SMSFS

Superannuation

A number of risks are looming large on the radars of SMSF advisers, according to the principal of consultant actuarial firm Rice Warner, Michael Rice....

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Superannuation

The new superannuation environment that will evolve out of the Government's MySuper changes will be debated at a special Money Management/Association of Financial Adviser...

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Superannuation

The Government has specifically referenced SMSFs in detailing new legislation aimed at increasing the penalties around early release superannuation schemes....

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Superannuation

The Federal Government has received a further call to stop tinkering with the superannuation policy settings - this time via research conducted by Rice Warner on behalf o...

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Superannuation

Government moves to significantly increase penalties relating to the illegal early release of superannuation....

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Superannuation

The Australian Securities and Investments Commission (ASIC) may need to revise the $200,000 figure it placed on the success of self-managed super fund (SMSF) starters aft...

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Superannuation

One-on-one communication with retirees about their likely annual income in retirement is set to be a common tactic used by super funds to engage members....

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Accounting

Financial Services Minister Bill Shorten has released draft regulations outlining a limited licence for accountants, replacing the accountants' exemption replacement regu...

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Funds management

Industry commentators have tried to outline an approach by which the boutique funds industry can avoid being sidelined by the rise in self-managed super funds (SMSFs) and...

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Superannuation

Centric Wealth has pointed to pitfalls now confronting SMSFs in meeting insurance requirements....

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Superannuation

SMSF trustees are increasingly questioning their capacity to run an SMSF in their later years and are looking at switching to a managed fund arrangement in retirement, ac...

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Editorial

How can you tell that SMSFs are the 'hot ticket' with respect to financial services revenue generation? When virtually all sectors of the industry are competing for terri...

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Financial planning

Some investors want to "dip their toes" into the investment world by comparing their asset allocation and performance with those of their peers....

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Financial planning

SMSFs perform similarly regardless of whether trustees rely on advisers, accountants or their own research, according to a Rice Warner study....

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Superannuation

There has been debate around how SMSFs use limited recourse borrowing arrangements. SPAA technical director Peter Burgess weighs up the benefits and risks....

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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....

1 week ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

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ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 3 days ago