TRUSTEES

Superannuation

There has been a tendency across the advice industry to use a cookie cutter model and this will need to be expanded to service the needs of SMSF trustees, according to a ...

image
People & Products

Perpetual Corporate Trust has announced two key internal promotions in a bid to support the ongoing expansion of its corporate trustee business....

image
Superannuation

National Australia Bank has launched a product which it claims will eliminate some of the pain points likely to be experienced by SMSF trustees as they seek to comply wit...

image
Financial planning

Fewer SMSFs are using financial planners, but trustees want advice, while accountants and planners want software to boost their relationship, according to Investment Tren...

image
Funds management

ASIC releases consultation paper to remake three class orders relating to underlying investments into a single instrument....

image
Superannuation

The trustees of an SMSF have been fined $40,000 after admitting to almost 70 breaches of the SIS Act, by the Federal Court of Australia....

image
Superannuation

Innovation in the product marketplace means funds need to be able to compare retiree outcomes with products that have diverse features, return drivers, and pay-off profil...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

3 days 16 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 14 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 day 17 hours ago