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SMSF

SMSF advisers face demanding year

MARK SMITH  |  TUESDAY, 2 AUG 2016
SMSF advisers are facing a year of significant change for their clients as the Government seeks to implement its 2016-17 Budget superannuation measures.

Stockspot and Class form data deal

DARREN SNYDER  |  TUESDAY, 2 AUG 2016
A direct data feed for SMSFs showing portfolio investments, capital gains, dividend statements, franking credits and tax summaries is now live through a new industry partnership.

Half of SMSFs set for super change slug

MARK SMITH  |  FRIDAY, 29 JUL 2016
If the government's proposed changes to superannuation go through, keeping any excess funds over the $1.6 million cap in accumulation is likely to be more beneficial than withdrawing it from superannuation altogether.

Super platform goes for gold

DARREN SNYDER  |  THURSDAY, 28 JUL 2016
A new retail superannuation platform partnership will mean members no longer have to be in an SMSF should they wish to own and invest in physical gold.

Unlicensed product adviser receives four year ban

KERRIE SYDEE  |  THURSDAY, 28 JUL 2016
ASIC has banned a New South Wales man from providing financial services for four years after it was found he had unlawfully carried on an unlicensed financial services business.

SMSFs will shape the future of ETFs

DARREN SNYDER  |  TUESDAY, 26 JUL 2016
The rise of exchange-traded funds is one of the most remarkable growth stories in Australian financial services, and self-managed superannuation funds are going to lead its future.

Class launches SMSF benchmark report

DARREN SNYDER  |  TUESDAY, 12 JUL 2016
Cloud-based SMSF administration software provider Class is launching a quarterly industry benchmark report so that customers and industry participants have better access to key metrics in the sector.

Last-minute accountant AFSL applications creating ASIC backlog

ALEX BURKE  |  FRIDAY, 8 JUL 2016
Now that the deadline for accountants to apply for limited or full Australian financial services licenses to continue providing SMSF advice has been reached, a substantial number of applications are still being assessed due to late submissions.

SMSF payroll tax litigation under microscope

DARREN SNYDER  |  THURSDAY, 7 JUL 2016
A superannuation and insurance lawyer says recent litigation in Queensland will be watched closely with the possibility that SMSFs could be included in payroll tax groups.

SMSFs must increase global equities investment

DARREN SNYDER  |  FRIDAY, 1 JUL 2016
Investment platform provider HUB24 says if self-managed superannuation fund members don't increase allocations to international equities it will become difficult for the sector to create self-funded retirees.