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SMSFS
Financial planning
The Self-Managed Super Fund Professionals' Association of Australia has called for higher levels of competency in the provision of financial advice following recent damni...
Financial planning
The Mortgage and Finance Association of Australia has expressed concern that the Government's proposed amendments to limited recourse borrowing arrangements (LRBAs) creat...
Superannuation
Blended families create unique challenges and need a new approach when planning super death benefits, according to two SPAA advisers....
Editorial
There is considerable asset allocation bias with SMSF trustees. This is likely to lead to disappointing performance at best, and widespread disasters at worst, according ...
Superannuation
David Court outlines some common queries that arise out of the new rules for investment in personal use assets....
Superannuation
OneVue has announced the launch of a consumer platform designed for members of the financial services group MAP that will cater for self-directed investors....
Editorial
How do you keep a clear picture when the lines of life insurance are blurred? Damien Mu predicts that the distinctions that life insurance companies draw between group an...
Superannuation
An increasing number of people travel to Australia as non-residents, accumulating some savings in the Australian superannuation system. Daniel Butler and Tina Conitsiotis...
Superannuation
Though the death of SMSFs may have been regularly predicted in years past, modelling within Deloitte's Dynamics of the Australian Superannuation System report, released i...
Superannuation
SPAA says financial planners, auditors and accountants needed the 12-month delay to FOFA implementation....
Superannuation
Many have advocated that accountants simply get licensed if they wish to advise on SMSFs. However, Liz Westover claims the current single licensing model poses many diffi...
Funds management
Macquarie Private Portfolio Management's managed accounts have been added to the APLs of more than 30 dealer groups over the past year....
Financial planning
SMSF administration software developer Class Super has added the Commonwealth Bank and National Australia Bank to its automated data feeds, enabling it to 18 of the top 2...
Superannuation is not keeping up with the evolution of our society, according to Julie Steed....
Financial planning
The independence of accountants who align their businesses with financial planning dealer groups could be called into question, according to RSM Bird Cameron principal Pe...
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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...