SMSFS

Superannuation

Around seven per cent of all self-managed superannuation fund (SMSF) assets representing $26 billion are now held in unlisted property, according to Melbourne-based firm ...

image
Superannuation

The annual Vanguard/Investment Trends Self Managed Super Fund (SMSF) Report has revealed the sector's continued growth, both in terms of the number of fund establishments...

image
Accounting

It may be as late as mid-2013 before the new accountants' advice regime is up and running....

image
Superannuation

The ban on off-market transfers for self-managed superannuation funds will not go ahead as planned from 1 July 2012, and is likely to be delayed for one year, according t...

image
Editorial

During the GFC, direct property had a number of issues related to manager capability, asset quality, illiquidity and gearing. However, the sector has been working hard to...

image
Superannuation

The cost of registering as a self-managed superannuation fund (SMSF) auditor is likely to be in the hundreds of dollars rather than thousands, according to SMSF Professio...

image
Funds management

Boutique fund manager Bennelong Funds Management has shone a light on the competitive pressures facing managers in the current environment, saying that boutiques are shut...

image
Financial planning

DEXX&R projects the total financial services market will grow by 8 per cent per annum to reach $3,372 billion by December 2021....

image
Superannuation

Industry experts believe proposed legislation and a new licensing regime will give way to like-for-like cost comparisons between SMSFs, industry and retail superannuation...

image
Financial planning

The number of self-managed superannuation funds (SMSFs) using a RG146-compliant financial adviser has continued to decline, sitting at 52 per cent, according to Investmen...

image
Financial planning

Product providers are turning to software solutions to help them get new investment products to the market ahead of legislative changes, according to Bravura Solutions he...

image
Superannuation

According to the chief executive of SPAA, Andrea Slattery, ATO figures showing SMSF fees decreasing prove SMSFs are well-positioned to compete with other superannuation s...

image
Superannuation

DBA Lawyers discuss the hurdles in proving financial dependency where grandchildren receive death benefits from their grandparents' SMSFs....

image
Superannuation

Specialist SMSFs company Cavendish Superannuation says Treasury officials have confirmed a deferral of the legislation which would have impacted off-market transfers....

image
Superannuation

Taking advantage of the potential tax benefits of buying property through a SMSF, a growing number of South Australians are turning to property for their retirement savin...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks 2 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks 2 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks 1 day ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 2 days ago