TRUSTEE

Financial planning

The Trustee Corporations Associations of Australia has folded into the Financial Services Council to grow its membership base....

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Financial planning

Former Trio director John Godfrey enters into enforceable undertaking with APRA....

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Superannuation

David Shirlow explains how to use insurance to address SMSF property investment liquidity....

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Funds management

Tasmanian Perpetual Trustees has announced its Select Mortgage Fund has been given a three-star rating by S&P, although the rating will only stand until S&P's 1 October w...

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Superannuation

Given the Government's push to improve insurance levels in the SMSF sector, Cameron Peck outlines the technicalities and implications of taking out death and permanent di...

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Superannuation

SMSF trustees are less confident about reaching their target retirement income than they were a year ago, according to an SPAA study....

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Superannuation

The use of separately managed accounts (SMAs) and managed discretionary accounts (MDAs) can improve SMSF reporting as well as the investment process, according to Multipo...

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Financial planning

Despite retail master trusts often being the subject of criticism, it has been industry super funds which demanded most attention from APRA with respect to supervisory ac...

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Financial planning

Despite retail master trusts often being the subject of criticism, it has been industry super funds which demanded most attention from APRA with respect to supervisory ac...

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Superannuation

David Court brings us up to date with the excess contributions tax and outlines some of the potential problems related to the Government's recent changes to the ECT....

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Financial planning

OneVue has announced that retail superannuation fund OneStepSUPER has been added to its unified managed account platform for financial advisers....

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Financial planning

OneVue has announced that retail superannuation fund OneStepSUPER has been added to its unified managed account platform for financial advisers....

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Superannuation

Colonial First State has warned that a section of the MySuper bill, as currently drafted, actually mandates 'flipping' to higher cost super arrangements....

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Superannuation

David Shirlow outlines key developments in the alignment of tax and superannuation law with respect to insurance held inside super funds....

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Policy & Regulation

FOFA's approach to financial advice delivered by superannuation funds could result in conflicting decisions on disputes in different jurisdictions....

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GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

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The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

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ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

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