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Superannuation
ASFA reflects views of industry by maintaining its opposition to an industry levy to pay for AUSTRAC....
Financial planning
Colonial First State’s FirstChoice and FirstWrap have been ranked 1st and 2nd respectively for Overall Satisfaction in the 2013 Wealth Insights Platform Service Level Sur...
Financial planning
The case against Westpoint Group directors Norman Carey and Graeme Rundle has officially been dropped by the District Court of Western Australia. ...
Financial planning
Specialist documentation provider Topdocs issues caution on appropriate documentation within SMSFs....
Financial planning
Equity Trustees will continue with its efforts to acquire The Trust Company - despite Perpetual making an offer to wholly acquire the latter at a higher price than that p...
Superannuation
Assuming the Government's proposed changes to superannuation become law, they are likely to have a significant impact on certain super fund members. DBA Lawyers' Daniel B...
Superannuation
Wealth management company Crescent Wealth has launched its Shariah-compliant investment options on its own platform....
Superannuation
CareSuper chief executive Julie Lander says there needs to be adequate understanding of the underlying costs of SMSFs....
Superannuation
Boutique fund managers are trying to grab a slice of the ever-growing self-managed super fund (SMSF) pie, but some are questioning whether it is worth the effort. ...
Financial planning
End of financial year is always a busy period for financial planners, but it also represents a big client engagement opportunity, writes Janine Mace....
Financial planning
The end of a financial year is a period when planners rush to help their clients with tax strategies, but as Janine Mace reports, it is important they focus on their own ...
Financial planning
Take-over offer extended as Equity Trustees faces regulatory approval and low initial interest....
Superannuation
SMSFs may be booming - but the unwary can also find themselves within the sights of a small number of dodgy property advisers and mortgage brokers, writes Damon Taylor. ...
Financial planning
Superfund Wholesale has announced the launch of a new cloud-based app designed to help financial advisers establish SMSFs in 20 minutes or less. ...
Superannuation
In light of the new rules coming into force on 1 July, David Court provides a list of the changes and a reminder of one that will not be happening. ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...