TRUSTEE

Financial planning

The Minister for Superannuation and Corporate Law, Senator Nick Sherry believes that superannuation fund members should not only have access to data relating to the perfo...

image
Financial planning

There are some key matters that demand even greater super fund trustee attention at this difficult time, writes ANNE MacNAMARA....

image
Superannuation

DAVID BARRETT considers a ruling by the ATO on the status of self managed super funds...

image
Funds management

Current global environment makes property investing attractive....

Editorial

While punters are wagering on a grim 2009, the outlook is anything but certain. Industry figures offer their thoughts on what lies ahead for financial services....

image
People & Products

Former chairman resigns....

Financial planning

ALENA MILES considers the benefits of taking the superannuation death benefit as an income stream....

Financial planning

AWM/IOOF merger delivers scale but reflects tough markets....

Editorial

PAUL RESNIK reflects on his experiences during and after the '87 crash and what it might tell us about industry trends for the next few years....

image
Financial planning

Strong returns breed complacency....

Superannuation

RUDY HADDAD explores structuring total permanent disablement cover inside super....

image
Superannuation

ASIC alleges he failed to maintain fund in accordance with sole purpose test....

Financial planning

Federal super trustee boards merge into single entity....

Financial planning

Future returns hang on default and recovery rates....

Life/Risk

Advisers pay too little attention to structuring of insurance....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 17 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 4 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 2 days ago