With ever-growing super balances and a majority of trustees underprepared for a demise, estate planning is set to become a significant issue
A founding member of the SMSF Professionals Association of Australia (SPAA) has been named Adviser of the Year by the Association of Financi
The Mortgage & Finance Association of Australia (MFAA) continues to encourage its members to seek specialist education regarding SMSF le
An industry analyst has called for calm amidst the ongoing backlash to the Tax Agent Services Act (TASA) negotiations.
New research from MLC has found women are more concerned than their male counterparts about the adequacy of their retirement savings.
Centric Wealth has expanded into Newcastle in NSW to cater to its high number of SMSF retirees.
Australia’s two largest representative accounting bodies and the Accounting Professional & Ethical Standards Board (APESB) have critic
It has been confirmed that as well as delivering quality, focused and tailored SMSF advice, the SMSF Strategy Day will also provide delegate
Loans.com.au has launched a 4.99 per cent SMSF home loan, saying it sees SMSF loans the same as “any other residential home loan”.
Wealthtrac has launched a mobile application for professionals and trustees that is designed to deliver news and information regarding SMSFs
The Association of Superannuation Funds of Australia (ASFA) has called for amendments to Superannuation Industry (Supervision) (SIS) regulat
Fund managers haven’t given up on gaining a foothold in the SMSF space – but the sector is proving a tough nut to crack.
Demand for financial planning client books is at an all-time high in three Australian states, with self-managed super client bases being par
Fixed income specialist FIIG Securities has arranged a wholesale note issue for commercial print company PMP Limited to enter the corporate
SMSF Law and Equity Protect has praised the corporate regulator’s proposed SMSF disclosure rules, saying poor advice is a pervasive issue
In light of an industry push to have contributions caps raised, AMP’s Peter Burgess has pointed to a little-known perk that came into effe
Fund manager Trilogy has flagged strong demand for its unlisted property syndicate from SMSF investors.
Financial services investment management and education group Wealth Within has launched a new investment platform which allows SMSFs to gear
The New Zealand Institute of Chartered Accountants (NZICA) and the Institute of Chartered Accountants Australia (ICAA) opened voting this we
Following its warning against establishing an SMSF with a small balance, Centric has reminded investors and advisers to review and adjust su
What is the best solution to improve access to SMSF advice?
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