News : Compliance & Regulation

Compliance & Regulation, ETFs

ETF investments need proper scrutiny

Investments in exchange-traded funds are very popular among SMSF trustees for a variety of reasons, but a proper assessment of these products remains crucial, according to a specialist fund manager.

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Compliance & Regulation

ASIC against compulsory SMSF minimum balance

The Australian Securities and Investments Commission has rejected suggestions an obligatory minimum balance should be satisfied before an SMSF can be set up.

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Compliance & Regulation

ASIC against compulsory SMSF minimum balance

The Australian Securities and Investments Commission has rejected suggestions an obligatory minimum balance should be satisfied before an SMSF can be set up.

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Compliance & Regulation

Pensions need immediate start for CSHC grandfathering

SMSF clients wanting to take advantage of the grandfathering rules applying to the Commonwealth Seniors Health Card should commence pensions immediately, according to an industry expert.

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Compliance & Regulation

ASIC deems SMSF advice adequate

A diamond being inspected through a magnifying glass.

An Australian Securities and Investments Commission examination into the quality of financial advice provided to SMSF trustees has found the majority of it to be of an adequate level.

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Compliance & Regulation

ASIC undertakes SMSF cost analysis

Calculations written on chalkboard

The corporate regulator has embarked on a review of existing research on an indicative balance a person might need to make having an SMSF viable on a cost basis.

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