POWERED BY MOMENTUM MEDIA
SMSF
Editorial
The Heffron technical team take a look at the current state of play for defined benefit pensions and the social security asset test exemption rules and how they affect SM...
Financial planning
Elders Forestry maintains that its forestry projects are sound investments for SMSFs despite lingering fears caused by the collapse of Timbercorp and Great Southern....
Editorial
SMSF trustees are an unpredictable bunch, writes Tim Hewson. He sifts through recent research that assessed the attitudes of these independent investors....
Superannuation
Cash holdings fall while equities allocations rise to 42 per cent....
Superannuation
Troy Smith discusses the tax implications of holding trauma cover, and receiving payouts for it, in super....
Superannuation
SMSF trustees making changes to their portfolio were more likely to have followed planning advice to seek better returns, while more than half of non-SMSF investors made ...
Financial planning
The tax office has signalled that the use of promissory notes in SMSFs will come under greater scrutiny, writes Bryan Ashenden....
Superannuation
Class Financial Systems to provide SMSF platform for accountants....
Financial planning
Transferring commercial property into a self-managed superannuation fund may lead to significant taxation benefits....
Superannuation
Trustees lent 95 per cent of SMSF assets to a related company during a period of physical and financial stress....
Superannuation
One-third of SMSF trustees to focus on buying undervalued assets....
Superannuation
Industry super funds offer superannuants many of the benefits of self-managed superannuation funds, without their downsides, according to Industry Funds Financial Plannin...
Superannuation
Sam Wall offers potential remedies for clients who have exceeded their contribution cap in superannuation....
Superannuation
Investors will be able to choose a gearing level that suits them and pay off their premiums up-front....
Superannuation
Martin Murden has criticised the lack of representation for SMSFs on the super review committee, and says self-funded retirees could suffer from potential changes....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...