TRUSTEE

Financial planning

Trust Company is seeking to be appointed as the replacement responsible entity for 10 Trio Capital managed investment schemes....

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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...

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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...

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Tools & guides

Colonial First State's Craig Day examines the introduction of the new superannuation bill and its proposed changes to borrowing rules....

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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...

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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...

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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....

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Tools & guides

It is vital that superannuation fund members have an understanding of death benefits, says ING Australia's Scott Quinn....

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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...

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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....

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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....

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Superannuation

Andrew Biviano explains the benefits of selecting TPD insurance through superannuation and outlines the different options available to clients looking for cover....

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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

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

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The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

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ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

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