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SMSF
Superannuation
Given the Government's push to improve insurance levels in the SMSF sector, Cameron Peck outlines the technicalities and implications of taking out death and permanent di...
Superannuation
SMSF trustees are less confident about reaching their target retirement income than they were a year ago, according to an SPAA study....
Funds management
Bond manager PIMCO says falling interest rates mean now could be the time for SMSFs to swap their high cash holdings for fixed interest investments....
Financial planning
SMSF trustees find it "very challenging" to find good professional advice, and nearly half of them believe financial planners are out to sell products to benefit themselv...
Superannuation
David Court brings us up to date with the excess contributions tax and outlines some of the potential problems related to the Government's recent changes to the ECT....
Financial planning
SMSF trustees have lost faith in investment markets and are increasingly turning to property and cash-related products such as term deposits, but the best long-term rewar...
Financial planning
SMSF trustees have lost faith in investment markets and are increasingly turning to property and cash-related products such as term deposits, but the best long-term rewar...
Funds management
While the allocation to cash has become more popular among self-managed superannuation fund (SMSF) trustees, so too has the interest in property signalled a growing trend...
Financial planning
The SMSF model had become increasingly attractive to younger investors over the past few years with the trend set to continue, according to predictions by SPAA....
Financial planning
The SMSF model had become increasingly attractive to younger investors over the past few years with the trend set to continue, according to predictions by SPAA....
Superannuation
While an increasing number of dominant SMSF trustees has been raised as an issue of concern by some members of the wider industry, Peter Hogan, Principal of Plaza Financi...
Superannuation
SPAA has warned SMSFs need to remain cautious despite a recent ATO interpretive decision on assets used as security for personal loans. ...
Superannuation
Nicholas Ali outlines the importance of lodging the correct Australian Taxation Office (ATO) form before commencing a pension. ...
Superannuation
The use of more hands-on, low-cost administration services can lower the balance threshold of where an SMSF becomes economic to the low $100,000s, according to Sharesight...
Superannuation
The Small Independent Superannuation Funds Association (SISFA) says it is pleased with the Government's recent decision to continue drawdown relief for self-funded retire...
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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...