Monthly Archives: July 2012

Ban on SMSF off-market transfers deferred until 1 July 2013

Trustees of self-managed super funds (SMSF’s) are able contribute some personally-owned assets to their fund by way of an off-market transfer. An off-market transfer is also known as an in-specie contribution. If you own shares, term deposits, managed funds or business real property (but not residential property), you can transfer the ownership of these assets […]

Posted in News Blog, Self-Managed Super Funds | Comments closed

Consumers set to benefit as FSC tackles ‘insurance churning’

The practice of insurance churning is not new. It has existed for decades. Insurance churning is said to occur where a financial planner or insurance adviser moves clients from policy to policy purely to obtain higher commission payments. To illustrate, say you have had a life insurance policy in place for 12 months. Your adviser, […]

Posted in Insurance, News Blog | Comments closed

Are accountants qualified to advise on SMSF’s?

One of the key reforms announced by the Government as part of its Future of Financial Advice (FoFA) package will allow accountants to provide greater levels of financial advice, particularly with respect to self-managed super funds (SMSF’s). Presently, accountants are not required to hold an Australian Financial Services License (AFSL) but are permitted to provide […]

Posted in Independent Financial Planner, News Blog | Comments closed
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    Financial Planning Expert is an independent financial planning business based in Melbourne. We provide genuinely independent and conflict free financial advice. We’re experts in self-managed superannuation fund (SMSFs) advice and strategy, retirement planning, property and share investment advice, life and income protection insurance, tax planning, asset protection, estate planning and advice for Australian expatriates.