SUPERANNUATION FUND

Financial planning

New research reveals growing numbers of financial planners willing to recommend industry super funds, while NAB/MLC emerge as top brand....

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Financial planning

Many superannuation fund members will not engage in financial advice unless it is paid for from super administration fees....

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Superannuation

A new superannuation and investment wrap from ClearView will be able to link insurance cover both in and outside of superannuation....

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Financial planning

CommInsure's Wholesale Life division has launched an online application and underwriting platform for two of its largest industry superannuation fund clients....

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Financial planning

The Minister for Financial Services and Superannuation, Bill Shorten, has announced a number of topics that will not be permitted in intra-fund financial advice....

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Policy & Regulation

The Sydney District Court has sentenced finance broker and unregistered tax agent Angelos Giourtalis to nine years in gaol for 57 counts of tax fraud....

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Superannuation

Nicholas Ali outlines the importance of lodging the correct Australian Taxation Office (ATO) form before commencing a pension. ...

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Editorial

Troy Smith outlines what bankruptcy is, when it should be filed for and what income and assets would be available to creditors....

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Superannuation

Jennifer Brookhouse outlines the issues to consider when deciding whether a superannuation death benefit going to a child should be paid as an income stream or into a tes...

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Superannuation

Financial advisers need to be wise when recommending insurance options within their clients' self-managed super funds. Warrick Hanley explains how small mistakes can lead...

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Superannuation

Peter Burgess illustrates the concept of a single acquirable asset demonstrates the application of key concepts relevant to limited recourse borrowing arrangements provis...

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Superannuation

A new interpretive decision issued by the Australian Taxation Office (ATO) has impacted the way stepchildren are treated with respect to divorce and superannuation....

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Financial planning

While the proposed Future of Financial Advice changes and their potential impact on financial advisers remain the hot topic, there is another acronym - TOFA - which deser...

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Superannuation

One of the constant criticisms of self-managed super funds (SMSFs) is the number of gaps that persist in the sector's overall framework and yet according to Chris Malkin,...

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Superannuation

Anna Mirzoyan takes a look at the ways in which market volatility may affect superannuation rollovers....

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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 2 days 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