TRUSTEE

Superannuation

Following the Government's release of the Stronger Super information pack, Jeffrey Scott outlines some of the major changes about to happen with respect to insurance with...

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Editorial

Any failure by industry super funds to out-perform retail superannuation funds over the long haul may act as a catalyst for future litigation. Mike Taylor reports....

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Financial planning

The Australian Prudential Regulation Authority (APRA) has accepted an enforceable undertaking from former Trio Capital Limited director David O'Bryen....

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Superannuation

Key industry figures have warned the Government's linking of the superannuation guarantee to a tax represents a possibly fatal flaw....

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Superannuation

The Australian Prudential Regulation Authority's (APRA's) handling of superannuation funds needs to be just as transparent as its handling of the major banks, according t...

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Superannuation

Financial advisers should utilise a recent ATO ruling as an opportunity to review SMSF succession plans....

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Superannuation

Cavendish Superannuation warns charitable donations need to be carefully handled by SMSF trustees....

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Superannuation

Dominant trustees can create issues for SMSFs unless appropriate strategies are put in place....

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Superannuation

SPAA and Russell want to know what SMSF trustees think are the big issues....

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Superannuation

When a self-managed superannuation fund (SMSF) member or trustee travels overseas for an extended period, their SMSF could lose the tax concessions it enjoys. Nicholas Al...

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Superannuation

Lack of capacity for one or both trustees of an SMSF is a potential problem that needs to be recognised and addressed....

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Superannuation

The current rapid growth of the self-managed super fund (SMSF) sector may present several challenges when a large number of trustees begin to reach an age where they eith...

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Editorial

The sole purpose test has governed the operations of Australian superannuation funds for nearly two decades but, as Mike Taylor reports, it may require some reinterpretat...

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Superannuation

The Australian Taxation Office (ATO) has recently provided more clarification on borrowing arrangements for SMSFs. Stephen Bone puts into context three major areas of the...

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Superannuation

SMSF succession planning requires careful planning and the submission of extensive documentation. Daniel Butler and Nathan Papson explore some of the aspects of this proc...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 6 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 4 days ago