SMSFS

Financial planning

Australian Financial Services (AFS) is reviewing its approved product list (APL) with a view to dumping unproductive or unsupported products and platforms....

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Superannuation

SMSF specialists call for ATO to review its ban on SMSF using limited recourse borrowing....

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Superannuation

SMSF trustees have been finding property investment increasingly appealing in recent months. Dan Butler and Nathan Papson list a number of practical considerations which ...

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Superannuation

Institute of Chartered Accountants specialist Liz Westover joins with the Superannuation Complaints Tribunal in pointing out the sensitivity around rollovers in volatile ...

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Superannuation

ASFA warns that even SMSFs may be impacted by a draft ruling on superannuation income streams issued by the ATO....

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Superannuation

If implemented properly, a shift to providing data via the 'cloud' can be a boon for SMSFs, according to David Mendelovits, business development manager for Supercorp....

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People & Products

Financial planning group Omniwealth has appointed a new director, Matthew Kidd, as part of the firm's plan to drive business growth and diversification. ...

Editorial

Richard Edwards outlines some of the technical issues financial planners need to consider when talking to their clients about possible responses to market declines....

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Financial planning

Lonsec has again been named Money Management's Ratings House of the Year on the back of strong support from fund managers and dealer groups and despite a resurgent van Ey...

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Superannuation

The number of people who are leaving industry super to establish self-managed superannuation funds (SMSFs) has been steadily increasing since 2004, according to new Vangu...

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Superannuation

With cash balances in self-managed superannuation funds hitting new highs, there are signs that investors are treating cash as a distinct asset class rather than a place ...

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Superannuation

Martin Breckon explains when repairs to property acquired in a SMSF using a limited recourse borrowing arrangement could be considered improvements, and the implications ...

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Policy & Regulation

The uncertainty created by FOFA was a factor in Count board's decision to recommend CBA bid....

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Superannuation

SPAA gives qualified welcome to FOFA legislation but maintains pressure with respect to accountant advice....

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Superannuation

Winding-up a SMSF can be challenging and needs care and attention....

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