TRUSTS

People & Products

Cloud software provider Class has signed an agreement with wealth accounting group Findex to provide a trust accounting solution for Findex’s family office clients....

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Features

With an ageing population, increasing longevity and policy reform making superannuation a less suitable tool for leaving wealth, Hannah Wootton looks at what structures p...

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Financial planning

The Australian Securities and Investments Commission (ASIC) has given the green light to businesses to provide customers with information in digital form....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 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 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 4 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 5 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 2 days ago