TRUSTEE

Superannuation

Martin Breckon takes a look at end of financial year super contribution issues....

Superannuation

Ryan Krawitz looks at conditions of release relating to temporary residents who depart Australia to access their superannuation benefits, as well as individuals with bene...

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Financial planning

The industry funds campaign against financial planners' commissions may benefit the retail funds sector, writes Robert Keavney....

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Financial planning

Deborah Wixted outlines the raft of changes the 2009 Federal Budget has introduced in taxation, superannuation and social security....

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Superannuation

New guidelines around the payment of product-directed commissions to financial planners is the most significant, but not the only, recommendation in a charter that aims t...

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Superannuation

MARTIN MURDEN removes some of the uncertainty surrounding superannuants' eligibility to draw on their super....

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Financial planning

ASFA has succeeded in gaining relief from the requirement to track down temporary residents whose super monies have been transferred to the ATO, a move which will represe...

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Superannuation

FABIAN BUSSOLETTI takes a look at acquiring property assets through self-managed superannuation funds....

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Financial planning

Genesys Wealth Advisers significantly adds to funds raised with a $65,000 donation....

Financial planning

The National Australia Bank is pushing further into the high-net-worth advice space with the creation of a new wealth services division, to be led by former Westpac Priva...

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Financial planning

Perpetual Trustee Company has commenced legal proceedings against UK-based BNY Corporate Trustee Services over credit-linked notes issued by Mahogany Capital to 1,000 inv...

Financial planning

The Corporations Legislation Amendment Bill will include requirements for all retail debentures and promissory notes to have a trust deed, trustee arrangements and a full...

Superannuation

CRAIG DAY considers whether trustees of an SMSF can intentionally acquire a residential property from a related party of the fund....

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Financial planning

The Minister for Superannuation and Corporate Law, Senator Nick Sherry, has unveiled the legislation that will push trustee companies into Commonwealth jurisdiction and u...

Financial planning

New research commissioned by the Australian Institute of Superannuation Trustees has urged the recruitment of women and younger people for trustee boards....

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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 20 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