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...

image
Life/Risk

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

image
Editorial

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

image
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....

image
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....

image
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....

image
Financial planning

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

image
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...

image
Financial planning

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

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

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

4 weeks 2 days ago
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 ...

1 month ago
gonski

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

1 month ago

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....

2 weeks 2 days ago

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

3 weeks 3 days ago

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

2 weeks 2 days ago