Adviser agrees to restrictions following ASIC review of SMSF advice
ASIC has accepted a court-enforceable undertaking from a former Melbourne financial adviser regarding advice on SMSFs.
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ASIC has accepted a court-enforceable undertaking from a former Melbourne financial adviser regarding advice on SMSFs.
The SMSF sector needs to self-scrutinise its own investment performance, said some of the industry’s most well-respected experts.
Advisers should start talking to their clients about the winding up a fund from the time of establishment, says a leading technical ...
In its first-half update for the 2023–24 financial year, chief executive Hugh Humphrey said the firm recorded a “strong performance” as it ...
The platform has announced a $30 million underlying profit in its first-half results for the 2023–24 financial year.
A recent NSW Supreme Court decision is an important reminder that while super funds may be subject to restrictive super and tax laws, in ...
Death benefits and how to plan for them properly will be an area of focus in the SMSF sector over the coming 12 months, says an industry ...
SMSF trustees are being urged to check their bank account details are current to ensure their funds can receive super payments.
Tax breaks in the pension phase of an SMSF depend on what types of pension the fund may have, whether members are still making ...
An SMSF specialist firm has developed a new resource to help educate trustees about the rules and regulations of owning a self-managed fund
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