SMSFS

Superannuation

GESB urges Australians to seek advice on SMSFs, with research showing many don't understand the time, risks and costs involved in operating this type of fund....

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Financial planning

Australia’s total estimated superannuation assets increased by 2.6 per cent in the March 2010 quarter to $1.26 trillion....

Superannuation

The Association of Superannuation Funds of Australia has disagreed with the Cooper Review by claiming SMSFs should be able to invest in collectibles and 'personal use' as...

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Superannuation

Proposed changes to the regulation of SMSFs could lead to a decrease in the number of SMSF auditors, agents and administrators....

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Financial planning

Wilson HTM is better known as a broking house, but plans are in motion to more than double its financial planning arm....

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Superannuation

A move by SMSF trustees into an increased share holding in 2009 has been maintained so far in 2010, according to a survey of 1,200 SMSFs administered by Multiport....

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Superannuation

Netwealth has added a daily data feed from its investment wrap to SMSF software provider BGL....

Financial planning

As the end of the current financial year approaches, Craig Day provides SMSF trustees with some tax tips for the year end - along with the traps to avoid....

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Financial planning

The Financial Ombudsman Service has upheld four complaints against advisers for directing clients to establish SMSFs and then invest in high-risk real estate managed inve...

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People & Products

Class Leading Solutions has been appointed as the marketing, distribution and promotion partner for SMSF wholesaler AR Group....

Funds management

Advisers expect the switch from commission-based selling to fee-for-service will boost their use of exchange-traded funds (ETFs) over the next 12 months, according to new...

Superannuation

Paragem has announced the launch of a new online information and education centre for self-managed superannuation fund (SMSF) trustees, called The SMSF Review....

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Superannuation

ATO offers series of free seminars for people running SMSFs....

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Tools & guides

Holding large value illiquid assets in a SMSF could prove problematic when a trust member dies. Deborah Wixted explains the obligations and options trustees and their fin...

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Superannuation

The Cooper Review has been warned that a substantial gap exists between the audit standards required by ASIC and those allowed with respect to SMSFs....

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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 2 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....

5 days 13 hours ago

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

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

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