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SMSF
Superannuation
The ATO’s options in dealing with recalcitrant SMSF trustees are still limited, according to Aaron Dunn. ...
Superannuation
SMSF investors are getting younger, according to new data contained in a study undertaken via Macquarie Bank and the SMSF Professionals' Association of Australia....
Superannuation
Industry super funds appear to be making desperate attempts to retain those members most likely to break away and set up a self-managed super fund, as Damon Taylor report...
Superannuation
AMP’s Philip La Greca provides a checklist for taking on an existing SMSF client....
Superannuation
The Australian Taxation Office has sought to make SMSF trustees aware of changes to reporting arrangements which came into effect from 1 July, this year....
Superannuation
Those hardest hit by the $100,000 limit on the pension income tax exemption may well be those left behind after the death of an SMSF pensioner, according to Bryce Figot a...
Superannuation
The Board of the SMSF Professionals' Association of Australia (SPAA) has returned its founder and chief executive Andrea Slattery to the body for the second time citing g...
Financial planning
Self-managed superannuation fund (SMSF) associations are celebrating another win after the Federal Government quietly removed proposals to restrict related party transact...
Financial planning
The Mortgage and Finance Association of Australia (MFAA) has provided further details on its self-managed superannuation fund (SMSF) lending training program for credit a...
Superannuation
Newly appointed AMP SMSF executive Peter Burgess explains that assessing suitability and explaining risks is the key to good SMSF advice....
Financial planning
Specialist life insurer NobleOak has announced the launch of a new product aimed at the SMSF market....
Superannuation
SPAA welcomes abandonment of complex policy around superannuation balances of less than $500,000....
Money Choice director Matthew George had his PIPA membership suspended days after the regulator banned him from the industry and cancelled his firm’s credit licence....
Superannuation
New data points to increasing numbers of SMSF members moving into retirement phase....
Superannuation
Self-managed super fund trustees have shied away from cash due to falling interest rates but stayed close to defensive and low-risk assets, shifting funds into fixed inte...
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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,...