POWERED BY MOMENTUM MEDIA
SMSFS
Superannuation
Multiport's La Greca argues that personal circumstances rather than account balances should be the key to establishing an SMSF. ...
Superannuation
SPAA's Andrea Slattery says member responsibility outweighs need for SMSF compensation scheme. ...
Financial planning
Touted as the next frontier for accountants, Limited Australian Financial Service Licences (AFSLs) are starting to gain traction with planners too. But what makes them so...
Financial planning
Adelaide-based SMSF company Excelsuper has extended its financial planning strength via the acquisition of Oxford Financial Services. ...
Financial planning
SMSF specialist BGL sets March launch date for new SMSF administration product. ...
Superannuation
Specialist SMSF administrator SuperGuardian has been appointed by online broker Bell Direct to manage its integrated SMSF solution. ...
Financial planning
MLC’s Keiran McIlwain outlines why and how greater estate planning expertise is critical for today’s financial advisers. ...
Editorial
From Bo Derek Investments, Cockroach Theory, Black Swans to Dead Cat Bounces, no other industry attracts buzzwords quite like financial services. “Innovative disruption” ...
Superannuation
Trustdeed.com.au's Manoj Abichandani has claimed it is wrong to suggest that just because some deed products are "cheap" they are in some way deficient. ...
Superannuation
legalsuper's Andrew Proebstl questions ageing and death in context of SMSF trusteeships. ...
Superannuation
APRA-regulated superannuation funds still looking to retain members attracted by SMSFs. ...
Financial planning
Centrepoint’s Peter Kelly outlines some of the issues that will require the attention of the advice profession – and their possible impacts – in 2014....
Superannuation
SPAA points to ATO data on benefits payments as evidence SMSFs are taking a responsible approach to how they use their superannuation savings to live in retirement....
Superannuation
Self-managed superannuation fund (SMSF) investors have helped drive WAM Capital to a record pre-tax profit. ...
Superannuation
ASIC has reminded SMSF auditors that, from 31 January, they must lodge their annual SMSF auditor statements. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...