POWERED BY MOMENTUM MEDIA
SMSFS
Financial planning
Sequoia Asset Management has launched a new fixed-term investment for retail investors....
Superannuation
Concerns around low balance SMSFs overlook the long-term nature for which the funds have been created. ...
Accounting
ASIC data reveals the accountants’ limited licensing regime is already gaining traction....
Superannuation
Service provider Heffron rolls out stand-alone investment and insurance compliance tool....
Superannuation
MLC's Peter Hogan outlines the key differences between SMSFs and other superannuation funds from an estate planning perspective. ...
Superannuation
ASFA calls for sole purpose test to be strictly applied to SMSFs in light of property spruikers. ...
Superannuation
Administration technology is helping drive down costs and forcing consolidation in the SMSF sector....
Life/Risk
Confusion or ambivalence about life insurance could be putting the industry at risk, a survey suggests. ...
Superannuation
SMSF trustees are increasingly utilising advanced stock research tools to plan for and manage their retirement portfolio. ...
Financial planning
Advisers will have to disclose a number of specific facts when providing SMSF advice, such as lack of compensation arrangements and costs associated with running a self-m...
Superannuation
Super funds which lose members to SMSFs are unlikely to see them come back....
Superannuation
The requirement to hold an AFSL when providing advice should extend to SMSF property spruikers, says ASFA....
Policy & Regulation
Concern expressed that Budget deficit may see retention of Labor’s move to tax pension earnings in excess of $100,000....
Policy & Regulation
ATO’s approach to the segregation of pension assets aimed at SMSFs, despite implications for large APRA-regulated funds....
Superannuation
A new analysis suggests recent legislative change will increase the scope for financial planners to work with accountants in the SMSF advice space. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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 ...