Advice

Superannuation

Data crucial to understanding SMSFs: Ralston

Regulators will take a step in the right direction if they follow the Productivity Commission recommendations and become better at collecting and interpreting data.

Matthew SmithJanuary 14, 2019

Superannuation

Funds slam PC’s ‘best in show’ double-down

Super industry bodies cite concerns about how top products are selected and restrictions on competition as Productivity Commission tables final report.

Alice UribeJanuary 10, 2019

Superannuation

Super transparency rules to impact advisers

Financial advisers are on notice to understand ASIC’s new fee disclosure regime, so they can advise clients about value-for-money funds and abide by the best-interests duty.

Alice UribeJanuary 9, 2019

Estate Planning

Good trustee deeds help protect SMSF riches

Estate challenges are stretching out to non-estate assets such as SMSF holdings, Scott Hay-Bartlem says. Mismatched deeds and other documents make such efforts easier, he explains.

Tahn SharpeJanuary 8, 2019

Advice

The case for keeping it small and lean

Many practice owners might want a big business that ticks over while they’re sitting on a beach somewhere but Alex Jamieson says less size usually means less headache.

Johanna RobertsJanuary 7, 2019

Superannuation

Welcome back and try not to think about those poor returns

Superannuation fund CIOs are predicting a tough year ahead for equities investors punctuated by low economic growth and possible share market draw downs.

Ben HurleyDecember 20, 2018

Superannuation

Advisers push industry funds to open up

Regulators and policymakers are investigating vertical integration and that probably has industry funds looking closely at their advice models.

Matthew SmithDecember 18, 2018

SMSF

Rock and a hard place: where tax law and super regs overlap

Unfortunately, when ATO rulings are slavishly followed by professionals, the tax office’s revenue collection is placed ahead of a client’s best interest.

Max NewnhamDecember 11, 2018

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