SMSFS

Editorial

The Financial Services Council's position on life insurance churn proved controversial, attracting criticism from the likes of Synchron's Don Trapnell....

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Editorial

Plan B's Andrew Black could be forgiven for thinking he is being followed by IOOF in the wake of its acquisition of the dealer group....

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Editorial

Richard Klipin made a shock exit from the Association of Financial Advisers to join ANZ-owned dealer group millennium3 in 2012....

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Editorial

AMP's acquisition of Cavendish Group marked the beginning of a major push into the SMSF sector, while in the same month IOOF launched its bid for Plan B....

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Accounting

SPAA hopes to become part of the limited advice licensing regime by offering its Public Practice Certificate to accountant members....

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Financial planning

Melbourne-based accountancy firm Matthews Steer Chartered Accountants has announced the creation of a new wealth management division....

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Superannuation

AMP’s Philip LaGreca explores the key considerations for SMSF trustees investing in overseas property....

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Superannuation

Warning that the Government's "lost super" move needs to be viewed in broader context....

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Superannuation

While SMSFs are representative of a massive opportunity for many within the super industry, there are also a host of providers looking to the sector for exactly the wrong...

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Superannuation

Auditors of SMSFs have been given regulatory guidance on how to register with ASIC ahead of the 31 January start date of a Stronger Super registration scheme....

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Superannuation

The use of retail fund managers by SMSFs has grown over the past three years, according to Plan For Life....

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Editorial

Mike Taylor writes that legally enshrining the term ‘financial planner/adviser’ is a necessary step towards creating a barrier to an industry being tarnished by spivs and...

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Accounting

A limited AFSL for accountants would be too restrictive and expensive, meaning accountants who want to advise on SMSFs would be more likely to join an existing licence th...

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Editorial

As part of their value-add, financial planners are increasingly putting in the time to build direct share portfolios for their clients. Are direct investments the new coo...

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Superannuation

Super Concepts' Nicholas Ali provides a breakdown of what is allowed and what's not with regards to buying property in an SMSF....

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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...

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

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

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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....

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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....

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