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ASFA
Editorial
Claudine Siou investigates some superannuation benchmarks that will help ensure clients enjoy a comfortable retirement....
Policy & Regulation
Superannuation fund trustees have urged the Government to provide more time and certainty for the transition to a Stronger Super and FOFA regime....
Editorial
The sole purpose test has governed the operations of Australian superannuation funds for nearly two decades but, as Mike Taylor reports, it may require some reinterpretat...
Financial planning
The Government's recent Stronger Super announcement states it will be phasing out the option to hold 'own occupation' Total and Permanent Disability (TPD) insurance polic...
Financial planning
The Australian Securities and Investments Commission (ASIC) believes the liability for scaled online financial advice should fall on a financial planner, but a lack of sp...
Financial planning
ASIC has been told its class order relief on intra-fund advice might have been better used if it had been available to related entities....
Superannuation
ASFA calls for a graduated approach by the ATO on the basis that not all SMSF trustees are equally active....
Financial planning
ASFA urges better clarity on FOFA legislation to ensure planners are not exposed to vexatious litigation over scaled advice and best interests....
Financial planning
The Government's excess contributions refund policy has been welcomed by ASFA, but the industry organisation maintains that cutting the concessional contributions cap rem...
Superannuation
ASFA warns that even SMSFs may be impacted by a draft ruling on superannuation income streams issued by the ATO....
Financial planning
The Australian Taxation Office has been told its draft ruling on superannuation income streams has erred with common practice and legislative intent....
Superannuation
The Association of Superannuation Funds of Australia celebrates the anniversary of the superannuation guarantee, with research suggesting the super savings pool helped Au...
Financial planning
ASFA has sought higher levels of deductibility with respect to own occupation TPD obtained within superannuation....
Superannuation
Superannuation funds will soon have to provide consumers with greater transparency around investment risk with the introduction of a new industry guideline....
Superannuation
ASFA has moved to extend its education services to SMSF trustees....
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...