TRUSTEE

Funds management

Resurgence in lifetime annuities demand drives strong half for Challenger. ...

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Superannuation

ASFA draws line in sand by rejecting the ability for people to hold directorships on multiple superannuation fund boards. ...

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Superannuation

The AIST says moving to ASX-type governance structures is inappropriate for superannuation funds. ...

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Editorial

No one should be surprised by Industry Super Australia CEO David Whiteley's response to the release by the Government of an options-stage Regulatory Impact Statement of i...

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Policy & Regulation

The FPA has called for the Government to allow alternative methods of paying for advice, in order to increase access to financial planning services....

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Superannuation

Prime Super and HIP announce merger effective from 1 May....

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Superannuation

SPAA points to ATO data on benefits payments as evidence SMSFs are taking a responsible approach to how they use their superannuation savings to live in retirement....

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Superannuation

SPAA says self-managed super fund (SMSF) trustees are taking on a “responsible approach” to how they use their superannuation savings in retirement....

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Superannuation

Ageing SMSF trustees urged to get their succession plans in place. ...

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Superannuation

Aaron Dunn points to new ATO draft determination on dividend washing. ...

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Financial planning

Beacon head of compliance replaced after former staffer leaves to start compliance service....

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Superannuation

The Small Independent Superannuation Funds Association has renamed itself the Self-managed Independent Superannuation Funds Association in a move it claims better reflect...

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Financial planning

Equity Trustees head Robin Burns claims planners need expert help to meet increasingly complex problems....

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Superannuation

An industry body representing SMSFs has rejected the idea of the sector being regulated by APRA, claiming the current framework is sufficient....

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Financial planning

The Australian Securities and Investments Commission (ASIC) wants to shut down a Tasmanian debenture firm, which it says failed to meet the strict legal requirements of i...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 1 hour ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 15 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

19 hours 47 minutes ago