SMSFS

Financial planning

The global financial crisis appears to have dampened enthusiasm for superannuation co-contributions, but industry funds are winning the battle of rollovers....

Superannuation

One-third of SMSF trustees to focus on buying undervalued assets....

Superannuation

The latest Australian Taxation Office data reveals that while the number of SMSFs is continuing to grow in Australia, the global financial crisis has not given rise to a ...

Financial planning

BT Wrap enhances platform offerings to make life easier for advisers and accountants handling SMSF clients....

Superannuation

Melbourne man jailed over SMSF theft while his wife is fined for aiding and abetting....

Superannuation

A boutique fund manager has teamed up with a financial planning firm and a stockbroker to offer a direct property fund for the self-managed superannuation fund market....

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Superannuation

Industry super funds offer superannuants many of the benefits of self-managed superannuation funds, without their downsides, according to Industry Funds Financial Plannin...

People & Products

All sectors of the superannuation industry now represented on the Cooper Review panel: SPAA....

Superannuation

Does borrowing inside superannuation warrant further consideration, asks TROY SMITH....

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Superannuation

Multiport's June survey of SMSF investments has shown that cash has more than doubled in the past 18 months. There are also signs that investors are increasing their expo...

Financial planning

While the financial planning industry continues to air its dirty laundry in public, a groundswell of do-it-yourself investors continues to build, and they are rapidly see...

Financial planning

ALENA MILES considers estate planning strategies unique to self-managed super funds....

Superannuation

The capital value of an entire death benefit paid to a beneficiary may be subject to tax, according to Lifeplan national adviser solutions manager Alison Massey....

Superannuation

The ATO should clarify the rules around borrowing under SMSFs as there are several risks for trustees giving personal guarantees....

Superannuation

Martin Murden has criticised the lack of representation for SMSFs on the super review committee, and says self-funded retirees could suffer from potential changes....

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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 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 days 12 hours ago

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

1 week 1 day ago

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

1 week 6 days ago