SMSF

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....

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People & Products

SMSF platform provider, Class has acquired Amreeta Abott’s NowInfinity....

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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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Policy & Regulation

Self-Managed Superannuation Funds should be exempted from the Government’s new design and distribution regime because they are not like other financial products, accordin...

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SMSF

Wayne Blazejczyk recommended clients with low super balances to set up a SMSF and use an admin service he was the owner of and to invest in a fund that he was the investm...

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Financial planning

Former Apogee adviser, Jihad Soleiman has been banned for six years for unqualified self-managed superannuation fund advice....

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Superannuation

The Australian Securities and Investments Commission has provided a Parliamentary Committee with data confirming that self-managed superannuation funds with balances belo...

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Policy & Regulation

A key parliamentary committee chairman has challenged the Australian Securities and Investments Commission on whether it was trying to scare people with its self-managed ...

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SMSF

A man operated an illegal SMSF and issued an unlawful early release of super funds for 25 people....

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Superannuation

SMSF members are saving well above the comfortable retirement standards, according to Accurium....

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SMSF

Cloud-based self-managed superannuation funds administrator Class is looking beyond SMSFs towards the trust sector to accelerate growth....

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Policy & Regulation

The Australian Securities and Investments Commission’s SMSF factsheet contains ‘an array of seemingly deliberate inaccuracies’ and should be withdrawn, according to econo...

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SMSF

SMSFs that fail to lodge annual returns by the due date and have their compliance status changed do not have the right to appeal to the AAT as the SuperFund Lookup websit...

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People & Products

The SMSF Association has appointed Robin Bowerman as its new chair, replacing Dr Deborah Ralston who has joined the Review of the Retirement Income System....

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Superannuation

People should carefully consider before involving other family members in their self-managed superannuation funds as it may not be in the best interest of all parties, ac...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 3 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....

4 weeks 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 6 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 5 days ago