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....

image
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...

image
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....

image
Superannuation

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

image
Superannuation

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

image
Superannuation

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

image
Editorial

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

image
People & Products

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

image
Accounting

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

image
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. ...

image
Superannuation

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

image
Superannuation

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

image
Superannuation

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

image
Financial planning

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

image
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...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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....

1 week 4 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 2 days ago