POWERED BY MOMENTUM MEDIA
TRUSTEE
Superannuation
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
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
AMP’s Philip La Greca provides a checklist for taking on an existing SMSF client....
Life/Risk
Funds receiving compulsory lost super transfers via the ATO should be required to deliver on insurance, says ASFA....
Financial planning
APRA has accepted enforceable undertakings from five former directors of Trio Capital. ...
Superannuation
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 has renamed its financial services company, eo Financial Services, to align with its recent rebrand....
Superannuation
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
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 has increased its offer for The Trust Company, dropping its requirement for due diligence access and instead relying on Perpetual’s figures about potentia...
Superannuation
Westpac, Commbank and The Benevolent Society team to launch bond aimed at addressing social benefit issues....
Funds management
Equity Trustees to front industry referee to comment on trustee market future ...
Funds management
The FSC has opposed further regulation of licensed trustee companies following proposals put forward by CAMAC with regards to charitable trusts....
Financial planning
FirstChoice and FirstWrap deliver a range of tools designed to meet your needs and those of your clients. ...
Superannuation
Newly appointed AMP SMSF executive Peter Burgess explains that assessing suitability and explaining risks is the key to good SMSF advice....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...