SMSFS

Funds management

Responding to the growing demand for direct equities, Australian Unity Personal Financial Services is in the process of rolling out a direct equity policy for its adviser...

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Superannuation

An ASFA submission has confirmed the degree to which super funds are evolving to meet the retail market....

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Superannuation

Retail investors, including the trustees of SMSFs, are now legally able to invest in Australian Government Bonds, according to Michael Hallinan of SUPERCentral....

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Superannuation

APRA's quarterly superannuation statistics for March 2013 have highlighted the continuing growth and strength of the SMSF sector, according to SPAA's Graeme Colley....

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The regulator should work to extend the scope of its financial literacy strategy to include an appropriate focus on retirement funding, particularly in relation to senior...

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Superannuation

Reflecting the increasing interest in SMSFs being exhibited by mortgage brokers and credit advisers, the Mortgage and Finance Association (MFAA) has announced SMSF-specif...

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Financial planning

Specialist life insurer NobleOak has announced the launch of a new product aimed at the SMSF market....

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Superannuation

David Court looks at the new penalty regime that will apply to SMSFs from 1 July, 2013....

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Superannuation

MLC's Peter Hogan says that while the Budget hasn't specifically targeted SMSFs, there are likely to be a number of indirect impacts....

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Financial planning

Providing unlicensed SMSF advice was one of the reasons Money Choice had its licence cancelled and its director banned by ASIC....

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Superannuation

SMSF Academy's Aaron Dunn looks at a related party undertaking improvements to a property at no cost, and explains whether increases in the property value constituted a c...

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Superannuation

New data points to increasing numbers of SMSF members moving into retirement phase....

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Superannuation

The number of investors in exchange-traded funds (ETFs) continues to grow strongly, according to the latest BetaShares/Investment Trends ETF Report....

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Superannuation

The self-managed superannuation fund sector has entered a net drawdown phase, with benefit payments to exceed contributions by $20 billion by December 2015, according to ...

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Superannuation

The SMSF Professionals’ Association of Australia has come out in support of the Government’s announced charter group as an initial step in the establishment of a Council ...

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 days 15 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

6 days 21 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 4 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 6 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

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Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

4 days 22 hours ago