SMSF

Superannuation

SMSF trustees are increasingly utilising advanced stock research tools to plan for and manage their retirement portfolio. ...

image
Financial planning

Advisers will have to disclose a number of specific facts when providing SMSF advice, such as lack of compensation arrangements and costs associated with running a self-m...

image
Superannuation

Super funds which lose members to SMSFs are unlikely to see them come back....

image
Superannuation

SMSF trustees have had another duty imposed on them by the Federal Government, but it appears some practitioners are taking a worryingly minimalist approach to meeting th...

image
Superannuation

Daniel Butler from DBA Lawyers lists pros and cons of auto-reversionary pensions. ...

image
Superannuation

Latest APRA data shows SMSF sector enjoyed more solid growth in the last financial year - a figure welcomed by the industry. ...

image
Superannuation

The growth of the self-managed superannuation funds (SMSF) sector could be damaged by the failure of fund members to properly manage the funds and their holdings, accordi...

image
Superannuation

Concerns have been expressed that badly-run SMSFs may yet impose costs on Federal Budget. ...

image
Superannuation

Heffron extends it SMSF administration and compliance service beyond financial planners to accountants....

image
Accounting

SMSF service provider Heffron has extended its outsourced SMSF administration and compliance services to accountants, stating they are facing stiff competition for SMSF a...

image
Superannuation

MLC's Peter Hogan outlines the benefits and risks of adding children or other family members to an SMSF. ...

image
Superannuation

SMSF representative bodies will be included in a forum being convened in an effort to create a common approach to superannuation policy in Australia. ...

image
Financial planning

Planners who specialise in SMSF advice derive almost half of their revenue from this advice ...

image
Superannuation

SPAA argues that this year’s ATO compliance focus makes getting appropriate advice even more essential....

image
Superannuation

The ATO’s options in dealing with recalcitrant SMSF trustees are still limited, according to Aaron Dunn. ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 1 day ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 1 day ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 1 day ago