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....

image
Financial planning

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

image
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...

image
Superannuation

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

image
Superannuation

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

image
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....

image
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....

image
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....

image
Superannuation

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

image
Superannuation

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

image
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...

image
Accounting

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

image
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. ...

image
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...

image
Superannuation

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

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 day 14 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

5 days 20 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 3 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 5 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 days 18 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

3 days 21 hours ago