SUPERANNUATION FUND

Editorial

Mike Taylor writes that if the Federal Government imposes changes to the superannuation tax regime in the May Budget, it may take an entire Parliamentary term before a Co...

image
Superannuation

Specialist barrister Noel Davis explains the ramifications of the latest AAT decision relating to excess contributions and why trustees, members and employers should all ...

image
Superannuation

The benefit of franking credits in an SMSF cannot be underestimated, especially when the fund is in pension phase, writes Graeme Colley. ...

image
Superannuation

ASFA’s pre-Budget submission questions underlying Treasury assumptions being used to justify altering super taxes....

image
Superannuation

Nicholas Ali describes the rules around SMSFs claiming the exempt current pension income where the trustees have not met the minimum pension payment standards. ...

image
Superannuation

As superannuation funds continue to build out their scaled advice capabilities, online solutions are helping to build greater efficiency for members to action advice in r...

image
Superannuation

Government's failures on excess contributions are highlighted by decision which places both fund members and employers at risk....

image
People & Products

Brett Chatfield has stepped down as Fidante's institutional business development manager (BDM) to take up the role of investment manager public markets at Cbus....

image

On-going insurance risks have been identified in the Government's proposals to automatically consolidate superannuation accounts....

image
Superannuation

SPAA joins chorus of industry voices on risks associated with limited recourse borrowings....

image
Financial planning

A key Victorian fund, currently using Industry Funds Financial Planning, has called for tenders for the provision of financial advice....

image
Superannuation

CareSuper director and former chairman of the board Michael O'Sullivan has died after more than 16 years with the superannuation fund....

image
Financial planning

SPAA has come out in support of the Government's move to label LRBAs as a financial product, which would mean only financial planners will be able to advise on these arra...

image
Superannuation

Investors are being warned about the fraudulent activities of purported private investment firm Swiss Private Capital and its offers of interests in 'Aussie Super - Super...

image
Superannuation

Accountants welcome Inspector-General of Taxation review of ECT but suggest it should be back on broader policy agenda....

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 ago

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

2 months 1 week ago

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

4 months 1 week 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...

3 weeks 3 days ago

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

2 weeks 1 day ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 3 days ago