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...

image
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...

image
Superannuation

Blended families create unique challenges and need a new approach when planning super death benefits, according to two SPAA advisers....

image
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 ...

image
Superannuation

David Court outlines some common queries that arise out of the new rules for investment in personal use assets....

image
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....

image
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...

image
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...

image
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...

image
Superannuation

SPAA says financial planners, auditors and accountants needed the 12-month delay to FOFA implementation....

image
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...

image
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....

image
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...

image

Superannuation is not keeping up with the evolution of our society, according to Julie Steed....

image
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...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 week 1 day ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 6 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

3 weeks 1 day ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

1 week ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

6 days 8 hours ago