TRUSTEE

Superannuation

In-house planners with the Commonwealth Bank will be expected to improve their SMSF skills, with Australia’s third largest dealer group signalling its intention to overha...

Financial planning

Only one retail fund has featured among the top 10 rankings in a SuperRatings survey of balanced super fund performances last year....

Financial planning

Trust Company has outsourced the management of its self-managed accounts business to specialist manager Next Financial....

Editorial

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Financial planning

Two former directors of failed Sydney securities dealing company Australian Investors Forum (AIF) have been ordered to pay $3.6 million in compensation to AIF and related...

Superannuation

For so long, all of us have believed that superannuation is for the purpose of providing for our retirement. We told our clients to work hard, put their money into super ...

Editorial

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Editorial

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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 3 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