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SMSFS
Financial planning
Your Super Accountant has paid a $2040 infringement notice penalty in relation to potentially misleading statements about the cost of setting a self-managed superannuatio...
Financial planning
Esuperfund Pty Ltd has paid $30,600 in penalties after ASIC issued three infringement notices in relation to “false or misleading” online advertising....
Editorial
Managed accounts have taken years to bloom, as Jason Spits writes, the large players have been waiting to pounce....
Superannuation
One of Australia’s regulators fears self-managed super funds could expose investors to inappropriate borrowing strategies, but doesn’t see a role for itself in guarding t...
Superannuation
The SMSF sector’s positive reaction to diversification beyond the ASX top 50 stocks and cash, drives Barrack Street Investments successful ASX listing....
Superannuation
ATO deputy commissioner warns that SMSF trustees should not view their funds as “set and forget” exercises....
Financial planning
CPA Australia and Chartered Accountants ANZ release ATO-approved SMSF trustee education program....
The number of SMSFs set up by accountants has fallen 20 per cent in the last two years according to research conducted by Investment Trends....
Financial planning
Select Fund Services has leveraged its relationship with Neuberger Berman to launch a new product aimed at retail and SMSF investors....
Superannuation
The standard of retirement income products needs to be lifted to that of SMSFs to fit in with a well-working retirement system...
Superannuation
The ATO has warned SMSF trustees about inappropriate use of home loan unit trusts and the risks entailed in attending overseas SMSF conferences....
Financial planning
Industry advocate groups have broadly welcomed the Financial System Inquiry (FSI) interim report’s vow to lift the education bar for advisers, but one has questioned the ...
Superannuation
Superannuation funds must change their asset allocation to accommodate the evolving income and liquidity requirements of members, Mark Thomas writes....
Funds management
The development of managed accounts will allow a boutique planning firm to replacing its wrap platforms and SMSF administration service with a managed discretionary accou...
Funds management
Regulation of the investment property sector will help financial planners to push spruikers out of the area and provide clients with more protection, DomaCom believes....
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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 ...