TRUSTEE

Superannuation

The ATO has flagged a new service for SMSF professionals. At the same time, it has warned about continuing breaches regarding loans to members....

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Superannuation

MLC has called for an extension of the powers of the Superannuation Complaints Tribunal to handle SMSFs, while supporting the continuation of planner remuneration for the...

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Superannuation

Sarina Raffo takes a look at the recent trend towards insurance in superannuation and explains how changes to concessional contribution limits have affected client behavi...

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Financial planning

ING urges extension of CGT rollover relief to help get rid of legacy life issues....

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Superannuation

SMSFs appear to have heeded the ATO's warnings about compliance, but personal loans to SMSF members have become a concern in troubled economic times....

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Financial planning

Paragem has extended its Australian Financial Services Licence (AFSL) service and compliance support to superannuation funds that are grappling with the grey area between...

Financial planning

The proposed changes to gearing rules in superannuation will open a "can of worms" for investors who use unlisted or DIY gearing in their super funds, said Alpha Structur...

Financial planning

Deborah Wixted explains how to make the most of superannuation funds and outlines the best way to avoid the contribution cap traps....

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Financial planning

ASFA has supported amendment proposals made by the Government around borrowing in super arrangements....

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Financial planning

Government tax and consumer protection proposals made in recent days appear to have put the spotlight on common industry practices around borrowing in super....

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Superannuation

Calls for reform in the SMSF sector reflect an agenda by some parties that would see funds diversified to the industry or retail super sectors....

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Superannuation

The SMSF sector has cemented its place in the superannuation industry over the past few years. Damon Taylor looks at the issues facing SMSFs and the debate that will dete...

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Superannuation

As the self-managed super fund industry continues to grow rapidly, Andrew Yee explains how to ensure your clients effectively manage their SMSFs....

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Funds management

Peter Townsend explains the five perils faced by SMSF borrowers, and shows how they can be avoided....

Financial planning

State Trustees ordered to pay $13.5 million compensation to Westpoint investors....

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MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

1 day 18 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

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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....

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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 ...

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Professional services group AZ NGA has made its first acquisition since announcing a $240 million strategic partnership with US manager Oaktree Capital Management in Sept...

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