SMSFS

Policy & Regulation

Industry leaders believe the degree of complexity the Federal Government has injected in to the FOFA legislation means it may not be possible to implement by July 1 next ...

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Financial planning

While the proposed Future of Financial Advice changes and their potential impact on financial advisers remain the hot topic, there is another acronym - TOFA - which deser...

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Financial planning

An overwhelming majority of financial planners and brokers agree bond exchange traded funds (ETFs) need to be better explained before they are accepted, according to a su...

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Financial planning

Macquarie Specialist Investments has launched a new product aimed at helping investors - including SMSFs - transition out of cash amid the current volatile market conditi...

Superannuation

The Self-Managed Superannuation Fund Professionals' Association has denied self-managed superannuation funds are being oversold by financial planners and accountants....

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Superannuation

The ageing population and the ATO's recent draft pensions ruling highlights the need to review clients' overall succession planning, according to Daniel Butler and Nathan...

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Financial planning

The ageing population and the ATO's recent draft pensions ruling highlights the need to review clients' overall succession planning, according to Daniel Butler and Nathan...

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Superannuation

One of the constant criticisms of self-managed super funds (SMSFs) is the number of gaps that persist in the sector's overall framework and yet according to Chris Malkin,...

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Superannuation

Macquarie Specialist Investments has launched a new product aimed at helping self-managed superannuation funds (SMSFs) and other investors migrate out of cash....

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Superannuation

Accountants handling SMSFs will be able to cover off licensing via arrangement with MLC and AXA....

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Financial planning

HUB24 has added seven dealer groups and three separately managed account managers to its client list, the platform provider has announced....

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Financial planning

The Self-Managed Superannuation Fund Professionals' Association of Australia (SPAA) has sought to dispel some of the common myths about do-it-yourself super funds....

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Financial planning

Financial services group Vow Financial has branched out further, launching a legal service to its mortgage broker network....

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Superannuation

Tasmanian Liberal Senator David Bushby recently called for increased transparency in the handling of superannuation funds by APRA amid widespread concerns in the financia...

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Financial planning

The Institute of Public Accountants (IPA) has announced a partnership with AXA and MLC to provide its 22,000 members with a comprehensive financial services package....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 20 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 5 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 3 days ago