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Financial planning
The Australian Prudential Regulation Authority (APRA) has banned two Melbourne-based trustees from the industry after a number of serious Superannuation Industry Supervis...
Funds management
The Australian Prudential Regulation Authority (APRA) has permanently disqualified two former Harts Australasia executives from the industry for failing to demonstrate du...
Funds management
Former Portfolio Partners managing director David Slack has been appointed by Victoria Funds Management Company (VMFC) as head of the $20 billion group’s investment commi...
Financial planning
The Personal Choice Master Fund will pay a distribution to advisers only 12 months after its commence of operations....
Life/Risk
By structuring the ownership of personal life insurance policies via superannuation, it may be possible to fund such premiums from pre-tax earnings, says Andrew Lowe....
Superannuation
A recent court case decided that a super contribution made just before bankruptcy was protected from the bankruptcy trustee – but, as Peter Bobbin reports, whether or not...
Financial planning
When the chairman of Hunter Hall International, Peter Hall, founded the ethical fund manager back in 1994, it was a one-man band that took four years to reach $30 million...
Funds management
Superannuation fund members have been warned against engaging the services of individuals or companies promoting early access to retirement benefits and threatened with s...
Financial planning
Self managed superannuation funds (SMSFs) are gaining popularity as members choose to DIY rather than entrust super fund trustees with their retirement savings, according...
Financial planning
Choice of superannuation fund legislation is taking forever to pass through Federal Parliament. Lisa Bowman asks why....
Financial planning
Mercer Human Resource Consulting today launched Mercer Wealth Solutions to provide super fund members with financial advice and information on savings, lifestyle, debt ma...
Financial planning
Former Challenger chief executive Bill Ireland has marked his return to the industry with a series of changes at his new venture, Australian Assets Corporation, proposing...
Superannuation
Good estate planning aims to preserve and transfer your wealth to the next generation as tax effectively as possible. One of the tools that can help clients achieve this ...
Financial planning
At a time when advisers are under pressure because of negative returns, Jack Houwing and Mike Fitzpatrick argue that estate planning presents a business development oppor...
Accounting
Accountants have been cut out from providing even non-specific advice on superannuation products after revisions to the Financial Services Reform regulation adding more f...
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MARKET INSIGHTS
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...