SUPERANNUATION FUND

Superannuation

Taxpayers with small excess concessional contributions have a once-off opportunity to avoid the penalty tax - but after that they will face a big penalty....

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Superannuation

Extreme caution should be exercised before admitting children of any age to the same self-managed superannuation fund (SMSF) as their parents....

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Superannuation

Craig Day reveals some timely advice on how to avoid the end of financial year SMSF traps....

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Superannuation

Regulated superannuation funds are increasingly being seen as a 'honey pot' and should largely be excluded from the Government's proposed compensation levy system, accord...

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Financial planning

Financial advisers and the life insurance industry have failed in communicating the value of life cover to the majority of Australians and potential clients, new research...

Tools & guides

Graeme Colley explains the changes to the excess concessional caps contribution proposed in the recent Federal Budget....

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Financial planning

New research reveals the degree to which Australians are unprepared to retire....

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Financial planning

Low-cost, simple financial advice should be incorporated into MySuper and the costs bundled along with overall superannuation costs, according to Mercer....

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Financial planning

Budget measures to address the excessive penalties around excess concessional contributions have drawn a mixed response....

Financial planning

Government tidies up excess contributions’ unintended consequences....

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Superannuation

The Government yesterday announced a $55 million bailout package for superannuation fund members caught out over the collapse of Trio Capital, but the package excludes SM...

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Superannuation

Bryce Figot and Nathan Papson provide a practical guide for overseas SMSF members....

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Superannuation

Bryce Figot and Nathan Papson provide a practical guide for overseas SMSF members....

Editorial

Bryce Figot and Nathan Papson provide a practical guide for overseas SMSF members....

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Superannuation

The Association of Superannuation Funds of Australia wants super funds treated like authorised deposit-taking institutions (ADIs) for AML/CTF purposes....

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 6 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 5 days ago

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

5 days 7 hours ago