TRUSTEE

Superannuation

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

Financial planning

In the wake of former Astarra Asset Management investment manager Shawn Richard pleading guilty to taking more than $6.4 million in undisclosed payments, the details of o...

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Financial planning

Opposition reacts to Government’s response to Cooper by alleging protection of union and industry fund interests....

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Financial planning

Trust Company Limited has acquired the New Zealand Guardian Trust Company from Suncorp....

Financial planning

The Government’s measured response to the 177 recommendations put forth in the Cooper Review has been broadly welcomed by the industry, with agreement reached on mo...

Superannuation

AMP’s SignatureSuper selected as successor fund for Trio Capital super funds, including Astarra products....

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Financial planning

A joint move by ASIC and APRA to suspend Trio Capital (formerly Astarra Capital) as trustee of four superannuation funds and a pooled super trust generated significant co...

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Superannuation

The lending of money to family members has emerged as a persistent issue in SMSF breaches....

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Financial planning

Perpetual Trustee Company has reached a settlement with Lehman Brothers Special Financing that will see more than 1,000 investors in Mahogany Capital credit-linked notes ...

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Tools & guides

Julie Steed explains why a small APRA fund can provide clients with control but without the administration responsibilities....

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Editorial

Regulators perpetually struggle to create a healthy environment for the provision of financial advice, however, Robert Keavney identifies several areas where they have mi...

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Tools & guides

David O'Connell explains the advantages of the new rules for superannuation borrowing....

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Superannuation

The Self-Managed Super Fund Professionals’ Association is pushing for higher standards for financial planners who advise in the sector....

Superannuation

Tim Sanderson explains the importance of understanding member obligations when it comes to SMSFs....

Tools & guides

Tim Sanderson explains the importance of understanding member obligations when it comes to SMSFs....

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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