TRUSTEE

Superannuation

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

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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...

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Financial planning

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

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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....

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Superannuation

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

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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...

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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'....

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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....

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MARKET INSIGHTS

GG

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

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This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

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

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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....

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

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

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