TRUSTEE

Superannuation

It is vital SMSF practitioners have a thorough understanding of the in-house asset rules in order to avoid potential breaches. AMP SMSF's Peter Burgess explains how the i...

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People & Products

Listed financial services company promotes senior executive amid board reshuffle...

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ISN is urging financial advisers to recommend industry super funds based on long-term returns....

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Financial planning

Perpetual-Trust merger to create largest trust services provider in the Australian market....

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Superannuation

Service provider Heffron rolls out stand-alone investment and insurance compliance tool....

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Superannuation

MLC's Peter Hogan outlines the key differences between SMSFs and other superannuation funds from an estate planning perspective. ...

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Financial planning

Count Financial’s David Lane expresses concern at the undisclosed nature of payments used to lure planners....

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Superannuation

SMSF trustees have had another duty imposed on them by the Federal Government, but it appears some practitioners are taking a worryingly minimalist approach to meeting th...

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Financial planning

A former WealthSure planner who has been ordered to pay $1.7 million in damages to a client is unlikely to pay the claim after he declared himself bankrupt....

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Superannuation

ASIC will examine the underlying costs of operating a SMSF in next steps of its SMSF taskforce. ...

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Financial planning

Bradley Thomas Sherwin, the bankrupt chairman of Wickham Securities, has been banned from the financial services industry for more than two and a half years....

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Superannuation

As Australian investors' love affair with yield continues, SMSF property investment continues to rise. Indeed, for Richard Stacker, head of direct property for Charter Ha...

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Financial planning

Perpetual boss Geoff Lloyd said the group had restructured its advice business to position it well for the anticipated return to full advice and equities....

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Superannuation

Daniel Butler from DBA Lawyers lists pros and cons of auto-reversionary pensions. ...

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Superannuation

If you have advised that superannuation is tax deductible to your director-client and they do not have in place whatever their rules require, your advice will have been w...

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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 3 hours 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 18 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...

22 hours 25 minutes ago