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SMSF
Policy & Regulation
A former Australian Financial Services authorised representative has been jailed for 10 years for using clients’ funds “as he pleased”....
Superannuation
A major industry body has given the Federal Government’s proposal to increase the maximum number of members in self-managed superannuation funds from four to six....
SMSF
The SMSF Association has urged the Federal Government to mandate FASEA to increase self-managed superannuation fund education and advice standards....
SMSF
The Australian Taxation Office last year focused its self-managed superannuation fund compliance investigations on non-lodgements, advice on illegal early release of fund...
Features
Self-managed superannuation funds are growing in popularity, and at the same time scrutiny of the quality of advice around them is also increasing. Hannah Wootton looks a...
Superannuation
SuperConcepts has revealed a study which indicates the top 10 exotic self-managed super fund assets and why trustees typically make investments in those assets....
Financial planning
The Australian Securities and Investments Commission has taken court action against Advanced Wealth Financial Services and Richard Gardner....
Financial planning
Financial advisers have emerged as unwitting casualties of the Productivity Commission’s final report on superannuation competitiveness and efficiency....
Financial planning
With adviser education set to be a continued focus for the industry in the new year, the SMSF Association has welcomed the Productivity Commission’s call for high advice ...
Superannuation
Self-managed superannuation fund trustees plan to take their investments offshore should Labor’s franking credit removal proposal take off. ...
Superannuation
Treating self-managed superannuation funds differently to industry funds with respect to franking credits is un-Australian, according to financial services academic, Prof...
Financial planning
Class has announced a new data feed integration with XPLAN to enable advises, accountants and clients to share a single up-to-date view of wealth in the SMSF and non-supe...
Financial planning
The SMSF Association has urged the Financial Adviser Standards and Ethics Authority to prioritise finding a workable solution rather than rushing to meet its implementati...
Superannuation
The SMSF Association is selling the message that you don’t need $1 million to set up a self-managed superannuation fund but regulatory uncertainty does represent a major ...
Funds management
Qualitas has announced that its Real Estate Income Fund has managed to raise more than $230 million....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...