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SMSFS
Superannuation
Specialist SMSF insurer Self Super enters into arrangements to enhance offerings on art and collectables....
Superannuation
A draft ruling released by the Australian Taxation Office (ATO) has highlighted the importance of having appropriate documentation in place to ensure a pension is reversi...
Life/Risk
When it comes to income protection, clients’ individual circumstances will dictate whether that cover is held inside or outside of superannuation. TAL’s David Glen weighs...
Financial planning
ASIC has cancelled the AFSL of Australian Performance Financial Planning, after already suspending that licence earlier this year when the firm went into administration....
Superannuation
More than half of superannuation fund members are disengaged, with many seeking better performance, lower fees and stronger communication, according to a report released ...
Accounting
Barry Lambert confirms SMSFs represent a major motivator for accountants to utilise special financial advice licensing....
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. David...
Superannuation
The equivalent of a large industry super fund moves out of existing funds every year and goes into new or existing SMSFs, according to Townsend Business and Corporate Law...
Superannuation
Institute of Chartered Accountants superannuation specialist Liz Westover has pointed to new regulations having been finalised requiring SMSF trustees to report fund asse...
Superannuation
SMSFs should be compelled to put some money into the country's infrastructure assets, according to chairman of retirement income at Challenger, Jeremy Cooper....
Accounting
Three quarters of accountants who took part in an MLC survey intend to deliver financial advice to their clients under the proposed new accountant's licensing regime....
Superannuation
Superannuation funds itching to stop the flow of members to self-managed super funds may find a competitive advantage in utilising the opportunities 'big data' offers, ac...
Financial planning
Complex retail products will come under the ASIC's scrutiny due to poor market returns and growth in the self-managed super fund (SMSF) sector....
Financial planning
By diversifying into services other than financial planning, advisers can dramatically increase the likelihood they will retain clients, says Instreet managing director G...
Superannuation
SISFA has warned the Federal Government that the country's almost one million SMSF trustees will use their collective voting power to object to further regulatory burden....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...