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

Interesting. Would be good to know the details of the StrategyOne deal....

1 day 12 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 ...

11 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 15 hours ago