TRUSTEE

Superannuation

The growth of the self-managed superannuation funds (SMSF) sector could be damaged by the failure of fund members to properly manage the funds and their holdings, accordi...

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Superannuation

Concerns have been expressed that badly-run SMSFs may yet impose costs on Federal Budget. ...

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Funds management

A former director of Trio who says he departed his role long before the collapse and after citing governance issues has strongly criticised APRA....

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Financial planning

APRA has commenced proceedings in the Australian Federal Court seeking the disqualification of former Trio Capital director David Millhouse....

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Queensland LNP Government appoints Hockey’s wife to QSuper board....

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Financial planning

When it comes to servicing Australia’s ageing and increasingly wealthy population, many advisers overlook the opportunities that exist in philanthropy. Lawyer Vincent Ho...

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Funds management

In a final act before the election, the Government has refined the Managed Investment Trust regulatory regime....

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Superannuation

MLC's Peter Hogan outlines the benefits and risks of adding children or other family members to an SMSF. ...

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Superannuation

Financial advisers need to be careful in dealing with pension commencement dates, according to superannuation specialist Michael Hallinan. ...

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Financial planning

The ACCC has raised concerns that Perpetual's proposed acquisition of The Trust Company would entrench its position in a number of market areas and is seeking further in...

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Financial planning

The regulator has put forward new proposals to update the record-keeping obligations for those who provide financial advice to retail clients. ...

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Superannuation

A number of important legislative changes for the self-managed super fund (SMSF) sector were not implemented before Parliament rose, according to Peter Burgess, head of p...

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Financial planning

Equity Trustees will extend the closing period for its take-over offer for The Trust Company to 30 September, citing its revised offer to Trust and a pending review of a ...

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Superannuation

The Institute of Chartered Accountants has broadly welcomed the increased powers granted to the Australian Taxation Office with respect to SMSFs. ...

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Superannuation

Industry super funds appear to be making desperate attempts to retain those members most likely to break away and set up a self-managed super fund, as Damon Taylor report...

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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 5 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 20 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...

1 day ago