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SMSFS
Superannuation
Assets constituting trading stock were once the exception to the rule, as they did not have to be treated according to the CGT provisions. DBA Lawyers' Bryce Figot and Na...
Superannuation
The asset segregation approach in volatile times could provide a number of tax benefits. The SMSF Academy’s Aaron Dunn explains....
Funds management
Disillusionment with the funds management industry and a hunger for transparency among clients is fuelling a move towards direct equities....
Editorial
Amid the fall-out from Trio Capital it has been suggested that financial planners be required to warn clients establishing SMSFs that they are entering a higher risk envi...
Superannuation
The Federal Treasury has been asked why CGT rollover relief cannot be extended to SMSFs merging with APRA-regulated funds....
Superannuation
The SMSF Professionals' Association of Australia (SPAA) has moved to correct the "misconception" that SMSF trustees have no legal options ahead of them in the event of fr...
Superannuation
The Auditor-General has warned that the ATO's interpretive decisions on SMSFs carry less legal weight than interpretive decisions on tax matters....
Editorial
The dust has well and truly settled on the Federal Budget but, as Liz Westover writes, the Government needs to accept that its actions have served to confuse Australians ...
Superannuation
In a joint initiative with Class Financial Systems, Bravura Solutions has integrated its Garradin investment management software with SMSF accounting solution Class Super...
Superannuation
The time has come for a total rethink about how investors are looked after when there is a 'Trio Capital', according to SPAA's Peter Burgess....
Superannuation
ASIC signals a push to have SMSF trustees acknowledge the existence of a higher level of risk....
Superannuation
The idea that SMSFs tend to be pushed on clients by accountants is more of a perception than a reality, says Institute of Chartered Accountants head of superannuation Liz...
Financial planning
The Institute of Public Accountants' affiliation with MLC and AMP/AXA will not threaten its members' independence, says IPA general manager Vicki Stylianou....
Financial planning
An increased focus on direct investments, particularly from self-managed super fund (SMSF) clients, has led Instreet Investment to target the acquisition of private clien...
Superannuation
UBS Australia will soon launch a direct-to-member superannuation platform which the investment bank claims would be an alternative to SMSFs....
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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 ...