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SMSFS
Financial planning
NAB Wealth launches Super Lever to provide SMSFs to access margin loan arrangements....
Financial planning
An adviser specialising in self-managed super funds has pleaded guilty to taking $250,000 from his clients by deception and making a false statement to ASIC....
Superannuation
SMSF administrator SuperGuardian has transferred its SMSF portfolio to Class Financial Systems' cloud-based administration platform, Class Super....
Superannuation
Despite welcoming the Government's decision to defer the proposed ban on off-market transfers between SMSFs and related parties where a market exists, SPAA continues to l...
Superannuation
ASIC has moved against two unlicensed SMSF advice firms after finding they misled clients about their investments....
Superannuation
Having explained why they are financial products, David Court now examines the manner in which the disclosure requirements apply to SMSFs....
Superannuation
SMSFs represent a significant growth opportunity for financial advisers, particularly for those who choose to specialise in the sector....
Superannuation
The SMSF Professionals' Association of Australia is continuing to advocate tighter legislative controls around off-market transfers, despite the Government's decision to ...
Superannuation
On the back of changes announced as part of the FOFA guidelines, My Adviser has announced the launch of a specialist authority to enable accountants to continue to recomm...
Superannuation
A SMSF-friendly structured product giving investors a lower threshold to break-even over a three-year period has been launched by Instreet....
Superannuation
Outsourcing business processes for self-managed superannuation funds (SMSFs) is growing in popularity, but cost-cutting is not the biggest motivator....
Accounting
Dealer group My Adviser has announced the launch of a specialist package for accountants, which it claims will go beyond the proposed legislation....
Superannuation
SMSFs need to carefully consider the estate planning ramifications before commencing a pension or their beneficiaries might face serious tax consequences, explains Nichol...
Superannuation
Macquarie Adviser Services has enhanced its product offering for SMSFs, introducing an upgrade to the functionality of its term deposits....
Superannuation
SMSF trustees are using CFDs to become more strategic with their portfolios and to ensure recent downturns are not adversely affecting their retirement goals, according t...
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...