TRUSTEE

Superannuation

Asset based fees have dropped by more than 20 per cent as assets plunge, while accountant fees rise on different criteria....

Superannuation

The Australian Institute of Superannuation Trustees has called on the Cooper Review to embrace the not-for-profit template for default funds while pushing SMSFs into APRA...

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Life/Risk

Insurance planning is a critical component of a robust financial plan, particularly during periods of economic uncertainty, writes Rachel Leong. ...

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Editorial

Stuart Fechner translates the persistently complex language of investment....

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Financial planning

Transferring commercial property into a self-managed superannuation fund may lead to significant taxation benefits....

Editorial

Mike Mitchell examines the recent changes to the Government’s supervision of philanthropic giving and weighs up the advantages and disadvantages....

Superannuation

Trustees lent 95 per cent of SMSF assets to a related company during a period of physical and financial stress....

Financial planning

The requirement to prove $15 million in demand from financial planners will have an impact on the number of products coming into the industry....

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People & Products

AMP Financial Services director appointed chair of Future2 Foundation....

Editorial

The combination of superannuation fund choice and the first prolonged downturn since the advent of compulsory super has fragmented the industry, writes Pauline Vamos....

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Financial planning

SARINA RUFFO considers the impact of bankruptcy on your assets, including superannuation and insurance proceeds....

Financial planning

Dimitri Diamantes discusses the restrictions on obtaining a tax deduction for personal super contributions....

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Financial planning

Planners should work with referral partners to achieve the best business succession outcome, writes JON DE FRIES....

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Financial planning

The Cooper Review into Australia's superannuation system has officially kicked off with the release yesterday of its scoping paper setting out the review's approach and t...

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Financial planning

APRA warns that in some circumstances it can impose specific minimum resourcing obligations on funds as a licence condition....

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MARKET INSIGHTS

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

1 day 14 hours ago

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

2 weeks 6 days 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 ...

13 hours ago

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...

1 day 17 hours ago