TRUSTEE

Superannuation

ASFA reflects views of industry by maintaining its opposition to an industry levy to pay for AUSTRAC....

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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. ...

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Financial planning

Specialist documentation provider Topdocs issues caution on appropriate documentation within SMSFs....

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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...

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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...

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Superannuation

Wealth management company Crescent Wealth has launched its Shariah-compliant investment options on its own platform....

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Superannuation

CareSuper chief executive Julie Lander says there needs to be adequate understanding of the underlying costs of SMSFs....

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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. ...

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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....

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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 ...

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Financial planning

Take-over offer extended as Equity Trustees faces regulatory approval and low initial interest....

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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. ...

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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. ...

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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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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