SUPERANNUATION INDUSTRY

Financial planning

The Australian Taxation Office has been told its draft ruling on superannuation income streams has erred with common practice and legislative intent....

image
Superannuation

Peter Burgess takes a look at steps which need to be taken to ensure superannuation contributions are correctly allocated and classified for tax purposes....

image
Editorial

Too much attention on the details can mean forgetting about the fundamentals. David Court traces the intricate eligibility rules applying to SMSFs and the consequences of...

image
Superannuation

ASFA has moved to extend its education services to SMSF trustees....

image
Superannuation

With the right planning, a smooth succession can be achieved in a SMSF with minimal costs and administrative hassles upon the death of a member....

image
Financial planning

The Federal Government has handed Medicare responsibility for administering compassionate early release superannuation....

image
Superannuation

Former Trio director, Natasha Beck, has entered into an enforceable undertaking with APRA that will preclude her from being involved in super for up to four years....

image
Superannuation

MLC targets relatively new entrants with SMSF strategy paper....

Financial planning

The Federal Opposition has claimed that a higher super guarantee would erode take-home pay....

image
Superannuation

Daniel Butler and Timothy Foster take a legal view on planning and structuring pensions....

Editorial

Daniel Butler and Timothy Foster take a legal view on planning and structuring pensions....

image
Financial planning

The Australian Securities and Investments Commission (ASIC) has reminded superannuation trustees of changes to disclosure requirements regarding fund mergers....

image
Superannuation

Another superannuation funds merger is announced as consolidation in the sector continues....

image
Editorial

Some trustees have called for SMSFs to be included in the compensation arrangements relating to the Trio Capital/Astarra collapse but, as Mike Taylor writes, a high price...

image
Editorial

Perceptions exist that the industry super funds have succeeded in having the Government stack the cards against financial planners. Mike Taylor writes it is up to the Ass...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks 1 day ago

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

3 weeks 6 days ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 7 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. ...

1 day 22 hours 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...

1 day 2 hours ago