TRUSTEE

Superannuation

The self-funded nature of SMSFs should be reflected in their tax treatment, according to SPAA....

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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 ...

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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....

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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...

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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...

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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....

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Superannuation

ASFA calls for a graduated approach by the ATO on the basis that not all SMSF trustees are equally active....

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Superannuation

Blended families often have unique circumstances, which could make the process involving their superannuation death benefit payment even more complex. Ian Glenister provi...

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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...

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Superannuation

Superannuation funds should be subject to the same corporate governance requirements as publicly listed companies....

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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...

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Superannuation

First State Super has denied reports death and disability insurance arrangements were inappropriate or uncompetitive....

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Superannuation

New allegations surrounding an industry superannuation fund seem likely to generate calls for further regulatory scrutiny....

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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...

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Superannuation

ATO signals graduated approach to SMSF breaches in wake of Stronger Super....

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MARKET INSIGHTS

GG

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

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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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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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