SUPERANNUATION INDUSTRY

Superannuation

The time has come for a total rethink about how investors are looked after when there is a 'Trio Capital', according to SPAA's Peter Burgess....

image
Superannuation

The average pension account has exceeded $200,000 for the first time across the superannuation industry, according to data collected by research centre SuperRatings. ...

image
Superannuation

The benefits associated with utilising a self-managed super fund come with legal responsibilities and getting it wrong can be criminal, warns Matthew McKee....

image
Superannuation

The SMSF Professionals' Association of Australia has welcomed an Australian Taxation Office ruling clarifying the status of borrowing arrangements around single assets....

image
Superannuation

The Treasury has invited consultation on its proposal to provide merging APRA-regulated superannuation funds with the option to roll over tax losses to the receiving enti...

image
Superannuation

One of the headline announcements in the 2012-13 Federal Budget affecting SMSFs was regarding contribution caps. Dan Butler and Nathan Papson explore this announcement, a...

image
Superannuation

Industry super funds move to provide more transparency around remuneration ahead of Government-imposed obligations....

image
Superannuation

The Government has deferred the start date of the higher concessional contributions cap by two years from the originally intended start date of July 1, to July 1, 2014....

image
Superannuation

Towers Watson warns the Government on a Budget which injects more complexity into superannuation....

image
Superannuation

It doesn’t come as a surprise that some SMSF investors are tempted by overseas property investments. However, there are a number of compliance traps they must navigate, a...

image
Superannuation

Self-managed superannuation was the clear winner of 2011, with healthy sector growth and satisfactory investment returns. However, as 2012 kicks off, SMSFs must turn thei...

image
Superannuation

The Federal Treasurer, Wayne Swan, is set to release the details of the superannuation changes foreshadowed for inclusion in the Federal Budget....

image
Tools & guides

How is the ‘bring forward rule’ triggered, and what happens when the $450,000 cap is only partially used at or around the time a client turns 65? Colonial First State's t...

image
Editorial

If, as is being widely speculated, the Federal Government uses the Federal Budget to once again alter the tax setting around Australia’s superannuation system, the ALP wi...

image
Superannuation

Government warned that the costs of tinkering with superannuation could far outweigh the benefits....

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...

3 weeks ago

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

3 weeks 5 days ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 1 hour 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. ...

1 day 16 hours 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...

20 hours 35 minutes ago