SMSFS

Funds management

The retail managed funds sector has grown 4.5 per cent in the March quarter; however the “sell in May and go away” syndrome may plague Australian markets later this year....

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Superannuation

The Board of the SMSF Professionals' Association of Australia (SPAA) has returned its founder and chief executive Andrea Slattery to the body for the second time citing g...

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Financial planning

ANZ has launched a protected lending product targeting high-end self-managed super funds, wholesale investors and executives with employer-related share exposures....

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Superannuation

Peter Hogan outlines the key issues trustees should consider when addressing insurance in a fund's investment strategy. ...

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Superannuation

Institute of Chartered Accountants warns against accountants signing off on SMSF audits as 'employees'. ...

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Superannuation

The SMSF Professionals' Association of Australia (SPAA) has welcomed the Government's decision to establish a new transitional licensing regime for accountants....

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Editorial

Financial planners are required by regulation to hold Professional Indemnity insurance, but Oscar Martinis writes that notwithstanding the increasing cost of premiums, pl...

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People & Products

Paul Souter has been appointed head of strategy and distribution for UBS’ direct-to-member superannuation platform....

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Accounting

Count Financial welcomes Parliamentary progress of limited licensing arrangements for accountants....

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Superannuation

There might be some important tax planning that needs to be done between now and 30 June, according to SMSF Academy's Aaron Dunn. ...

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Superannuation

Another new administration platform has been launched into the SMSF market - CleverSuper - with the founders inviting 250 advisers to become "founding partners"....

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Superannuation

SPAA claims recent ATO data revealing a decline in SMSF establishments belies health of sector....

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Superannuation

SPAA has welcomed the Government’s decision to drop amendments to affected off-market related party transfers....

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Financial planning

Self-managed superannuation fund (SMSF) associations are celebrating another win after the Federal Government quietly removed proposals to restrict related party transact...

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Financial planning

The Mortgage and Finance Association of Australia (MFAA) has provided further details on its self-managed superannuation fund (SMSF) lending training program for credit a...

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