SMSF

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....

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Superannuation

New data points to increasing numbers of SMSF members moving into retirement phase....

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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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Superannuation

AMP Capital is investing significant resources in developing products specifically for SMSFs and is currently looking to recruit an executive to focus on this area....

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Superannuation

Assuming the Government's proposed changes to superannuation become law, they are likely to have a significant impact on certain super fund members. DBA Lawyers' Daniel B...

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Superannuation

New white paper points to planning opportunities and a problematic vertically-integrated model....

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Superannuation

SMSF administrator SuperGuardian has launched a second SMSF offering designed to capture the exponential growth in the self-directed investor space....

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Superannuation

SMSFs may be booming - but the unwary can also find themselves within the sights of a small number of dodgy property advisers and mortgage brokers, writes Damon Taylor. ...

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Superannuation

SPAA has cautioned against any over-reaction following the release of the ASIC report into professional advice in the self-managed super fund sector....

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Superannuation

The Property Investment Professionals of Australia (PIPA) has welcomed the findings of the regulator’s SMSF Taskforce, but says trustees still require specialised propert...

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Financial planning

BGL enters into arrangement with RP Data to provide automated property data to SMSFs. ...

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Financial planning

Superfund Wholesale has announced the launch of a new cloud-based app designed to help financial advisers establish SMSFs in 20 minutes or less. ...

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ASIC’s SMSF Taskforce has reviewed 100 investor files relating to the establishment of SMSFs in an effort to improve the quality of advice given to investors, it said. ...

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Superannuation

The mortgage broking industry appears to have created a more aggressive push into the ever-expanding SMSF segment. ...

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Superannuation

In light of the new rules coming into force on 1 July, David Court provides a list of the changes and a reminder of one that will not be happening. ...

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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