TRUSTEE

Superannuation

ASIC has signaled it will soon be issuing a consultation paper dealing with the costs associated with self-managed superannuation funds (SMSFs)....

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Superannuation

Irina Tan and Bryce Figot from DBA Lawyers explain the intricacies around dealing with the Australian Taxation Office and handling contraventions. ...

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Superannuation

David Shirlow from Macquarie Adviser Services brings you up to date with new developments regarding the way SMSF trustees can structure insurance....

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Financial planning

Ratings house van Eyk has completed the purchase of NZ-based Perpetual Asset Management and Perpetual Portfolio Management, the sale of which was first announced in Janua...

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Superannuation

Michael Hallinan from Townsends Lawyers explains the rules around changing your holding trustee in a LRBA....

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Superannuation

Super funds which provide advice around tax want exemption from requirement to register as tax agents....

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Superannuation

The Superannuation Complaints Tribunal (SCT) is currently working through a raft of complaints about contributions tax deductions and has called for accountants to lift t...

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Superannuation

With a growing number of SMSFs drawing income streams, failure to meet the minimum pension obligations within a financial year could deny a fund all or some of its tax ex...

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Superannuation

APRA will probably phase in the new framework on statistical collection as many super funds are unlikely to meet the deadline, according to deputy chairman Ross Jones....

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Superannuation

MLC's Mansi Desai explains how small business owners could transfer a business real property into their SMSF and benefit from various CGT concessions. ...

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Financial planning

Since its launch in 2009, FirstWrap has grown to more than $4 billion in funds under administration....

Superannuation

The Federal Government will soon tighten regulations for related party transactions. Aaron Dunn lists some of the implications of this change....

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Superannuation

Specialist barrister Noel Davis explains the ramifications of the latest AAT decision relating to excess contributions and why trustees, members and employers should all ...

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Financial planning

Macquarie has launched a new planner-oriented product — an online application process with electronic verification to help advisers open cash accounts for their clients m...

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Superannuation

Challenger has announced its Challenger Retirement Fund is the first super fund in Australia to sign up to a SuperStream rollover gateway....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 6 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 4 days ago