TRUSTEE

Editorial

Stephen Miller outlines some of the key issues to consider when recommending your SMSF clients change fund administrators....

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Superannuation

SMSF trustees now only have to pay a flat $50 stamp duty fee when transferring business real property under new NSW State regulation, according to chartered accountancy f...

Editorial

Tim Browne explains why CommInsure opposes a ban on commissions....

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Superannuation

Research by Russell Investments has found many super fund boards are ineffective in delegating to investment committees, while more than 50 per cent of super funds have n...

Editorial

Praemium has slowed its losses from $11 million in the 2008-09 financial year to $5.7 million last financial year....

Superannuation

A Sydney woman involved in an illegal early release super scheme has been sentenced to 12 months’ imprisonment....

Tools & guides

Colonial First State's Deborah Wixted examines advanced imputation rules and explains why excess franking credits are not always refundable....

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Editorial

The advent of intra-fund advice has given rise to online advice platforms with point-and-click delivery, writes Mike Taylor. But will the regulators be able to keep up wi...

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Superannuation

The Self-Managed Super Fund Professionals' Association of Australia (SPAA) has welcomed the Federal Government's endorsement of a SPAA/Australian Artists Association art ...

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Editorial

Gemma Dale outlines the implications recent legislation could have for SMSF trustees who want to use limited recourse borrowing arrangements to acquire allowable assets....

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Financial planning

Financial advisers and superannuation fund trustees can be exposed to legal risk from disgruntled fund members and clients if investment returns fail to reflect the perfo...

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Funds management

A Melbourne property promoter has been disqualified from managing corporations for five years following his involvement in 26 failed companies....

Tools & guides

Deborah Wixted discusses the options for terminally ill clients who want to withdraw their superannuation before preservation age....

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Financial planning

Section 912A of the Corporations Act and section 47 of the National Consumer Credit Act 2009 articulate the legislative beliefs about the core standards that a financial ...

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Editorial

The electoral cycle has overtaken the Government's agenda to change the financial planning industry and, as Mike Taylor reports, the ultimate outcome will be dictated by ...

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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