TRUSTEE

Policy & Regulation

The controversial Federal Court dispute between the Financial Services Council (FSC) and the Fair Work Commission (FWC) may be defused by a letter from FWC president, Jus...

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Superannuation

The Australian Tax Office’s (ATO) new penalty regime could see up to 50 per cent of self-managed super fund (SMSF) trustees fined for violations of their duties, an accou...

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Superannuation

ATO will begin action against SMSFs yet to lodge returns and cancel inactive funds...

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Superannuation

ASIC grants relief to super fund’s advisory arm to reduce advisor exposure to personal liability....

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Financial planning

OneVue undertakes rebrand with new logo and extended services....

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Financial planning

Investment adviser to four industry funds given 21 days to file defence in $14 million damages suit relating to breach of agreement....

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Editorial

The president of the Fair Work Commission has made a personal stand to ensure that the default funds review is completed, but Mike Taylor suggests some will question what...

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Superannuation

With the increased scrutiny of self-managed super funds (SMSF) from the regulator, the soon-to-be-introduced penalty regime for trustees and the increasing diligence of S...

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Financial planning

New Zealand’s Trustee Executors Limited selects Sonata....

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Superannuation

SPAA has used its submission to the Financial Systems Inquiry to restate its claim that SMSFs are appropriately regulated. ...

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Superannuation

Australia's superannuation sector continues to attract a considerable amount of regulatory and legislative change and it's paramount that taxpayers are aware of any new o...

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Financial planning

No-one likes a surprise when wrestling with tax and superannuation, and financial planners heading towards the end of financial year seem primed on what is about to chang...

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Superannuation

Financial product-style regulation would be a poor fit for SMSFs, SPAA says....

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Funds management

Equity Trustees purchase of the trustee division of ANZ Bank to be funded by equity raising....

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Superannuation

The superannuation system regulatory framework is due for a review to keep up with the way people are investing in 2014, ASFA’s Financial System inquiry submission claims...

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MARKET INSIGHTS

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

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 21 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 12 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago