SMSF

Financial planning

The Administrative Appeals Tribunal has set aside the disqualification of SMSF auditor John Gilliland by the Australian Securities and Investments Commission....

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Financial planning

OpenInvest has added BlackRock model portfolios to its platform, at the same time as appointing Spiro Pappas as its chairman, with further firms expected to be added in t...

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Superannuation

The bill would see the maximum allowable number of members in a self-managed super fund increase from four to six....

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Financial planning

Tax Financial Advisers should be permitted to apply for Australian Business Numbers on behalf of clients and the Tax Practitioners Board has been asked to facilitate the ...

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Financial planning

The corporate regulator has obtained interim orders against PW Kitt Co and sole director Larry Dawson for a fraudulent SMSF advisory business. ...

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Policy & Regulation

The Australian Securities and Investments Commission has cancelled or imposed restrictions on 42 SMSF auditors for failing to maintain their audit experience....

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Financial planning

The Court of Criminal Appeals has dismissed Gabriel Nakhl’s appeal against a 10-year sentence for misuse of client funds....

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People & Products

Class has acquired Smartcorp for $4.2 million with the transaction to be completed by 20 August....

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Policy & Regulation

The chair of a key Parliamentary Committee has raised the Australian Securities and Investments Commission’s errors within its controversial SMSF factsheet among errors t...

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Superannuation

The Financial Services Council has lent its weight to the SMSF Association’s push to clear the way for self-managed funds to invest in infrastructure....

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People & Products

The self-managed superannuation fund administration and audit firm has appointed Jo Hurley, who will return to the industry....

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People & Products

Peter Hogan will retire from self-managed superannuation (SMSF) representative body the SMSF Association at the end of September....

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Superannuation

The median ‘operating expense’ for a self-managed super fund is $3,923, according to the Australian Taxation Office, far lower than the $13,900 quoted in a recent SMSF fa...

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Financial planning

The corporate regulator has banned Sean Philip Lewis for his limited recourse borrowing arrangement advice and insurance advice that would generate large commissions for ...

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Funds management

DomaCom has announced a solution for seniors running short on cashflow by offering them a new model for equity release. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 4 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 ago

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

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

3 weeks 5 days ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 4 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 3 days ago