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Superannuation
Having explained why they are financial products, David Court now examines the manner in which the disclosure requirements apply to SMSFs....
Terminally ill clients who attempt to roll over their superannuation could end up with a big tax bill, warns OnePath technical services manager Scott Quinn....
Superannuation
New research commissioned by Principal Global Investors points to investors being focused as much on risk as returns....
Superannuation
The Association of Superannuation Funds of Australia has reinforced its calls for an extension to the timetable for the implementation of MySuper....
Financial planning
Documentation key to handling death benefit disputes within SMSFs, according to superannuation documentation provider Topdocs....
Financial planning
Rountable questions why the Government takes so long on financial services legislation but acts with speed in imposing substantially higher levies....
Superannuation
The SMSF Academy's Aaron Dunn looks at some of the changes flowing from the Stronger Super reforms and how those changes will affect SMSFs....
Financial planning
After decades being called the Officers' Superannuation Fund, the Commonwealth Bank's corporate superannuation scheme has rebranded to Commonwealth Bank Group Super....
Superannuation
DBA Lawyers discuss the hurdles in proving financial dependency where grandchildren receive death benefits from their grandparents' SMSFs....
Superannuation
Assets constituting trading stock were once the exception to the rule, as they did not have to be treated according to the CGT provisions. DBA Lawyers' Bryce Figot and Na...
Superannuation
The Federal Treasury has been asked why CGT rollover relief cannot be extended to SMSFs merging with APRA-regulated funds....
Financial planning
Confusion appears to be the outcome of the Government's failure to answer questions about the provision of intrafund advice in the latest tranche of Stronger Super draft ...
Financial planning
Equity Trustees (EQT) has recruited former Financial Services Partners chief executive Geoff Rimmer to head up its newly-created Private Wealth Services division, effecti...
Funds management
Investorfirst has announced that its Hub24 Super offering has gone live with dealer groups Ord Minnett and Sentry Group....
Financial planning
ASIC has offered relief to trustee companies engaging in intrafund transfers, releasing approval criteria and unifying prior State and Territory requirements....
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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...