SMSF

Superannuation

The ATO has warned that SMSFs investing in trusts in order to lend to members could face substantial penalties....

Superannuation

About $32.2 billion worth of cash and shares in self-managed super funds is set to be diverted to residential property, but a lack of advice could incur penalties, accord...

Superannuation

New research reveals SMSF trustees remain heavily exposed to cash....

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Superannuation

The Cooper Review panel may have suggested otherwise, but Mike Taylor writes that the exponential growth in the number of self-managed superannuation funds and the invest...

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Superannuation

SMSFs have emerged as an important revenue stream for planners and planning industry support services....

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Superannuation

The National Institute of Accountants (NIA) has called on the Government to explain its so-called contradicting comments regarding self-managed superannuation funds (SMSF...

Superannuation

While new research suggests more SMSF trustees are using advisers, it also confirms their own self-belief....

Superannuation

Further changes to the SMSF registration process will enable more time to assess SMSF trustees and prevent fraudulent activity, according to SPAA....

Superannuation

SMSF trustees now only have to pay a flat $50 stamp duty fee when transferring business real property under new NSW State regulation, according to chartered accountancy f...

Superannuation

An increasing number of investors are not getting enough information and advice on self-managed superannuation funds (SMSFs) and are suffering as a result, according to W...

Superannuation

A number of SMSF advisers surveyed by the Self-Managed Super Fund Professionals’ Association of Australia have supported a restricted licence for accountants advisi...

Funds management

The investment potential of residential property is not fully appreciated by advisers and investors, despite being the largest single investment asset class in Australia,...

Financial planning

Netwealth Investments has announced it is launching a new integrated insurance facility, LifeWRAP, in conjunction with AIA Australia....

Tools & guides

The question of whether the purchase of trauma insurance within superannuation is a breach of the sole purpose test has been resolved. Jennifer Brookhouse examines the im...

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Superannuation

Many self-managed superannuation fund trustees are failing to keep their documentation up-to-date and risk running into regulatory and compliance problems....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

4 weeks 1 day ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 6 days ago