SISFA partners with Sharequity


The Self-managed Independent Superannuation Funds Association (SISFA) has partnered with Australian equity capital raising platform Sharequity, which connects self-directed investors with companies seeking to raise c.. Read More

Shuttleworth to depart BTFG


BT Financial Group (BTFG) today announced the resignation of John Shuttleworth after 14 years with the business. Shuttleworth became platforms and operations general manager in 2012, heading up BTFG’s BT Wr.. Read More

Volatility deters SMSF investment


More SMSF trustees are keeping cash in reserves amid growing concern over ongoing global volatility and regulation, opening up opportunities for advisers, according to AMP Capital. AMP Capital’s annual surv.. Read More

Investor classifications need revisiting


Some SMSFs will find it more valuable to be considered a wholesale client or sophisticated investor rather than a retail investor, but advisers must familiarise themselves with the associated law and relevant tests, .. Read More

Vanguard to list active factor ETFs


Vanguard will begin trading two new active factor exchange-traded funds (ETF) on the Australian Securities Exchange tomorrow, including one that protects SMSF clients against volatility. The firm’s new acti.. Read More

New eBook addresses SMSF admin challenges


A new eBook launched by Class has been designed to assist SMSF accountants, administrators and planners, providing insights and guidance to help maximise SMSF administration efficiency, profitability and client satis.. Read More

ASIC accepts CBA subsidiaries’ EU


The Australian Securities and Investments Commission (ASIC) has accepted an enforceable undertaking (EU) from Commonwealth Bank of Australia subsidiaries following an investigation into their fees-for-no-service cond.. Read More

Beware residency rules if moving overseas


SMSF trustees are often unaware that if they move overseas for an extended period of time, their SMSF may fall foul of the ATO’s residency rules and they may face a heavy tax bill. In order to satisfy the r.. Read More

Move to corporate trustee needs care


Changing an SMSF from an individual trustee to a corporate trustee structure requires accuracy as mistakes could come back to hit advisers, an industry solicitor has warned. “We frequently see cases where c.. Read More

Get advice on imputation policy: DNR Capital


There is a risk SMSFs will switch from highly franked stocks into highly expensive stocks in response to Labor’s excess dividend imputation credits proposal and if they are failing to receive appropriate advice.. Read More

99 pct of SMSFs missing global opportunities


On any given day, there are more dollars traded in Apple stock in the United States than on the entire Australian stock market. It’s no wonder then that over 85 per cent of overseas shares bought by Australians.. Read More