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TRUSTEE
Financial planning
Trust Company is seeking to be appointed as the replacement responsible entity for 10 Trio Capital managed investment schemes....
Editorial
Many of the MySuper proposals are flawed, according to Robert Keavney, including the reduction of disclosure to members and the introduction of the concept of 'optimal' i...
Tools & guides
The question of whether the purchase of trauma insurance within superannuation is a breach of the sole purpose test has been resolved. Jennifer Brookhouse examines the im...
Tools & guides
Colonial First State's Craig Day examines the introduction of the new superannuation bill and its proposed changes to borrowing rules....
Superannuation
The Association of Superannuation Funds of Australia has disagreed with the Cooper Review by claiming SMSFs should be able to invest in collectibles and 'personal use' as...
Financial planning
Over the last few years Australians have become more generous with donations and gifting to charities. Keat Chew explains why some are taking the extra step of setting up...
Financial planning
As the end of the current financial year approaches, Craig Day provides SMSF trustees with some tax tips for the year end - along with the traps to avoid....
Tools & guides
It is vital that superannuation fund members have an understanding of death benefits, says ING Australia's Scott Quinn....
Policy & Regulation
Reform of the tax system for managed investment trusts (MITs) announced on Friday will simplify the administration of managed funds, according to Federal Assistant Treasu...
Tools & guides
Holding large value illiquid assets in a SMSF could prove problematic when a trust member dies. Deborah Wixted explains the obligations and options trustees and their fin...
Financial planning
Crissy De Manuele offers the top 10 things to be aware of to ensure your clients maximise their full potential when it comes to superannuation....
Financial planning
Trust Company Limited has emerged from a transitional year still in the black and positioned well for growth....
Financial planning
A further preliminary report from the Cooper Review regarding its new MySuper proposal argues that trailing commissions should become a thing of the past....
Superannuation
Andrew Biviano explains the benefits of selecting TPD insurance through superannuation and outlines the different options available to clients looking for cover....
Superannuation
ING argues that the regulations around SMSFs need to be tightened but not so much as to preclude entry to the sector....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...