POWERED BY MOMENTUM MEDIA
TRUSTEE
Superannuation
The rules around the investment strategy operating standard for SMSFs have been significantly amended. Lawyer Michael Hallinan explains some of the changes....
Superannuation
MLC’s Jessica Silva outlines situations where another person can or must act as an SMSF trustee for a person who is unable to do so themselves....
Superannuation
Daniel Butler and Nathan Papson note that changing an existing non-reversionary defined benefit pension to be reversionary may give rise to certain issues....
Financial planning
The introduction of the Significant Investor visa gives advisers the opportunity to provide compliance and investment advice to business immigrants, as Macquarie Adviser ...
Superannuation
The debate about the selection of default funds in modern awards is most likely a "storm in a teacup", according to Independent Education Union general secretary John Que...
Superannuation
SMSFs now have to consider the need to hold insurance cover for their members. Michael Hallinan outlines the practical implications of this change and the issues trustees...
Superannuation
AMP’s decision to tap into the SMSF space created quite a buzz in the industry. Paul Sainsbury explains the decision was only logical, outlining a few factors financial p...
Superannuation
Nicholas Ali describes the rules around SMSFs claiming the exempt current pension income where the trustees have not met the minimum pension payment standards. ...
Superannuation
Super plays a critical role in a robust asset protection strategy – but it is not an impenetrable wall. By understanding the weaknesses, appropriate planning can be put i...
Superannuation
Both industry and retail superannuation funds are trying to emulate SMSFs by providing more choice and flexibility for their members. But as Damon Taylor writes, many cla...
Superannuation
More than half of SMSF trustees fail to change to a more defensive asset allocation as they move into retirement. ...
Superannuation
A recent NSW Supreme Court case highlights the importance of appropriate trustee combinations as well as strategic mechanisms that assist when trustees don’t agree, accor...
Financial planning
Take the opportunity to diversify your revenue streams with retail insurance options on our leading FirstChoice and FirstWrap platforms. Providing avenues for growth, we ...
Superannuation
AMP SMSF's Philip LaGreca examines the pros and cons of using either corporate or individual SMSF trustees....
Superannuation
SMSFs are less likely to lose pension exemptions after the Australian Taxation Office announced it would not penalise trustees for making an "honest mistake"....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....