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SMSF
Financial planning
The Australian Taxation Office has unveiled a new program for the 2012-13 financial year that will put the spotlight firmly on self-managed superannuation funds....
Financial planning
NAB Wealth launches Super Lever to provide SMSFs to access margin loan arrangements....
Superannuation
Having explained why they are financial products, David Court now examines the manner in which the disclosure requirements apply to SMSFs....
Terminally ill clients who attempt to roll over their superannuation could end up with a big tax bill, warns OnePath technical services manager Scott Quinn....
Superannuation
SMSF trustees are using CFDs to become more strategic with their portfolios and to ensure recent downturns are not adversely affecting their retirement goals, according t...
Superannuation
New research commissioned by Principal Global Investors points to investors being focused as much on risk as returns....
Financial planning
Documentation key to handling death benefit disputes within SMSFs, according to superannuation documentation provider Topdocs....
Superannuation
SPAA chief executive Andrea Slattery believes the new licensing regime set to replace the accountants' exemption would create a bigger role for the association....
Superannuation
Government outlines basis for registering SMSF auditors while ASIC will devise a competency exam in consultation with the industry....
Superannuation
Around seven per cent of all self-managed superannuation fund (SMSF) assets representing $26 billion are now held in unlisted property, according to Melbourne-based firm ...
Superannuation
Industry experts believe proposed legislation and a new licensing regime will give way to like-for-like cost comparisons between SMSFs, industry and retail superannuation...
Financial planning
The number of self-managed superannuation funds (SMSFs) using a RG146-compliant financial adviser has continued to decline, sitting at 52 per cent, according to Investmen...
Superannuation
According to the chief executive of SPAA, Andrea Slattery, ATO figures showing SMSF fees decreasing prove SMSFs are well-positioned to compete with other superannuation s...
Superannuation
Specialist SMSFs company Cavendish Superannuation says Treasury officials have confirmed a deferral of the legislation which would have impacted off-market transfers....
Superannuation
The asset segregation approach in volatile times could provide a number of tax benefits. The SMSF Academy’s Aaron Dunn explains....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...