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SMSFS
Superannuation
Dominant trustees can create issues for SMSFs unless appropriate strategies are put in place....
Policy & Regulation
<b>Latest Edition:</b> The financial planning industry was recently caught off guard by last-minute Government changes to the FOFA legislation. The changes were reportedl...
Superannuation
Jennifer Brookhouse outlines the options, issues and strategies to consider when paying a superannuation death benefit to a surviving spouse....
Financial planning
Neither financial advisers nor investors have been particularly interested in structured products over the past few years and the sector has significantly shrunk since th...
Editorial
Claudine Siou investigates some superannuation benchmarks that will help ensure clients enjoy a comfortable retirement....
Superannuation
Self-managed super funds have increased their cash and fixed interest holdings and significantly reduced their Australian share exposure, according to a Multiport survey....
Financial planning
SMSF administrator BGL will likely continue to see rapid growth along with the sector, and has outlined a plan to push into the Asian marketplace through its compliance s...
Superannuation
When a self-managed superannuation fund (SMSF) member or trustee travels overseas for an extended period, their SMSF could lose the tax concessions it enjoys. Nicholas Al...
Superannuation
Lack of capacity for one or both trustees of an SMSF is a potential problem that needs to be recognised and addressed....
Superannuation
The number of SMSFs continues to grow, but the products available to them remain limited....
Superannuation
SMSF administrators BGL attracted around 140 new clients representing roughly 20,000 new SMSFs in the last quarter, according to the firm's managing director Ron Lesh....
Superannuation
The current rapid growth of the self-managed super fund (SMSF) sector may present several challenges when a large number of trustees begin to reach an age where they eith...
Superannuation
As a result of the Cooper Review, rule changes have been implemented in relation to the requirements for the ownership of collectible and personal use assets by self-mana...
Superannuation
New Roy Morgan research reveals that SMSF trustees, while happier than most, are still feeling the pinch....
Superannuation
The Stronger Super changes to SMSFs such as auditor registration were necessary....
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...