SMSF

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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Superannuation

Self-managed superannuation funds (SMSF) are beginning to appeal to a much younger demographic, Australian Tax Office (ATO) data shows. ...

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Superannuation

SMSF trustees need to implement their financial strategies by 30 June to get the best outcomes for their funds, the SMSF Professionals’ Association of Australia claims....

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Superannuation

Accounting and planning firm Chan and Naylor has launched a national self-managed super fund (SMSF) administration business unit....

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Superannuation

SMSF trustees are being urged to ensure limited recourse borrowing arrangements related party loans are proved on commercial terms to avoid substantial tax bills. ...

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Superannuation

The Australian Tax Office’s (ATO) new penalty regime could see up to 50 per cent of self-managed super fund (SMSF) trustees fined for violations of their duties, an accou...

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Superannuation

DomaCom to launch property SMSF pitched at low-net worth investors ...

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Superannuation

Self-managed superannuation fund (SMSF) trustees are being warned that they will pay the price for poor product selection if they fail to ensure fund compliance under a n...

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Superannuation

ASIC declares it is taking a close look at one-stop shops seeking to traverse SMSF establishment and property investment. ...

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Superannuation

ATO appears to be targeting inappropriate loans to SMSFs after focusing on those with uncommercial loan terms....

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Superannuation

With the increased scrutiny of self-managed super funds (SMSF) from the regulator, the soon-to-be-introduced penalty regime for trustees and the increasing diligence of S...

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Financial planning

ASIC band former Melbourne credit representative from undertaking credit activities for five years....

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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 4 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