SMSF fixed income demand on the rise

18-Dec-2017

The fixed income asset class is witnessing a consistent increasing interest from SMSF investors, according to a specialist fund manager. “We’re constantly seeing more demand for our offerings from SMS.. Read More

SMSF fixed income demand on the rise

18-Dec-2017

The fixed income asset class is witnessing a consistent increasing interest from SMSF investors, according to a specialist fund manager. “We’re constantly seeing more demand for our offerings from SMS.. Read More

SMSF advice requires specific FASEA standards

18-Dec-2017

The SMSF Association is advocating for the Financial Adviser Standards and Ethics Authority (FASEA) guidelines to include specific education standards for SMSF advice, given the complexity of the subject matter. .. Read More

La Trobe partners with Blackstone

18-Dec-2017

La Trobe Financial today announced global asset management firm Blackstone has taken an 80 per cent stake in the company for an undisclosed sum. The New York-based firm has over $521 billion in funds under manage.. Read More

BGL users get Ignition Wealth service access

18-Dec-2017

Clients of specialist SMSF software provider BGL will be given the ability to access the digital financial advice services of Ignition Wealth as the result of a new partnership arrangement between the two organisatio.. Read More

Federal Court delivers DomaCom decision

18-Dec-2017

The Federal Court has ruled against SMSFs investing in DomaCom sub-funds owning properties leased to related parties. The ruling, made last Thursday, only affects an SMSF if the investment in a sub-fund constitut.. Read More

SMSFs must tread carefully on ESS interests

18-Dec-2017

Acquiring shares from employee share schemes (ESS) in an SMSF can be attractive for many reasons, but SMSF trustees have to be mindful of the in house asset and the related-party acquisition rules. Broadly, a co.. Read More

DomaCom learns Fed Court decision

15-Dec-2017

The Federal Court has ruled against SMSFs investing in DomaCom sub-funds owning properties leased to related parties. The ruling, made yesterday evening, only affects an SMSF if the investment in a sub-fund const.. Read More

Optimo introduces SMSF platform feature

13-Dec-2017

Specialist financial modelling provider Optimo Financial has now included insurance bonds in its Pathfinder Online platform driven by client demand. “Insurance bonds and SMSF modelling have been the two fea.. Read More

ATO reminds SMSFs of practical considerations

13-Dec-2017

The regulator has underscored three key areas for SMSFs to review and assess well before the end of 2017. “As the year comes to a close there are key practical considerations and points for SMSFs, and super.. Read More

Advisers, SMSFs ignorant about MiFID II

13-Dec-2017

Many advised and unadvised SMSFs as well as adviser groups remain in the dark on the requirements around the incoming Markets in Financial Instruments Directive (MiFID II) regulatory regime, including being unaware o.. Read More

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