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SMSF
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....
Funds management
Disillusionment with the funds management industry and a hunger for transparency among clients is fuelling a move towards direct equities....
Editorial
Amid the fall-out from Trio Capital it has been suggested that financial planners be required to warn clients establishing SMSFs that they are entering a higher risk envi...
Superannuation
The SMSF Professionals' Association of Australia (SPAA) has moved to correct the "misconception" that SMSF trustees have no legal options ahead of them in the event of fr...
Superannuation
The Auditor-General has warned that the ATO's interpretive decisions on SMSFs carry less legal weight than interpretive decisions on tax matters....
Superannuation
ASIC signals a push to have SMSF trustees acknowledge the existence of a higher level of risk....
Superannuation
The idea that SMSFs tend to be pushed on clients by accountants is more of a perception than a reality, says Institute of Chartered Accountants head of superannuation Liz...
Financial planning
APRA seeks to create distance from blame around Trio Capital while pointing to deficiencies of SMSF trustees and financial planners....
Financial planning
The proliferation of professional "hats" an adviser or an accountant has to wear simultaneously when giving advice is going to confuse planners and accountants in the wid...
Superannuation
John Kelly outlines new rules regarding insurance, and how they affect SMSFs when it comes to insuring collectibles and personal-use assets....
Superannuation
More SMSF trustees are using the power of CFDs as hedging tools within their funds to protect their core portfolios, according to Capital CFDs....
Superannuation
The SMSF Professionals' Association of Australia has welcomed an Australian Taxation Office ruling clarifying the status of borrowing arrangements around single assets....
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MARKET INSIGHTS
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...