SMSF

Features

Self-managed superannuation funds have been weathering the COVID-19 storm, writes Mike Taylor, but should be alert to the price they may be asked to pay as part of the re...

image
SMSF

Charterhill director, George Nowak misappropriated $1.2 million in self-managed superannuation fund monies to fund a lavish lifestyle. ...

image
Features

Self-managed superannuation funds specialist, Meg Heffron, explains why the Government’s COVID-19 measures providing hardship early access to superannuation represent a s...

image
Expert Analysis

It is critical that people understand what happens in that often-unknown process of passing away and are prepared with a will, writes Anna Hacker....

image
Superannuation

SMSF members will not have action taken against them by the Australian Taxation Office for reducing real property rent for tenants who have been financially impacted by C...

image
Financial planning

The draft legislation would be able to prevent property spruikers using self-managed superannuation funds in a one-stop shop, the SMSF Association believes....

image
Superannuation

Specialist advice for self-managed superannuation funds is necessary to navigate market turbulences caused by external factors, the SMSF Association says....

image
SMSF

William Houwing (known as Jack Houwing) failed to act in the best interests of his self-managed superannuation fund clients by recommending they lend money to his related...

image
SMSF

George Nowak has pleaded guilty after investigations found he had misappropriated $1.2 million in self-managed superannuation fund monies. ...

image
Superannuation

The Government is committed to removing restrictions regarding superannuation fund choice but will not prevent a default fund being specified in an award....

image
Financial planning

The Shadow Assistant Treasurer and Shadow Minister for Financial Services, Stephen Jones, has slammed the Financial Adviser Standards and Ethics Authority along with the ...

image
Policy & Regulation

Tax financial advisers must not follow existing flexible arrangements under the Tax Practitioner Board’s code if the Financial Adviser Standards and Ethics Authority’s eq...

image
Financial planning

Financial advice can start with one piece and that can build to full advice later as the advice framework fails to lure Australians into receiving full advice, according ...

image
Superannuation

The corporate watchdog has moved to disqualify, suspend, and add conditions on six self-managed superannuation fund auditors....

image
Superannuation

The firm’s client numbers have taken a hit off the back of legacy issues and five years of mergers and acquisition....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 4 weeks 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....

3 weeks 5 days 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...

2 weeks 4 days 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 3 days ago