SMSFS

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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Financial planning

SMSF administration specialist, BGL Corporate Solutions has partnered with TAG Financial Services to enhance its Simple Fund 360 offering....

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Accounting

Accountants are not having the necessary conversations on what is going to happen to their ability to give advice on self-managed super funds (SMSF) after July 2016, an a...

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Superannuation

Self-managed superannuation funds (SMSF) are beginning to appeal to a much younger demographic, Australian Tax Office (ATO) data shows. ...

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Superannuation

While conventional wisdom holds that cash-focused SMSFs lag conventional funds, new data suggests otherwise. ...

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Superannuation

SMSF trustees need to implement their financial strategies by 30 June to get the best outcomes for their funds, the SMSF Professionals’ Association of Australia claims....

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Financial planning

Financial planning business broker predicts the industry will split into two sectors with non-aligned groups dominating the holistic, high touch advice space....

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Financial planning

Falling interest rates has taken the sheen off term deposits, losing 36,000 customers over the last 12 months, in contrast to the SMSF sector....

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Superannuation

Accounting and planning firm Chan and Naylor has launched a national self-managed super fund (SMSF) administration business unit....

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Superannuation

SMSFs should increase their exposure to bonds to boost their returns, Credit Suisse analysts believe....

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Superannuation

Separately managed accounts’ (SMA) centralised reporting function makes them a superior option to managed funds, particularly following the growth of self-managed super f...

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Accounting

Accountants considering advice on SMSFs after July 2016 need to consider their business future ahead of licensing concerns ...

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Superannuation

SMSF trustees are being urged to ensure limited recourse borrowing arrangements related party loans are proved on commercial terms to avoid substantial tax bills. ...

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Superannuation

The Australian Tax Office’s (ATO) new penalty regime could see up to 50 per cent of self-managed super fund (SMSF) trustees fined for violations of their duties, an accou...

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Superannuation

ATO will begin action against SMSFs yet to lodge returns and cancel inactive funds...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week 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...

3 weeks 3 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 2 days ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 3 days ago