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SMSF
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....
Financial planning
Product providers should be responsible for funding a last resort compensation scheme, according to the SMSF Professionals' Association of Australia....
Superannuation
One of the headline announcements in the 2012-13 Federal Budget affecting SMSFs was regarding contribution caps. Dan Butler and Nathan Papson explore this announcement, a...
Financial planning
Minister for Financial Services Bill Shorten canvasses SMSF compensation levy while fingering some financial advisers on Trio Capital collapse....
Superannuation
The Australian SMSF Members Association has formed a partnership with OneVue which will both sponsor the group and launch an intermediated consumer platform for associati...
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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 ...