SMSFs

Financial planning

Financial planning reform - the state of play

The 2011 financial year brought many changes to the financial services industry, and many are yet to come. John Perri has provided a snapshot of the activity coming out o...

Financial planning

Australian Financial Services streamlining APL

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

Superannuation

ATO must review limited recourse borrowing

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

Superannuation

SMSF borrowing - the latest developments

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

Superannuation

Volatility makes superannuation rollovers time-sensitive

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

Superannuation

ATO superannuation income stream ruling queried

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

Superannuation

Data in the cloud a boon for SMSFs

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....

People & Products

Omniwealth appoints new director

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

Helping clients manage diving markets

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

Financial planning

Lonsec out in front of competing researchers

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...

Superannuation

Industry superannuation funds losing members to SMSFs

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...

Superannuation

SMSF cash balances soar

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 ...

Superannuation

SMSFs and property repairs explained

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