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Financial planning
Dealer groups owned by product providers will prosper while mid to large-scale independent planning groups may struggle to survive under financial advice industry reforms...
Financial planning
A further preliminary report from the Cooper Review regarding its new MySuper proposal argues that trailing commissions should become a thing of the past....
People & Products
The Self-Managed Super Fund Professionals' Association of Australia has strengthened its technical capability with the appointment of David Shirlow as director to the boa...
Superannuation
As the self-managed super fund industry continues to grow rapidly, Andrew Yee explains how to ensure your clients effectively manage their SMSFs....
Financial planning
The Henry Review is unlikely to recommend raising the superannuation guarantee and super concessions may see a decrease, said KPMG director of superannuation and pension ...
Policy & Regulation
The taxation regime needs be more robust to catch breaches of the Superannuation Industry Supervision Act, according to the chief executive of Opez, Cindy McDonald....
Superannuation
Financial planners need to establish self-managed super funds with reserves to create more flexibility, argues SMSF Strategies principal Grant Abbott....
Superannuation
Macquarie Adviser Services technical expert David Shirlow points to superannuation "policy weakness" in a session with Financial Services Minister Chris Bowen....
Financial planning
The annuity products currently available don't do enough to help Australians manage their retirement, according to PricewaterhouseCoopers partner and actuary Catherine Na...
Superannuation
The chairman of the Government’s Super System Review, Jeremy Cooper, said SMSFs may be the way of the future as more people seek to take control of their retirement savin...
Superannuation
SPAA's technical director, Peter Burgess, has questioned a draft ATO ruling issued late last year....
Superannuation
Heffron principal Meg Heffron reminds advisers of the benefits of lump-sum superannuation payments - including greater tax concessions - at the SPAA conference in Melbour...
Financial planning
Peter Bobbin argues SMSF clients are holding substantial wealth in structures that they - and even the courts - do not fully understand....
Superannuation
Professionalism in the SMSF industry has improved greatly, but the ATO must remain firm with the sector, said Tax Commissioner Michael D'Ascenzo....
Superannuation
The SPAA has criticised the ATO for the way it handles new SMSFs in its Super Fund Look Up system, claiming that new SMSFs do not appear to be compliant....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...