SUPERANNUATION FUNDS

Superannuation

Investors are turning to their superannuation funds for help and direction as a third successive year of volatility and poor returns hits their livelihoods, with retirees...

image
Superannuation

Investors are turning to their superannuation funds for help and direction as a third successive year of volatility and poor returns hits their livelihoods, with retirees...

image
Superannuation

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

image
Superannuation

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

image
Financial planning

The Australian Taxation Office has been told its draft ruling on superannuation income streams has erred with common practice and legislative intent....

image
Editorial

Australian superannuation fund returns have started the 2011/12 financial year in negative territory but, as Mike Taylor reports, most members have learned enough from th...

image
Editorial

While it is clearly not high on the current Federal Government’s agenda, at some point it will need to revisit legislation covering the operation of superannuation funds ...

image
Superannuation

Superannuation funds with heavy equity exposures have suffered most in the July and August market volatility....

image
Superannuation

Accountants urge Government to get superannuation right, and then stop tinkering....

image
Financial planning

The Government’s changes to the ECT regime add to the compliance burden, despite the ATO doing the heavy lifting. ...

image
Superannuation

The Association of Superannuation Funds of Australia celebrates the anniversary of the superannuation guarantee, with research suggesting the super savings pool helped Au...

image
Financial planning

Former Astarra Asset Management investment manager Shawn Richard was on Friday sentenced to a total of 3 years and 9 months imprisonment with a minimum term of 2 years an...

image
Financial planning

ASFA has sought higher levels of deductibility with respect to own occupation TPD obtained within superannuation....

image
Financial planning

Former Astarra Asset Management investment manager Shawn Richard has today been jailed for two and a half years in the New South Wales Supreme Court....

Editorial

ASIC's guidance document on scalable advice should be welcomed for one thing, the manner in which it proposes to remove the class relief granted to superannuation fund tr...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 month 2 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 2 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 3 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

6 days 13 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

3 weeks 5 days ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 weeks 4 days ago