SUPERANNUATION FUNDS

Superannuation

New governance standards for superannuation funds may still fall short of demands for greater transparency....

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Financial planning

ASIC has been told its class order relief on intra-fund advice might have been better used if it had been available to related entities....

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Superannuation

ASFA calls for a graduated approach by the ATO on the basis that not all SMSF trustees are equally active....

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Financial planning

ASFA urges better clarity on FOFA legislation to ensure planners are not exposed to vexatious litigation over scaled advice and best interests....

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Superannuation

Superannuation funds should be subject to the same corporate governance requirements as publicly listed companies....

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Superannuation

The Government’s Stronger Super package has generated a mixed response from the industry....

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Superannuation

The Institute of Chartered Accountants has asserted its SMSF specialisation through a new program in league with the University of NSW....

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Superannuation

Law firms welcome the Australian Taxation Office's (ATO's) draft ruling but warn trustees to tread carefully....

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Superannuation

The Institute of Chartered Accountants has welcomed the ATO's draft ruling on SMSFs borrowing to invest in real estate as a 'practical interpretation' of the realities of...

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Financial planning

Technology is cutting the time taken to produce single issue SOAs from hours to just minutes, according to Provisio Technologies....

Editorial

Lack of investor engagement with superannuation is a widespread issue. Bill Buttler provides guidance on fee comparison for retail investors, and argues standardised meas...

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Editorial

The Government’s Stronger Super policy package is positioned to deliver on MySuper and the other Cooper Review reforms but, as Mike Taylor reports, there remains consider...

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Superannuation

Core elements of the financial planning industry are calling for greater regulatory scrutiny of the contractual arrangements underpinning the multimillion dollar group in...

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Financial planning

The Australian Prudential Regulation Authority has accepted enforceable undertakings from former Trio Capital directors Rex Philpott and David Andrews....

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Financial planning

The Australian Prudential Regulation Authority has accepted enforceable undertakings from former Trio Capital directors Rex Philpott and David Andrews....

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MARKET INSIGHTS

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

1 month 2 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 2 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 3 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

6 days 10 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

3 weeks 4 days ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 weeks 4 days ago