TRUSTEE

Financial planning

In the wake of yesterday's transitional financial results, Perpetual chief executive and managing director Geoff Lloyd has said he is determined to focus on growing the b...

image
Superannuation

SPAA has welcomed the proposed penalty system changes for SMSFs, saying trustees who break the rules will be treated more equitably....

image
Superannuation

The Financial Services Council has released its superannuation governance policy, which enforces an independent chair and majority independent directors for trustees who ...

image
Superannuation

Damian Revell explains the importance of insuring members when a SMSF borrows to buy property and assesses the policy ownership options....

image
Superannuation

Treasury has outlined the details of its administrative penalties regime for trustees of SMSFs, which will apply from 1 July, 2013....

image
Superannuation

New SuperRatings data highlighting the outperformance of industry superannuation funds over the long-term shows the representative trustee governance system is a superior...

image
Superannuation

The ATO has recently provided some clarification regarding in-specie contribution of property. Nicholas Ali explains....

image
Superannuation

SMSF trustees need to make sure loans are 'real' loans and not 'financial accommodations' to ensure they are compliant....

image
Superannuation

Coalition claims new superannuation governance arrangements unduly favour large industry funds....

image
People & Products

Equity Trustees Limited has appointed Anne O'Donnell as non-executive chairman of its superannuation business....

image
Financial planning

ASFA warns it is too early to make accurate assumptions about MySuper....

image
Financial planning

Trust Company seeks to leverage regional presence....

image
Financial planning

AIST argues APRA should be flexible with respect to non-directors heading up key committees....

image
Superannuation

Jennifer Brookhouse outlines the potential complications related to the new SMSF trustee remuneration rules....

image
Financial planning

NAB Wealth launches Super Lever to provide SMSFs to access margin loan arrangements....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

2 days 15 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 2 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

1 day 13 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

17 hours ago