TRUSTEE

Superannuation

What legislation has been passed and what's in store from July 1, 2009? JOHN CIACCIARELLI provides an update....

image
Financial planning

'Simple advice' may actually erode super balances if members don't understand the limitations of the information they're receiving, according to research by Guardian Fina...

image
Financial planning

PETER FORREST writes that successfully managing your clients’ cash flow will steal their hearts....

image
Editorial

Following a number of recent liquidity issues, platforms have found themselves in new territory....

Superannuation

Does borrowing inside superannuation warrant further consideration, asks TROY SMITH....

image
Superannuation

Sam Wall offers potential remedies for clients who have exceeded their contribution cap in superannuation....

image
Financial planning

Low-cost advice is a good thing, writes JO-ANNE BLOCH, but some aspects of the new intra-fund advice rules just don’t make sense from a policy, enforcement or delivery p...

image
Financial planning

Financial planners should be able to access the same class relief as superannuation trustees when providing limited, infra-fund advice, according to the chief executive o...

Financial planning

The Australian Prudential Regulation Authority has successfully pursued legal action to recover the assets of the failed Harts Staff Superannuation Fund....

Financial planning

The degree to which superannuation funds comply with the regulatory constraints surrounding the new intra-fund advice regime will rely on how closely they are watched by ...

People & Products

AIA Australia has appointed Margaret Canavan as its group operations head, six years after she joined the risk insurer as a claims assessor....

Financial planning

ALENA MILES considers estate planning strategies unique to self-managed super funds....

Financial planning

Guardian Financial Planning head Steve Browning claims intra-fund advice should be termed 'informed guidance' rather than 'advice'....

image
Financial planning

The Australian Securities and Investments Commission has opened up consultations on its proposed new margin lending regime at the same time as reminding advisers about th...

Financial planning

ASFA has issued a paper to provide superannuation trustees with guidance on valuation and liquidity issues associated with unlisted investments....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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