POWERED BY MOMENTUM MEDIA
SMSF
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...
Superannuation
David Court takes a look at two consequences of a member's bankruptcy that will directly impact on an SMSF and provides a number of strategies on how to respond to them....
Financial planning
An Australian Taxation Office (ATO) interpretive decision has made clear that bartering arrangements cannot circumvent the related party rules....
Superannuation
The recent interest rate cut by the Reserve Bank of Australia has created a number of opportunities for self-managed super funds. Peter van der Westhuyzen explains. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...