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SMSFS
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
Financial advisers do not need to gain extra qualifications to advise on self-managed super funds (SMSFs), apart from the requirements of the Financial Services Reform Ac...
Superannuation
How do you transition clients in self-managed superannuation funds (SMSFs) into retirement? Michael Hutton reports....
Superannuation
Financial planners should consider the benefits of directly investing client monies instead of managed funds within Self Managed Superannuation Funds (SMSFs) argues finan...
Superannuation
Draft skill standards for advice on self managed super funds are being eagerly accepted by an industry hoping to avoid further regulation by the Australian Securities and...
Financial planning
Self managed superannuation funds (SMSFs) are gaining popularity as members choose to DIY rather than entrust super fund trustees with their retirement savings, according...
Financial planning
Advisers and accountants want to know what they have to do in order to be able to continue to provide advice in the area of self-managed superannuation funds (SMSFs)....
Superannuation
The Australian Tax Office (ATO) is making life easier for accountants and advisers with the introduction of electronic lodgment of self managed superannuation fund (SMSF)...
Superannuation
The Australian Taxation Office (ATO) is threatening legal action against self-managed superannuation funds (SMSFs) which fail to comply....
Financial planning
The Investment and Financial Services Association (IFSA) has backed the Financial Planning Association’s (FPA) recent comments in defending the Financial Services Reform ...
Financial planning
Associated Planners Financial Services and Total Super have formed a self managed superannuation fund (SMSF) support alliance they say will strengthen their approach in t...
Financial planning
Tim Browne from MLC scooped the inaugural Money Management/Resnik Communications Business Development Manager of the Year award....
Financial planning
A properly run DIY fund, either a self-managed super fund (SMSF) or small APRA fund (SAF) will help ensure that your clients never have a reasonable benefit limit (RBL) p...
Financial planning
Warrants may be suitable for a variety of investors – from high income earners to non-residents and long-term investors. Nathalie Bouquet considers the benefits....
Superannuation
A new industry body has been launched with the hope of raising industry standards amongst financial planners operating in the self managed super fund (SMSF) sector....
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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 ...