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

So we are now underwriting criminal scams?...

2 months 2 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 3 weeks ago

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

4 months 3 weeks ago

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

1 week ago

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

1 week 5 days ago

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

2 weeks 3 days ago