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Showing 31 - 40 of 2568 results for "SMSF"

Adviser reprimanded over clients' loss of cover

JAMIE WILLIAMSON  |  THURSDAY, 26 MAR 2026
... Advice. The other, handed down in January, was a written direction issued to an adviser who recommended a client establish an SMSF to invest in certain unregistered managed investment schemes that were unsuitable to the client as they were for wholesale ...

FEATURE | Regulation: Picking up the pieces

KARREN VERGARA  |  TUESDAY, 24 MAR 2026
When Melinda Kee was sick with COVID-19, she took respite for one week. Kee saw it as an opportunity to tick off some personal administration she'd been meaning to get to, such as changing her pet and health insurance, and electricity and gas providers. ...

FSC questions SMC's claim on younger members' super switches

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... (SMC) recent research which found a spike in younger members switching out of industry funds into self managed super funds (SMSF) and platform products. FSC data to the contrary shows Australians choosing to switch to super platforms from default funds ...

Treasury opens Div 296 tax regulation consultation

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
Treasury has laid out its proposed taxation regulations surrounding the new Division 296 superannuation tax and is seeking industry feedback. In its next step since the passage of the Treasury Laws Amendment (Building a Stronger and Fairer Super System) ...

ETFs grow in popularity for SMSF investors

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
... increasingly turning to them for diversification. According to an analysis of SMSFs on the AUSIEX platform, about 44% of advised SMSF portfolios were allocated to ETFs in 2025. This compares to self-directed investors' allocation of just 9.3% of a portfolio. ...

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
... the consultation carefully to ensure that the proposals deliver the flexibility that the profession requires," she said. SMSF Association chief executive Peter Burgess said a key concern is post-death attribution of earnings. "Applying tax to earnings ...

SMSFs continue to demonstrate competitive edge: Data

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2026
... the same time, the bottom 25% of SMSFs achieved returns of up to just 1.9% compared to 8% for the bottom 25% of APRA funds. SMSF Association chief executive Peter Burgess said the findings demonstrate the long-term strength and resilience of the SMSF ...

AFCA membership extended for Shield, First Guardian-linked firms

KARREN VERGARA  |  WEDNESDAY, 4 MAR 2026
The Australian Financial Complaints Authority (AFCA) has suspended expelling members in liquidation linked to the collapse of the Shield Master Fund and First Guardian Master Fund. This means United Global Capital (UGC) and Next Generation Advice, which ...

MIS review ignores key issues: FAAA

KARREN VERGARA  |  TUESDAY, 3 MAR 2026
... it concerns non-disclosure or misrepresentation; the management of a fund or scheme as a whole; against the trustee of an SMSF in respect to conduct as trustee; and the management of a retirement savings account provider or insurer. "It is essential ...

AFCA reveals outcome of final lead decision

MATTHEW WAI  |  MONDAY, 2 MAR 2026
... by Next Generation Advice in 2022 to roll over their existing superannuation into establishing a self-managed super fund (SMSF) and invest in three funds, including the Shield Master Fund. AFCA was told that the firm's advice involved an unnecessary ...