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AUTHOR | No. of articles: 1832

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Financial services firm launches SMSF portal

News

Financial services firm launches SMSF portal

19 April 2017 • Hits: 3748
A financial services firm has released a cloud-based portal that will enable financial planners and licensed accountants ... READ MORE

News

Lawyer sheds light on pre-2015 pension concerns

18 April 2017 • Hits: 5517
The partial commutation of a pre-January 2015 account-based pension will not result in the loss of grandfathering for Co ... READ MORE

News

Fund manager eyes SMSF investors with global expansion

13 April 2017 • Hits: 5695
An Australian fund manager has announced the global expansion of its fund into 23 countries with the aim of providing SM ... READ MORE
Newer SMSFs opting for independent advisers

News

Newer SMSFs opting for independent advisers

07 April 2017 • Hits: 4574
Independent financial advisers are the preferred source for professional advice among the new generation of SMSF trustee ... READ MORE
Treasury lobbied for ‘urgent’ action on foreign super transfers

News

Treasury lobbied for ‘urgent’ action on foreign super transfers

05 April 2017 • Hits: 4862
One representative body has called on Treasury to revise the legislation relating to the transfer of benefits from fore ... READ MORE
SMSF industry told to expect further ATO downtime

News

SMSF industry told to expect further ATO downtime

04 April 2017 • Hits: 4664
In light of the ATO’s announcement of additional system maintenance, one national accounting network is calling on the ... READ MORE
Big name appointed to Class board

News

Big name appointed to Class board

03 April 2017 • Hits: 5081
Class has announced the appointment of a wealth management executive to the board as an independent non-executive direct ... READ MORE
Young Aussies still failing with multiple super accounts

Strategy

Young Aussies still failing with multiple super accounts

03 April 2017 • Hits: 6221
Younger superannuants are still failing to consolidate their multiple super accounts and risk eroding their super balanc ... READ MORE

News

AMP announces leadership change at SMSF Advice

31 March 2017 • Hits: 5903
Amid a massive overhaul of its advice business, AMP has announced a key senior management appointment at its licensing a ... READ MORE

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