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

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....

6 days 21 hours 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