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SMSF
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....
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...
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....
Superannuation
Specialist advice for self-managed superannuation funds is necessary to navigate market turbulences caused by external factors, the SMSF Association says....
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...
SMSF
George Nowak has pleaded guilty after investigations found he had misappropriated $1.2 million in self-managed superannuation fund monies. ...
Superannuation
The Government is committed to removing restrictions regarding superannuation fund choice but will not prevent a default fund being specified in an award....
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 ...
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...
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 ...
Superannuation
The corporate watchdog has moved to disqualify, suspend, and add conditions on six self-managed superannuation fund auditors....
Superannuation
The firm’s client numbers have taken a hit off the back of legacy issues and five years of mergers and acquisition....
People & Products
Charter Hall has announced the appointment of Miriam Patterson from Telstra Super to the newly created position of fund manager, Charter Hall Direct....
People & Products
SMSF platform provider, Class has acquired Amreeta Abott’s NowInfinity....
Superannuation
Older members of self-managed funds who are transitioning to retirement too often find themselves compelled into unwanted superannuation arrangements by enterprise agreem...
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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,...