TRUSTEE

Financial planning

Professional Investment Services (PIS) has warned that any statutory compensation scheme targeted solely at advisers and not the entire value chain is destined to fail....

image
Superannuation

Questions have been asked about why former union officials dominate the make-up of the trustee board overseeing Commonwealth superannuation funds....

image
Financial planning

The Australian Chamber Orchestra (ACO) is targeting sophisticated philanthropic investors with a new wholesale fund aimed at benefiting from the appreciating value of rar...

Editorial

Superannuation accounts for children carry the built-in asset of time as a valid long-term savings option. However, Sarina Raffo discovers establishing a fund for younger...

image
Financial planning

Budget changes making the directors of phoenix companies personally liable for unpaid super could have far-reaching consequences, but will ultimately benefit employees....

image
Superannuation

The Federal Opposition has signalled it will force super fund trustees to conduct member ballots on mergers....

image
Tools & guides

David O'Connell explains the social security assessment of the principal home....

image
Editorial

Daniel Butler and Timothy Foster take a legal view on planning and structuring pensions....

image
Superannuation

Daniel Butler and Timothy Foster take a legal view on planning and structuring pensions....

Financial planning

A $29 million class action on behalf of Fincorp investors will go ahead after being granted approval by the Federal Court of Australia on Friday....

image
Superannuation

Self-managed super fund trustees are taking advantage of new limited recourse borrowing arrangements to invest in both property and other financial assets, according to S...

image
Superannuation

SMSFs a greater AML/CTF risk, claims ASFA submission....

image
Financial planning

The levy to cover the $55 million financial assistance package for victims of the Trio Capital collapse has been announced by the Government....

image
Editorial

The lead-up to financial year end is usually seen as a time of opportunity for financial advisers to revise tax strategies with their clients. Jeff Scott explains why it ...

image
Superannuation

Continuous tinkering with the rules relating to self-managed super funds (SMSFs) and superannuation in general is causing serious concerns for advisers and inflicting dra...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 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 4 weeks ago

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

5 months ago

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

2 weeks 1 day ago

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

2 weeks 6 days ago

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

3 weeks 4 days ago