SMSFS

Financial planning

Financial advice has remained the major issue in almost all areas of investment-related complaints filed with the Financial Ombudsman Service. ...

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Superannuation

ASIC cautions investors over spruiking for investments in government rental scheme....

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Superannuation

New research confirms that those migrating from retail master trusts and industry super funds to SMSFs are motivated by returns and fees....

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Superannuation

Trends towards younger SMSF trustees are part and parcel of increased superannuation engagement, according to the director of financial planning for Chan & Naylor, David ...

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Superannuation

Retail superannuation funds still lag behind industry funds in terms of customer satisfaction, research shows....

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Superannuation

Industry fund chairman expresses concern that improper advice is driving member departures to SMSFs. ...

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Financial planning

Online lender loans.com.au has launched a low-cost SMSF home loan amid claims that SMSF trusts have been paying exorbitant rates for residential property loans. ...

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Funds management

Planner demand to drive ‘youthful’ ETF sector....

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Editorial

Investors are increasingly convinced of the real estate story, attracted by a healthy income return and long-term capital growth without the volatility of the share marke...

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Financial planning

Since the Mortgage and Finance Associations of Australia’s SMSF lending training program launched in June this year, more than 130 credit advisers have signed up....

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Superannuation

Are SMSFs contributing to a property bubble and gaining an unfair advantage in the process? Peter Kelly begs to differ....

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Superannuation

DB Lawyers' Bryce Figot warns SMSF trustees to get their own private binding rulings from the ATO. ...

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Superannuation

In an effort to better inform trustees as well as its adviser clients, Wealthtrac has launched a mobile app that is designed to deliver news and information to anyone int...

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Superannuation

While the SMSF advice space may have changed with the introduction of limited licensing, it is the concept of an SMSF profession that remains paramount, according to Andr...

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Superannuation

Wealth administration group Wealthtrac has released a wrap-style mobile app which allows users to set up a self-managed superannuation fund (SMSF). ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

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

2 months 2 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days 13 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago