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Investment bonds flagged as useful estate planning tool
Investment bonds can provide clients with an effective solution for estate planning, including clients with SMSFs.
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SMSF Adviser’s news caters to all professionals in the SMSF sector, including accountants, financial planners and auditors.
Investment bonds can provide clients with an effective solution for estate planning, including clients with SMSFs.
Despite many SMSF lenders offering competitive rates and terms compared with the ATO’s safe harbour terms, only a small number of trustees ...
The Federal Court has ordered Squirrel Superannuation Services to pay a $55,000 penalty for false and misleading marketing involving SMSFs ...
A former financial adviser has been convicted after providing advice on establishing an SMSF despite his banning order.
While the number of SMSFs using a financial adviser has remained steady, the overall proportion of advised SMSFs has seen a dip, according ...
Almost a third of SMSF assets are now invested pooled structures, with SMSFs using managed funds and ETFs to access international equities ...
With only 889 advisers now left in the limited licensing regime, the SMSF Association has called for a new strategic advice model focused on ...
Almost a third of SMSF assets are now invested pooled structures, with SMSFs using managed funds and ETFs to access international equities ...
The Court of Appeal of the Supreme Court of Queensland has set aside the convictions of former adviser Ben Jayaweera and ordered a new trial
The total value of SMSF assets has climbed to $892 billion during the 12 months to March, according to the latest ATO statistics.
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