TRUSTEE

Superannuation

Now is the perfect time to ensure your client is able to claim a tax deduction for super contributions, writes STEPHEN BONE....

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Policy & Regulation

With a changing super environment, MARTIN BRECKON considers how planners can manage their clients’ contributions. ...

Editorial

Notwithstanding that the valuation of unlisted assets held by superannuation funds has been an issue for at least six to nine months, the Australian Prudential Regulation...

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Financial planning

Two draft bills for the Federal Government's National Consumer Credit Action Plan, which embraces margin lending, will be released by the Minister for Superannuation and ...

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Financial planning

Financial planners have a ready audience in Generation Y, reports AMLIKA LAL....

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Financial planning

Trust Company Limited, which operates in both retail and institutional sectors, is standing its ground in difficult market conditions....

Financial planning

The prudential regulator last week sent a letter to super fund trustees outlining its expectations on unlisted asset valuations, while also listing "unacceptable practice...

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Financial planning

Lapsed interest payments are on the rise, and the biggest offenders are the publishing and finance industries....

Financial planning

Individuals going into bankruptcy risk losing some of their superannuation if they have used the system to avoid paying creditors....

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Superannuation

The Minister for Superannuation and Corporate Law, Senator Nick Sherry, has asked the Australian Taxation Office to begin collecting data to enable the monitoring of the ...

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Financial planning

ASIC's deputy chairman, Jeremy Cooper, has flagged the regulator’s intention to take an increasing role in the education of retail investors, but should this be the regul...

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Superannuation

But the Commissioner of Taxation said the ATO can provide relief for trustees being buffeted by current market conditions....

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Superannuation

MICHAEL HUTTON considers options for retiring SMSF trustees....

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Financial planning

DAMON TAYLOR takes a look at how self-managed superannuation funds are faring in the current financial climate. ...

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Financial planning

The Australian Securities and Investments Commission has initiated further action related to the Kassongo Superannuation Fund related to the early release of superannuati...

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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