 LINDA BRUCE | FRIDAY, 6 APR 2018 The downsizer contributions measure was introduced by the Turnbull Government as part of the Government's broader housing affordability package to reduce pressure on housing affordability in Australia. This new super measure became law on 13 December ... Read more  CHRIS CHOW | FRIDAY, 16 MAR 2018 The First Home Super Saver (FHSS) Scheme aims to reduce pressure on housing affordability by enabling first home savers to make voluntary concessional and/or non-concessional contributions into super from 1 July 2017 and to withdraw those contributions ... Read more  PAUL TANTI , PHILIP DE HAAN | MONDAY, 16 OCT 2017 We have been asked many times recently whether trust deeds of self-managed superannuation funds (SMSFs) need to be amended because of the new superannuation/tax regime that commenced on 1 July 2017. The purpose of this article is to provide our views ... Read more  DANIEL BUTLER , DAVID OON | FRIDAY, 6 OCT 2017 This article examines the query of whether having a second or, indeed even more than two, self managed superannuation funds ('SMSFs') would give rise to a Part IVA (of the Income Tax Assessment Act 1936 (Cth) ('ITAA36')) risk. Read more  TIM KEEGAN | FRIDAY, 24 MAR 2017 Today, SMSFs control $600 billion in assets. That's one third of all superannuation money invested in Australia, making them the largest and fasted growing segment in Australia's super industry. Read more ANDREW ALCOCK | FRIDAY, 24 JUN 2016 According to the Australian Tax Office's (ATO) latest data, SMSFs have generally had very little exposure to overseas assets. This could be viewed as contradictory to the fundamental principles of diversification and could also be more reflective ... Read more DAVID O'CONNELL | FRIDAY, 24 JUN 2016 It's now been several months since Scott Morrison handed down his first Federal Budget on 3 May 2016, with significant proposed changes to the superannuation system. Read more  ALEX BURKE | FRIDAY, 4 MAR 2016 Greater scrutiny on retirement income was a cornerstone of the Financial System Inquiry, and the different theories about how to solve the issue have divided institutions, advisers and researchers. Alex Burke investigates whether there's a way to ... Read more DAMIEN SHERMAN | THURSDAY, 11 DEC 2014 Many Australians choose self-managed super funds (SMSFs) because of the extra control and flexibility an SMSF can give them in saving for their retirement. That extra control doesn't just relate to the types of investments they choose, but also ... Read more |
Latest News
Stay up to date with regulatory compliance at the FAAA Congress
|The upcoming Financial Advice Association Australia (FAAA) Congress will explore ASIC's key focus for the remainder of the year, while shedding some light on the ongoing developments from the Australian Financial Complaints Authority (AFCA) and the Compensation Scheme as Last Resort (CSLR).
MDS drags Treasury to assess FSC levy proposal
My Dealer Services (MDS) has called on Treasury to assess the Financial Services Council's (FSC) latest proposal to lift levies paid by licensees to ASIC, which it describes as an "attack" on small licensees.
Esencia merges with HNW advice practice
A Sydney-based practice advising high-net-worth individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm.
SIAA calls for fresh talent amid advice demand
Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association (SIAA).
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
The importance of purpose-driven team meetings
A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
Not all private credit risk is created equal
Advisers and investors need to look beyond headline yields and assess the structure, security and manager capability behind each strategy.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
