SMSFS

Superannuation

Both industry and retail superannuation funds are trying to emulate SMSFs by providing more choice and flexibility for their members. But as Damon Taylor writes, many cla...

image
Editorial

With government balance sheets around the world in disarray and pressure to continue to build and upgrade infrastructure, the growth outlook for the sector is looking goo...

image
Financial planning

Macquarie has launched an SMSF toolkit to improve client engagement and support advisers in managing their clients’ SMSFs....

image
Superannuation

UMA provider OneVue has picked up nine new boutique advisory groups since September last year....

image
Superannuation

More than half of SMSF trustees fail to change to a more defensive asset allocation as they move into retirement. ...

image
Superannuation

SMSFs may be the fastest-growing segment of the superannuation industry but there are also high exit levels, according to data provided to the SPAA national conference in...

image
Financial planning

Fraud victims are often reluctant to report the crime, according to Australian Crime Commission director Dr David Lacey. ...

image
Superannuation

SPAA points to new ATO directive options for SMSFs....

image
Funds management

A Multiport survey has found falling interest rates in recent months have resulted in SMSFs slightly decreasing their cash holdings in favour of fixed income and direct p...

image
Superannuation

New research released at SPAA conference suggests SMSF trustees need adviser help on investment allocation....

image
Superannuation

The latest data from the Australian Taxation Office appears to have confirmed that SMSFs remain the fastest-growing segment of the superannuation sector....

image
Superannuation

A recent NSW Supreme Court case highlights the importance of appropriate trustee combinations as well as strategic mechanisms that assist when trustees don’t agree, accor...

image
Financial planning

Supercorp has received recognition for its superMate software via the Global Partner of the Year Award program from US-based publicly listed firm Progress Software....

image
Accounting

With the limited licensing regime for accountants set to begin on 1 July this year, SMSF specialists are weighing up their options....

image
Superannuation

AMP SMSF's Philip LaGreca examines the pros and cons of using either corporate or individual SMSF trustees....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 days ago

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

1 week ago

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

3 weeks 5 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....

3 weeks 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 ...

6 days 3 hours ago

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

5 days 6 hours ago