TRUSTEE

Financial planning

ASIC has answered parliamentary questions about superannuation union liaison officers, the type of advice they can provide and whose AFSL they might be working under....

image
Financial planning

Two former WealthSure clients have been granted an application for special leave to appeal the reduction of their claim against the planning group and to compel its profe...

image
Financial planning

As risk planning remains a hot topic in the financial advice space, Malavika Santhebennur explores the top 10 legal quandaries planners can find themselves in and how to ...

image
Financial planning

TAL completes rationalisation of super funds with appointment of three independnet trustees....

Superannuation

There is some confusion and buck passing between trustees and advisers when it comes to compliance responsibility of a SMSF....

image
Awards

A strong community spirit and a passion for helping others has been a core driver for the nominees in the Pro Bono category. ...

image
Awards

In what has been a year full of new regulations and reforms in the super industry, Money Management and Super Review has recognised Equip’s Danielle Press as Superannuati...

image
Editorial

Peter Stathis looks at the impact narrowing premium gaps could have on life insurance in super. ...

image
Financial planning

Victims of Financial Fraud group lash Medcraft’s call for tougher penalties, citing regulator’s past failures....

image
Editorial

If Storm Financial has dogged the reputations of financial planners, Mike Taylor writes that the findings of the Royal Commission into Trade Union Governance and Corrupti...

image
Superannuation

Dimitri Diamantes canvasses how the Government should approach buy-sell in super and how the industry may respond....

image
Superannuation

Members of family superannuation fund have been fined for using the fund to provide rent-free accommodation to their son....

image
Superannuation

A self-managed super fund trustee is set to face legal action relating to allegations of using money from the fund for other investments....

image
Life/Risk

Australians impacted by the collapse of debenture insurer, Provident Capital Limited, are being invited to take part in a class action suit against the business’ trustee....

image
Superannuation

Claims that SMSF members are looking to return to mainstream funds are unfounded, according to SuperGuardian, Xpress Super chief executive, Olivia Long....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago