TRUSTEE

People & Products

AIA Australia has appointed Elizabeth Flynn to its board of directors, after Flynn spent several years on various committees at Aviva Australia....

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Tools & guides

Contribution planning above the non-concessional caps is essential for superannuation, but you have to make sure it counts, writes Damian Hearn....

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Financial planning

Damian Hearn explains the year-end tax strategies available to the self-employed during the transition-to-retirement stage....

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Financial planning

ASFA wants the Government to extend capital gains tax relief for fund mergers to protect members' interests....

Editorial

As superannuation fund balances rebuild to levels not seen since before the global financial crisis, Mike Taylor reflects on how little say super fund members have in the...

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Financial planning

The Association of Independently Owned Financial Planners (AIOFP) has launched a private label eWrap platform via its member-owned administration business, Personal Choic...

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Superannuation

The superannuation market offers more choice than ever for consumers looking to build a retirement nest egg, but exercising the right strategies can make a world of diffe...

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Tools & guides

Jeffrey Scott explains transitional relief for superannuation funds and the deductibility of disability benefit premiums....

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Financial planning

Economies of scale and a focus on better outcomes for members led Westscheme to seek a merger with industry fund giant AustralianSuper....

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Financial planning

Club Plus Super's in-house financial planning service has proved to be invaluable, according to the company's chief executive Paul Cahill....

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Financial planning

Equity Trustees restructures to increase Responsible Entity servicing....

Funds management

The Australian funds management industry will experience substantial growth as a result of Federal tax changes, with joint ventures expected between local and overseas co...

Financial planning

A recent court ruling means decisions to reject total and permanent invalidity claims can now be challenged on much wider grounds, writes Jenny Willcocks....

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Editorial

The role of licensee payments from platform providers has become a bone of contention in the financial advice industry, writes Marianne Perkovic....

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Editorial

Patrick Jackson explains why trustees should look before they leap when considering a self-managed superannuation fund....

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

2 days 1 hour ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

3 weeks 6 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 2 days 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 ...

23 hours 45 minutes ago

ASIC has cancelled a Sydney AFSL for failing to pay a $64,000 AFCA determination related to inappropriate advice, which then had to be paid by the CSLR. ...

20 hours 49 minutes ago