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Financial planning
Your Super Accountant has paid a $2040 infringement notice penalty in relation to potentially misleading statements about the cost of setting a self-managed superannuatio...
Superannuation
A centre-left think tank believes there is no proof that mandating independent directors on not-for-profit superannuation funds would enhance fund performance....
Superannuation
ATO deputy commissioner warns that SMSF trustees should not view their funds as “set and forget” exercises....
Life/Risk
Changes to SIS-related lump sum and disability income products inside superannuation will set more stringent requirements for pay-outs, DEXX&R reports...
Financial planning
CPA Australia and Chartered Accountants ANZ release ATO-approved SMSF trustee education program....
Financial advisers are being urged to educate their clients about the importance of estate planning....
Top 100
Private wealth and boutique adviser groups have topped the list of planners and clients with high levels of funds under advice according to data gathered in this year’s M...
Financial planning
Private wealth and boutique adviser groups have topped the list of planners and clients with high levels of funds under advice according to data gathered in this year’s M...
Financial planning
The FSC announces John Brogden has stepped down as Financial Services Council chief. ...
Financial planning
The full acquisition of ANZ Trustees by Equity Trustees has been completed with the two groups now set to begin a five year referral and product development agreement....
Life/Risk
If life insurance policies fail to meet the client’s – and adviser’s – expectations, certain questions must be answered, Col Fullagar writes. ...
Financial planning
Super funds have received a deadline extension to 1 July 2015 for compliance with fee and cost disclosure requirements....
Financial planning
Shine Lawyers is set to launch as class action against Sandhurst Trustees after securing a Federal Court ruling relating to the $30 million collapse of failed property le...
Superannuation
Equity Trustees (EQT) has been appointed as trustee and custodian of The Executive Superannuation Fund. ...
Superannuation
APRA has admitted it doesn’t monitor the expenses of superannuation fund executives or trustees....
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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....