SMSFS

Superannuation

State Street Global Advisors has launched an ETF aimed at providing investors with access to international equities whilst also mitigating against what is an increasingly...

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Funds management

The local ETF market has seen an increase in flows to international ETFs, with both developed and emerging assets seeing an uptick in investor interest, according to a re...

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Superannuation

With the Future of Financial Advice (FOFA) reforms having come into effect as of 1 July, Tria Investment Partners Andrew Baker says the legislation has failed to address ...

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Superannuation

Those hardest hit by the $100,000 limit on the pension income tax exemption may well be those left behind after the death of an SMSF pensioner, according to Bryce Figot a...

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Superannuation

Specialist lawyer Michael Hallinan points to importance of ATO law changes for SMSF trustees....

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Superannuation

SPAA welcomes excess concessional contributions amendments...

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Superannuation

AMP Capital has launched a new website aimed at educating SMSF investors on property and infrastructure investments as part of a new campaign targeting this market....

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Superannuation

Super association claims tax concessions undermine super system ...

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Financial planning

The managed account market is set to expand with respect to both the numbers of offerings available and the number of providers in the space seeking to access planners an...

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Superannuation

It has been six years since limited recourse borrowing arrangements (LRBAs) were introduced for SMSFs to acquire residential or commercial properties, and so a number of ...

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Superannuation

SMSF administration software provider BGL Corporate Solutions has announced the release of a Bank Data service that will attach to its Simple Fund and Simple Fund 360 ser...

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Superannuation

Transparency of process has been at the heart of SMSF growth, according to Multiport’s Phil La Greca....

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Superannuation

SMSF administration provider Heffron has expanded its actuarial solution to automatically provide clients with tax exemption percentages from Class Super users....

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Superannuation

Graeme Colley warns some business owners who are nearing retirement fail to understand the complexity surrounding the eligibility criteria for CGT concessions and end up ...

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Superannuation

As competition continues to heat up between SMSFs and their industry superannuation counterparts, Deloitte's lead superannuation partner Russell Mason believes there is s...

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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 3 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....

6 days 4 hours ago

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

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

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