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....
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...
Superannuation
The standard of retirement income products needs to be lifted to that of SMSFs to fit in with a well-working retirement system...
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...
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 ...
Superannuation
The ATO has warned SMSF trustees about inappropriate use of home loan unit trusts and the risks entailed in attending overseas SMSF conferences....
Superannuation
Both ASIC and the ATO have signalled they are scrutinising the legitimacy of SMSF seminars...
Superannuation
ASIC warns on the one stop shop SMSF business model and the re-emergence of commissions....
Superannuation
Superannuation funds must change their asset allocation to accommodate the evolving income and liquidity requirements of members, Mark Thomas writes....
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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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,...