SMSF

Superannuation

The gentle rumble that was self-managed super has grown into a resounding roar over the last few years. I guess it’s for all the right reasons – a sense of control, the p...

Financial planning

There is a degree of confusion by some practitioners in the financial planning and accountancy fields as to the ability of an accountant to give advice to a client of the...

Financial planning

Self-managed superannuation funds are booming and, with employee choice just around the corner, things are starting to heat up in this sector....

Superannuation

The Australian Taxation Office is making sure that the trustees of self-managed superannuation funds are left in no doubt about their obligations with respect to the owne...

Superannuation

Controversial Government plans to ban self-managed superannuation funds (SMSFs) from providing defined benefit pensions have been delayed while Assistant Treasurer Mal Br...

Superannuation

No one has been particularly surprised at the recent clash which has erupted between industry and retail super funds over the issue of choice, but the DIY super sector ha...

Superannuation

Two former Super Concepts directors have launched a self-managed superannuation fund education business in Melbourne....

Superannuation

The trustees of a number of self-managed superannuation funds can expect to be contacted by both the Australian Taxation Office (ATO) and the Australian Prudential Regula...

Superannuation

The trustees of a number of self-managed superannuation funds can expect to be contacted by both the Australian Taxation Office and the Australian Prudential Regulation A...

Superannuation

A new professional accreditation for advisers on self managed superannuation funds (SMSF), who meet higher standards higher in the area than the minimum under PS 146, is ...

Superannuation

The SMSF Professionals’ Association of Australia (SPAA) today released the industry’s first accreditation programme for self-managed super fund (SMSF) education providers...

Superannuation

The findings of the Australian Taxation Office’s recent SMSF Compliance Review benchmarking study requires closer consideration, says Kevin Smith....

Superannuation

With all the attention self-managed superannuation funds are attracting from the Australian Taxation Office, are your clients really better off running their own fund? Be...

Superannuation

How do you transition clients in self-managed superannuation funds (SMSFs) into retirement? Michael Hutton reports....

Funds management

Melbourne-based property group Becton has recently launched a new property trust and taken “another logical step in its strategy to develop, syndicate and manage institut...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

3 weeks 3 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

3 weeks 4 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

3 weeks 4 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 3 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 3 days ago

The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...

3 weeks 6 days ago