TRUSTEE

Financial planning

ASIC has answered parliamentary questions about superannuation union liaison officers, the type of advice they can provide and whose AFSL they might be working under....

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Financial planning

Two former WealthSure clients have been granted an application for special leave to appeal the reduction of their claim against the planning group and to compel its profe...

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Financial planning

As risk planning remains a hot topic in the financial advice space, Malavika Santhebennur explores the top 10 legal quandaries planners can find themselves in and how to ...

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Financial planning

TAL completes rationalisation of super funds with appointment of three independnet trustees....

Superannuation

There is some confusion and buck passing between trustees and advisers when it comes to compliance responsibility of a SMSF....

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Awards

A strong community spirit and a passion for helping others has been a core driver for the nominees in the Pro Bono category. ...

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Awards

In what has been a year full of new regulations and reforms in the super industry, Money Management and Super Review has recognised Equip’s Danielle Press as Superannuati...

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Editorial

Peter Stathis looks at the impact narrowing premium gaps could have on life insurance in super. ...

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Financial planning

Victims of Financial Fraud group lash Medcraft’s call for tougher penalties, citing regulator’s past failures....

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Editorial

If Storm Financial has dogged the reputations of financial planners, Mike Taylor writes that the findings of the Royal Commission into Trade Union Governance and Corrupti...

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Superannuation

Dimitri Diamantes canvasses how the Government should approach buy-sell in super and how the industry may respond....

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Superannuation

Members of family superannuation fund have been fined for using the fund to provide rent-free accommodation to their son....

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Superannuation

A self-managed super fund trustee is set to face legal action relating to allegations of using money from the fund for other investments....

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Life/Risk

Australians impacted by the collapse of debenture insurer, Provident Capital Limited, are being invited to take part in a class action suit against the business’ trustee....

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Superannuation

Claims that SMSF members are looking to return to mainstream funds are unfounded, according to SuperGuardian, Xpress Super chief executive, Olivia Long....

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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...

3 weeks ago

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

3 weeks 5 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. ...

5 days 21 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 12 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago