trustee

Superannuation

Xpress Super adds Macquarie to SMSF platform

Macquarie Personal Portfolio has been added to the Xpress Super's self-managed super fund platform, according to Xpress Super's Olivia Long....

Financial planning

Understanding the difference between wholesale and retail clients under FOFA

The distinction between wholesale and retail clients has been a fundamental part of the financial services laws since the 2004 Financial Services Reform legislation. Howe...

Superannuation

A checklist for advisers taking on clients with SMSFs

AMP’s Philip La Greca provides a checklist for taking on an existing SMSF client....

Life/Risk

Insurance key in super transfers

Funds receiving compulsory lost super transfers via the ATO should be required to deliver on insurance, says ASFA....

Financial planning

APRA accepts EUs from former Trio directors

APRA has accepted enforceable undertakings from five former directors of Trio Capital. ...

Superannuation

SMSF bereaved may be hit hard by $100,000 limit

Those hardest hit by the $100,000 limit on the pension income tax exemption may well be those left behind after the death of an SMSF pensioner, according to Bryce Figot a...

Financial planning

Kinetic Super aligns renames financial services company

Kinetic Super has renamed its financial services company, eo Financial Services, to align with its recent rebrand....

Superannuation

Six years of LRBAs - some issues to keep in mind

It has been six years since limited recourse borrowing arrangements (LRBAs) were introduced for SMSFs to acquire residential or commercial properties, and so a number of ...

Editorial

What price are Australian investors paying for short-termism?

Do Australians take too short-term a view of investments? Is there a tendency for knee-jerk reactions and little consideration for the long-term? A Money Management round...

Financial planning

Equity Trustees revises Trust offer for second time

Equity Trustees has increased its offer for The Trust Company, dropping its requirement for due diligence access and instead relying on Perpetual’s figures about potentia...