SMSFS

Superannuation

The ATO says it has done as much as it can with respect to excess super contributions and the matter now resides with the Government and Treasury...

Superannuation

Perpetual has run into trouble with the SMSF administration business it acquired in 2008....

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Financial planning

As the financial planning platform industry enters a new year that will see big changes, Janine Mace discovers it may not all be plain sailing....

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Funds management

SMSFs will lead a surge in demand for unlisted real estate assets in 2011 as property fundamentals continue to improve....

Superannuation

Westpac Institutional Bank has launched 31 self-funding instalments to provide moderately geared equity investment opportunities, particularly to self-managed super funds...

Superannuation

SMSF breaches are declining as the sector matures and as the taking of transition to retirement options rises....

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Funds management

The Australian exchange traded fund market is set to grow from less than $4 billion in assets under management in December 2010 to more than $6 billion in 2011, according...

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Superannuation

SMSF investors have shown a continuing preference for Australian equities, increasing their allocation over the December quarter, but overall inflows have continued to sl...

Superannuation

SMSFs have been confirmed as the largest segment of the superannuation sector, but average balances are still below $500,000....

Editorial

Patrick Jackson explains why trustees should look before they leap when considering a self-managed superannuation fund....

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Superannuation

Patrick Jackson explains why trustees should look before they leap when considering a self-managed superannuation fund....

Financial planning

The Government’s measured response to the 177 recommendations put forth in the Cooper Review has been broadly welcomed by the industry, with agreement reached on mo...

Financial planning

While there has been some speculation that Perpetual would be the next logical takeover target in a rapidly consolidating Australian wealth management industry, few expec...

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Superannuation

The lending of money to family members has emerged as a persistent issue in SMSF breaches....

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Superannuation

New analysis suggests that the SMSF segment has peaked and numbers will decline as boomers die off....

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