POWERED BY MOMENTUM MEDIA
SMSF
Policy & Regulation
A total of 53 current bachelor or higher degrees, 66 historical courses and 30 bridging courses are now part of FASEA’s accreditation....
Tools & guides
Accurium’s Melanie Dunn explores how payments and withdrawals from superannuation can be carried out in the most compliant way....
Funds management
Commercial property lender Thinktank has said that its two investment bond trusts, established as an alternative to bank financing, might be positive for investors....
Policy & Regulation
The Australian Securities and Investments Commission has banned former Melbourne financial adviser Robert Michael for dishonestly borrowing money from his clients’ self-m...
Superannuation
New research has confirmed that Government changes to the rules are making it harder for people to accumulate more than $2 million in their superannuation accounts....
Superannuation
The average and medium establishment balances for self-managed super funds (SMSFs) have seen a 38 per cent increase to $521,000, compared to $370,000 in the previous four...
Policy & Regulation
The Australian Securities and Investments Commission has acted to disqualify or add conditions to the number of self-managed superfund (SMSF) auditors after concerns they...
People & Products
Cloud-based technology company Class has made three new appointments to the senior executive team to support chief executive Andrew Russell drive their ‘reimagination’ st...
Financial planning
Class has announced it has signed wealth accounting group Findex to provide trust accounting for family office clients....
Features
Alternatives present a broad spectrum of assets available to investors. With such a wide variety to choose from, Laura Dew looks at how investors can determine which are ...
Superannuation
Confusion reigns among self-managed super fund trustees, members and administrators about the upcoming SuperStream changes at the end of November, 2019. ...
Superannuation
The SMSF Association has appointed self-managed super fund specialist adviser, Scott Hay-Bartlem, to its board from 1 July....
Policy & Regulation
The Australian Securities and Investments Commission has broken new legal ground initiating civil proceedings against a firm which accepted remuneration after encouraging...
Superannuation
Sargon has launched an offering that aims to give investors the benefits of self-managed super funds while relieving them of the responsibilities of acting as a trustee....
SMSF
The average age of members opening a self-managed super fund is decreasing, now coming in at under 50, while the average starting balance still aligns with traditional wi...
Never miss the latest news and developments in wealth management industry
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,...