DIRECTOR

Editorial

East & Partners and Daymark Public Relations have launched the Bank Reputation Index, which seeks to rank the reputation of Australia banks among customers....

Superannuation

When a self-managed superannuation fund (SMSF) member or trustee travels overseas for an extended period, their SMSF could lose the tax concessions it enjoys. Nicholas Al...

image
Financial planning

Opt-in and best-interest reforms are a waste of time and a cost burden, according to Alexis Compliance and Risk Solutions director Christina Kalantzis....

image
Superannuation

The current rapid growth of the self-managed super fund (SMSF) sector may present several challenges when a large number of trustees begin to reach an age where they eith...

image
Financial planning

A financial planning-focused 'university challenge' announced by AMP in July wrapped up last night, with AMP Horizons director Tim Steele saying the competition had excee...

image
Editorial

The Government guarantee on deposits was recently capped at $250,000. Tamara Radice details the facts about the change and explores options available to investors under t...

image
Superannuation

As a result of the Cooper Review, rule changes have been implemented in relation to the requirements for the ownership of collectible and personal use assets by self-mana...

image
Superannuation

New Roy Morgan research reveals that SMSF trustees, while happier than most, are still feeling the pinch....

image
Superannuation

A new breed of younger self managed super fund (SMSF) trustees with higher super balances will increasingly take up the option of borrowing to invest in property, accordi...

image
Superannuation

Borrowing to purchase within a self managed super fund (SMSF) will become an increasingly popular option for a 'new breed' of younger, higher balance SMSF trustees, accor...

image
Financial planning

Former Sonray Capital Markets chief executive officer Scott Kenneth Murray has been sentenced to 5 years jail by ASIC after pleading guilty to 10 charges of fraud....

image
Superannuation

The gap between industry super funds and the big six retail superannuation funds has significantly shrunk over the past year in terms of customer satisfaction, according ...

Superannuation

The gap between industry super funds and the big six retail superannuation funds has significantly shrunk over the past year in terms of customer satisfaction, according ...

image
Financial planning

The Government has introduced legislation into Parliament that will strengthen the obligations of company directors and ensure superannuation payments are made to employe...

image
Policy & Regulation

There has been unprecedented activity over the past 12 to 18 months in terms of financial planning practice sales, and it is possible the clarity provided by the latest F...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 6 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 4 days ago