TRUSTEE

Superannuation

A new survey has revealed narrow majority support for making super funds subject to the same rules as publicly-listed companies....

image
Superannuation

ASIC's goal to improve the standard of advice given to prospective SMSF trustees has been welcomed by SPAA. ...

image
Financial planning

AIOFP chairman seeks to clarify status of proposed member defence fund....

image
Superannuation

Industry super funds’ board structure has helped them achieve “superior returns” for their members, says ISA....

image
Superannuation

Industry funds may be obliged to appoint a majority of independent directors....

image
Superannuation

The notion that self-managed super fund (SMSF) trustees should have a 'competency test' as suggested by visiting European financial literacy specialist Robert Holzmann ha...

image
Superannuation

SMSF administration platform Class Super has become the first 'SuperStream-ready' SMSF solution, according to its owner Super IP and financial services technology provide...

image
Superannuation

Industry bodies call into question Rice Warner research on costs of SMSFs....

image
Superannuation

Financial planners are already subject to the best interests duty, so any additional requirements with respect to SMSF advice would be redundant, according to the FSC....

image
Superannuation

SPAA CEO Andrea Slattery has shut down the notion that SMSF trustees should have a competency test, deeming it elitist....

image
Superannuation

Townsends Business & Corporate Lawyers' Peter Townsend outlines some of the do's and don'ts for maintaining a bare trust in a LRBA....

image
Superannuation

Changing the trustee of a SMSF is critically important. SMSF deeds differ significantly in how a change of trustee is to be implemented, write Jared Lynch and Bryce Figot...

image
Financial planning

Lawyer advises licensees to get ready to change their dispute resolution systems, with ASIC now requiring them to act quicker....

image
Superannuation

Incoming First State Super chairman Neil Cochrane admits resigning multiple positions to remove conflicts of interest....

image
Superannuation

Self-regulation on governance is preferable to Government regulation, according to outgoing ASFA chair Tony Lally. ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 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 25 minutes ago