TRUSTEE

Editorial

Despite a growing appreciation for the role of hedge funds in the industry, confusion and misconceptions are still rife. Lucie Beaman reports....

Superannuation

The super splitting law is not as complicated as first thought, Nabil Wahhab says....

Superannuation

Advisers need to take special care when working on estate plans for divorced clients. Julie Bennett reports....

Financial planning

IOOF yesterday launched its Portfolio Services (IPS) platform, a combination of the group’s discontinued MAX and LifeTrack brands, in response to financial adviser and in...

Financial planning

Beacon Financial Services will change its name to Tranzact Financial Services and sell Australia First Superannuation Administration and Australia First Consulting under ...

Financial planning

Count Financial Ltd posted a record 25 per cent increase in after tax net profits today and is set to launch a number of new products and service offerings in the coming ...

People & Products

National trustee company Tower Trust senior executive Peter Cocks left the group last Friday to establish his own consultancy after a career of 15 years....

Financial planning

Promina has continued the renaming of the former Royal & SunAlliance (RSA) group announcing today that the financial services division will drop the RSA moniker and be ca...

Superannuation

Good estate planning aims to preserve and transfer your wealth to the next generation as tax effectively as possible. One of the tools that can help clients achieve this ...

Financial planning

At a time when advisers are under pressure because of negative returns, Jack Houwing and Mike Fitzpatrick argue that estate planning presents a business development oppor...

Financial planning

More than 80 per cent of do-it-yourself (DIY) super fund investors believe their accountant or financial adviser will be held responsible if their fund breaches super leg...

Superannuation

The Australian Tax Office (ATO) is making life easier for accountants and advisers with the introduction of electronic lodgment of self managed superannuation fund (SMSF)...

Superannuation

The Australian Taxation Office (ATO) is threatening legal action against self-managed superannuation funds (SMSFs) which fail to comply....

Financial planning

Tower Trust in New Zealand has been offloaded for NZ$25 million ($22.5 million), after being deemed a non-strategically aligned business operation within the Tower group,...

Superannuation

The long-awaited superannuation and family law legislation that allows couples to divide their superannuation on marriage breakdown came into effect in December 2002. Tan...

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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 2 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....

5 days 13 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 3 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 1 day ago