TRUSTEE

Editorial

New legislation governing how superannuation fund trustees may borrow under a limited recourse borrowing arrangement has left a number of questions unanswered, says Bryce...

image
Financial planning

AMP's John Ciacciarelli looks at buy/sell business succession arrangements in order to facilitate the transfer of business interests following the departure of an owner....

image
Financial planning

CommInsure is backing a campaign of direct action on the part of financial planners, encouraging them to approach local members of Parliament to make the case for advice ...

image
Financial planning

Analysis from Citigroup has highlighted the fact that providers of intra-fund advice will not be immune to cost pressures if the Government’s proposed expansion of ...

image
Tools & guides

Bobby Woon outlines when a binding or reversionary beneficiary nomination may be more suitable for account based pension clients....

image
Superannuation

The ongoing uncertainty over the accountant exemption applying to self-managed super funds (SMSFs) as well as a number of rules that simply don’t make sense are two...

image
Financial planning

David O'Connell examines how personal concessional contributions made by the self-employed from pre-tax income can increase their superannuation benefits and potentially ...

image
Financial planning

Industry fund commentators have lamented the need to “educate” another new superannuation minister....

Financial planning

Industry fund commentators have lamented the need to educate another new superannuation minister....

Financial planning

Estate planning has always been the missing piece in the financial advice puzzle. According to popular belief, financial planners have always struggled over where to plac...

image
Financial planning

Without appropriate legislation to address fund manager conflicts of Interest in troubled managed investment schemes, advisers are being forced to take matters into their...

Superannuation

There is little point in starting a SMSF with less than $1 million in assets, according to Chant West principal Warren Chant....

Editorial

What should the Australian financial planning industry make of the appointment of Bill Shorten as the Assistant Treasurer and Minister for Financial Services and Superann...

image
Superannuation

An ATO interpretive decision around SMSF borrowings has raised as many questions as it has answered....

Financial planning

Former union official and Labor Party heavyweight, Bill Shorten named as new Assistant Treasurer and Minister for Financial Services....

sub-bgsidebar subscription

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....

1 day 23 hours 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 1 day 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 ...

21 hours 44 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. ...

18 hours 48 minutes ago