POWERED BY MOMENTUM MEDIA
TRUSTEE
Financial planning
Austrust is to change its name to TOWER Trust as part of a move to bring it in line with its parent Tower Financial Services....
Superannuation
Wrap account developers have hailed the recent introduction of superannuation into the wrap structure as a major breakthrough. Samantha Walker takes a look at the financi...
Funds management
A significant number of funds management groups missed the June 30 deadline for lodgement of trustee retirement notices under the Manag-ing Investments Act (MIA), accordi...
Superannuation
The focus by senior executives on investment options has tended to centre on greater control over their superannuation affairs, long term retirement wealth creation and e...
Financial planning
Thousands of small DIY superannuation funds could be hit with capital gains tax (CGT) when they are forced to restructure to comply with proposed laws....
Financial planning
Financial planners, investment advisers, accountants, and all professionals who provide investment advice should be aware of the recent introduction of the pru-dent perso...
Financial planning
Up to 5000 existing DIY funds may have to change their structure if they continue with a single trustee who is also the fund’s single member....
Superannuation
Rules regarding membership, compliance and administration of self-managed superannuation funds (SMFs) are well on the way to being clarified....
Financial planning
At the time of writing this article only one of the three forums on administration systems (wraps and master trusts) had been held. ...
Financial planning
The commencement of every new year ushers in new legislative arrangements with the potential to impact financial planning advice. Stephen Manassah focuses on seven legisl...
Superannuation
There are some important things to consider in the new borrowing rules for SMSFs, writes Craig Day....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...