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Superannuation
The self-funded nature of SMSFs should be reflected in their tax treatment, according to SPAA....
Life/Risk
Macquarie Adviser Services has welcomed recently issued income tax regulations that clarify the extent to which super fund trustees can claim tax deductions for life and ...
Editorial
Financial planners need to develop new business models that take into account the two phases of retirement - active and elderly, according to Phil Galagher....
Financial planning
Key differences between group and retail risk insurance arrangements make it imperative that financial planners sell not only the value of their initial advice but the im...
Editorial
Col Fullagar takes a look at two income protection policies - one is offered by an industry superannuation fund, while the other comes from a retail fund. While the premi...
Financial planning
ASIC has been told its class order relief on intra-fund advice might have been better used if it had been available to related entities....
Superannuation
ASFA calls for a graduated approach by the ATO on the basis that not all SMSF trustees are equally active....
Superannuation
Blended families often have unique circumstances, which could make the process involving their superannuation death benefit payment even more complex. Ian Glenister provi...
Superannuation
There are many rules and requirements around claiming a tax deduction for a personal superannuation contribution. The process certainly requires some careful planning. An...
Superannuation
Superannuation funds should be subject to the same corporate governance requirements as publicly listed companies....
Financial planning
Former Trio director Keith Finkelde has entered into an enforceable undertaking with APRA that will see him barred from acting as the trustee of an APRA-regulated super e...
Superannuation
First State Super has denied reports death and disability insurance arrangements were inappropriate or uncompetitive....
Superannuation
New allegations surrounding an industry superannuation fund seem likely to generate calls for further regulatory scrutiny....
Superannuation
Recommending insurance in a self-managed super fund can be a complicated process. Troy Smith explores the factors involved in placing insurance in a SMSF and answers some...
Superannuation
ATO signals graduated approach to SMSF breaches in wake of Stronger Super....
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MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...