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SMSF
Financial planning
Financial planners must take into account generational differences when preparing advice for SMSF investors, according to a new report....
Superannuation
Jennifer Brookhouse outlines the potential complications related to the new SMSF trustee remuneration rules....
Superannuation
Average SMSF contributions have grown from $40,700 last year to $47,533 for the 2011/2012 financial year, according to the recently released Multiport SMSF Investment Pat...
Superannuation
SMSF trustees are increasingly turning to term deposits to maximise their returns on cash holdings, according to RaboDirect....
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...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...